Paladin Wealth, LLC holds a diversified book of 134 stocks worth $171.9M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Bondbloxx BBG 20Y US Tsy ETF and trimmed Avantis Emerging Markets Eq. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 9% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2040377/holdings"
Use Arkolith to show Paladin Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
38% 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 | SPDR Series Trust ST STR P500ETF | $15.3M | 174.3K | 8.9% | ▲+12% Added · +19K sh | |
| 2 | Doubleline ETF Trust MORTGAGE ETF | $6.2M | 125.5K | 3.6% | ▲+15% Added · +16K sh | |
| 3 | American Centy ETF TR INTL EQT ETF | $4.9M | 54.8K | 2.8% | ▲+8.9% Added · +4K sh | |
| 4 | Nvidia Corporation COM | $4.6M | 22.9K | 2.7% | ▲+24% Added · +4K sh | |
| 5 | SPDR Index SHS FDS ST STR PO EX ETF | $4.5M | 88.6K | 2.6% | ▲+4.4% Added · +4K sh | |
| 6 | Janus Detroit STR TR HENDERSON MTG | $4.1M | 91.9K | 2.4% | ▲+13% Added · +11K sh | |
| 7 | Columbia ETF TR I RESH ENHNC COR | $4.0M | 93.2K | 2.3% | ▲+9.8% Added · +8K sh | |
| 8 | American Centy ETF TR AVANTIS EMGMKT | $3.9M | 40.5K | 2.3% | ▼−3.0% Reduced · −1K sh | |
| 9 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $3.5M | 77.7K | 2.1% | ▲+155% Added · +47K sh | |
| 10 | Apple Inc COM | $3.5M | 12.2K | 2.0% | ▲+0.6% Added · +71 sh | |
| 11 | Amazon Com Inc COM | $3.5M | 14.5K | 2.0% | ▼−4.5% Reduced · −689 sh | |
| 12 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $3.2M | 10.7K | 1.9% | ▲+4.3% Added · +438 sh | |
| 13 | Alphabet Inc CAP STK CL C | $3.0M | 8.5K | 1.7% | ▼−4.5% Reduced · −401 sh | |
| 14 | Ishares U S ETF TR U.S. TECH INDEPD | $2.9M | 26.6K | 1.7% | ▲+21% Added · +5K sh | |
| 15 | Bondbloxx ETF Trust BLOOMBERG SEVEN | $2.9M | 60.4K | 1.7% | ▲+60% Added · +23K sh | |
| 16 | Ishares TR NATIONAL MUN ETF | $2.7M | 25.4K | 1.6% | ▲+24% Added · +5K sh | |
| 17 | Microsoft Corp COM | $2.6M | 6.9K | 1.5% | ▼−5.0% Reduced · −367 sh | |
| 18 | American Centy ETF TR US EQT ETF | $2.5M | 19.2K | 1.4% | ▲+42% Added · +6K sh | |
| 19 | Janus Detroit STR TR HENDRSON AAA CL | $2.4M | 48.2K | 1.4% | ▲+0.3% Added · +153 sh | |
| 20 | Bondbloxx ETF Trust BBB RATED 1 5 YE | $2.4M | 46.5K | 1.4% | ▲+19% Added · +7K sh | |
| 21 | Aim ETF Products Trust ALLIANZIM US EQU | $2.4M | 76.1K | 1.4% | ▲+11% Added · +7K sh | |
| 22 | Doubleline ETF Trust ASSE BA SECS ETF | $2.3M | 45.3K | 1.3% | ▲+6.0% Added · +3K sh | |
| 23 | Select Sector SPDR TR ST STR FINL ETF | $2.2M | 40.4K | 1.3% | ▲+21% Added · +7K sh | |
| 24 | Meta Platforms Inc CL A | $2.1M | 3.8K | 1.2% | ▲+3.6% Added · +131 sh | |
| 25 | Broadcom Inc COM | $1.9M | 4.9K | 1.1% | ▲+13% Added · +548 sh | |
