Paladin Wealth, LLC
•CIK: 2040377•Filing: Q4 2025
**Paladin Wealth, LLC** manages $146M across a diversified portfolio of 120 positions. The fund exhibits a notable concentration in technology and growth sectors, highlighted by top holdings including SPYM at $11.5M and DMBS at $4.9M. Significant allocations are also maintained in mega-cap names such as NVDA ($3.8M), AVDE ($3.8M), and AMZN ($3.7M). This positioning suggests a tactical, high-conviction approach targeting established market leaders.
Total AUM
$146.5M
QoQ Performance
+6.2%
Positions
90
Top 10 Concentration
30.6%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPYM7.9%
DMBS3.3%
NVDA2.6%
AVDE2.6%
AMZN2.5%
JMBS2.5%
AAPL2.4%
MSFT2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.8%
Technology13.0%
Consumer5.5%
Financial4.3%
Healthcare3.0%
Consumer Staples0.6%
Communication0.5%
Materials0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑55 increased
↓50 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024