Paladin Wealth, LLC
Annual return '25
+23.3%
SPY '25
+17.7%
Alpha
+5.5ptsvs SPY
Invested
$290.8M
Holdings
125
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPYM
SPDR SERIES TRUST
Q1 2026: Sold 22.1% (1.1k → 859 shares)
8.2%
02
$DMBS
DOUBLELINE ETF TRUST
Held since at least Q1 2024
3.7%
03
$AVDE
AMERICAN CENTY ETF TR
Held since at least Q1 2024
3.0%
04
$SPDW
SPDR INDEX SHS FDS
Q4 2025: New position (3.9k shares)
2.7%
05
$JMBS
JANUS DETROIT STR TR
Held since at least Q1 2024
2.5%
06
$AVEM
AMERICAN CENTY ETF TR
Held since at least Q1 2024
2.3%
07
$RECS
COLUMBIA ETF TR I
Held since at least Q1 2024
2.3%
08
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +6.7% (14.1k → 15.0k shares)
2.2%
09
$AMZN
AMAZON COM INC
Q4 2025: New position (14 shares)
2.2%
10
$AAPL
APPLE INC
Q4 2025: New position (5.5k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.