| 26 | Bondbloxx ETF Trust BLOO TWEN US ETF | $1.8M | 49.2K | 1.1% | ▲New New position | |
| 27 | NEOS ETF Trust NEOS S&P 500 HI | $1.7M | 31.1K | 1.0% | ▲+15% Added · +4K sh | |
| 28 | Goldman Sachs Group Inc COM | $1.6M | 1.6K | 0.9% | ▲+0.1% Added · +2 sh | |
| 29 | World Gold TR SPDR GLD MINIS | $1.6M | 20.1K | 0.9% | ▲+0.6% Added · +121 sh | |
| 30 | Lam Research Corp COM NEW | $1.6M | 3.7K | 0.9% | ▲+3.0% Added · +109 sh | |
| 31 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.9% | ▲+15% Added · +264 sh | |
| 32 | JPMorgan Chase & Co COM | $1.5M | 4.6K | 0.9% | ▲+6.7% Added · +293 sh | |
| 33 | Palo Alto Networks Inc COM | $1.5M | 4.4K | 0.9% | ▼−0.2% Reduced · −10 sh | |
| 34 | First TR Exchange-Traded FD FIRST TR ENH NEW | $1.5M | 24.9K | 0.9% | ▲+10% Added · +2K sh | |
| 35 | Morgan Stanley COM NEW | $1.5M | 7.1K | 0.9% | ▼−2.9% Reduced · −208 sh | |
| 36 | SPDR Series Trust ST INTER ETF | $1.4M | 50.6K | 0.8% | ▲+13% Added · +6K sh | |
| 37 | Simplify Exchange Traded Fun CURRE STRAT ETF | $1.3M | 44.2K | 0.8% | ▲New New position | |
| 38 | Vaneck ETF Trust MORN SMID MO ETF | $1.3M | 33.6K | 0.8% | ▲+10% Added · +3K sh | |
| 39 | SPDR Series Trust ST INTER BD ETF | $1.3M | 38.1K | 0.7% | ▲New New position | |
| 40 | Pimco ETF TR PREFERRED AND CP | $1.2M | 23.1K | 0.7% | ▲+11% Added · +2K sh | |
| 41 | Unitedhealth Group Inc COM | $1.2M | 2.8K | 0.7% | ▼−7.3% Reduced · −223 sh | |
| 42 | Visa Inc COM CL A | $1.2M | 3.4K | 0.7% | ▲+9.3% Added · +288 sh | |
| 43 | United Rentals Inc COM | $1.1M | 1.0K | 0.7% | ▲+6.1% Added · +58 sh | |
| 44 | Eaton Corp PLC SHS | $1.1M | 2.7K | 0.7% | ▲+4.9% Added · +124 sh | |
| 45 | Chevron Corporation COM | $1.1M | 6.7K | 0.6% | ▲+1.9% Added · +124 sh | |
| 46 | Ssga Active TR STATE STREET IG | $1.1M | 42.9K | 0.6% | ▲+34% Added · +11K sh | |
| 47 | Bondbloxx ETF Trust BLOOMBERG FVE YR | $1.1M | 22.1K | 0.6% | ▼−58% Reduced · −31K sh | |
| 48 | Bondbloxx ETF Trust PRIVA CR CLO ETF | $1.1M | 21.4K | 0.6% | ▼−24% Reduced · −7K sh | |
| 49 | Walmart Inc COM | $1.0M | 9.2K | 0.6% | ▼−5.0% Reduced · −482 sh | |
| 50 | Target Corp COM | $1.0M | 8.0K | 0.6% | ▼−13% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 134 | $171.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 125 | $145.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 120 | $146.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 111 | $137.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 8, 2025 | 112 | $128.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 95 | $111.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 29, 2025 | 95 | $115.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 795 | $114.5M | 13F-HR |
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.