Paladin Wealth, LLC TOLZ — PROSHARES TR

Ownership history in Paladin Wealth, LLC  ·  5 quarters on record

AI Ownership Summary

Paladin Wealth, LLC reported PROSHARES TR (TOLZ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.61% in 2026 Q1. The latest visible filing shows TOLZ at 0.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOLZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Paladin Wealth, LLC's position in PROSHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TOLZ was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOLZ stock page Paladin Wealth, LLC fund profile Paladin Wealth, LLC full holdings
How Paladin Wealth, LLC held TOLZ — position size vs. price
% of Fund (quarterly)    TOLZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 14,677 +1,792 +13.9% 0.61% $880K 2026-04-16 $60.22
2025 Q4 ADDED — — — 12,885 +3,135 +32.2% 0.48% $698K 2026-01-15 $54.38
2025 Q3 ADDED — — — 9,750 +2,164 +28.5% 0.38% $528K 2025-10-14 $53.09
2025 Q2 ADDED — — — 7,586 +764 +11.2% 0.32% $409K 2025-07-08 $51.78
2025 Q1 INITIATED — — — 6,822 — — 0.32% $359K 2025-04-09 $48.36

🏢 Other funds also holding TOLZ

As of 2026 Q1 — sorted by position size

Fortis Advisors, LLC 3Y 7Y 1.58% Aprio Wealth Management, LLC 3Y 1.27% Allodium Investment Consultants, LLC 0.96% Aaron Wealth Advisors LLC 3Y 0.7% Brown Financial Advisors 0.43% Gradient Investments LLC 3Y 7Y 0.32% Wealth Architects, LLC 3Y 7Y 0.3% Mattson Financial Services, LLC 0.16% Pitcairn Wealth Advisors LLC 0.16% PITCAIRN CO 3Y 7Y 0.1%

FAQ About Paladin Wealth, LLC and TOLZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Paladin Wealth, LLC reported owning TOLZ?

Paladin Wealth, LLC reported TOLZ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TOLZ position in Paladin Wealth, LLC's portfolio?

The largest reported portfolio weight for TOLZ was 0.61% in 2026 Q1.

What is the latest reported TOLZ position on this page?

The most recent filing on this page is 2026 Q1, when Paladin Wealth, LLC reported 14,677 shares, equal to 0.61% of portfolio, with an estimated market value of $880K.

What does the chart on this TOLZ ownership page compare?

The chart compares Paladin Wealth, LLC's quarterly TOLZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Paladin Wealth, LLC time their TOLZ position?

Based on 13F filing dates vs. subsequent TOLZ price moves, Paladin Wealth, LLC correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on TOLZ relative to SPY over the holding period was -3.7%.

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