Advertisement
Screener

Paragon Private Wealth Management, LLC Current Holdings: USA Stocks

Paragon Private Wealth Management, LLC

Paragon Private Wealth Management, LLC reported a Form 13F information table total of $319.50 million in 361 entries in its Form 13F-HR for the quarter ended 2026-03-31.

Its holdings by class are not on this site yet.

Form 13F-HR as filed (SEC CIK 1922684): holdings report, quarter ended 2026-03-31, filed 2026-05-19; filing manager in United States.

Similar Firms

Firm NameCountry13F ValueHoldings
Eaton-Cambridge Inc.United States$0.320B56
Oxler Private Wealth LLCUnited States$0.319B92
FSB PREMIER WEALTH MANAGEMENT, INC.United States$0.319B251
Sagewood Asset Management LPUnited States$0.319B337
Stephens Greth FoundationUnited States$0.320B4
SAM Advisors, LLCUnited States$0.319B47
JEPPSON WEALTH MANAGEMENT, LLCUnited States$0.319B235
Storen Legacy Partners, LLCUnited States$0.319B102
FORTRESS PRIVATE LEDGER, LLCUnited States$0.320B252
Quaker Wealth Management, LLCUnited States$0.320B975