Q3 2026 13F · SEC CIK 2141570

Paladin Partners, LLC

Wealth managerFiled 2026-10-06 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $162.5M
Reported positions: 201
Holdings vs S&P 500, 3 yrs: —
Assets under management: $198.5M

Paladin Partners, LLC is a wealth manager that reported 201 positions worth $162.5M in its Q3 2026 13F, filed 2026-10-06. Its largest holdings were Ishares Tr (IWB, 14.1%), Nvidia Corporation (NVDA, 11.4%), State Str Spdr S&p 500 ETF T (SPY, 10.9%).

Paladin Partners, LLC holdings largest 50 of 201 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Paladin Partners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWBIshares Tr	14.1%	14.2%	55,022	+5.1%	$22.9M
NVDANvidia Corporation	11.4%	9.7%	81,002	+10.9%	$18.5M
SPYState Str Spdr S&p 500 ETF T	10.9%	11.4%	23,165	+0.4%	$17.7M
IWDIshares Tr	7.8%	8.2%	51,101	+0.0%	$12.7M
VTIVanguard Index Fds	7.1%	7.7%	30,959	-1.9%	$11.6M
CWBSpdr Series Trust	5.6%	6.3%	90,673	+2.6%	$9.2M
BNDXVanguard Charlotte Fds	4.7%	4.9%	162,385	+6.7%	$7.6M
EFAIshares Tr	4.0%	4.2%	62,337	+2.8%	$6.5M
HYGIshares Tr	3.8%	4.3%	80,810	+0.0%	$6.2M
AGGIshares Tr	2.6%	2.9%	44,712	+0.0%	$4.2M
AAPLApple Inc	2.5%	2.4%	12,404	+0.0%	$4.1M
BRK-BBerkshire Hathaway Inc Del	2.1%	—	6,881	—	$3.4M
SHVIshares Tr	2.1%	2.2%	30,740	+0.0%	$3.4M
IWRIshares Tr	1.6%	1.6%	23,637	+8.7%	$2.5M
BSVVanguard Bd Index Fds	1.4%	1.4%	29,603	+6.5%	$2.3M
IWMIshares Tr	1.4%	1.6%	8,134	+3.7%	$2.3M
MUMicron Technology Inc	1.4%	—	2,090	—	$2.2M
BLKBlackrock Inc	1.3%	1.3%	1,975	+0.0%	$2.1M
MSFTMicrosoft Corp	1.3%	0.9%	3,961	+8.6%	$2.0M
EEMIshares Tr	1.2%	1.2%	28,519	+6.0%	$1.9M
MUBIshares Tr	1.0%	1.0%	15,576	+14.0%	$1.6M
GSYInvesco Actively Managed Exc	0.7%	0.8%	24,349	+7.2%	$1.2M
GEF-BGreif Inc	0.7%	0.7%	11,216	+0.0%	$1.2M
COSTCostco Wholesale Corporation	0.6%	0.7%	1,126	-2.2%	$1.0M
ABBVAbbvie Inc	0.6%	0.6%	3,841	+0.0%	$1.0M
IWFIshares Tr	0.6%	0.6%	7,484	+0.0%	$937K
IEFIshares Tr	0.6%	0.6%	10,226	+0.0%	$913K
AMGNAmgen Inc	0.5%	0.4%	1,860	+0.0%	$784K
VTHRVanguard Russell 3000 ETF	0.4%	0.1%	2,060	+392.8%	$691K
ADPAutomatic Data Processing in	0.4%	0.4%	2,600	+0.0%	$671K
IWSIshares Tr	0.4%	0.4%	4,030	+0.0%	$648K
ISRGIntuitive Surgical Inc	0.4%	0.4%	1,422	+0.0%	$578K
JAAAJanus Detroit Str Tr	0.3%	0.4%	11,210	+5.4%	$566K
BRBroadridge Finl Solutions in	0.3%	0.3%	3,080	+0.0%	$496K
BCSBarclays PLC	0.3%	0.3%	19,607	+0.8%	$476K
XLESelect Sector Spdr Tr	0.3%	1.5%	7,710	-82.1%	$474K
IWPIshares Tr	0.2%	0.3%	2,720	+0.0%	$374K
LLYEli Lilly & Co	0.2%	0.2%	303	-1.6%	$351K
ULTAUlta Beauty Inc	0.2%	0.2%	530	+0.0%	$289K
PFGPrincipal Financial Group in	0.2%	0.2%	2,490	+0.0%	$279K
AVGOBroadcom Inc	0.2%	0.2%	786	-11.3%	$276K
VCSHVanguard Scottsdale Fds	0.1%	0.1%	2,709	+0.0%	$209K
SUBIshares Tr	0.1%	0.1%	1,935	+0.0%	$202K
TLHIshares Tr	0.1%	0.1%	2,158	+0.0%	$199K
CBChubb Limited	0.1%	0.1%	540	+0.0%	$176K
CATCaterpillar Inc	0.1%	0.1%	207	+0.0%	$168K
JPMJpmorgan Chase & Co	0.1%	0.1%	385	+0.0%	$127K
RTXRtx Corporation	0.1%	0.1%	628	+0.0%	$117K
PSFCohen & Steers Select Pfd &	0.1%	0.1%	5,930	+0.0%	$108K
CRWDCrowdstrike Hldgs Inc	0.1%	—	400	—	$106K

What Paladin Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VTHR Vanguard Russell 3000 ETF+392.8% shares
MUB Ishares Tr+14.0% shares
NVDA Nvidia Corporation+10.9% shares
IWR Ishares Tr+8.7% shares
MSFT Microsoft Corp+8.6% shares
GSY Invesco Actively Managed Exc+7.2% shares
BNDX Vanguard Charlotte Fds+6.7% shares
BSV Vanguard Bd Index Fds+6.5% shares

Reduced

XLE Select Sector Spdr Tr-82.1% shares
AVGO Broadcom Inc-11.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$162.5M	201
Q2 2026	$151.2M	214
Q1 2026	$138.7M	212
Q4 2025	$134.2M	216

Questions about Paladin Partners, LLC's portfolio

What stocks does Paladin Partners, LLC own?

Paladin Partners, LLC's latest 13F, for Q3 2026 and filed Oct 6, 2026, lists 201 positions worth $162.5M. The largest are Ishares Tr (IWB) at 14.1%, Nvidia Corporation (NVDA) at 11.4%, State Str Spdr S&p 500 ETF T (SPY) at 10.9%, Ishares Tr (IWD) at 7.8% and Vanguard Index Fds (VTI) at 7.1%.

What did Paladin Partners, LLC buy last quarter?

In Q3 2026, Paladin Partners, LLC added Vanguard Russell 3000 ETF (VTHR) (+392.8% shares), Ishares Tr (MUB) (+14.0% shares) and Nvidia Corporation (NVDA) (+10.9% shares), compared with its Q2 2026 filing.

What did Paladin Partners, LLC sell last quarter?

In Q3 2026, Paladin Partners, LLC cut from its top 50 Asml Hldg NV (ASML), cut from its top 50 Western Digital Corp Com (WDC), cut from its top 50 Vanguard Index Fds (VNQ), Select Sector Spdr Tr (XLE) (-82.1% shares) and Broadcom Inc (AVGO) (-11.3% shares), compared with its Q2 2026 filing.

When is Paladin Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Paladin Partners, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Paladin Partners, LLC manage?

Paladin Partners, LLC reported $198.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $162.5M.