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Jeff Foley

Paladin Wealth, Llc

Assets Managed
$145.381M
Holdings
125
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-0.73%(2Q avg: 2.75%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paladin Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Paladin Wealth, 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 145.381M in assets, with a quarterly growth rate of -0.73% and a 2-quarter average growth rate of 2.75%. The portfolio is managed by Jeff Foley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 8.07%
8.18%
$11.882M
155,233 shares@ $76.55 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 11.4%
3.72%
$5.394M
109,238 shares@ $49.38 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 10.23%
2.94%
$4.272M
50,359 shares@ $84.85 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 8.94%
2.67%
$3.871M
84,788 shares@ $45.65 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 2.75%
2.52%
$3.661M
81,029 shares@ $45.18 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 9.25%
2.32%
$3.369M
41,808 shares@ $80.59 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 10.82%
2.28%
$3.307M
84,839 shares@ $38.98 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -8.37%
2.23%
$3.232M
18,533 shares@ $174.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -4.14%
2.18%
$3.167M
15,205 shares@ $208.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -6.52%
2.11%
$3.067M
12,084 shares@ $253.79 avg price

1-10 of 125