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Portfolio (Quarterly) Guide ↗

Paragon Advisors, LLC

· CIK 0001799719
13F Portfolio $368M AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 81 New
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EDV VANGUARD WORLD FD 11,363.0 $739K 0.20% NEW $65.01 -2.7%
62 ITOT ISHARES TR 3,444.0 $512K 0.14% NEW $148.71 +10.3%
63 SHW SHERWIN WILLIAMS CO Basic Materials 1,512.0 $490K 0.13% NEW $324.03 -4.3%
64 VOO VANGUARD INDEX FDS 710.0 $445K 0.12% NEW $627.13 +10.0%
65 AOM ISHARES TR 8,751.0 $418K 0.11% NEW $47.73 +4.1%
66 FFIN FIRST FINL BANKSHARES INC Financial Services 12,249.0 $366K 0.10% NEW $29.87 +8.7%
67 GLD SPDR GOLD TR Financial Services 904.0 $358K 0.10% NEW $396.31 +3.1%
68 VEU VANGUARD INTL EQUITY INDEX F 4,503.0 $331K 0.09% NEW $73.56 +14.0%
69 SGOL ETFS GOLD TR Financial Services 7,845.0 $322K 0.09% NEW $41.08 +3.2%
70 GLDM WORLD GOLD TR Financial Services 3,738.0 $319K 0.09% NEW $85.37 +3.1%
71 VTI VANGUARD INDEX FDS 938.0 $315K 0.09% NEW $335.34 +10.1%
72 SPY SPDR S&P 500 ETF TR Financial Services 437.0 $298K 0.08% NEW $681.23 +10.2%
73 VUG VANGUARD INDEX FDS 596.0 $291K 0.08% NEW $488.07 -81.9%
74 AVMV AMERICAN CENTY ETF TR 3,716.0 $265K 0.07% NEW $71.20 +11.4%
75 AVUS AMERICAN CENTY ETF TR 2,342.0 $262K 0.07% NEW $111.78 +13.7%
76 VNLA JANUS DETROIT STR TR 5,081.0 $250K 0.07% NEW $49.14 -0.2%
77 AMD ADVANCED MICRO DEVICES INC Technology 1,162.0 $249K 0.07% NEW $214.16 +131.4%
78 AVDE AMERICAN CENTY ETF TR 2,910.0 $240K 0.07% NEW $82.33 +11.2%
79 HD HOME DEPOT INC Consumer Cyclical 618.0 $213K 0.06% NEW $344.03 -7.6%
80 NET CLOUDFLARE INC Technology 1,074.0 $212K 0.06% NEW $197.15 +6.1%
Page 4 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 48.7%
Financial Services 26.4%
Consumer Cyclical 7.4%
Communication Services 7.3%
Healthcare 3.7%
Energy 3.3%
Industrials 2.1%
Utilities 0.7%
Basic Materials 0.2%
Consumer Defensive 0.0%