PARAGON FINANCIAL PARTNERS, INC.

Q4 2025 13F Holdings

  • Location
    woodland hills, CA
  • Num holdings

    75

  • Value ($000)

    $162,501

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001910845
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY

SPDR S&P 500 ETF TR

TR UNIT
$22.03M
14 %

32,312

NVDA

NVIDIA CORPORATION

COM
$18.86M
12 %

101,104

VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$15.21M
9 %

105,986

ETV

EATON VANCE TAX-MANAGED BUY-

COM
$13.53M
8 %

941,916

IWF

ISHARES TR

RUS 1000 GRW ETF
$10.88M
7 %

22,982

---

VANGUARD WORLD FD

HEALTH CAR ETF
$8.49M
5 %

29,493

AAPL

APPLE INC

COM
$6.77M
4 %

24,900

ITA

ISHARES TR

US AER DEF ETF
$6.08M
4 %

28,303

XLU

SELECT SECTOR SPDR TR

STATE STREET UTI
$3.86M
2 %

90,326

MSFT

MICROSOFT CORP

COM
$3.71M
2 %

7,676

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