13F HOLDINGS REPORT

Paladin Wealth, LLC

Quarter ended Q2 2025 · Filed July 8, 2025 · Accession 0002040377-25-000003

Total Value

$128.6M

Positions

112

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (112)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	SPDR SERIES TRUST	78464A854	108,869	$7.9M	6.15%
2	MICROSOFT CORP	MSFT	7,876	$3.9M	3.05%
3	NVIDIA CORPORATION	NVDA	24,189	$3.8M	2.97%
4	AMAZON COM INC	AMZN	17,097	$3.8M	2.92%
5	JANUS DETROIT STR TR	47103U852	77,895	$3.5M	2.73%
6	DOUBLELINE ETF TRUST	25861R402	65,501	$3.2M	2.50%
7	APPLE INC	AAPL	14,320	$2.9M	2.28%
8	META PLATFORMS INC	META	3,962	$2.9M	2.27%
9	SPDR INDEX SHS FDS	78463X889	62,018	$2.5M	1.95%
10	ALPHABET INC	GOOG	13,741	$2.4M	1.90%
11	AMERICAN CENTY ETF TR	025072703	32,054	$2.4M	1.84%
12	COLUMBIA ETF TR I	19761L706	60,269	$2.2M	1.72%
13	ISHARES TR	46432F339	11,000	$2.0M	1.56%
14	AMERICAN CENTY ETF TR	025072604	29,200	$2.0M	1.56%
15	JANUS DETROIT STR TR	47103U845	38,228	$1.9M	1.51%
16	BONDBLOXX ETF TRUST	09789C838	37,153	$1.8M	1.43%
17	J P MORGAN EXCHANGE TRADED F	46641Q399	16,058	$1.8M	1.40%
18	DOUBLELINE ETF TRUST	25861R808	34,177	$1.7M	1.35%
19	BROADCOM INC	AVGO	5,976	$1.6M	1.28%
20	NEOS ETF TRUST	78433H303	32,238	$1.6M	1.26%
21	JPMORGAN CHASE & CO.	VYLD	5,010	$1.5M	1.13%
22	GOLDMAN SACHS GROUP INC	GSCE	2,045	$1.4M	1.13%
23	BONDBLOXX ETF TRUST	09789C754	27,434	$1.4M	1.10%
24	ANGEL OAK FUNDS TRUST	03463K737	161,631	$1.4M	1.09%
25	VISA INC	V	3,782	$1.3M	1.04%
26	J P MORGAN EXCHANGE TRADED F	46654Q724	21,358	$1.3M	1.04%
27	ISHARES TR	464288646	24,271	$1.3M	1.00%
28	BONDBLOXX ETF TRUST	09789C820	26,471	$1.3M	0.99%
29	WALMART INC	WMT	12,786	$1.3M	0.97%
30	SPDR SERIES TRUST	78464A672	43,232	$1.2M	0.97%
31	MORGAN STANLEY	MS-PQ	8,761	$1.2M	0.96%
32	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,526	$1.2M	0.95%
33	INVESCO ACTIVELY MANAGED EXC	IVZ	23,830	$1.2M	0.93%
34	CHEVRON CORP NEW	CVX	8,294	$1.2M	0.92%
35	SSGA ACTIVE ETF TR	78467V707	29,195	$1.2M	0.92%
36	VANECK ETF TRUST	92189H730	32,937	$1.1M	0.89%
37	BONDBLOXX ETF TRUST	09789C846	22,607	$1.1M	0.88%
38	FIRST TR EXCHANGE-TRADED FD	33739Q408	17,695	$1.1M	0.82%
39	WORLD GOLD TR	GLDW	16,128	$1.1M	0.82%
40	NETFLIX INC	NFLX	789	$1.1M	0.82%
41	PIMCO ETF TR	72201R619	20,011	$1.0M	0.79%
42	MEDTRONIC PLC	MDT	11,575	$1.0M	0.78%
43	UNITEDHEALTH GROUP INC	UNH	3,217	$1.0M	0.78%
44	LOWES COS INC	548661107	4,494	$997,084	0.78%
45	PALO ALTO NETWORKS INC	PANW	4,869	$996,392	0.77%
46	AIM ETF PRODUCTS TRUST	00888H505	26,708	$988,463	0.77%
47	UNITED RENTALS INC	URI	1,304	$982,434	0.76%
48	ABBOTT LABS	ABLZF	7,184	$977,096	0.76%
49	BONDBLOXX ETF TRUST	09789C671	19,345	$974,601	0.76%
50	EATON CORP PLC	ETN	2,562	$914,608	0.71%
51	COCA COLA CO	KO	12,817	$906,803	0.71%
52	AMPHENOL CORP NEW	032095101	9,146	$903,168	0.70%
53	NEOS ETF TRUST	78433H501	17,826	$886,487	0.69%
54	MCDONALDS CORP	MCD	3,025	$883,814	0.69%
