Paladin Partners, LLC
214 holdingsFiling period: 2026-03-31Current AUM: $152.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES | 52.8K | $18.8M | $21.6M | 14.11% | +4.6K | 2026-03-31 |
| 2 | SPY | STATE STREET | 22.4K | $14.6M | $16.7M | 10.94% | +79 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 67.3K | $11.7M | $13.5M | 8.84% | -- | 2026-03-31 |
| 4 | IWD | ISHARES | 52.1K | $11.1M | $13.1M | 8.59% | +9.9K | 2026-03-31 |
| 5 | VTI | VANGUARD | 31.0K | $9.9M | $11.4M | 7.46% | -1,768 | 2026-03-31 |
| 6 | CWB | STATE STREET | 90.4K | $8.3M | $9.2M | 6.02% | +10.2K | 2026-03-31 |
| 7 | BNDX | VANGUARD | 148.3K | $7.1M | $7.1M | 4.63% | +2.0K | 2026-03-31 |
| 8 | HYG | ISHARES | 82.3K | $6.5M | $6.5M | 4.28% | +2.3K | 2026-03-31 |
| 9 | EFA | ISHARES | 59.3K | $5.8M | $6.3M | 4.10% | +714 | 2026-03-31 |
| 10 | AGG | ISHARES | 44.8K | $4.4M | $4.4M | 2.85% | +1 | 2026-03-31 |
| 11 | AAPL | APPLE INC | 15.2K | $3.9M | $4.7M | 3.07% | -4,496 | 2026-03-31 |
| 12 | SHV | ISHARES | 31.4K | $3.5M | $3.5M | 2.27% | +6.5K | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC | 6.9K | $3.3M | $3.3M | 2.16% | -- | 2026-03-31 |
| 14 | XLE | STATE STREET | 43.1K | $2.6M | $2.6M | 1.68% | +35.4K | 2026-03-31 |
| 15 | IWR | ISHARES | 21.7K | $2.1M | $2.4M | 1.56% | +490 | 2026-03-31 |
| 16 | BSV | VANGUARD | 25.8K | $2.0M | $2.0M | 1.31% | +857 | 2026-03-31 |
| 17 | IWM | ISHARES | 8.0K | $2.0M | $2.3M | 1.52% | +1.3K | 2026-03-31 |
| 18 | EEM | ISHARES | 27.0K | $1.5M | $1.7M | 1.13% | +600 | 2026-03-31 |
| 19 | MUB | ISHARES | 13.1K | $1.4M | $1.4M | 0.90% | +1 | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.6M | 1.07% | +356 | 2026-03-31 |
| 21 | GSY | INVESCO | 22.7K | $1.1M | $1.1M | 0.74% | +1.3K | 2026-03-31 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 1.1K | $1.1M | $1.1M | 0.70% | +2 | 2026-03-31 |
| 23 | IEF | ISHARES | 10.4K | $991K | $965K | 0.63% | -- | 2026-03-31 |
| 24 | GEF/B | GREIF INC | 11.2K | $981K | $981K | 0.64% | -- | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 1.7K | $946K | $921K | 0.60% | -- | 2026-03-31 |
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