Paladin Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed June 25, 2026), Paladin Partners, LLC reported 216 stock positions worth $134.2 million. Its top holding was iShares Russell 1000 ETF (IWB) at 13.4% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.3%) and Nvidia (NVDA, 9.4%).
- Most Recent 13F
- Q2 2026
- Location
- HARTLAND, WI
- CIK
- 0002141570
- Portfolio Value
- $134.2M (Q4 2025)
- SEC Filing
- 0002141570-26-000003 ↗ filed Jun 25, 2026
Holdings Value
Holdings 216 stocks · $134.2M
| IWB iShares Russell 1000 ETF | 13.42% | 48,225 | $18.0M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.33% | 22,305 | $15.2M | — |
| NVDA Nvidia Corp. | 9.35% | 67,311 | $12.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 8.18% | 32,742 | $11.0M | — |
| IWD iShares Russell 1000 Value E | 6.61% | 42,170 | $8.9M | — |
| CWB SS SPDR BB Conv Sec ETF | 5.33% | 80,206 | $7.2M | — |
| BNDX Vanguard Total Intl Bond ETF | 5.27% | 146,282 | $7.1M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.81% | 79,990 | $6.4M | — |
| EFA iShares MSCI Eafe ETF | 4.19% | 58,618 | $5.6M | — |
| AAPL Apple Inc. | 3.99% | 19,673 | $5.3M | — |
| AGG iShares Core U.S. Aggregate | 3.34% | 44,819 | $4.5M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 2.58% | 6,881 | $3.5M | — |
| SHV iShares 0-1 Year Treasury Bo | 2.05% | 24,920 | $2.7M | — |
| IWR iShares Russell Mid-Cap ETF | 1.52% | 21,250 | $2.0M | — |
| BSV Vanguard Short-Term Bond ETF | 1.47% | 24,950 | $2.0M | — |
| IWM iShares Russell 2000 ETF | 1.23% | 6,722 | $1.7M | — |
| MSFT Microsoft Corp. | 1.14% | 3,160 | $1.5M | — |
| EEM iShares MSCI Emerging Market | 1.07% | 26,351 | $1.4M | — |
| MUB iShares National Muni Bond E | 1.04% | 13,083 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.81% | 1,654 | $1.1M | — |
| GSY Invesco Ultra Short Duration | 0.80% | 21,457 | $1.1M | — |
| IEF iShares 7-10 Year Treasury B | 0.74% | 10,385 | $999K | — |
| COST Costco Wholesale Corp. | 0.72% | 1,124 | $969K | — |
| ABBV Abbvie Inc. | 0.65% | 3,841 | $878K | — |
| ISRG Intuitive Surgical Inc. | 0.59% | 1,407 | $797K | — |
| BR Broadridge Financial Solutio | 0.51% | 3,050 | $681K | — |
| ADP Automatic Data Processing | 0.50% | 2,590 | $666K | — |
| AMGN Amgen Inc. | 0.44% | 1,810 | $592K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.37% | 9,759 | $494K | — |
| BCS Barclays PLC-Spons ADR | 0.37% | 19,270 | $490K | — |
| IWS iShares Russell Mid-Cap Valu | 0.35% | 3,360 | $474K | — |
| XLE SS Energy Select Sector | 0.26% | 7,710 | $345K | — |
| IWF iShares Russell 1000 Growth | 0.25% | 721 | $341K | — |
| LLY Eli Lilly & Co. | 0.25% | 308 | $331K | — |
| ULTA Ulta Beauty Inc. | 0.24% | 530 | $321K | — |
| AVGO Broadcom Inc. | 0.23% | 886 | $307K | — |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 2,110 | $289K | — |
| TLH iShares 10-20 Year Treasury | 0.18% | 2,409 | $245K | — |
| PFG Principal Financial Group | 0.16% | 2,490 | $220K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.16% | 2,709 | $216K | — |
| SUB iShares Short-Term National | 0.15% | 1,935 | $206K | — |
| CB Chubb Ltd. | 0.13% | 540 | $169K | — |
| WFC Wells Fargo & Co. | 0.11% | 1,540 | $144K | — |
