Paladin Partners, LLC

CIK 0002141570 • 3 13F filings • Jun 25, 2026 – Aug 7, 2026

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Filer information

Filed by: Paladin Partners, LLC, Managing Member
Address: 138 NORTH AVENUE, SUITE 10, HARTLAND, WI, 53029
Phone: 4143674675
AUM: $134.2M

AUM over time

$162.5M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2026

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $151.2M214 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES COM	COM	$44K	0.0%	490 SH	New
ABBVIE INC COM	COM	$967K	0.6%	3,841 SH	New
ADVANCE AUTO PARTS INC COM	COM	$498	0.0%	8 SH	New
AES CORP COM	COM	$1K	0.0%	100 SH	New
ALPHABET INC CAP STK CL A	COM	$25K	0.0%	70 SH	New
ALTRIA GROUP INC COM	COM	$42K	0.0%	589 SH	New
AMAZON COM INC COM	COM	$79K	0.1%	330 SH	New
AMERICAN ELEC PWR CO INC COM	COM	$34K	0.0%	252 SH	New
AMERICAN EXPRESS CO COM	COM	$42K	0.0%	125 SH	New
AMGEN INC COM	COM	$674K	0.4%	1,860 SH	New
APPLE INC COM	COM	$3.6M	2.4%	12,402 SH	New
APTIV PLC COM SHS	COM	$737	0.0%	12 SH	New
ARK SPACE & DEFENSE INNOVATION ETF	ETF	$2K	0.0%	50 SH	New
ASML HLDG NV N Y REGISTRY SHS	ADR	$195K	0.1%	98 SH	New
ASSOCIATED BANC-CORP COM	COM	$15K	0.0%	476 SH	New
AT&T INC COM	COM	$4K	0.0%	175 SH	New
ATMOS ENERGY CORP COM	COM	$37K	0.0%	213 SH	New
AUTOMATIC DATA PROCESSING INC COM	COM	$582K	0.4%	2,600 SH	New
AUTOZONE INC COM	COM	$3K	0.0%	1 SH	New
AVANOS MED INC COM	COM	$597	0.0%	24 SH	New
AXCELIS TECHNOLOGIES INC COM NEW	COM	$19K	0.0%	100 SH	New
BANCO SANTANDER SA ADR	ADR	$7K	0.0%	510 SH	New
BANK OF AMER CORP COM	COM	$9K	0.0%	163 SH	New
BANK OF NY MELLON CORP COM	COM	$53K	0.0%	364 SH	New
BARCLAYS PLC ADR	ADR	$522K	0.3%	19,443 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	COM	$19K	0.0%	6,881 SH	New
BLACKROCK INC COM	COM	$1.9M	1.3%	1,975 SH	New
BOOKING HOLDINGS INC COM	COM	$4K	0.0%	25 SH	New
BRITISH AMERN TOB PLC SPONSORED ADR	ADR	$7K	0.0%	120 SH	New
BROADCOM INC COM	COM	$335K	0.2%	886 SH	New
BROADRIDGE FINL SOLUTIONS INC COM	COM	$422K	0.3%	3,080 SH	New
BWX TECHNOLOGIES INC COM	COM	$19K	0.0%	100 SH	New
CAPITAL ONE FINL CORP COM	COM	$20K	0.0%	100 SH	New
CARDINAL HEALTH INC COM	COM	$5K	0.0%	20 SH	New
CARIBOU BIOSCIENCES INC COM	COM	$88	0.0%	50 SH	New
CATERPILLAR INC COM	COM	$220K	0.1%	207 SH	New
CF INDUSTRIES HOLD COM	COM	$4K	0.0%	35 SH	New
CHEVRON CORPORATION COM	COM	$30K	0.0%	183 SH	New
CHUBB LIMITED COM	COM	$184K	0.1%	540 SH	New
CHURCHILL DOWNS INC COM	COM	$65K	0.0%	723 SH	New
CITIGROUP INC COM NEW	COM	$27K	0.0%	191 SH	New