55	ISHARES TR	464288414	8,287	$865,826	0.67%
56	EXTRA SPACE STORAGE INC	EXR	5,849	$862,377	0.67%
57	TARGET CORP	TGT	8,734	$861,609	0.67%
58	AZEK CO INC	05478C105	15,827	$860,197	0.67%
59	JOHNSON & JOHNSON	JNJ	5,515	$842,416	0.66%
60	STARBUCKS CORP	SBUX	9,076	$831,634	0.65%
61	ECOLAB INC	ECL	3,032	$816,942	0.64%
62	QUANTA SVCS INC	74762E102	2,160	$816,653	0.64%
63	SERVICENOW INC	NOW	777	$798,818	0.62%
64	INNOVATOR ETFS TRUST	INHD	21,967	$790,375	0.61%
65	INVESCO EXCHANGE TRADED FD T	IVZ	4,338	$788,388	0.61%
66	SPDR SERIES TRUST	78468R101	26,627	$779,905	0.61%
67	ISHARES TR	464288638	14,496	$772,492	0.60%
68	PAYPAL HLDGS INC	PYPL	10,286	$764,456	0.59%
69	LAM RESEARCH CORP	LRCX	7,783	$757,597	0.59%
70	DEXCOM INC	DXCM	8,604	$751,043	0.58%
71	PROCTER AND GAMBLE CO	742718109	4,650	$740,838	0.58%
72	SPDR SERIES TRUST	78464A664	27,762	$737,914	0.57%
73	COSTCO WHSL CORP NEW	22160K105	745	$737,576	0.57%
74	BANK AMERICA CORP	060505104	15,558	$736,205	0.57%
75	BOSTON SCIENTIFIC CORP	BSX	6,844	$735,114	0.57%
76	INTUIT	INTU	932	$734,071	0.57%
77	BONDBLOXX ETF TRUST	09789C812	15,292	$705,879	0.55%
78	WASTE CONNECTIONS INC	WCN	3,753	$700,760	0.54%
79	NEXTERA ENERGY INC	NEE-PW	10,070	$699,059	0.54%
80	SPDR SERIES TRUST	78464A649	26,733	$684,365	0.53%
81	SYNOPSYS INC	SNPS	1,332	$682,890	0.53%
82	CONOCOPHILLIPS	COP	7,549	$677,447	0.53%
83	DOUBLELINE ETF TRUST	25861R303	12,699	$660,757	0.51%
84	EQUINIX INC	EQIX	808	$642,740	0.50%
85	ISHARES TR	464287200	972	$603,515	0.47%
86	SOUTHWEST AIRLS CO	844741108	17,883	$580,125	0.45%
87	AMERICAN CENTY ETF TR	025072885	5,747	$579,413	0.45%
88	UBER TECHNOLOGIES INC	UBER	6,184	$576,967	0.45%
89	BAKER HUGHES COMPANY	BKR	15,021	$575,905	0.45%
90	INSULET CORP	PODD	1,802	$566,152	0.44%
91	ZIMMER BIOMET HOLDINGS INC	ZBH	6,069	$553,553	0.43%
92	VERTEX PHARMACEUTICALS INC	VRTX	1,240	$552,048	0.43%
93	INNOVATOR ETFS TRUST	INHD	19,100	$547,979	0.43%
94	DIMENSIONAL ETF TRUST	25434V401	7,621	$510,759	0.40%
95	SPDR SERIES TRUST	78468R663	5,061	$464,246	0.36%
96	AIM ETF PRODUCTS TRUST	00888H828	12,690	$445,429	0.35%
97	INNOVATOR ETFS TRUST	INHD	9,775	$441,711	0.34%
98	INNOVATOR ETFS TRUST	INHD	11,900	$437,206	0.34%
99	COHEN & STEERS ETF TRUST	19249U302	16,125	$426,616	0.33%
100	PROSHARES TR	74347B508	7,586	$408,521	0.32%
101	SCHWAB STRATEGIC TR	808524201	15,613	$381,582	0.30%
102	J P MORGAN EXCHANGE TRADED F	46641Q654	6,395	$325,633	0.25%
103	INNOVATOR ETFS TRUST	INHD	6,057	$308,968	0.24%
104	PFIZER INC	PFE	11,864	$287,583	0.22%
105	SCHLUMBERGER LTD	SLB	7,840	$264,992	0.21%
106	INVESCO QQQ TR	IVZ	448	$247,135	0.19%
107	EA SERIES TRUST	02072L565	2,118	$238,656	0.19%
108	AIM ETF PRODUCTS TRUST	00888H307	5,441	$227,162	0.18%
109	INNOVATOR ETFS TRUST	INHD	6,952	$214,920	0.17%
110	ORACLE CORP	ORCL-PD	931	$203,545	0.16%
111	CARDINAL HEALTH INC	CAH	1,202	$201,936	0.16%
112	WENDYS CO	95058W100	10,895	$124,421	0.10%