Paller Financial Services Inc

Q1 2026 13F Holdings

  • Location
    centennial, CO
  • Num holdings

    43

  • Value ($000)

    $120,897

  • Date Filed
    04/28/2026
  • Form type
    13F-HR
  • CIK
    0002095931
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$6.86M
6 %

70,934

PTF

INVESCO EXCHANGE TRADED FD T

DORSEY WRGT TECH
$6.44M
5 %

74,568

QTUM

ETF SER SOLUTIONS

DEFIANCE QUANTUM
$6.35M
5 %

59,205

HDV

ISHARES TR

CORE HIGH DV ETF
$5.97M
5 %

44,020

QUAL

ISHARES TR

MSCI USA QLT FCT
$5.62M
5 %

29,299

MDY

STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP
$5.35M
4 %

8,671

NDIV

AMPLIFY ETF TR

ENERGY & NATURAL
$5.27M
4 %

146,947

RVT

ROYCE SMALL CAP TRUST INC

COM
$5.13M
4 %

308,877

HDEF

DBX ETF TR

XTRACK MSCI EAFE
$4.8M
4 %

148,244

NDQ

INVESCO QQQ TR

UNIT SER 1
$4.55M
4 %

7,877

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