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Donald Robinson

Palladiem, Llc

Assets Managed
$104.793M
Holdings
158
Last Quarter
2026 - Q1
Filed Date
20d ago
Growth Rate
-0.65%(2Q avg: 6.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Palladiem, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 158 positions.

Assets under management

The assets under management (AUM) of Palladiem, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 104.793M in assets, with a quarterly growth rate of -0.65% and a 2-quarter average growth rate of 6.62%. The portfolio is managed by Donald Robinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.54%
9.17%
$9.608M
14,131 shares@ $679.93 avg price
EUSA
Ishares Msci Usa Equal Weigh
Recent Activity
Decreased -0.17%
7.94%
$8.312M
79,327 shares@ $104.79 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 0.96%
7.07%
$7.406M
74,479 shares@ $99.45 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Decreased -1.64%
6.62%
$6.931M
71,612 shares@ $96.8 avg price
ur-6⤦
World Gold Tr
Recent Activity
New Position
6.6%
$6.907M
73,315 shares@ $94.22 avg price
DYFI
Idx Dynamic Fixed Income Etf
Recent Activity
Decreased -0.47%
5.58%
$5.841M
255,110 shares@ $22.9 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -4.06%
5.53%
$5.795M
63,340 shares@ $91.49 avg price
IQLT
Ishares Msci International Q
Recent Activity
Decreased -4.52%
5.32%
$5.57M
115,219 shares@ $48.35 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -6.54%
5.24%
$5.483M
52,717 shares@ $104.01 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -8.4%
3.93%
$4.118M
70,801 shares@ $58.16 avg price

1-10 of 158