Paladin Wealth, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $9.33B, Doubleline ETF Trust with a value of $4.38B, Nvidia Corp with a value of $4.36B, Microsoft Corp with a value of $3.98B, and Amazon Com Inc with a value of $3.66B.

Examining the 13F form we can see an increase of $9.29B in the current position value, from $129B to 138B.

Paladin Wealth, LLC is based out at Arden Hills, MN

Below you can find more details about Paladin Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $45.6 Billion
Technology: $17.7 Billion
Financial Services: $8.59 Billion
Healthcare: $7.01 Billion
Communication Services: $6.96 Billion
Consumer Cyclical: $6.31 Billion
Industrials: $4.33 Billion
Consumer Defensive: $4.3 Billion
Other: $6.32 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $138 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 14 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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