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CATHERINE E. SALSMAN

Paragon Private Wealth Management, Llc

Assets Managed
$319.504M
Holdings
218
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-1.9%(2Q avg: 2.43%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paragon Private Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Paragon Private Wealth Management, 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 319.504M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by CATHERINE E. SALSMAN, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 3.23%
4.81%
$15.356M
88,050 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.6%
4.78%
$15.26M
60,128 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.62%
4.32%
$13.783M
37,236 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.92%
4.09%
$13.061M
45,421 shares@ $287.56 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 2.96%
2.65%
$8.439M
86,799 shares@ $97.23 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.37%
2.64%
$8.428M
40,465 shares@ $208.27 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 3.66%
2.15%
$6.867M
55,242 shares@ $124.32 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 9.31%
2.1%
$6.689M
21,613 shares@ $309.5 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -4.55%
2.06%
$6.552M
11,451 shares@ $572.16 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 5.57%
1.72%
$5.464M
107,959 shares@ $50.61 avg price

1-10 of 218