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Paladin Partners, LLC

Paladin Partners, LLC is an Investment Adviser institutional filer with the SEC under CIK 2141570, reporting 201 portfolio positions, with 10 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: WI
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-06

Top 10 portfolio positions

The largest reported holdings in Paladin Partners, LLC's most recent 13F filing, ranked by reported market value.

  1. ISHARES RUSSELL 1000 ETF (IWB)
  2. NVIDIA CORPORATION COM (NVDA)
  3. STATE STREET SPDR S&P 500 ETF (SPY)
  4. ISHARES RUSSELL 1000 VALUE ETF (IWD)
  5. VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF (VTI)
  6. STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF (CWB)
  7. VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX)
  8. ISHARES MSCI EAFE ETF (EFA)
  9. ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF (HYG)
  10. ISHARES CORE U.S. AGGREGATE BOND ETF (AGG)
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