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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.27B
$860 Million 0.67% of portfolio
15,827
Q2 2025 Added 1.62%
$2.32B
$124 Million 0.1% of portfolio
10,895
Q2 2025 New

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
Track This Portfolio

Track Paladin Wealth, LLC Portfolio

Follow Paladin Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paladin Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paladin Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email