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Portfolio (Quarterly) Guide ↗

Paladin Wealth, LLC

· CIK 0002040377
13F Portfolio $146M AUM 120 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ECL ECOLAB INC Basic Materials 3,011.0 $790K 0.54% NEW $262.52 -3.5%
62 BAC BANK AMERICA CORP Financial Services 14,200.0 $781K 0.53% NEW $55.00 -5.8%
63 APH AMPHENOL CORP NEW Technology 5,548.0 $750K 0.51% NEW $135.14 -2.3%
64 SBUX STARBUCKS CORP Consumer Cyclical 8,885.0 $748K 0.51% NEW $84.21 +22.4%
65 CSNR COHEN & STEERS ETF TRUST 24,229.0 $748K 0.51% NEW $30.87 +19.4%
66 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,196.0 $745K 0.51% NEW $622.66 -13.8%
67 LRCX LAM RESEARCH CORP Technology 4,277.0 $732K 0.50% NEW $171.18 +78.4%
68 IGSB ISHARES TR 13,832.0 $731K 0.50% NEW $52.88 -1.1%
69 PRIV SSGA ACTIVE TR 28,556.0 $726K 0.50% NEW $25.41 -1.6%
70 SPAB SPDR SERIES TRUST 27,585.0 $710K 0.48% NEW $25.75 -1.5%
71 PG PROCTER AND GAMBLE CO Consumer Defensive 4,950.0 $709K 0.48% NEW $143.31 +0.8%
72 IVV ISHARES TR 1,023.0 $701K 0.48% NEW $684.94 +9.4%
73 TOLZ PROSHARES TR 12,885.0 $698K 0.48% NEW $54.15 +14.2%
74 WCN WASTE CONNECTIONS INC Industrials 3,965.0 $695K 0.47% NEW $175.36 -11.2%
75 COP CONOCOPHILLIPS Energy 7,260.0 $680K 0.46% NEW $93.61 +28.7%
76 SPTS SPDR SERIES TRUST 22,635.0 $663K 0.45% NEW $29.28 -1.0%
77 DCRE DOUBLELINE ETF TRUST 12,576.0 $653K 0.45% NEW $51.90 -0.4%
78 PWR QUANTA SVCS INC Industrials 1,534.0 $647K 0.44% NEW $422.06 +71.4%
79 NOW SERVICENOW INC Technology 4,079.0 $625K 0.43% NEW $153.19 -33.3%
80 JMST J P MORGAN EXCHANGE TRADED F 12,097.0 $616K 0.42% NEW $50.94 -0.1%
Page 4 of 6  ·  120 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 25.9%
Financial Services 17.0%
Healthcare 11.7%
Consumer Cyclical 11.1%
Communication Services 11.0%
Consumer Defensive 7.2%
Industrials 6.9%
Energy 3.9%
Basic Materials 2.5%
Real Estate 1.9%