Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

$129 Billion
Q2 2025

Paladin Wealth, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 112 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 $7.91B, Microsoft Corp with a value of $3.92B, Nvidia Corp with a value of $3.82B, Amazon Com Inc with a value of $3.75B, and Janus Detroit Str Tr Henderson with a value of $3.51B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $111B to 129B.

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 $129 Billion

ETFs: $42.9 Billion

Technology: $17.2 Billion

Financial Services: $8.2 Billion

Healthcare: $7.48 Billion

Consumer Cyclical: $6.59 Billion

Communication Services: $6.42 Billion

Industrials: $4.85 Billion

Consumer Defensive: $4.5 Billion

Other: $5.73 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$7.91 Billion 6.15% of portfolio	108,869	Q2 2025 Added 4.98%
MSFT Microsoft Corp Technology	$3.75T	$3.92 Billion 3.05% of portfolio	7,876	Q2 2025 Reduced 0.19%
NVDA Nvidia Corp Technology	$409B	$3.82 Billion 2.97% of portfolio	24,189	Q2 2025 Reduced 0.09%
AMZN Amazon Com Inc Consumer Cyclical	$2.3T	$3.75 Billion 2.92% of portfolio	17,097	Q2 2025 Added 3.92%
JMBS Janus Detroit Str Tr Henderson ETFs	$0	$3.51 Billion 2.73% of portfolio	77,895	Q2 2025 Reduced 7.42%
Doubleline ETF Trust	-	$3.21 Billion 2.5% of portfolio	-	Q2 2025 Added 13.12%
AAPL Apple Inc. Technology	$3.35T	$2.94 Billion 2.28% of portfolio	14,320	Q2 2025 Added 7.37%
META Meta Platforms, Inc. Communication Services	$1.62T	$2.92 Billion 2.27% of portfolio	3,962	Q2 2025 Added 1.25%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.51 Billion 1.95% of portfolio	62,018	Q2 2025 Added 1.02%
GOOG Alphabet Inc. Communication Services	$1.11T	$2.44 Billion 1.9% of portfolio	13,741	Q2 2025 Added 2.8%
AVDE American Centy ETF Tr Avantis ETFs	$0	$2.37 Billion 1.84% of portfolio	32,054	Q2 2025 Added 5.46%
RECS Columbia ETF Tr I ETFs	$0	$2.22 Billion 1.72% of portfolio	60,269	Q2 2025 Added 2.85%
AVEM American Centy ETF Tr Avantis ETFs	$0	$2 Billion 1.56% of portfolio	29,200	Q2 2025 Added 2.38%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$2.01 Billion 1.56% of portfolio	11,000	Q2 2025 Added 2.04%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.94 Billion 1.51% of portfolio	38,228	Q2 2025 Added 2.32%
XFIV Bondbloxx ETF Tr 5 Yr Target D	-	$1.83 Billion 1.43% of portfolio	-	Q2 2025 Added 14.24%
BBUS J P Morgan Exchg Traded Fd ETFs	$0	$1.8 Billion 1.4% of portfolio	16,058	Q2 2025 Reduced 11.89%
Doubleline ETF Trust	-	$1.73 Billion 1.35% of portfolio	-	Q2 2025 New
AVGO Broadcom Inc. Technology	$112B	$1.65 Billion 1.28% of portfolio	5,976	Q2 2025 Reduced 0.38%
SPYI Shp ETF Tr Neos S&P 500 High I	-	$1.62 Billion 1.26% of portfolio	-	Q2 2025 Added 3.21%
JPM Jpmorgan Chase & CO Financial Services	$847B	$1.45 Billion 1.13% of portfolio	5,010	Q2 2025 Added 0.42%
GS Goldman Sachs Group Inc Financial Services	$243B	$1.45 Billion 1.13% of portfolio	2,045	Q2 2025 Reduced 5.24%
Bondbloxx ETF Trust	-	$1.41 Billion 1.1% of portfolio	-	Q2 2025 Added 14.08%
