account_balance
Investment manager · 13F filer · SEC CIK 2095931
Paller Financial Services Inc
Reported value$134Mas of Jun 30, 2026
Positions44 6 new, 5 sold out
Top 10 weight45.3%PTF alone is 7%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
PTFInvesco Exchange Traded Fd T
6.8%Trimmed −11%
QTUMETF Ser Solutions
6.7%Trimmed −8%
MOATVaneck ETF Trust
4.7%Trimmed −14%
HDViShares Tr
4.7%Added +424%
QUALiShares Tr
4.4%Trimmed −8%
RVTRoyce Small Cap Trust Inc
4.2%
PRNInvesco Exchange Traded Fd T
3.7%
NDIVAmplify ETF Tr
3.4%Trimmed −5%
ARKQArk ETF Tr
3.3%New
HDEFDBX ETF Tr
3.3%Trimmed −8%
MDYState STR SPDR S&P Midcap 40
3.1%Trimmed −31%
XMMOInvesco Exchange Traded Fd T
3.1%
PTFInvesco Exchange Traded Fd T
6.8%Trimmed −11%
QTUMETF Ser Solutions
6.7%Trimmed −8%
MOAT4.7%
HDV4.7%
QUAL4.4%
RVT4.2%PRN3.7%
NDIV3.4%
ARKQ3.3%
HDEF3.3%
MDY3.1%XMMO3.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PTF Invesco Exchange Traded Fd T 6.8% Trimmed −11%
QTUM ETF Ser Solutions 6.7% Trimmed −8%
MOAT Vaneck ETF Trust 4.7% Trimmed −14%
HDV iShares Tr 4.7% Added +424%
QUAL iShares Tr 4.4% Trimmed −8%
RVT Royce Small Cap Trust Inc 4.2% HeldPRN Invesco Exchange Traded Fd T 3.7% Held
NDIV Amplify ETF Tr 3.4% Trimmed −5%
ARKQ Ark ETF Tr 3.3% New
HDEF DBX ETF Tr 3.3% Trimmed −8%
MDY State STR SPDR S&P Midcap 40 3.1% Trimmed −31%XMMO Invesco Exchange Traded Fd T 3.1% Held
What changed