What Paladin Partners, LLC reported holding on Form 13F for the quarter ended Sep 30, 2026.
CIK 2141570 · Filed Oct 6, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES RUSSELL 1000 ETFETF | 55K | +5.1% | $22.9M | 14.1% |
NVDANVIDIA Corp | 81K | New | $18.5M | 11.4% |
| 23.2K |
| +0.4% |
| $17.7M |
| 10.9% |
ISHARES RUSSELL 1000 VALUE ETFETF | 51.1K | +0.0% | $12.7M | 7.8% |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETFETF | 31K | −1.9% | $11.6M | 7.1% |
STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFETF | 90.7K | +2.6% | $9.2M | 5.6% |
VANGUARD TOTAL INTERNATIONAL BOND ETFETF | 162.4K | +6.7% | $7.6M | 4.7% |
ISHARES MSCI EAFE ETFETF | 62.3K | +2.8% | $6.5M | 4% |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFETF | 80.8K | ±0% | $6.2M | 3.8% |
ISHARES CORE U.S. AGGREGATE BOND ETFETF | 44.7K | +0.0% | $4.2M | 2.6% |
AAPLApple Inc. | 12.4K | New | $4.1M | 2.5% |
BERKSHIRE HATHAWAY INC DEL CL B NEWStock | 6.9K | New | $3.4M | 2.1% |
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETFETF | 30.7K | ±0% | $3.4M | 2.1% |
ISHARES RUSSELL MIDCAP ETFETF | 23.6K | +8.7% | $2.5M | 1.6% |
VANGUARD SHORT-TERM BOND ETFETF | 29.6K | +6.5% | $2.3M | 1.4% |
ISHARES RUSSELL 2000 ETFETF | 8.1K | +3.7% | $2.3M | 1.4% |
MUMicron Technology Inc | 2.1K | New | $2.2M | 1.4% |
BLKBlackRock, Inc. | 2K | New | $2.1M | 1.3% |
MSFTMicrosoft Corp | 4K | New | $2M | 1.3% |
ISHARES MSCI EMERGING MARKETS ETFETF | 28.5K | +6.0% | $1.9M | 1.2% |
ISHARES NATIONAL MUNI BOND ETFETF | 15.6K | +14.0% | $1.6M | 1% |
INVESCO ULTRA SHORT DURATION ETFETF | 24.3K | +7.2% | $1.2M | 0.7% |
GREIF INC CL BStock | 11.2K | New | $1.2M | 0.7% |
COSTCostco Wholesale Corp | 1.1K | New | $1M | 0.6% |
ABBVAbbVie Inc. | 3.8K | New | $1M | 0.6% |
ISHARES RUSSELL 1000 GROWTH ETFETF | 7.5K | ±0% | $937.4K | 0.6% |
ISHARES 7-10 YEAR TREASURY BOND ETFETF | 10.2K | ±0% | $913.3K | 0.6% |
AMGNAmgen Inc | 1.9K | New | $784K | 0.5% |
VANGUARD RUSSELL 3000 ETFETF | 2.1K | +392.8% | $691.1K | 0.4% |
ADPAutomatic Data Processing Inc | 2.6K | New | $671K | 0.4% |
ISHARES RUSSELL MID-CAP VALUE ETFETF | 4K | ±0% | $647.8K | 0.4% |
ISRGIntuitive Surgical Inc | 1.4K | New | $578.2K | 0.4% |
JANUS HENDERSON AAA CLO ETFETF | 11.2K | +5.4% | $565.8K | 0.3% |
BRBroadridge Financial Solutions, Inc. | 3.1K | New | $496.2K | 0.3% |
BCSBarclays PLC | 19.6K | +0.8% | $475.9K | 0.3% |
STATE STREET ENERGY SELECT SECTOR SPDR ETFETF | 7.7K | −82.1% | $474.2K | 0.3% |
ISHARES RUSSELL MID-CAP GROWTH ETFETF | 2.7K | ±0% | $374.5K | 0.2% |
LLYELI LILLY & Co | 303 | New | $350.6K | 0.2% |
ULTAUlta Beauty, Inc. | 530 | New | $289.5K | 0.2% |
PFGPrincipal Financial Group Inc | 2.5K | New | $278.8K | 0.2% |
AVGOBroadcom Inc. | 786 | New | $276K | 0.2% |
VANGUARD SHORT-TERM CORPORATE BOND ETFETF | 2.7K | ±0% | $209.3K | 0.1% |
