Paladin Wealth, LLC Portfolio Holdings

Paladin Wealth, LLC

$146 Billion
Q4 2025

Paladin Wealth, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 120 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 $11.5B, Doubleline ETF Trust with a value of $4.87B, Nvidia Corp with a value of $3.77B, American Centy ETF Tr Avantis with a value of $3.76B, and Amazon Com Inc with a value of $3.66B.

Examining the 13F form we can see an increase of $8.57B in the current position value, from $138B to 146B.

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 $146 Billion

ETFs: $54.3 Billion

Technology: $15.1 Billion

Financial Services: $8.39 Billion

Healthcare: $7.39 Billion

Consumer Cyclical: $6.78 Billion

Communication Services: $6.73 Billion

Consumer Defensive: $4.4 Billion

Industrials: $4.24 Billion

Other: $5.66 Billion

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$465B	$3.77 Billion 2.58% of portfolio	20,226	Q4 2025 Reduced 13.5%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$3.66 Billion 2.5% of portfolio	15,862	Q4 2025 Reduced 4.93%
AAPL Apple Inc. Technology	$4.3T	$3.51 Billion 2.4% of portfolio	12,928	Q4 2025 Reduced 6.03%
MSFT Microsoft Corp Technology	$3.78T	$3.51 Billion 2.4% of portfolio	7,267	Q4 2025 Reduced 5.34%
GOOG Alphabet Inc. Communication Services	$1.74T	$3.12 Billion 2.13% of portfolio	9,949	Q4 2025 Reduced 22.94%
META Meta Platforms, Inc. Communication Services	$1.37T	$2.56 Billion 1.75% of portfolio	3,875	Q4 2025 Reduced 0.62%
XFIV Bondbloxx ETF Tr 5 Yr Target D	-	$2.33 Billion 1.59% of portfolio	-	Q4 2025 Added 11.48%
SPYI Shp ETF Tr Neos S&P 500 High I	-	$2.06 Billion 1.41% of portfolio	-	Q4 2025 Added 13.15%
XSVN Bondbloxx ETF Tr 7 Yr Target D	-	$1.61 Billion 1.1% of portfolio	-	Q4 2025 Added 11.51%

AVGO Broadcom Inc. Technology	$139B	$1.6 Billion 1.09% of portfolio	4,623	Q4 2025 Reduced 18.44%
GS Goldman Sachs Group Inc Financial Services	$265B	$1.51 Billion 1.03% of portfolio	1,713	Q4 2025 Reduced 11.15%
JPM Jpmorgan Chase & CO Financial Services	$881B	$1.47 Billion 1.0% of portfolio	4,564	Q4 2025 Reduced 5.6%
MS Morgan Stanley Financial Services	$270B	$1.36 Billion 0.93% of portfolio	7,681	Q4 2025 Reduced 8.48%
XTEN Bondbloxx ETF Tr Bloomberg 10	-	$1.26 Billion 0.86% of portfolio	-	Q4 2025 Added 11.05%
UYLD Angel Oak Fds Tr Ultrashort In	-	$1.21 Billion 0.83% of portfolio	-	Q4 2025 Added 7.34%
WMT Walmart Inc. Consumer Defensive	$279B	$1.21 Billion 0.82% of portfolio	10,839	Q4 2025 Reduced 13.96%
CVX Chevron Corp Energy	$303B	$1.16 Billion 0.79% of portfolio	7,634	Q4 2025 Reduced 5.46%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$662B	$1.15 Billion 0.78% of portfolio	2,284	Q4 2025 Reduced 8.64%

