Paladin Wealth, LLC

CIK 0002040377 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026

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Filer information

Filed by: Paladin Wealth, LLC, Chief Compliance Officer
Address: 4105 LEXINGTON AVE N STE 230, ARDEN HILLS, MN, 55126
Phone: 6518428406
AUM: $146.5M

AUM over time

$171.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $146.5M114 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$964K	0.7%Prev: 0.7%	7,696 SH	Increased+570 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.9M	1.3%Prev: 1.2%	64,952 SH	Increased+7,232 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 FEB	$476K	0.3%Prev: 0.4%	12,492 SH	Decreased-633 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 JUL	$239K	0.2%Prev: 0.2%	5,319 SH	Decreased-286 SH
ALPHABET INC	CAP STK CL A	$259K	0.2%	826 SH	New
ALPHABET INC	CAP STK CL C	$3.1M	2.1%Prev: 2.3%	9,949 SH	Decreased-2,962 SH
AMAZON COM INC	COM	$3.7M	2.5%Prev: 2.7%	15,862 SH	Decreased-823 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.9M	2.0%Prev: 1.8%	38,269 SH	Increased+5,951 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$3.8M	2.6%Prev: 2.2%	45,688 SH	Increased+7,985 SH
AMERICAN CENTY ETF TR	US EQT ETF	$1.3M	0.9%Prev: 0.6%	11,460 SH	Increased+3,810 SH
AMPHENOL CORP NEW	CL A	$750K	0.5%Prev: 0.8%	5,548 SH	Decreased-3,233 SH
AMPLIFY ETF TR	BLOCKCHAIN TECHN	$354K	0.2%	6,220 SH	New
ANGEL OAK FUNDS TRUST	OAK ULTRASHORT	$1.2M	0.8%Prev: 0.8%	23,665 SH	Increased+1,618 SH
APPLE INC	COM	$3.5M	2.4%Prev: 2.5%	12,928 SH	Increased-830 SH
ARK ETF TR	NEXT GNRTN INTER	$359K	0.2%Prev: 0.2%	2,433 SH	Increased+1,164 SH
ASTRAZENECA PLC	SPONSORED ADR	$221K	0.2%	2,409 SH	New
BAKER HUGHES COMPANY	CL A	$569K	0.4%Prev: 0.5%	12,501 SH	Decreased-1,853 SH
BANK AMERICA CORP	COM	$781K	0.5%Prev: 0.6%	14,200 SH	Increased-868 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.8%Prev: 0.9%	2,284 SH	Decreased-216 SH
BONDBLOXX ETF TRUST	BBB RATED 1 5 YE	$1.8M	1.2%Prev: 1.2%	34,703 SH	Increased+3,627 SH
BONDBLOXX ETF TRUST	BLOOMBERG FVE YR	$2.3M	1.6%Prev: 1.5%	46,990 SH	Increased+4,839 SH
BONDBLOXX ETF TRUST	BLOOMBERG SEVEN	$1.6M	1.1%Prev: 1.1%	33,519 SH	Increased+3,460 SH
BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.3M	0.9%Prev: 0.8%	27,225 SH	Increased+2,709 SH
BONDBLOXX ETF TRUST	BLOOMBERG THREE	$1.4M	1.0%Prev: 0.9%	28,699 SH	Increased+3,048 SH
BONDBLOXX ETF TRUST	BONDBLOXX PRIVAT	$1.2M	0.8%Prev: 0.8%	24,796 SH	Increased+2,621 SH
BOSTON SCIENTIFIC CORP	COM	$576K	0.4%Prev: 0.5%	6,038 SH	Decreased-745 SH
BROADCOM INC	COM	$1.6M	1.1%Prev: 1.4%	4,623 SH	Decreased-1,045 SH
CHEVRON CORP NEW	COM	$1.2M	0.8%Prev: 0.9%	7,634 SH	Decreased-441 SH
CINTAS CORP	COM	$549K	0.4%	2,920 SH	New
COCA COLA CO	COM	$887K	0.6%Prev: 0.6%	12,693 SH	Increased+32 SH
COHEN & STEERS ETF TRUST	NATURAL RES ACTI	$748K	0.5%Prev: 0.4%	24,229 SH	Increased+5,507 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$3.1M	2.1%Prev: 1.9%	76,558 SH	Increased+10,997 SH
CONOCOPHILLIPS	COM	$680K	0.5%Prev: 0.5%	7,260 SH	Decreased-145 SH
COSTCO WHSL CORP NEW	COM	$591K	0.4%Prev: 0.5%	685 SH	Decreased-50 SH
DEXCOM INC	COM	$580K	0.4%Prev: 0.4%	8,742 SH	Decreased+2 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$465K	0.3%Prev: 0.3%	6,268 SH	Increased