CLEANSPARK INC COM NEW	COM	$2K	0.0%	150 SH	New
COCA COLA CO COM	COM	$25K	0.0%	310 SH	New
COHEN & STEERS SELECT PFD & IN COM	CEF	$119K	0.1%	5,930 SH	New
COREWEAVE INC COM CL A	COM	$10K	0.0%	100 SH	New
CORNING INC COM	COM	$19K	0.0%	75 SH	New
COSTCO WHOLESALE CORPORATION COM	COM	$1.1M	0.7%	1,151 SH	New
CRISPR THERAPEUTICS AG NAMEN AKT	COM	$8K	0.0%	150 SH	New
CROWDSTRIKE HLDGS INC CL A	COM	$76K	0.1%	100 SH	New
DIREXION DAILY GOLD MINERS INDEX BULL 2X ETF	ETF	$18K	0.0%	150 SH	New
DOW HLDGS INC COM	COM	$4K	0.0%	146 SH	New
DUPONT DE NEMOURS INC COMMON COM	COM	$4K	0.0%	33 SH	New
EATON CORP PLC SHS	COM	$6K	0.0%	15 SH	New
EBAY INC. COM	COM	$9K	0.0%	80 SH	New
ELI LILLY & CO COM	COM	$369K	0.2%	308 SH	New
EQUINIX INC COM	REIT	$3K	0.0%	3 SH	New
EXXONMOBIL HOLDINGS CORP COM SHS	COM	$29K	0.0%	210 SH	New
F&G ANNUITIES & LIFE INC COMMON COM	COM	$106	0.0%	4 SH	New
FASTENAL CO COM	COM	$39K	0.0%	810 SH	New
FIDELITY NATL FINL INC COM SHS	COM	$4K	0.0%	82 SH	New
FIDELITY NATL INFORMATION SVCS COM	COM	$428	0.0%	11 SH	New
FIRST CTZNS BANCSHARES INC DEL CL A	COM	$79K	0.1%	38 SH	New
FIRST TRUST WATER ETF	ETF	$12K	0.0%	106 SH	New
FISERV INC COM	COM	$74K	0.0%	1,500 SH	New
FLAHERTY & CRUMRINE PFD INCOME COM	CEF	$30K	0.0%	3,271 SH	New
FORD MTR CO COM	COM	$70K	0.0%	5,000 SH	New
FS SPECIALTY LENDING FD COM SH BEN INT	CEF	$95K	0.1%	8,503 SH	New
GE AEROSPACE COM NEW	COM	$38K	0.0%	103 SH	New
GE VERNOVA INC COM	COM	$12K	0.0%	10 SH	New
GENCO SHIPPING & TRADING LTD SHS	COM	$1K	0.0%	50 SH	New
GENERAL DYNAMICS CORP COM	COM	$30K	0.0%	84 SH	New
GOLDMAN SACHS GROUP INC COM	COM	$58K	0.0%	57 SH	New
GREIF INC CL B	COM	$1.0M	0.7%	11,216 SH	New
HARLEY DAVIDSON INC COM	COM	$7K	0.0%	300 SH	New
HASBRO INC COM	COM	$2K	0.0%	30 SH	New
HOME DEPOT INC COM	COM	$24K	0.0%	68 SH	New
HOULIHAN LOKEY INC CL A	COM	$10K	0.0%	77 SH	New
HOWMET AEROSPACE INC COM	COM	$56K	0.0%	209 SH	New
ICAHN ENTERPRISES LP DEPOSITARY UNIT	COM	$2K	0.0%	297 SH	New
INTEL CORP COM	COM	$14K	0.0%	100 SH	New
INTUITIVE SURGICAL INC COM NEW	COM	$566K	0.4%	1,422 SH	New
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF	ETF	$86K	0.1%	5,435 SH	New
INVESCO ULTRA SHORT DURATION ETF	ETF	$1.1M	0.8%	22,717 SH	New
ISHARES 0-3 MONTH TREASURY BOND ETF	ETF	$6K	0.0%	56 SH	New
ISHARES 10-20 YEAR TREASURY BOND ETF	ETF	$217K	0.1%	2,158 SH	New
ISHARES 20 YEAR TREASURY BOND ETF	ETF	$6K	0.0%	70 SH	New
ISHARES 7-10 YEAR TREASURY BOND ETF	ETF	$967K	0.6%	10,226 SH	New
