Paladin Partners, LLC holds a focused book of 212 stocks worth $138.7M as of Q1 2026 (disclosed Jun 25, 2026, a ~45-day 13F lag). This quarter they opened Greif Inc-CL B and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Ishares Russell 1000 ETF at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2141570/holdings"
Use Arkolith to show Paladin Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares RUSSELL 1000 ETF | $18.8M | 52.8K | 13.6% | ▲+9.5% Added · +5K sh | |
| 2 | State Street SPDR S&P 500 ETF | $14.6M | 22.4K | 10.5% | ▲+0.3% Added · +79 sh | |
| 3 | Nvidia Corporation COM | $11.7M | 67.3K | 8.5% | —Held | |
| 4 | Ishares RUSSELL 1000 VALUE ETF | $11.1M | 52.1K | 8.0% | ▲+24% Added · +10K sh | |
| 5 | Vanguard TOTAL STOCK MARKET ETF | $9.9M | 31.0K | 7.2% | ▼−5.4% Reduced · −2K sh | |
| 6 | State Street SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $8.3M | 90.4K | 6.0% | ▲+13% Added · +10K sh | |
| 7 | Vanguard TOTAL INTERNATIONAL BOND ETF | $7.1M | 148.3K | 5.1% | ▲+1.4% Added · +2K sh | |
| 8 | Ishares IBOXX $ HIGH YIELD CORPORATE BOND ETF | $6.5M | 82.3K | 4.7% | ▲+2.9% Added · +2K sh | |
| 9 | Ishares MSCI EAFE ETF | $5.8M | 59.3K | 4.2% | ▲+1.2% Added · +714 sh | |
| 10 | Ishares CORE U.S. AGGREGATE BOND ETF | $4.4M | 44.8K | 3.2% | ▲~0% Added · +1 sh | |
| 11 | Apple Inc COM | $3.9M | 15.2K | 2.8% | ▼−23% Reduced · −4K sh | |
| 12 | Ishares TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $3.5M | 31.4K | 2.5% | ▲+26% Added · +7K sh | |
| 13 | Berkshire Hathaway Inc DEL CL B NEW | $3.3M | 6.9K | 2.4% | —Held | |
| 14 | State Street ENERGY SELECT SECTOR SPDR ETF | $2.6M | 43.1K | 1.9% | ▲+459% Added · +35K sh | |
| 15 | Ishares RUSSELL MIDCAP ETF | $2.1M | 21.7K | 1.5% | ▲+2.3% Added · +490 sh | |
| 16 | Vanguard SHORT-TERM BOND ETF | $2.0M | 25.8K | 1.5% | ▲+3.4% Added · +857 sh | |
| 17 | Ishares RUSSELL 2000 ETF | $2.0M | 8.0K | 1.4% | ▲+19% Added · +1K sh | |
| 18 | Ishares MSCI EMERGING MARKETS ETF | $1.5M | 27.0K | 1.1% | ▲+2.3% Added · +600 sh | |
| 19 | Ishares NATIONAL MUNI BOND ETF | $1.4M | 13.1K | 1.0% | ▲~0% Added · +1 sh | |
| 20 | Microsoft Corp COM | $1.3M | 3.5K | 0.9% | ▲+11% Added · +356 sh | |
| 21 | Invesco ULTRA SHORT DURATION ETF | $1.1M | 22.7K | 0.8% | ▲+5.9% Added · +1K sh | |
| 22 | Costco Wholesale Corporation COM | $1.1M | 1.1K | 0.8% | ▲+0.2% Added · +2 sh | |
| 23 | Ishares 7-10 YEAR TREASURY BOND ETF | $991K | 10.4K | 0.7% | —Held | |
| 24 | Greif Inc CL B | $982K | 11.2K | 0.7% | ▲New New position | |
| 25 | Meta Platforms Inc CL A | $946K | 1.7K | 0.7% | —Held | |
| 26 | Abbvie Inc COM | $835K | 3.8K | 0.6% | —Held | |
| 27 | Ishares RUSSELL 1000 GROWTH ETF | $798K | 1.9K | 0.6% | ▲+160% Added · +1K sh | |
| 28 | Intuitive Surgical Inc COM NEW | $656K | 1.4K | 0.5% | ▲+1.1% Added · +15 sh | |
| 29 | Amgen Inc COM | $654K | 1.9K | 0.5% | ▲+2.8% Added · +50 sh | |
| 30 | Ishares RUSSELL MID-CAP VALUE ETF | $587K | 4.0K | 0.4% | ▲+20% Added · +670 sh | |
| 31 | Automatic Data Processing Inc COM | $526K | 2.6K | 0.4% | —Held | |
| 32 | Broadridge Finl Solutions Inc COM | $496K | 3.0K | 0.4% | —Held | |
| 33 | Janus Henderson AAA CLO ETF | $492K | 9.8K | 0.4% | ▲~0% Added · +2 sh | |
| 34 | Barclays PLC ADR | $408K | 19.3K | 0.3% | —Held | |
| 35 | Ishares RUSSELL MID-CAP GROWTH ETF | $348K | 2.7K | 0.3% | ▲+29% Added · +610 sh | |
| 36 | Eli Lilly & Co COM | $283K | 308 | 0.2% | —Held | |
| 37 | Ulta Beauty Inc COM | $277K | 530 | 0.2% | —Held | |
| 38 | Broadcom Inc COM | $274K | 886 | 0.2% | —Held | |
| 39 | Ishares 10-20 YEAR TREASURY BOND ETF | $243K | 2.4K | 0.2% | —Held | |
| 40 | Principal Financial Group Inc COM | $224K | 2.5K | 0.2% | —Held | |
| 41 | Vanguard SHORT-TERM CORPORATE BOND ETF | $215K | 2.7K | 0.2% | —Held | |
| 42 | Ishares SHORT-TERM NATIONAL MUNI BOND ETF | $206K | 1.9K | 0.1% | —Held | |
| 43 | Chubb Ltd Switz COM | $176K | 540 | 0.1% | —Held | |
| 44 | Caterpillar Inc COM | $147K | 207 | 0.1% | —Held | |
| 45 | Vanguard REAL ESTATE ETF | $133K | 1.5K | 0.1% | —Held | |
| 46 | Wells Fargo & Co COM | $123K | 1.5K | 0.1% | —Held | |
| 47 | RTX Corporation COM | $121K | 628 | 0.1% | —Held | |
| 48 | Visa Inc COM CL A | $121K | 399 | 0.1% | —Held | |
| 49 | Cohen & Steers SELECT PFT & IN COM | $115K | 5.9K | 0.1% | —Held | |
| 50 | JPMorgan Chase & Co COM | $113K | 385 | 0.1% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.