DOUBLELINE ETF TRUST	ASSET BACKED SEC	$2.0M	1.4%Prev: 1.4%	39,195 SH	Increased+2,625 SH
DOUBLELINE ETF TRUST	COMMERCIAL REAL	$653K	0.4%Prev: 0.5%	12,576 SH	Decreased-20 SH
DOUBLELINE ETF TRUST	MORTGAGE ETF	$4.9M	3.3%Prev: 3.2%	98,068 SH	Increased+9,806 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$456K	0.3%Prev: 0.2%	3,962 SH	Increased+1,348 SH
EATON CORP PLC	SHS	$907K	0.6%Prev: 0.8%	2,848 SH	Decreased+11 SH
ECOLAB INC	COM	$790K	0.5%Prev: 0.6%	3,011 SH	Decreased+19 SH
ELI LILLY & CO	COM	$581K	0.4%	541 SH	New
EQUINIX INC	COM	$539K	0.4%Prev: 0.4%	704 SH	Decreased-68 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$272K	0.2%	2,481 SH	New
EXTRA SPACE STORAGE INC	COM	$612K	0.4%Prev: 0.5%	4,703 SH	Decreased-403 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$1.3M	0.9%Prev: 0.9%	21,863 SH	Increased+44 SH
FIRST TR EXCHNG TRADED FD VI	SKYBRIDGE CRYPTO	$387K	0.3%Prev: 0.2%	25,798 SH	Increased+13,858 SH
GOLDMAN SACHS GROUP INC	COM	$1.5M	1.0%Prev: 1.1%	1,713 SH	Decreased-215 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$582K	0.4%Prev: 0.4%	19,656 SH	Decreased-758 SH
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$350K	0.2%Prev: 0.3%	16,734 SH	Decreased-839 SH
INNOVATOR ETFS TRUST	GROWTH 100 PWR B	$329K	0.2%Prev: 0.2%	11,112 SH	Decreased-549 SH
INNOVATOR ETFS TRUST	INNOVATOR DEEPW	$274K	0.2%	3,583 SH	New
INNOVATOR ETFS TRUST	INNOVATOR INTER	$228K	0.2%Prev: 0.2%	6,994 SH	Decreased-334 SH
INNOVATOR ETFS TRUST	US EQT ACLRTD 9	$835K	0.6%Prev: 0.6%	21,821 SH	Decreased-1,262 SH
INSULET CORP	COM	$537K	0.4%Prev: 0.4%	1,888 SH	Decreased+105 SH
INTUITIVE SURGICAL INC	COM NEW	$545K	0.4%	962 SH	New
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$1.2M	0.8%Prev: 0.8%	24,333 SH	Increased+1,638 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$2.3M	1.6%Prev: 1.4%	9,228 SH	Increased+1,324 SH
INVESCO GALAXY BITCOIN ETF	COM SHS BEN INT	$1.2M	0.8%	14,143 SH	New
INVESCO QQQ TR	UNIT SER 1	$369K	0.3%Prev: 0.2%	601 SH	Increased+74 SH
ISHARES TR	CORE S&P500 ETF	$701K	0.5%Prev: 0.5%	1,023 SH	Increased+30 SH
ISHARES TR	ISHS 1-5YR INVS	$731K	0.5%Prev: 0.5%	13,832 SH	Decreased-308 SH
ISHARES TR	ISHS 5-10YR INVT	$1.1M	0.8%Prev: 0.8%	20,634 SH	Increased+349 SH
ISHARES TR	NATIONAL MUN ETF	$1.7M	1.2%Prev: 0.8%	15,934 SH	Increased+5,638 SH
ISHARES U S ETF TR	U.S. TECH INDEPD	$1.9M	1.3%Prev: 1.1%	18,648 SH	Increased+4,135 SH
J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$478K	0.3%Prev: 0.3%	3,874 SH	Increased+169 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$320K	0.2%Prev: 1.1%	4,818 SH	Decreased-17,715 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$616K	0.4%Prev: 0.3%	12,097 SH	Increased+4,154 SH
JANUS DETROIT STR TR	HENDERSON MTG	$3.6M	2.5%Prev: 2.6%	78,867 SH	Increased+148 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.2M	1.5%Prev: 1.5%	44,217 SH	Increased+2,692 SH
JEFFERIES FINL GROUP INC	COM	$201K	0.1%	3,241 SH	New
JOHNSON & JOHNSON	COM	$830K	0.6%Prev: 0.7%	4,010 SH	Decreased-1,275 SH
JPMORGAN CHASE & CO.	COM	$1.5M	1.0%Prev: 1.1%	4,564 SH	Decreased-271 SH
KEYCORP	COM	$205K	0.1%	9,931 SH	New
LAM RESEARCH CORP	COM NEW	$732K	0.5%Prev: 0.7%	4,277 SH	Decreased-3,231 SH
LOWES COS INC	COM	$981K	0.7%Prev: 0.8%	4,067 SH	Decreased-278 SH