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	ETF	$24K	0.0%	658 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$14K	0.0%	150 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$25K	0.0%	325 SH	New
ISHARES CORE S&P SMALL CAP ETF	ETF	$6K	0.0%	43 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$4.4M	2.9%	44,709 SH	New
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF	ETF	$35K	0.0%	383 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$6.5M	4.3%	80,810 SH	New
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	ETF	$59K	0.0%	545 SH	New
ISHARES MSCI EAFE ETF	ETF	$6.3M	4.2%	60,655 SH	New
ISHARES MSCI EMERGING MARKETS ETF	ETF	$1.8M	1.2%	26,895 SH	New
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF	ETF	$7K	0.0%	60 SH	New
ISHARES MSCI WORLD ETF	ETF	$20K	0.0%	100 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$1.5M	1.0%	13,664 SH	New
ISHARES RUSSELL 1000 ETF	ETF	$21.4M	14.2%	52,335 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$929K	0.6%	7,484 SH	New
ISHARES RUSSELL 1000 VALUE ETF	ETF	$12.4M	8.2%	51,090 SH	New
ISHARES RUSSELL 2000 ETF	ETF	$2.4M	1.6%	7,842 SH	New
ISHARES RUSSELL MID-CAP GROWTH ETF	ETF	$398K	0.3%	2,720 SH	New
ISHARES RUSSELL MID-CAP VALUE ETF	ETF	$663K	0.4%	4,030 SH	New
ISHARES RUSSELL MIDCAP ETF	ETF	$2.4M	1.6%	21,740 SH	New
ISHARES SEMICONDUCTOR ETF	ETF	$54K	0.0%	85 SH	New
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$206K	0.1%	1,935 SH	New
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF	ETF	$3.4M	2.2%	30,740 SH	New
JANUS HENDERSON AAA CLO ETF	ETF	$537K	0.4%	10,636 SH	New
JOHNSON & JOHNSON COM	COM	$41K	0.0%	163 SH	New
JOHNSON CTLS INTL PLC SHS	COM	$17K	0.0%	117 SH	New
JPMORGAN CHASE & CO COM	COM	$126K	0.1%	385 SH	New
KIMBERLY-CLARK CORP COM	COM	$22K	0.0%	200 SH	New
KINROSS GOLD CORP COM	COM	$2K	0.0%	100 SH	New
KLA CORP COM NEW	COM	$100K	0.1%	330 SH	New
KOHLS CORP COM	COM	$25K	0.0%	1,400 SH	New
LAM RESEARCH CORP COM NEW	COM	$26K	0.0%	60 SH	New
LCI INDS COM	COM	$3K	0.0%	30 SH	New
LINDE PLC SHS	COM	$3K	0.0%	5 SH	New
LIVERAMP HLDGS INC COM	COM	$941	0.0%	25 SH	New
LUCID GROUP INC COM NEW	COM	$33	0.0%	5 SH	New
M & T BK CORP COM	COM	$2K	0.0%	7 SH	New
MAGNUM ICE CREAM CO NV ORD SHS	COM	$122	0.0%	7 SH	New
MASTERCARD INCORPORATED CL A	COM	$77K	0.1%	150 SH	New
MCKESSON CORP COM	COM	$55K	0.0%	73 SH	New
MEDIFAST INC COM	COM	$318	0.0%	30 SH	New
META PLATFORMS INC CL A	COM	$36K	0.0%	64 SH	New
MICROSOFT CORP COM	COM	$1.4M	0.9%	3,648 SH	New
MINK THERAPEUTICS INC COM NEW	COM	$12K	0.0%	1,000 SH	New