| V Visa Inc. Class A | 0.10% | 399 | $140K | — |
| VNQ Vanguard Real Estate ETF | 0.10% | 1,494 | $132K | — |
| JPM JPMorgan Chase & Co. | 0.09% | 385 | $124K | — |
| PSF Cohen & Steers Select Prefer | 0.09% | 5,930 | $120K | — |
| FSSL FS Specialty Lending Fund | 0.09% | 8,503 | $120K | — |
| CAT Caterpillar Inc. | 0.09% | 207 | $119K | — |
| RTX RTX Corp. | 0.09% | 628 | $115K | — |
| FISV Fiserv Inc. | 0.08% | 1,500 | $101K | — |
| VGIT Vanguard Intermediate-Term T | 0.07% | 1,470 | $88K | — |
| CHDN Churchill Downs Inc. | 0.06% | 723 | $82K | — |
| FCNCA First Citizens Bcshs Class A | 0.06% | 38 | $82K | — |
| AMZN Amazon.com Inc. | 0.06% | 330 | $76K | — |
| PDBC Invesco Optimum Yield Divers | 0.05% | 5,251 | $70K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.05% | 5,000 | $66K | — |
| ABT Abbott Laboratories | 0.05% | 490 | $61K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.04% | 545 | $60K | — |
| MCK McKesson Corp. | 0.04% | 73 | $60K | — |
| GIFI Gulf Island Fabrication Inc. | 0.04% | 5,000 | $60K | — |
| NGEN Nervgen Pharma Corp. | 0.04% | 10,000 | $56K | — |
| WMT Walmart Inc. | 0.04% | 465 | $52K | — |
| MS Morgan Stanley | 0.04% | 289 | $51K | — |
| GS Goldman Sachs Group Inc. | 0.04% | 57 | $50K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 100 | $47K | — |
| PAAS Pan American Silver Corp. | 0.03% | 900 | $47K | — |
| AXP American Express Co. | 0.03% | 125 | $46K | — |
| C Citigroup Inc. | 0.03% | 391 | $46K | — |
| WDC Western Digital Corp. | 0.03% | 250 | $43K | — |
| HWM Howmet Aerospace Inc. | 0.03% | 209 | $43K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.03% | 364 | $42K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 763 | $42K | — |
| KLAC KLA Corp. | 0.03% | 33 | $40K | — |
| ATO Atmos Energy Corp. | 0.03% | 213 | $36K | — |
| RY Royal Bank of Canada | 0.03% | 209 | $36K | — |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 200 | $36K | — |
| UTG Reaves Utility Income Fund | 0.03% | 969 | $35K | — |
| JNJ Johnson & Johnson | 0.03% | 163 | $34K | — |
| CRM Salesforce Inc. | 0.02% | 126 | $33K | — |
| SENEA Seneca Foods Corp. Class A | 0.02% | 300 | $33K | — |
| MO Altria Group Inc. | 0.02% | 570 | $33K | — |
| FAST Fastenal Co. | 0.02% | 810 | $33K | — |
| PNC PNC Financial Services Group | 0.02% | 153 | $32K | — |
| GE General Electric filed as GE AEROSPACE | 0.02% | 103 | $32K | — |
| PFO Flaherty & Crumrine P&I Opp | 0.02% | 3,271 | $31K | — |
| WEC WEC Energy Group Inc. | 0.02% | 291 | $31K | — |
| TMUS T-Mobile US Inc. | 0.02% | 151 | $31K | — |
| AEP American Electric Power | 0.02% | 252 | $29K | — |
| PG The Procter & Gamble Co. | 0.02% | 200 | $29K | — |
| KSS Kohls Corp. | 0.02% | 1,400 | $29K | — |
| GD General Dynamics Corp. | 0.02% | 84 | $28K | — |
| CVX Chevron Corp. | 0.02% | 183 | $28K | — |
| MET Metlife Inc. | 0.02% | 350 | $28K | — |
| NUGT Dirxn DLY GM Indx B2X ETF-Ui | 0.02% | 150 | $28K | — |
| XOM Exxon Mobil Corp. | 0.02% | 210 | $25K | — |
| WSBF Waterstone Financial Inc. | 0.02% | 1,500 | $25K | — |
| PCAR Paccar Inc. | 0.02% | 225 | $25K | — |
| USHY iShares Broad Usd High Yield | 0.02% | 658 | $25K | — |