ISHARES SHORT-TERM NATIONAL MUNI BOND ETFETF | 1.9K | ±0% | $202.3K | 0.1% |
ISHARES 10-20 YEAR TREASURY BOND ETFETF | 2.2K | ±0% | $198.9K | 0.1% |
CBChubb Ltd | 540 | New | $175.6K | 0.1% |
CATCaterpillar Inc | 207 | New | $167.8K | 0.1% |
JPMJPMorgan Chase & Co | 385 | New | $127.4K | 0.1% |
RTXRTX Corp | 628 | New | $116.6K | 0.1% |
PSFCohen & Steers Select Preferred & Income Fund, Inc. | 5.9K | ±0% | $107.6K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 400 | New | $105.9K | 0.1% |
FSSLFS Specialty Lending Fund | 8.5K | ±0% | $98.9K | 0.1% |
INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFETF | 5K | −7.4% | $97.2K | 0.1% |
VANGUARD INTERMEDIATE-TERM TREASURY ETFETF | 1.5K | ±0% | $83.3K | 0.1% |
MAMastercard Inc | 150 | New | $82.7K | 0.1% |
VANGUARD REAL ESTATE ETFETF | 918 | −38.0% | $82.3K | 0.1% |
AMZNAmazon Com Inc | 330 | New | $82.2K | 0.1% |
FCNCAFirst Citizens Bancshares Inc | 38 | New | $78.3K | 0.1% |
WDCWestern Digital Corp | 160 | New | $72.7K | 0.1% |
FISVFiserv Inc | 1.5K | New | $67.8K | 0.1% |
KLACKLA Corp | 330 | New | $64.3K | 0.1% |
MCKMcKesson Corp | 73 | New | $62.3K | 0.1% |
FFord Motor Co | 5K | New | $60.3K | 0.1% |
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFETF | 545 | ±0% | $55.7K | 0.1% |
CHDNChurchill Downs Inc | 723 | New | $54.7K | 0.1% |
MSMorgan Stanley | 289 | New | $54.4K | 0.1% |
BNYBank of New York Mellon Corp | 364 | New | $52.6K | 0.1% |
GSGoldman Sachs Group Inc | 57 | New | $51.3K | 0.1% |
ABTAbbott Laboratories | 490 | New | $48.4K | 0.1% |
WMTWalmart Inc. | 465 | New | $48.3K | 0.1% |
HWMHowmet Aerospace Inc. | 209 | New | $47.3K | 0.1% |
METAMeta Platforms, Inc. | 64 | New | $46.4K | 0.1% |
VVisa Inc. | 124 | New | $44.6K | 0.1% |
WFCWells Fargo & Company | 540 | New | $43.2K | 0.1% |
JNJJohnson & Johnson | 163 | New | $43.2K | 0.1% |
RYRoyal Bank of Canada | 209 | New | $41.1K | 0.1% |
PAASPAN American Silver Corp | 900 | New | $41K | 0.1% |
MOAltria Group, Inc. | 598 | New | $40.3K | 0.1% |
FASTFastenal Co | 810 | New | $40.1K | 0.1% |
AXPAmerican Express Co | 125 | New | $38K | 0.1% |
CVXChevron Corp | 183 | New | $37.4K | 0.1% |
XOMExxonMobil Holdings Corp | 210 | New | $34.2K | 0.1% |
PNCPNC Financial Services Group, Inc. | 153 | New | $34K | 0.1% |
ATOAtmos Energy Corp | 213 | New | $33.3K | 0.1% |
UTGReaves Utility Income Fund | 969 | ±0% | $33.3K | 0.1% |
GEGeneral Electric Co | 103 | New | $32.2K | 0.1% |
AEPAmerican Electric Power Co Inc | 252 | New | $29.9K | 0.1% |
WECWEC Energy Group, Inc. | 291 | New | $29.3K | 0.1% |
PGPROCTER & GAMBLE Co | 200 | New | $29.1K | 0.1% |
PFOFlaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC | 3.3K | ±0% | $28.2K | 0.1% |
GDGeneral Dynamics Corp | 84 | New | $27.9K | 0.1% |
WPMWheaton Precious Metals Corp. | 201 | New | $26.9K | 0.1% |
KOCoca Cola Co | 310 | New | $26.7K | 0.1% |
