Paragon Private Wealth Management, LLC
Q4 2025 13F Holdings
- Locationlexington, KY
- Num holdings
220
- Value ($000)
$325,711
- Date Filed02/11/2026
- Form type13F-HR
- CIK0001922684
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $17.9M | 6 % | 37,009 | ||
APPLE INC | COM | 037833100 | $15.93M | 5 % | 58,609 | ||
NVIDIA CORPORATION | COM | 67066G104 | $15.91M | 5 % | 85,302 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $14.09M | 4 % | 45,010 | ||
AMAZON COM INC | COM | 023135106 | $9.12M | 3 % | 39,532 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | $8.12M | 3 % | 84,311 | ||
META PLATFORMS INC | CL A | 30303M102 | $7.92M | 2 % | 11,998 | ||
BROADCOM INC | COM | 11135F101 | $6.84M | 2 % | 19,773 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.4M | 2 % | 53,294 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.17M | 2 % | 102,264 |
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