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Paladin Wealth, LLC
Paladin Wealth, LLC is a registered investment adviser headquartered in Arden Hills, Minnesota. The firm was founded in 2017 and has approximately 6-7 employees. Paladin Wealth primarily serves individual clients, including both high net worth and other individuals, providing investment management and advisory services.
Investment Strategy
Paladin Wealth, LLC focuses on providing customized investment management and financial planning solutions for individual investors. The firm deploys a diversified approach across equities and other securities, seeking to tailor portfolios to the specific risk tolerance, objectives, and timelines of clients. Emphasis is placed on long-term growth, risk management, and ongoing monitoring and adjustment of portfolios based on client needs and market conditions.
Latest 13F Filing Activity
Paladin Wealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 104 equity positions with a total 13F market value of $138M. The fund increased holdings in Invesco Exch Traded FD TR II, Ishares U S Etf TR, SPDR Series Trust among other positions. Paladin Wealth, LLC reduced exposure to Ishares TR, Angel Oak Funds Trust, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 6.76% | $9.3M | 119,035 | $69.00 | $78.34 | +$1.4M |
D DMBS | DOUBLELINE ETF TRUST | 3.18% | $4.4M | 88,262 | $49.22 | $49.68 | +$1.2M |
N NVDA | NVIDIA CORPORATION | 3.16% | $4.4M | 23,382 | $120.96 | $186.58 | +$541.0K |
M MSFT | MICROSOFT CORP | 2.88% | $4.0M | 7,677 | $424.44 | $517.95 | +$58.7K |
A AMZN | AMAZON COM INC | 2.66% | $3.7M | 16,685 | $191.76 | $219.57 | -$87.4K |
Industry Allocation
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