MONSTER BEVERAGE CORP NEW COM	COM	$5K	0.0%	54 SH	New
MONTE ROSA THERAPEUTICS INC COM	COM	$24K	0.0%	1,000 SH	New
MORGAN STANLEY COM NEW	COM	$60K	0.0%	289 SH	New
MOTLEY FOOL 100 INDEX ETF	ETF	$24K	0.0%	311 SH	New
NANO DIMENSION LTD SPONSORD ADS NEW	ADR	$363	0.0%	250 SH	New
NERVGEN PHARMA CORP COM	COM	$21K	0.0%	10,000 SH	New
NETFLIX INC. COM	COM	$6K	0.0%	80 SH	New
NEWMONT CORP COM	COM	$7K	0.0%	75 SH	New
NOVARTIS AG SPONSORED ADR	ADR	$5K	0.0%	31 SH	New
NU SKIN ENTERPRISES INC CL A	COM	$792	0.0%	150 SH	New
NVIDIA CORPORATION COM	COM	$14.6M	9.7%	73,032 SH	New
ORACLE CORP COM	COM	$6K	0.0%	40 SH	New
PACCAR INC COM	COM	$27K	0.0%	225 SH	New
PALANTIR TECHNOLOGIES INC CL A	COM	$18K	0.0%	150 SH	New
PALO ALTO NETWORKS INC COM	COM	$14K	0.0%	42 SH	New
PAN AMERN SILVER CORP COM	COM	$40K	0.0%	900 SH	New
PAYCHEX INC COM	COM	$20K	0.0%	206 SH	New
PAYCOM SOFTWARE INC COM	COM	$1K	0.0%	10 SH	New
PEPSICO INC COM	COM	$17K	0.0%	129 SH	New
PFIZER INC COM	COM	$2K	0.0%	80 SH	New
PNC FINL SVCS GROUP INC COM	COM	$38K	0.0%	153 SH	New
PRINCIPAL FINANCIAL GROUP INC COM	COM	$268K	0.2%	2,490 SH	New
PROCTER & GAMBLE CO COM	COM	$29K	0.0%	200 SH	New
QNITY ELECTRONICS INC COMMON COM	COM	$8K	0.0%	50 SH	New
REALTY INCOME CORP COM	REIT	$4K	0.0%	70 SH	New
REAVES UTIL INCOME FD COM SH BEN INT	CEF	$39K	0.0%	969 SH	New
RIO TINTO PLC SPONSORED ADR	ADR	$6K	0.0%	60 SH	New
ROBERT HALF INC. COM	COM	$2K	0.0%	66 SH	New
ROYAL BK CDA COM	COM	$43K	0.0%	209 SH	New
ROYAL GOLD INC COM	COM	$2K	0.0%	10 SH	New
RTX CORPORATION COM	COM	$119K	0.1%	628 SH	New
RYANAIR HOLDINGS PLC SPONSORED ADR	ADR	$3K	0.0%	45 SH	New
S&P GLOBAL INC COM	COM	$3K	0.0%	7 SH	New
SALESFORCE INC COM	COM	$12K	0.0%	76 SH	New
SCHWAB US TIPS ETF	ETF	$5K	0.0%	186 SH	New
SEA LTD SPONSORD ADS	ADR	$1K	0.0%	12 SH	New
SHERWIN WILLIAMS CO COM	COM	$2K	0.0%	5 SH	New
SONOCO PRODS CO COM	COM	$1K	0.0%	25 SH	New
STARBUCKS CORP COM	COM	$14K	0.0%	140 SH	New
STATE STR CORP COM	COM	$14K	0.0%	85 SH	New
STATE STREET ENERGY SELECT SECTOR SPDR ETF	ETF	$2.3M	1.5%	43,110 SH	New
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	ETF	$9.5M	6.3%	88,414 SH	New
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF	ETF	$8K	0.0%	290 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$17.2M	11.4%	23,064 SH	New
STRYKER CORPORATION COM	COM	$2K	0.0%	7 SH	New
SYNCHRONY FINANCIAL COM	COM	$3K	0.0%	42 SH	New
T-MOBILE US INC COM	COM	$25K	0.0%	151 SH	New
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS	ADR	$72K	0.0%	150 SH	New
TELADOC HEALTH INC COM	COM	$119	0.0%	14 SH	New
