Paragon Private Wealth Management, LLC: 13F holdings
CIK 19226842026Q2
| Positions | 226 |
|---|
| Reported value | $383.0m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 226 (+8 vs prior quarter) |
|---|
| Reported value | $383.0m (+19.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 89,548 | $17.9m | 4.7% |
| AAPL APPLE INC | 59,987 | $17.4m | 4.5% |
| GOOGL ALPHABET INC | 44,951 | $16.1m | 4.2% |
| MSFT MICROSOFT CORP | 35,511 | $13.2m | 3.5% |
| SPY STATE STR SPDR S&P 500 ETF T | 15,749 | $11.8m | 3.1% |
| AMZN AMAZON COM INC | 40,458 | $9.6m | 2.5% |
| IWR ISHARES TR | 86,740 | $9.6m | 2.5% |
| FTXL FIRST TR EXCHANGE TRADED FD | 28,128 | $8.0m | 2.1% |
| IJR ISHARES TR | 53,822 | $8.0m | 2.1% |
| AVGO BROADCOM INC | 20,711 | $7.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1922684")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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