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Paragon Private Wealth Management, LLC
Paragon Private Wealth Management, LLC is a Lexington, Kentucky-based wealth management and investment advisory firm serving individuals and families. The firm is structured as a Registered Investment Adviser (RIA) and emphasizes comprehensive financial oversight, including investment management, financial planning, and business management services. Paragon Private Wealth Management aims to provide high-touch, concierge-level service and transparent guidance tailored to clients at all life stages. The firm is part of the Sanctuary Wealth partner network and serves clients seeking holistic and collaborative wealth management.
Investment Strategy
Paragon Private Wealth Management employs a comprehensive wealth management approach, focusing on closely overseeing client portfolios supported by a team of experts. The firm manages diversified portfolios with significant allocations to large-cap equities and index funds, as reflected in their substantial holdings in technology leaders and major ETFs. The firm emphasizes client-centered service, simplified complexities, and transparent communication. Investment decisions are tailored to each client’s needs and goals, integrating financial planning, risk management, and responsive portfolio adjustments to navigate changing markets.
Latest 13F Filing Activity
Paragon Private Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 190 equity positions with a total 13F market value of $251M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Meta Platforms Inc. among other positions. Paragon Private Wealth Management, LLC reduced exposure to Abbvie Inc., Berkshire Hathaway Inc. Del, First TR Exchange Traded FD among others.
Top Holdings
Equity Positions (190)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.44% | $16.2M | 32,484 | $388.05 | $497.41 | +$4.2M |
N NVDA | NVIDIA CORPORATION | 4.25% | $10.7M | 67,607 | $90.45 | $157.99 | +$4.4M |
A AAPL | APPLE INC | 3.80% | $9.5M | 46,544 | $190.43 | $205.17 | -$398.6K |
I IWR | ISHARES TR | 2.98% | $7.5M | 81,327 | $81.00 | $91.97 | +$739.9K |
M META | META PLATFORMS INC | 2.59% | $6.5M | 8,803 | $479.35 | $738.09 | +$2.4M |
Industry Allocation
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