V Visa Inc. Financial Services	$533B	$1.14 Billion 0.78% of portfolio	3,262	Q4 2025 Reduced 11.91%
MDT Medtronic PLC Healthcare	$128B	$1.03 Billion 0.7% of portfolio	10,730	Q4 2025 Reduced 4.44%
TGT Target Corp Consumer Defensive	$41.4B	$1.01 Billion 0.69% of portfolio	10,282	Q4 2025 Added 18.91%
UNH Unitedhealth Group Inc Healthcare	$300B	$997 Million 0.68% of portfolio	3,019	Q4 2025 Reduced 7.99%
LOW Lowes Companies Inc Consumer Cyclical	$140B	$981 Million 0.67% of portfolio	4,067	Q4 2025 Reduced 6.4%
SMOT Vaneck ETF Tr Morningstar Smid	-	$982 Million 0.67% of portfolio	-	Q4 2025 Added 22.43%
ABT Abbott Laboratories Healthcare	$228B	$964 Million 0.66% of portfolio	7,696	Q4 2025 Added 8.0%
ETN Eaton Corp PLC Industrials	$140B	$907 Million 0.62% of portfolio	2,848	Q4 2025 Added 0.39%
CSHI Shp ETF Tr Neos Enhanced Incom	-	$897 Million 0.61% of portfolio	-	Q4 2025 Reduced 0.03%
KO Coca Cola CO Consumer Defensive	$306B	$887 Million 0.61% of portfolio	12,693	Q4 2025 Added 0.25%
URI United Rentals, Inc. Industrials	$55.9B	$868 Million 0.59% of portfolio	1,072	Q4 2025 Reduced 12.42%
PANW Palo Alto Networks Inc Technology	$61.4B	$843 Million 0.58% of portfolio	4,576	Q4 2025 Reduced 6.76%
JNJ Johnson & Johnson Healthcare	$522B	$830 Million 0.57% of portfolio	4,010	Q4 2025 Reduced 24.12%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$839 Million 0.57% of portfolio	2,746	Q4 2025 Reduced 6.31%
NFLX Netflix Inc Communication Services	$49.1B	$792 Million 0.54% of portfolio	8,446	Q4 2025 Added 961.06%
ECL Ecolab Inc. Basic Materials	$73.7B	$790 Million 0.54% of portfolio	3,011	Q4 2025 Added 0.64%
BAC Bank Of America Corp Financial Services	$413B	$781 Million 0.53% of portfolio	14,200	Q4 2025 Reduced 5.76%
APH Amphenol Corp Technology	$79.6B	$750 Million 0.51% of portfolio	5,548	Q4 2025 Reduced 36.82%
SBUX Starbucks Corp Consumer Cyclical	$97.3B	$748 Million 0.51% of portfolio	8,885	Q4 2025 Added 12.55%
MLM Martin Marietta Materials Inc Basic Materials	$37.2B	$745 Million 0.51% of portfolio	1,196	Q4 2025 Reduced 3.24%
PG Procter & Gamble CO Consumer Defensive	$346B	$709 Million 0.48% of portfolio	4,950	Q4 2025 Added 8.1%
WCN Waste Connections, Inc. Industrials	$43.4B	$695 Million 0.47% of portfolio	3,965	Q4 2025 Added 5.71%
COP Conocophillips Energy	$113B	$680 Million 0.46% of portfolio	7,260	Q4 2025 Reduced 1.96%
PWR Quanta Services, Inc. Industrials	$61.4B	$647 Million 0.44% of portfolio	1,534	Q4 2025 Reduced 27.64%
NOW Service Now, Inc. Technology	$169B	$625 Million 0.43% of portfolio	4,079	Q4 2025 Added 420.28%
EXR Extra Space Storage Inc. Real Estate	$17.8B	$612 Million 0.42% of portfolio	4,703	Q4 2025 Reduced 7.89%
DXCM Dexcom Inc Healthcare	$22.4B	$580 Million 0.4% of portfolio	8,742	Q4 2025 Added 0.02%
COST Costco Wholesale Corp Consumer Defensive	$404B	$591 Million 0.4% of portfolio	685	Q4 2025 Reduced 6.8%
LLY Eli Lilly & CO Healthcare	$971B	$581 Million 0.4% of portfolio	541	Q4 2025 New
BKR Baker Hughes CO Energy	$48.8B	$569 Million 0.39% of portfolio	12,501	Q4 2025 Reduced 12.91%
BSX Boston Scientific Corp Healthcare	$147B	$576 Million 0.39% of portfolio	6,038	Q4 2025 Reduced 10.98%
PYPL Pay Pal Holdings, Inc. Financial Services	$71.6B	$567 Million 0.39% of portfolio	9,705	Q4 2025 Reduced 5.46%

Summary

Portfolio
No. of Stocks 120
Current Value $146 Billion
Prior Value $138 Billion
Filing
Period Q4 2025
Filing Date January 15, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 13 stocks
Additional Purchases 55 stocks
Sold out of 0 stocks
Reduced holdings in 50 stocks

Track This Portfolio

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.

Account

Paladin Wealth, LLC Portfolio Holdings