Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377

13F Portfolio $145M AUM 125 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 11 New 54 Added 57 Reduced 6 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XBJL	INNOVATOR ETFS TRUST	—	21,821	$835K	0.57%	SOLD
2	TJUL	INNOVATOR ETFS TRUST	—	19,656	$582K	0.40%	SOLD
3	HELO	J P MORGAN EXCHANGE TRADED F	—	4,818	$320K	0.22%	SOLD
4	ISEP	INNOVATOR ETFS TRUST	—	6,994	$228K	0.16%	SOLD
5	—	ASTRAZENECA PLC	—	2,409	$221K	0.15%	SOLD
6	JEF	JEFFERIES FINL GROUP INC	Financial Services	3,241	$201K	0.14%	SOLD

Sector Allocation

Technology 24.0%

Financial Services 17.2%

Healthcare 11.1%

Consumer Cyclical 10.7%

Communication Services 10.1%

Consumer Defensive 7.8%

Industrials 7.2%

Energy 5.8%

Basic Materials 2.8%

Real Estate 2.0%