| COF Capital One Financial Corp. | 0.02% | 100 | $24K | — |
| WPM Wheaton Precious Metals Corp. | 0.02% | 201 | $24K | — |
| HD Home Depot Inc. | 0.02% | 68 | $23K | — |
| PAYX Paychex Inc. | 0.02% | 206 | $23K | — |
| TMFC Motley Fool 100 Index ETF | 0.02% | 311 | $22K | — |
| GOOGL Alphabet Inc. Class A | 0.02% | 70 | $22K | — |
| KO The Coca-Cola Co. | 0.02% | 310 | $22K | — |
| IJH iShares Core S&P Midcap ETF | 0.02% | 325 | $21K | — |
| TUYA Tuya Inc. | 0.02% | 10,000 | $21K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 43 | $21K | — |
| UNP Union Pacific Corp. | 0.02% | 90 | $21K | — |
| OXY Occidental Petroleum Corp. | 0.02% | 500 | $21K | — |
| KMB Kimberly-Clark Corp. | 0.01% | 200 | $20K | — |
| URTH iShares MSCI World ETF | 0.01% | 100 | $19K | — |
| PEP Pepsico Inc. | 0.01% | 129 | $19K | — |
| PRU Prudential Financial Inc. | 0.01% | 155 | $17K | — |
| HURC Hurco Companies Inc. | 0.01% | 1,100 | $17K | — |
| TXRH Texas Roadhouse Inc. | 0.01% | 102 | $17K | — |
| GAB Gabelli Equity Trust | 0.01% | 2,624 | $16K | — |
| ZTEKF Zentek Ltd. | 0.01% | 25,000 | $16K | — |
| GLUE Monte Rosa Therapeutics Inc. | 0.01% | 1,000 | $16K | — |
| JCI Johnson Controls Internation | 0.01% | 117 | $14K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 150 | $13K | — |
| HLI Houlihan Lokey Inc. | 0.01% | 77 | $13K | — |
| ASB Associated Banc-Corp. | 0.01% | 476 | $12K | — |
| SBUX Starbucks Corp. | 0.01% | 140 | $12K | — |
| OLED Universal Display Corp. | 0.01% | 100 | $12K | — |
| INKT Mink Therapeutics Inc. | 0.01% | 1,000 | $11K | — |
| STT State Street Corp. | 0.01% | 85 | $11K | — |
| LRCX Lam Research Corp. | 0.01% | 60 | $10K | — |
| GLW Corning Inc. | 0.01% | 100 | $9K | — |
| ACLS Axcelis Technologies Inc. | 0.01% | 100 | $8K | — |
| ORCL Oracle Corp. | 0.01% | 40 | $8K | — |
| PANW Palo Alto Networks Inc. | 0.01% | 42 | $8K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.01% | 290 | $8K | — |
| NFLX Netflix Inc. | 0.01% | 80 | $8K | — |
| NEM Newmont Corp. | 0.01% | 75 | $7K | — |
| ACWV iShares MSCI Global Min Vol | 0.01% | 60 | $7K | — |
| VKTX Viking Therapeutics Inc. | 0.01% | 200 | $7K | — |
| EBAY eBay Inc. | 0.01% | 80 | $7K | — |
| BTI British American Tob-SP ADR | 0.01% | 120 | $7K | — |
| GEV GE Vernova Inc. | 0.00% | 10 | $7K | — |
| DELL Dell Technologies -C | 0.00% | 50 | $6K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.00% | 222 | $6K | — |
| HOG Harley-Davidson Inc. | 0.00% | 300 | $6K | — |
| CDW CDW Corp. | 0.00% | 45 | $6K | — |
| TLT iShares 20+ Year Treasury BD | 0.00% | 70 | $6K | — |
| SAN Banco Santander SA-Spon ADR | 0.00% | 510 | $6K | — |
| SGOV iShares 0-3 Month Treasury B | 0.00% | 56 | $6K | — |
| RELX Relx PLC - Spon ADR | 0.00% | 135 | $5K | — |
| BKNG Booking Holdings Inc. | 0.00% | 1 | $5K | — |
| BLK BlackRock Inc. | 0.00% | 5 | $5K | — |
| TORO Toro Corp. | 0.00% | 1,000 | $5K | — |
| IJR iShares Core S&P Small-Cap E | 0.00% | 43 | $5K | — |
| GWW WW Grainger Inc. | 0.00% | 5 | $5K | — |
| SCHP Schwab U.S. Tips ETF | 0.00% | 186 | $5K | — |
| UGI Ugi Corp. | 0.00% | 130 | $5K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.00% | 60 | $5K | — |
