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Jeffrey Foley

Paladin Wealth, Llc

Assets Managed
$171.942M
Holdings
134
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
18.27%(2Q avg: 8.77%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Paladin Wealth, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 134 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 171.942M in assets, with a quarterly growth rate of 18.27% and a 2-quarter average growth rate of 8.77%. The portfolio is managed by Jeffrey Foley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 12.26%
8.91%
$15.314M
174,264 shares@ $87.89 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 14.85%
3.59%
$6.159M
125,458 shares@ $49.09 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 8.89%
2.85%
$4.891M
54,834 shares@ $89.21 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 23.82%
2.68%
$4.591M
22,946 shares@ $200.09 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 4.45%
2.6%
$4.462M
88,556 shares@ $50.4 avg price
JMBS
Janus Henderson Mortg Backed
Recent Activity
Increased 13.37%
2.41%
$4.133M
91,858 shares@ $44.99 avg price
RECS
Columbia Resrh Enhanced Core
Recent Activity
Increased 9.8%
2.35%
$4.032M
93,151 shares@ $43.28 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -3.02%
2.28%
$3.912M
40,542 shares@ $96.5 avg price
XTEN
Bondbloxx Bbg 10y Us Tsy Etf
Recent Activity
Increased 154.8%
2.07%
$3.543M
77,742 shares@ $45.58 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.59%
2.05%
$3.517M
12,155 shares@ $289.36 avg price

1-10 of 134