PARAGON FINANCIAL PARTNERS, INC.
Q3 2025 13F Holdings
- Locationwoodland hills, CA
- Num holdings
72
- Value ($000)
$158,374
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001910845
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $21.50 M | 14 % | 32,275 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $18.86 M | 12 % | 101,104 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $14.92 M | 9 % | 105,835 | ||
ETV EATON VANCE TAX-MANAGED BUY- | COM | 27828Y108 | $13.35 M | 8 % | 936,606 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.86 M | 7 % | 23,181 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | $7.62 M | 5 % | 29,372 | ||
AAPL APPLE INC | COM | 037833100 | $6.43 M | 4 % | 25,240 | ||
ITA ISHARES TR | US AER DEF ETF | 464288760 | $5.92 M | 4 % | 28,303 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.97 M | 3 % | 7,673 | ||
XLU SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 | $3.93 M | 3 % | 45,029 |
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