Titelia

Holdings of Paladin Wealth, LLC

100 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 36.5 % of the equity sleeve

Sector breakdown

  • Technology 11.0 %
  • Financials 5.9 %
  • Consumer discretionary 5.8 %
  • Communication 4.6 %
  • Health care 3.8 %
  • Consumer staples 2.7 %
  • Industrials 1.7 %
  • Materials 1.1 %
  • Energy 1.0 %
  • Funds 0.9 %
  • Utilities 0.6 %
  • Real estate 0.5 %
  • Unattributed 60.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.6 %
  • NL 0.2 %
  • GB 0.1 %
  • JP 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US97123.5M $99.64 %
2NL1249.6K $0.20 %
3GB1103.7K $0.08 %
4JP195.1K $0.08 %

Positions

RankCompanySharesValueWeight
1SPDR Series Trust 155,23311.9M $
2DoubleLine Mortgage ETF 109,2385.4M $
3Avantis International Equity ETF 50,3594.3M $
4State Street SPDR Portfolio Developed World ex-US ETF 84,7883.9M $
5Janus Henderson Mortgage-Backed Securities ETF 81,0293.7M $
6Avantis Emerging Markets Equity ETF 41,8083.4M $
7COLUMBIA RESEARCH ENHANCED CORE ETF 84,8393.3M $
8NVIDIA Corp 18,5333.2M $
9Amazon.com Inc 15,2053.2M $
10Apple Inc 12,0843.1M $
11Microsoft Corp 7,2982.7M $
12BondBloxx ETF Trust 52,9202.6M $
13Alphabet Inc 8,9082.6M $
14INVESCO EXCHANGE-TRADED FUND TRUST II 10,2322.4M $
15Janus Detroit Street Trust 48,0602.4M $
16iShares National Muni Bond ETF 20,4142.2M $
17Meta Platforms Inc 3,6202.1M $
18ALLIANZIM US BF15 UNCAP SEP 68,6461.9M $
19SPDR Gold MiniShares Trust 20,0171.9M $
20Select Sector Spdr Trust 33,2911.6M $
21BondBloxx ETF Trust 32,4211.6M $
22Avantis US Equity ETF 13,5731.5M $
23BondBloxx Private Credit CLO ETF 28,1271.4M $
24Chevron Corp 6,6081.4M $
25Broadcom Inc 4,3671.4M $
26First Trust Exchange-Traded Fund IV 22,5621.3M $
27Goldman Sachs Group Inc/The 1,5851.3M $
28State Street SPDR Portfolio Intermediate Term Treasury ETF 44,6891.3M $
29JPMorgan Chase & Co 4,3481.3M $
30Walmart Inc 9,7101.2M $
31Morgan Stanley 7,2871.2M $
32iShares Core S&P 500 ETF 1,7751.2M $
33iShares 5-10 Year Investment Grade Corporate Bond ETF 21,3771.1M $
34Invesco Galaxy Bitcoin ETF 16,5371.1M $
35Target Corp 9,1841.1M $
36PIMCO FUNDS 20,9011.1M $
37Berkshire Hathaway Inc 2,1241M $
38Invesco Ultra Short Duration E 20,1411M $
39Visa Inc 3,110940K $
40Coca-Cola Co/The 11,621883.8K $
41ProShares DJ Brookfield Global Infrastructure ETF 14,677880.3K $
42Johnson & Johnson 3,533863.6K $
43State Street SPDR Portfolio Long Term Treasury ETF 32,617857.8K $
44Lowe's Cos Inc 3,595849.4K $
45ConocoPhillips 6,352838.5K $
46UnitedHealth Group Inc 3,043823.4K $
47McDonald's Corp. 2,590804.9K $
48JPMorgan Ultra-Short Municipal Income ETF 15,627796.7K $
49Netflix Inc 8,247792.9K $
50Abbott Laboratories 7,682788.7K $
51Lam Research Corp 3,573763.4K $
52iShares Trust 13,985735.1K $
53Ecolab Inc 2,708720.4K $
54Quanta Services Inc 1,312720.3K $
55Starbucks Corp 7,996716.4K $
56Palo Alto Networks Inc 4,438711.5K $
57United Rentals Inc 950692.1K $
58State Street SPDR Portfolio Ag 26,739685.1K $
59State Street SPDR Portfolio Short Term Treasury ETF 23,292679.7K $
60DoubleLine Commercial Real Est 12,981674.5K $
61Bank of America Corp 13,834674.4K $
62Procter & Gamble Co/The 4,495649.3K $
63Baker Hughes Co 10,500641K $
64Martin Marietta Materials Inc 1,081636.4K $
65Amphenol Corp 5,004632.3K $
66Alpha Architect 1-3 Month Box 5,073589.9K $
67J.P. MORGAN EXCHANGE-TRADED FUND TRUST 5,009587K $
68Costco Wholesale Corp 587584.9K $
69Equinix Inc 591579.3K $
70NextEra Energy Inc 6,210576.8K $
71Extra Space Storage Inc 4,230554.7K $
72TJX Cos Inc/The 3,304527.6K $
73SPDR Series Trust 5,565510K $
74Dexcom Inc 7,952499.4K $
75Vertex Pharmaceuticals Inc 1,074479.6K $
76ServiceNow Inc 4,470467.3K $
77PayPal Holdings Inc 10,329467.2K $
78Eli Lilly & Co 489449.8K $
79Southwest Airlines Co 11,956449.2K $
80Cintas Corp 2,655449.1K $
81Intuitive Surgical Inc 932429.6K $
82Synopsys Inc 1,078427.4K $
83ARK ETF TRUST 3,418412.2K $
84Insulet Corp 1,861390.5K $
85Boston Scientific Corp 6,187388.2K $
86Schwab U.S. Large-Cap ETF 14,544372.9K $
87Dimensional ETF Trust 5,188367.9K $
88Invesco QQQ Trust Series 1 587338.8K $
89SPDR Series Trust 5,189307.3K $
90Alphabet Inc 1,059304.5K $
91ASML Holding NV 189249.6K $
92KeyCorp 11,688234.3K $
93Rockwell Automation Inc 651233.6K $
94VanEck Bitcoin ETF/US 11,531220.9K $
95EOG Resources Inc 1,513218.7K $
96Exxon Mobil Corp 1,265214.6K $
97Edison International 2,854208.9K $
98Lloyds Banking Group PLC 20,612103.7K $
99Nomura Holdings Inc 12,62999.6K $
100Mizuho Financial Group Inc 11,97395.1K $