KSSKOHLS Corp | 1.4K | New | $25.8K | 0.1% |
MOTLEY FOOL 100 INDEX ETFETF | 311 | ±0% | $24.9K | 0.1% |
CCitigroup Inc | 191 | New | $24.7K | 0.1% |
PCARPACCAR Inc | 225 | New | $24.7K | 0.1% |
TMUST-Mobile US, Inc. | 151 | New | $24.6K | 0.1% |
UNPUnion Pacific Corp | 90 | New | $24.5K | 0.1% |
GOOGLAlphabet Inc. | 70 | New | $24.1K | 0.1% |
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFETF | 658 | ±0% | $23.5K | 0.1% |
ISHARES CORE S&P MID-CAP ETFETF | 325 | ±0% | $23.4K | 0.1% |
VANGUARD MORNINGSTAR GROWTH ETFETF | 258 | ±0% | $23.2K | 0.1% |
DIREXION DAILY GOLD MINERS INDEX BULL 2X ETFETF | 150 | ±0% | $22.2K | 0.1% |
ISHARES MSCI WORLD ETFETF | 100 | ±0% | $20.6K | 0.1% |
PAYXPaychex Inc | 206 | New | $20.3K | 0.1% |
LRCXLAM Research Corp | 60 | New | $19.7K | 0.1% |
KMBKimberly Clark Corp | 200 | New | $19.5K | 0.1% |
HDHome Depot, Inc. | 68 | New | $19.3K | 0.1% |
COFCapital One Financial Corp | 100 | New | $19.3K | 0.1% |
NGENNervgen Pharma Corp. | 10K | New | $19.1K | 0.1% |
PLTRPalantir Technologies Inc. | 100 | New | $18.7K | 0.1% |
CRMSalesforce, Inc. | 76 | New | $17.4K | 0.1% |
JCIJohnson Controls International plc | 117 | New | $17.4K | 0.1% |
PANWPalo Alto Networks Inc | 42 | New | $16.7K | 0.1% |
PEPPepsiCo Inc | 129 | New | $16.3K | 0.1% |
ISHARES CORE MSCI EAFE ETFETF | 150 | ±0% | $14.5K | 0.1% |
ASBAssociated Banc-Corp | 476 | New | $13.6K | 0.1% |
SBUXStarbucks Corp | 140 | New | $13.2K | 0.1% |
ACLSAxcelis Technologies Inc | 100 | New | $13.1K | 0.1% |
ZTEKFZentek Ltd. | 25K | New | $13K | 0.1% |
GLUEMonte Rosa Therapeutics, Inc. | 1K | New | $11.9K | 0.1% |
STTState Street Corp | 60 | New | $10.5K | 0.1% |
HLIHoulihan Lokey, Inc. | 77 | New | $9.7K | 0.1% |
GEVGE Vernova Inc. | 10 | New | $9.5K | 0.1% |
BACBank of America Corp | 163 | New | $8.9K | 0.1% |
CRWVCoreWeave, Inc. | 100 | New | $8.7K | 0.1% |
NEMNEWMONT Corp | 75 | New | $8.7K | 0.1% |
TUYATuya Inc. | 5K | −50.0% | $8.5K | 0.1% |
EBAYeBay Inc | 80 | New | $8.5K | 0.1% |
ISHARES MSCI GLOBAL MIN VOL FACTOR ETFETF | 60 | ±0% | $7.4K | 0.1% |
HOGHarley-Davidson, Inc. | 300 | New | $7.3K | 0.1% |
SANBanco Santander, S.A. | 510 | ±0% | $7.1K | 0.1% |
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETFETF | 290 | ±0% | $6.9K | 0.1% |
BTIBritish American Tobacco p.l.c. | 120 | ±0% | $6.5K | 0.1% |
VKTXViking Therapeutics, Inc. | 200 | New | $6.5K | 0.1% |
ETNEaton Corp plc | 15 | New | $6.4K | 0.1% |
QQnity Electronics, Inc. | 50 | New | $6.3K | 0.1% |
INKTMiNK Therapeutics, Inc. | 500 | New | $6.3K | 0.1% |
GWWW.W. Grainger, Inc. | 5 | New | $6.2K | 0.1% |
ISHARES CORE S&P SMALL CAP ETFETF | 43 | ±0% | $5.9K | 0.1% |
RIORio Tinto PLC | 60 | ±0% | $5.7K | 0.1% |
ISHARES 0-3 MONTH TREASURY BOND ETFETF | 56 | ±0% | $5.6K | 0.1% |
NFLXNetflix Inc | 80 | New | $5.6K | 0.1% |
ORCLOracle Corp | 40 | New | $5.5K | 0.1% |