Angel Oak Funds Trust	-	$1.4 Billion 1.09% of portfolio	-	Q2 2025 Added 14.26%
V Visa Inc. Financial Services	$573B	$1.34 Billion 1.04% of portfolio	3,782	Q2 2025 Reduced 3.17%
J P Morgan Exchange Traded F	-	$1.34 Billion 1.04% of portfolio	-	Q2 2025 Reduced 0.07%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.28 Billion 1.0% of portfolio	24,271	Q2 2025 Reduced 7.03%
XSVN Bondbloxx ETF Tr 7 Yr Target D	-	$1.27 Billion 0.99% of portfolio	-	Q2 2025 Added 13.14%
WMT Walmart Inc. Consumer Defensive	$260B	$1.25 Billion 0.97% of portfolio	12,786	Q2 2025 Reduced 3.11%
SPTI Spdr Ser Tr Spdr Portfolio Int ETFs	$0	$1.24 Billion 0.97% of portfolio	43,232	Q2 2025 Reduced 7.42%
MS Morgan Stanley Financial Services	$244B	$1.23 Billion 0.96% of portfolio	8,761	Q2 2025 Reduced 0.83%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$1.23 Billion 0.95% of portfolio	2,526	Q2 2025 Added 4.64%
GSY Invesco Actively Mngd ETF Tr U ETFs	$0	$1.19 Billion 0.93% of portfolio	23,830	Q2 2025 Reduced 5.42%
ULST Ssga Active ETF Tr Ssga Ultra ETFs	$0	$1.19 Billion 0.92% of portfolio	29,195	Q2 2025 Reduced 6.29%
CVX Chevron Corp Energy	$297B	$1.19 Billion 0.92% of portfolio	8,294	Q2 2025 Added 9.06%
SMOT Vaneck ETF Tr Morningstar Smid	-	$1.15 Billion 0.89% of portfolio	-	Q2 2025 Added 6.76%
Bondbloxx ETF Trust	-	$1.13 Billion 0.88% of portfolio	-	Q2 2025 Added 12.76%
NFLX Netflix Inc Communication Services	$562B	$1.06 Billion 0.82% of portfolio	789	Q2 2025 Reduced 8.04%
GLDM World Gold Trust ETFs	$9.7B	$1.06 Billion 0.82% of portfolio	16,128	Q2 2025 Reduced 2.45%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$1.06 Billion 0.82% of portfolio	17,695	Q2 2025 Reduced 8.09%
Pimco ETF Tr	-	$1.02 Billion 0.79% of portfolio	-	Q2 2025 Reduced 7.18%
LOW Lowes Companies Inc Consumer Cyclical	$138B	$997 Million 0.78% of portfolio	4,494	Q2 2025 Added 21.46%
MDT Medtronic PLC Healthcare	$119B	$1.01 Billion 0.78% of portfolio	11,575	Q2 2025 Added 5.08%
UNH Unitedhealth Group Inc Healthcare	$281B	$1 Billion 0.78% of portfolio	3,217	Q2 2025 Added 15.1%
AZBO Aim ETF Prods Tr Allianzim Us ETFs	$0	$988 Million 0.77% of portfolio	26,708	Q2 2025 Reduced 33.78%
PANW Palo Alto Networks Inc Technology	$57.1B	$996 Million 0.77% of portfolio	4,869	Q2 2025 Added 6.8%
ABT Abbott Laboratories Healthcare	$231B	$977 Million 0.76% of portfolio	7,184	Q2 2025 Added 2.28%
URI United Rentals, Inc. Industrials	$56B	$982 Million 0.76% of portfolio	1,304	Q2 2025 Added 3.74%
Bondbloxx ETF Trust	-	$975 Million 0.76% of portfolio	-	Q2 2025 Added 15.39%
KO Coca Cola CO Consumer Defensive	$300B	$907 Million 0.71% of portfolio	12,817	Q2 2025 Reduced 0.63%

Summary

Portfolio
No. of Stocks 112
Current Value $129 Billion
Prior Value $111 Billion
Filing
Period Q2 2025
Filing Date July 08, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 20 stocks
Additional Purchases 53 stocks
Sold out of 0 stocks
Reduced holdings in 39 stocks

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Paladin Wealth, LLC Portfolio Holdings