Paladin Partners, LLC

Q1 2026 13F Holdings

  • Location
    hartland, WI
  • Num holdings

    212

  • Value ($000)

    $138,696

  • Date Filed
    06/25/2026
  • Form type
    13F-HR
  • CIK
    0002141570
  • 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
IWB

ISHARES

RUSSELL 1000 ETF
$18.84M
14 %

52,825

SPY

STATE STREET

SPDR S&P 500 ETF
$14.56M
11 %

22,384

NVDA

NVIDIA CORPORATION

COM
$11.74M
9 %

67,311

IWD

ISHARES

RUSSELL 1000 VALUE ETF
$11.14M
8 %

52,120

VTI

VANGUARD

TOTAL STOCK MARKET ETF
$9.94M
7 %

30,974

---

STATE STREET

SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF
$8.27M
6 %

90,367

BNDX

VANGUARD

TOTAL INTERNATIONAL BOND ETF
$7.13M
5 %

148,293

HYG

ISHARES

IBOXX $ HIGH YIELD CORPORATE BOND ETF
$6.55M
5 %

82,270

EFA

ISHARES

MSCI EAFE ETF
$5.76M
4 %

59,332

AGG

ISHARES

CORE U.S. AGGREGATE BOND ETF
$4.45M
3 %

44,820

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