Paladin Partners, LLC: 13F holdings

CIK 21415702026Q2

Positions214
Reported value$154.7m
Filed2026-08-07

Change since last quarter

Positions214 (+2 vs prior quarter)
Reported value$154.7m (+11.5%)

Top 10 holdings

SecuritySharesValueWeight
IWB ISHARES RUSSELL 1000 ETF52,335$21.4m13.9%
SPY STATE STREET SPDR S&P 500 ETF23,064$17.2m11.1%
NVDA NVIDIA CORPORATION COM73,032$14.6m9.4%
IWD ISHARES RUSSELL 1000 VALUE ETF51,090$12.4m8.0%
VTI VANGUARD MORNINGSTAR TOTAL COM MARKET ETF31,552$11.7m7.5%
CWB STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF88,414$9.5m6.2%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF152,162$7.4m4.8%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF80,810$6.5m4.2%
EFA ISHARES MSCI EAFE ETF60,655$6.3m4.1%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF44,709$4.4m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2141570")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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