TEXAS ROADHOUSE INC COM	COM	$10K	0.0%	52 SH	New
TORO CORP COM	COM	$5K	0.0%	1,000 SH	New
TUYA INC SPONSERED ADS	ADR	$18K	0.0%	10,000 SH	New
UBER TECHNOLOGIES INC COM	COM	$3K	0.0%	48 SH	New
UGI CORP NEW COM	COM	$4K	0.0%	130 SH	New
ULTA BEAUTY INC COM	COM	$239K	0.2%	530 SH	New
UNILEVER PLC SPON ADR NEW	ADR	$2K	0.0%	32 SH	New
UNION PAC CORP COM	COM	$24K	0.0%	90 SH	New
UNITED PARCEL SVCS INC CL B	COM	$2K	0.0%	21 SH	New
UPBOUND GROUP INC COM	COM	$531	0.0%	25 SH	New
V F CORP COM	COM	$834	0.0%	50 SH	New
VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$87K	0.1%	1,470 SH	New
VANGUARD MORNINGSTAR GROWTH ETF	ETF	$22K	0.0%	258 SH	New
VANGUARD MORNINGSTAR TOTAL COM MARKET ETF	ETF	$11.7M	7.7%	31,552 SH	New
VANGUARD REAL ESTATE ETF	ETF	$143K	0.1%	1,481 SH	New
VANGUARD RUSSELL 3000 ETF	ETF	$139K	0.1%	418 SH	New
VANGUARD SHORT-TERM BOND ETF	ETF	$2.2M	1.4%	27,797 SH	New
VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$214K	0.1%	2,709 SH	New
VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$7.4M	4.9%	152,162 SH	New
VERIZON COMMUNICATIONS INC COM	COM	$4K	0.0%	100 SH	New
VERSIGENT PLC ORDINARY SHARES	COM	$168	0.0%	4 SH	New
VICI PPTYS INC COM	REIT	$6K	0.0%	222 SH	New
VIKING THERAPEUTICS INC COM	COM	$8K	0.0%	200 SH	New
VIRGIN GALACTIC HOLDINGS INC COM NEW	COM	$14	0.0%	5 SH	New
VISA INC COM CL A	COM	$43K	0.0%	124 SH	New
WALMART INC COM	COM	$53K	0.0%	465 SH	New
WARNER BROS DISCOVERY INC COM SER A	COM	$2K	0.0%	74 SH	New
WEC ENERGY GROUP INC COM	COM	$34K	0.0%	291 SH	New
WELLS FARGO & CO COM	COM	$45K	0.0%	540 SH	New
WESTERN DIGITAL CORP COM	COM	$160K	0.1%	250 SH	New
WHEATON PRECIOUS METALS CORP COM	COM	$23K	0.0%	201 SH	New
WORKDAY INC CL A	COM	$979	0.0%	8 SH	New
WW GRAINGER INC COM	COM	$7K	0.0%	5 SH	New
ZENTEK LTD COM	COM	$12K	0.0%	25,000 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $50K
ABBVIE INC — $835K
ADVANCE AUTO PARTS INC — $422
AES CORP — $1K
ALPHABET INC — $20K
ALTRIA GROUP INC — $38K
AMAZON COM INC — $69K
AMERICAN ELEC PWR CO INC — $33K
AMERICAN EXPRESS CO — $38K
AMGEN INC — $654K
APPLE INC — $3.9M
APTIV PLC COM — $833
ARK — $1K
ASSOCIATED BANC-CORP — $12K
AT&T INC — $5K
ATMOS ENERGY CORP — $39K
AUTOMATIC DATA PROCESSING INC — $526K
AUTOZONE INC — $3K
AVANOS MED INC — $336
AXCELIS TECHNOLOGIES INC — $9K
… and 192 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jun 25, 2026	Q4 2025	13F-HR	0002141570-26-000003	$134.2M	View
Oct 6, 2026	Q3 2026	13F-HR	0002141570-26-000006	$162.5M	View
Aug 7, 2026	Q2 2026