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Paladin Partners, LLC

197 holdingsFiling period: 2026-06-30Current AUM: $150.0Mestimated from latest prices
#TickerCompanySharesReported ValueCurrent Value% PortfolioChangeDate
1IWBiShares Russell 1000 ETF52.3K$21.4M$21.1M14.05%-4902026-06-30
2SPYState Street Spdr S&P 500 ETF23.1K$17.2M$17.0M11.31%+6802026-06-30
3NVDANVIDIA Corporation.com73.0K$14.6M$13.6M9.09%+5.7K2026-06-30
4IWDiShares Russell 1000 Value ETF51.1K$12.4M$13.2M8.77%-1,0302026-06-30
5VTIVanguard Morningstar Total.com Market ETF31.6K$11.7M$11.4M7.61%+5782026-06-30
6CWBState Street Spdr Bloomberg Convertible Securities ETF88.4K$9.5M$8.1M5.39%-1,9532026-06-30
7BNDXVanguard Total International Bond ETF152.2K$7.4M$7.2M4.83%+3.9K2026-06-30
8HYGiShares Iboxx $ High Yield Corporate Bond ETF80.8K$6.5M$6.2M4.16%-1,4602026-06-30
9EFAiShares Msci Eafe ETF60.7K$6.3M$6.2M4.12%+1.3K2026-06-30
10AGGiShares Core U.S. Aggregate Bond ETF44.7K$4.4M$4.3M2.88%-1112026-06-30
11AAPLApple Inc.com12.4K$3.6M$4.2M2.83%-2,7752026-06-30
12SHViShares Trust iShares 0-1 Year Treasury Bond ETF30.7K$3.4M$3.4M2.26%-7102026-06-30
13IWRiShares Russell Midcap ETF21.7K$2.4M$2.3M1.56%--2026-06-30
14IWMiShares Russell 2000 ETF7.8K$2.4M$2.1M1.43%-1302026-06-30
15XLEState Street Energy Select Sector Spdr ETF43.1K$2.3M$2.7M1.77%--2026-06-30
16BSVVanguard Short-Term Bond ETF27.8K$2.2M$2.1M1.43%+2.0K2026-06-30
17BLKBlackRock Inc.com2.0K$1.9M$2.3M1.55%+2.0K2026-06-30
18EEMiShares Msci Emerging Markets ETF26.9K$1.8M$1.6M1.06%-562026-06-30
19MUBiShares National Muni Bond ETF13.7K$1.5M$1.4M0.96%+5802026-06-30
20MSFTMicrosoft Corp.com3.6K$1.4M$1.9M1.29%+1322026-06-30
21GSYInvesco Ultra Short Duration ETF22.7K$1.1M$1.1M0.76%--2026-06-30
22COSTCostco Wholesale Corporation.com1.2K$1.1M$1.2M0.81%+252026-06-30
23GEF/BGreif Inc CL B11.2K$1.0M$1.0M0.70%--2026-06-30
24IEFiShares 7-10 Year Treasury Bond ETF10.2K$967K$939K0.63%-1592026-06-30
25ABBVAbbvie Inc.com3.8K$966K$1.1M0.75%--2026-06-30
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