Paller Financial Services Inc Portfolio Holdings

Paller Financial Services Inc

$125 Billion
Q4 2025

Paller Financial Services Inc has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 45 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $7.48B, ETF Ser Solutions Defiance Qua with a value of $6.65B, Ishares Msci Usa Quality Facto with a value of $6.02B, Invesco Exchange Traded Fd Tr with a value of $5.95B, and Spdr S&P Midcap 400 ETF Trust with a value of $5.54B.

Examining the 13F form we can see an increase of $125B in the current position value.

Paller Financial Services Inc is based out at Centennial, CO

Below you can find more details about Paller Financial Services Inc portfolio as well as his latest detailed transactions.

Portfolio value $125 Billion

ETFs: $97.7 Billion

Financial Services: $9.34 Billion

Energy: $1.02 Billion

Technology: $704 Million

Communication Services: $458 Million

Real Estate: $246 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$7.48 Billion 6.0% of portfolio	72,275	Q4 2025 New
QTUM ETF Ser Solutions Defiance Qua	-	$6.65 Billion 5.33% of portfolio	-	Q4 2025 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$6.02 Billion 4.82% of portfolio	30,287	Q4 2025 New
PTF Invesco Exchange Traded Fd Tr ETFs	$0	$5.95 Billion 4.77% of portfolio	77,771	Q4 2025 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$5.54 Billion 4.44% of portfolio	9,183	Q4 2025 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.45 Billion 4.37% of portfolio	8,878	Q4 2025 New
HDV Ishares Core High Dividend ETF ETFs	$0	$5.29 Billion 4.24% of portfolio	43,472	Q4 2025 New
RVT Royce Value Trust, Inc. Financial Services	$0	$5.11 Billion 4.09% of portfolio	317,150	Q4 2025 New
HDEF Xtrackers Msci Eafe High Div Y ETFs	$0	$4.68 Billion 3.75% of portfolio	150,902	Q4 2025 New

FXH First Tr Exchange Trd Fd Healt ETFs	$0	$4.35 Billion 3.49% of portfolio	38,256	Q4 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$4.15 Billion 3.33% of portfolio	33,402	Q4 2025 New
NDIV Amplify ETF Tr Nat Res Dividen	-	$4 Billion 3.2% of portfolio	-	Q4 2025 New
First Tr Exchng Traded Fd Vi	-	$3.58 Billion 2.87% of portfolio	-	Q4 2025 New
PRN Invesco Dwa Industrials Moment ETFs	$0	$3.49 Billion 2.8% of portfolio	19,987	Q4 2025 New
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$3.46 Billion 2.77% of portfolio	24,998	Q4 2025 New
ARKF Ark ETF Tr Fintech Innovation ETFs	$0	$3.35 Billion 2.69% of portfolio	70,378	Q4 2025 New
IFRA Ishares Tr ETFs	$0	$3.31 Billion 2.65% of portfolio	62,899	Q4 2025 New
FYC First Trust Small Cap Growth A ETFs	$0	$3.13 Billion 2.51% of portfolio	32,563	Q4 2025 New

TDIV First Trust Nasdaq Technology ETFs	$0	$3.02 Billion 2.42% of portfolio	31,202	Q4 2025 New
EOD Allspring Global Dividend Opportunity Fund Financial Services	$0	$2.85 Billion 2.29% of portfolio	488,924	Q4 2025 New
EWCO Invesco ETF Tr S&P 500 Equal W ETFs	$0	$2.76 Billion 2.21% of portfolio	69,305	Q4 2025 New
RIET ETF Ser Solutions Hoya Capital ETFs	$0	$2.64 Billion 2.12% of portfolio	284,624	Q4 2025 New
SDOG Alps Sector Dividend Dogs ETF ETFs	$0	$2.65 Billion 2.12% of portfolio	43,815	Q4 2025 New
FDN First Tr Fd Dow Jones ETFs	$0	$2.55 Billion 2.05% of portfolio	9,491	Q4 2025 New
RYT Invesco S&P 500 Equal Weight T ETFs	$0	$2.51 Billion 2.01% of portfolio	55,202	Q4 2025 New
FXO First Tr Exchange Traded Fd Fi ETFs	$0	$2.39 Billion 1.92% of portfolio	39,668	Q4 2025 New
IGV Ishares Expanded Tech Software ETFs	$0	$2.26 Billion 1.81% of portfolio	21,387	Q4 2025 New
PAWZ Proshares Tr Pet Care ETF ETFs	$0	$2.02 Billion 1.62% of portfolio	36,979	Q4 2025 New
VPN Global X Fds Data Ctr Reits & ETFs	$0	$1.88 Billion 1.51% of portfolio	89,256	Q4 2025 New
HYT Blackrock Corporate High Yield Fund, Inc. Financial Services	$0	$1.38 Billion 1.11% of portfolio	155,484	Q4 2025 New
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$1.27 Billion 1.02% of portfolio	43,313	Q4 2025 New
IGEB Ishares Tr Edge Invt Grade Enh ETFs	$0	$1.13 Billion 0.9% of portfolio	24,655	Q4 2025 New
FPE First Tr Pfd Secs & Income ETF ETFs	$0	$1.1 Billion 0.88% of portfolio	60,320	Q4 2025 New
SLV I Shares Silver Trust ETFs	$24.1B	$1.04 Billion 0.83% of portfolio	16,082	Q4 2025 New
XOM Exxon Mobil Corp Energy	$490B	$1.02 Billion 0.82% of portfolio	8,458	Q4 2025 New
XLB Select Sector Spdr Fd Material ETFs	$0	$1.01 Billion 0.81% of portfolio	22,188	Q4 2025 New
Global X Fds	-	$1.01 Billion 0.81% of portfolio	-	Q4 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$784 Million 0.63% of portfolio	1,149	Q4 2025 New
IWR Ishares Russell Mid Cap ETF ETFs	$0	$507 Million 0.41% of portfolio	5,262	Q4 2025 New
AAPL Apple Inc. Technology	$4.3T	$480 Million 0.39% of portfolio	1,767	Q4 2025 New
GOOG Alphabet Inc. Communication Services	$1.74T	$458 Million 0.37% of portfolio	1,458	Q4 2025 New
GLD Spdr Gold Trust ETFs	$130B	$350 Million 0.28% of portfolio	883	Q4 2025 New
PLD Prologis, Inc. Real Estate	$114B	$246 Million 0.2% of portfolio	1,929	Q4 2025 New
NVDA Nvidia Corp Technology	$465B	$224 Million 0.18% of portfolio	1,200	Q4 2025 New
VB Vanguard Small Cap ETF ETFs	$0	$207 Million 0.17% of portfolio	804	Q4 2025 New

Summary

Portfolio
No. of Stocks 45
Current Value $125 Billion
Filing
Period Q4 2025
Filing Date January 15, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 45 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Paller Financial Services Inc Portfolio Holdings