MARTIN MARIETTA MATLS INC	COM	$745K	0.5%Prev: 0.6%	1,196 SH	Decreased-40 SH
MCDONALDS CORP	COM	$839K	0.6%Prev: 0.6%	2,746 SH	Decreased-185 SH
MEDTRONIC PLC	SHS	$1.0M	0.7%Prev: 0.8%	10,730 SH	Decreased-499 SH
META PLATFORMS INC	CL A	$2.6M	1.7%Prev: 2.1%	3,875 SH	Decreased-24 SH
MICROSOFT CORP	COM	$3.5M	2.4%Prev: 2.9%	7,267 SH	Decreased-410 SH
MORGAN STANLEY	COM NEW	$1.4M	0.9%Prev: 1.0%	7,681 SH	Increased-712 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$897K	0.6%Prev: 0.7%	18,044 SH	Decreased-6 SH
NEOS ETF TRUST	NEOS S&P 500 HI	$2.1M	1.4%Prev: 1.3%	39,246 SH	Increased+4,560 SH
NETFLIX INC	COM	$792K	0.5%Prev: 0.7%	8,446 SH	Decreased+7,650 SH
NEXTERA ENERGY INC	COM	$559K	0.4%Prev: 0.5%	6,966 SH	Decreased-2,891 SH
NVIDIA CORPORATION	COM	$3.8M	2.6%Prev: 3.2%	20,226 SH	Decreased-3,156 SH
PALO ALTO NETWORKS INC	COM	$843K	0.6%Prev: 0.7%	4,576 SH	Decreased-332 SH
PAYPAL HLDGS INC	COM	$567K	0.4%Prev: 0.5%	9,705 SH	Decreased-560 SH
PIMCO ETF TR	PREFERRED AND CP	$1.0M	0.7%Prev: 0.8%	20,241 SH	Increased+169 SH
PROCTER AND GAMBLE CO	COM	$709K	0.5%Prev: 0.5%	4,950 SH	Increased+371 SH
PROSHARES TR	DJ BRKFLD GLB	$698K	0.5%Prev: 0.4%	12,885 SH	Increased+3,135 SH
QUANTA SVCS INC	COM	$647K	0.4%Prev: 0.6%	1,534 SH	Decreased-586 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$391K	0.3%Prev: 0.3%	14,544 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.6M	1.1%	29,154 SH	New
SERVICENOW INC	COM	$625K	0.4%Prev: 0.5%	4,079 SH	Decreased+3,295 SH
SOUTHWEST AIRLS CO	COM	$569K	0.4%Prev: 0.4%	13,763 SH	Increased-3,872 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$3.5M	2.4%Prev: 2.1%	77,833 SH	Increased+11,725 SH
SPDR SERIES TRUST	STATE STREET SPD	$15.7M	10.7%	278,848 SH	New
SSGA ACTIVE TR	SPDR SSGA IG PUB	$726K	0.5%Prev: 0.5%	28,556 SH	Increased+2,704 SH
STARBUCKS CORP	COM	$748K	0.5%Prev: 0.5%	8,885 SH	Increased+991 SH
SYNOPSYS INC	COM	$527K	0.4%Prev: 0.5%	1,123 SH	Decreased-145 SH
TARGET CORP	COM	$1.0M	0.7%Prev: 0.6%	10,282 SH	Increased+1,635 SH
TIDAL TRUST II	ROUNDHILL GENER	$266K	0.2%	4,504 SH	New
TJX COS INC NEW	COM	$547K	0.4%	3,563 SH	New
UNITED RENTALS INC	COM	$868K	0.6%Prev: 0.8%	1,072 SH	Decreased-152 SH
UNITEDHEALTH GROUP INC	COM	$997K	0.7%Prev: 0.8%	3,019 SH	Decreased-262 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$982K	0.7%Prev: 0.6%	27,125 SH	Increased+4,969 SH
VERTEX PHARMACEUTICALS INC	COM	$533K	0.4%Prev: 0.4%	1,175 SH	Increased-62 SH
VISA INC	COM CL A	$1.1M	0.8%Prev: 0.9%	3,262 SH	Decreased-441 SH
WALMART INC	COM	$1.2M	0.8%Prev: 0.9%	10,839 SH	Decreased-1,758 SH
WASTE CONNECTIONS INC	COM	$695K	0.5%Prev: 0.5%	3,965 SH	Increased+214 SH
WORLD GOLD TR	SPDR GLD MINIS	$1.6M	1.1%Prev: 0.9%	18,288 SH	Increased+2,367 SH

Sold (vs prior filing)

AMPLIFY ETF TR — $221K
JAMES HARDIE INDS PLC — $417K
SELECT SECTOR SPDR TR — $1.3M
SPDR SERIES TRUST — $455K
SPDR SERIES TRUST — $1.3M
SPDR SERIES TRUST — $697K
SPDR SERIES TRUST — $863K
SPDR SERIES TRUST — $9.3M
SPDR SERIES TRUST — $667K
UBER TECHNOLOGIES INC — $598K
US BANCORP DEL — $210K
ZIMMER BIOMET HOLDINGS INC — $583K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0002040377-26-000001	$146.5M	View
Oct 14, 2025	Q3 2025	13F-HR	0002040377-25-000007	$137.9M	View
Jul 9, 2026	Q2 2026