Paladin Wealth, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The firm reported holding 156 separate positions with a total value of approximately $18.5 million.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major technology holdings include Microsoft Corporation, valued at $3.5 million, and Alphabet Inc., valued at $9.9 million. Other notable technology positions include NVIDIA Corporation, valued at $11.3 million, and Meta Platforms Inc., valued at $5.0 million.
Healthcare and financial services represent significant portions of the portfolio as well. Eli Lilly & Co. is held with a value of $6.1 million, while Procter & Gamble Co. is valued at $5.3 million. In the financial sector, JPMorgan Chase & Co. is held with a value of $6.9 million, and Berkshire Hathaway Inc. is valued at $1.5 million.
The filing also lists numerous exchange-traded funds (ETFs) within the portfolio. These include the SPDR S&P 500 ETF Trust, valued at $16.7 million, and the Invesco NASDAQ 100 ETF Trust, valued at $3.4 million. The firm also holds various fixed-income ETFs, such as the iShares Core U.S. Aggregate Bond ETF, valued at $3.3 million.
The top individual stock holding by value is NVIDIA Corporation, followed by Microsoft Corporation and Alphabet Inc. The firm's largest ETF holding is the SPDR S&P 500 ETF Trust.