| ETN Eaton Corp. PLC | 0.00% | 15 | $5K | — |
| AON Aon PLC Class A | 0.00% | 13 | $5K | — |
| FNF Fidelity National Financial | 0.00% | 82 | $4K | — |
| T AT&T Inc. | 0.00% | 175 | $4K | — |
| NVS Novartis AG-Sponsored ADR | 0.00% | 31 | $4K | — |
| MNST Monster Beverage Corp. | 0.00% | 54 | $4K | — |
| CAH Cardinal Health Inc. | 0.00% | 20 | $4K | — |
| Q Qnity Electronics Inc. | 0.00% | 50 | $4K | — |
| VZ Verizon Communications Inc. | 0.00% | 100 | $4K | — |
| DD Dupont DE Nemours Inc. | 0.00% | 100 | $4K | — |
| O Realty Income Corp. | 0.00% | 70 | $4K | — |
| UBER Uber Technologies Inc. | 0.00% | 48 | $4K | — |
| SPGI S&P Global Inc. | 0.00% | 7 | $4K | — |
| LCII Lci Industries | 0.00% | 30 | $4K | — |
| SYF Synchrony Financial | 0.00% | 42 | $4K | — |
| DOW Dow Inc. | 0.00% | 146 | $3K | — |
| AZO AutoZone Inc. | 0.00% | 1 | $3K | — |
| RYAAY Ryanair Holdings PLC-SP ADR | 0.00% | 45 | $3K | — |
| KGC Kinross Gold Corp. | 0.00% | 100 | $3K | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.00% | 35 | $3K | — |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 14 | $3K | — |
| HAS Hasbro Inc. | 0.00% | 30 | $2K | — |
| SYK Stryker Corp. | 0.00% | 7 | $2K | — |
| ACN Accenture PLC Class A | 0.00% | 9 | $2K | — |
| EQIX Equinix Inc. | 0.00% | 3 | $2K | — |
| IEP Icahn Enterprises LP | 0.00% | 297 | $2K | — |
| RGLD Royal Gold Inc. | 0.00% | 10 | $2K | — |
| WBD Warner Bros Discovery Inc. | 0.00% | 74 | $2K | — |
| LIN Linde PLC | 0.00% | 5 | $2K | — |
| UL Unilever PLC-Sponsored ADR | 0.00% | 32 | $2K | — |
| UPS United Parcel Service Class B | 0.00% | 21 | $2K | — |
| PFE Pfizer Inc. | 0.00% | 80 | $2K | — |
| RHI Robert Half Inc. | 0.00% | 66 | $2K | — |
| WDAY Workday Inc. Class A | 0.00% | 8 | $2K | — |
| SHW The Sherwin-Williams Co. | 0.00% | 5 | $2K | — |
| PAYC Paycom Software Inc. | 0.00% | 10 | $2K | — |
| SE Sea Ltd.-ADR | 0.00% | 12 | $2K | — |
| CLSK Cleanspark Inc. | 0.00% | 150 | $2K | — |
| ARKX ARK Space & Defense Innovati | 0.00% | 50 | $1K | — |
| NUS Nu Skin Enterprises Inc. Class A | 0.00% | 150 | $1K | — |
| AES AES Corp. | 0.00% | 100 | $1K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 7 | $1K | — |
| SON Sonoco Products Co. | 0.00% | 25 | $1K | — |
| GNK Genco Shipping & Trading Ltd. | 0.00% | 50 | $922 | — |
| APTV Aptiv PLC | 0.00% | 12 | $913 | — |
| VFC VF Corp. | 0.00% | 50 | $904 | — |
| RAMP Liveramp Holdings Inc. | 0.00% | 25 | $734 | — |
| FIS Fidelity National Info Serv | 0.00% | 11 | $731 | — |
| UPBD Upbound Group Inc. | 0.00% | 25 | $439 | — |
| NNDM Nano Dimension Ltd. - ADR | 0.00% | 250 | $385 | — |
| MED Medifast Inc. | 0.00% | 30 | $320 | — |
| AAP Advance Auto Parts Inc. | 0.00% | 8 | $314 | — |
| AVNS Avanos Medical Inc. | 0.00% | 24 | $270 | — |
| FG F&G Annuities & Life Inc. | 0.00% | 4 | $123 | — |
| MICC The Magnum Ice Cream Co. NV | 0.00% | 7 | $111 | — |
| TDOC Teladoc Health Inc. | 0.00% | 14 | $98 | — |
| CRBU Caribou Biosciences Inc. | 0.00% | 50 | $80 | — |
| LCID Lucid Group Inc. | 0.00% | 5 | $53 | — |
| SPCE Virgin Galactic Holdings Inc. | 0.00% | 5 | $16 | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.