Paller Financial Services Inc

Q4 2025 13F Holdings

  • Location
    centennial, CO
  • Num holdings

    45

  • Value ($000)

    $124,737

  • Date Filed
    01/15/2026
  • Form type
    13F-HR
  • CIK
    0002095931
  • 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
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$7.48M
6 %

72,275

Q
QTUM

ETF SER SOLUTIONS

DEFIANCE QUANTUM
$6.65M
5 %

60,638

Q
QUAL

ISHARES TR

MSCI USA QLT FCT
$6.02M
5 %

30,287

P
PTF

INVESCO EXCHANGE TRADED FD T

DORSEY WRGT TECH
$5.95M
5 %

77,771

M
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$5.54M
4 %

9,183

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$5.45M
4 %

8,878

H
HDV

ISHARES TR

CORE HIGH DV ETF
$5.29M
4 %

43,472

R
RVT

ROYCE SMALL CAP TRUST INC

COM
$5.11M
4 %

317,150

H
HDEF

DBX ETF TR

XTRACK MSCI EAFE
$4.68M
4 %

150,902

F
FXH

FIRST TR EXCHANGE TRADED FD

HLTH CARE ALPH
$4.35M
4 %

38,256

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