Paladin Wealth, LLC
Q2 2025 13F Holdings
- Locationarden hills, MN
- Num holdings
112
- Value ($000)
$128,592
- Date Filed07/08/2025
- Form type13F-HR
- CIK0002040377
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $7.91M | 6 % | 108,869 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.92M | 3 % | 7,876 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.82M | 3 % | 24,189 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.75M | 3 % | 17,097 | ||
JMBS JANUS DETROIT STR TR | HENDERSON MTG | 47103U852 | $3.51M | 3 % | 77,895 | ||
DMBS DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 | $3.21M | 3 % | 65,501 | ||
AAPL APPLE INC | COM | 037833100 | $2.94M | 2 % | 14,320 | ||
META META PLATFORMS INC | CL A | 30303M102 | $2.92M | 2 % | 3,962 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $2.51M | 2 % | 62,018 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $2.44M | 2 % | 13,741 |
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