PARAGON FINANCIAL PARTNERS, INC.

Q3 2025 13F Holdings

  • Location
    woodland hills, CA
  • Num holdings

    72

  • Value ($000)

    $158,374

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001910845
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$21.50M
14 %

32,275

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$18.86M
12 %

101,104

V
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$14.92M
9 %

105,835

E
ETV

EATON VANCE TAX-MANAGED BUY-

COM
27828Y108
$13.35M
8 %

936,606

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$10.86M
7 %

23,181

---

VANGUARD WORLD FD

HEALTH CAR ETF
92204A504
$7.62M
5 %

29,372

A
AAPL

APPLE INC

COM
037833100
$6.43M
4 %

25,240

I
ITA

ISHARES TR

US AER DEF ETF
464288760
$5.92M
4 %

28,303

M
MSFT

MICROSOFT CORP

COM
594918104
$3.97M
3 %

7,673

X
XLU

SELECT SECTOR SPDR TR

SBI INT-UTILS
81369Y886
$3.93M
3 %

45,029

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