ISHARES 20 YEAR TREASURY BOND ETFETF | 70 | ±0% | $5.4K | 0.1% |
VICIVICI Properties Inc. | 222 | ±0% | $5.1K | 0.1% |
SCHWAB US TIPS ETFETF | 186 | ±0% | $4.7K | 0.1% |
UGIUGI Corp | 130 | New | $4.6K | 0.1% |
VZVerizon Communications Inc | 100 | New | $4.6K | 0.1% |
LKQLKQ Corp | 200 | New | $4.6K | 0.1% |
MNSTMonster Beverage Corp | 108 | New | $4.5K | 0.1% |
CAHCardinal Health Inc | 20 | New | $4.5K | 0.1% |
NVSNovartis AG | 31 | ±0% | $4.4K | 0.1% |
DDDuPont de Nemours, Inc. | 33 | New | $4.3K | 0.1% |
TAT&T Inc. | 175 | New | $4.3K | 0.1% |
BKNGBooking Holdings Inc. | 25 | New | $4.1K | 0.1% |
CFCF Industries Holdings, Inc. | 35 | New | $4K | 0.1% |
DOWDOW Inc. | 146 | New | $4K | 0.1% |
ORealty Income Corp | 70 | ±0% | $3.8K | 0.1% |
CNXUConexeu Sciences Inc. | 1K | New | $3.6K | 0.1% |
UBERUber Technologies, Inc | 48 | New | $3.3K | 0.1% |
FNFFidelity National Financial, Inc. | 82 | New | $3.2K | 0.1% |
EQIXEquinix Inc | 3 | ±0% | $3K | 0.1% |
SYFSynchrony Financial | 42 | New | $3K | 0.1% |
AZOAutoZone Inc | 1 | New | $2.8K | 0.1% |
SPGIS&P Global Inc. | 7 | New | $2.8K | 0.1% |
TOROToro Corp. | 500 | New | $2.8K | 0.1% |
HASHasbro, Inc. | 30 | New | $2.6K | 0.1% |
LCIILCI Industries | 30 | New | $2.5K | 0.1% |
RYAAYRyanair Holdings PLC | 45 | ±0% | $2.5K | 0.1% |
KGCKinross Gold Corp | 100 | New | $2.4K | 0.1% |
LINLinde PLC | 5 | New | $2.4K | 0.1% |
RGLDRoyal Gold Inc | 10 | New | $2.4K | 0.1% |
WBDWarner Bros. Discovery, Inc. | 74 | New | $2.3K | 0.1% |
PFEPfizer Inc | 80 | New | $2.3K | 0.1% |
IEPIcahn Enterprises L.P. | 297 | New | $2K | 0.1% |
UPSUnited Parcel Service Inc | 21 | New | $2K | 0.1% |
ULUnilever PLC | 32 | ±0% | $1.9K | 0.1% |
CLSKCleanspark, Inc. | 150 | New | $1.9K | 0.1% |
SYKStryker Corp | 7 | New | $1.9K | 0.1% |
SHWSherwin Williams Co | 5 | New | $1.6K | 0.1% |
ARK SPACE & DEFENSE INNOVATION ETFETF | 50 | ±0% | $1.6K | 0.1% |
WDAYWorkday, Inc. | 8 | New | $1.5K | 0.1% |
MTBM&T Bank Corp | 7 | New | $1.5K | 0.1% |
AESAES Corp | 100 | New | $1.5K | 0.1% |
SONSonoco Products Co | 25 | New | $1.2K | 0.1% |
SESea Ltd | 12 | ±0% | $1.2K | 0.1% |
RAMPLiveRamp Holdings, Inc. | 25 | New | $938 | 0.1% |
VFCV F Corp | 50 | New | $703 | 0.1% |
NUSNU Skin Enterprises, Inc. | 150 | New | $680 | 0.1% |
APTVAptiv PLC | 12 | New | $516 | 0.1% |
NNDMNano Dimension Ltd. | 250 | ±0% | $393 | 0.1% |
UPBDUpbound Group, Inc. | 25 | New | $393 | 0.1% |
FISFidelity National Information Services, Inc. | 11 | New | $362 | 0.1% |
AAPAdvance Auto Parts Inc | 8 | New | $311 | 0.1% |
VGNTVersigent PLC | 4 | New | $180 | 0.1% |
MICCMagnum Ice Cream Co N.V. | 7 | New | $124 | 0.1% |
MBGLMobility Global Inc. | 7 | New | $120 | 0.1% |
TDOCTeladoc Health, Inc. | 14 | New | $81 | 0% |
LCIDLucid Group, Inc. | 5 | New | $20 | 0% |
SPCEVirgin Galactic Holdings, Inc | 5 | New | $15 | 0% |
