DOSSIER · 13F-HR · Q1 2026

PARAGON FINANCIAL PARTNERS, INC.

PARAGON FINANCIAL's family office based in Chicago, IL — $177M in tracked AUM across 77 positions as of Q1 2026.

PF

PARAGON FINANCIAL·Chicago, IL·Family Office

CIK 0001910845 · last filed Mar 31, 2026

Total AUM

$177M

▲ 4.3%

vs prior

Holdings

77

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

Top sector

Tech

29% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of PARAGON FINANCIAL PARTNERS, INC. 13F Filing

Filing Details: PARAGON FINANCIAL PARTNERS, INC. | CIK: 0001910845 | Report Period: Q4 2025 Total Portfolio Value: $162.50M | Holdings: 75

1. Portfolio Overview

Paragon Financial Partners has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 77.2%, rising from $91.70M in Q3 2025 to $162.50M in Q4 2025. This substantial increase i...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

STATE STR SPDR S&P 500 ETF T

$23M33K12.8%

02

NVIDIA CORPORATION

$20M101K11.3%

03

VANGUARD WHITEHALL FDS

$17M109K9.5%

04

EATON VANCE TAX-MANAGED BUY-

$14M994K8.2%

05

ISHARES TR

$11M23K6.1%

06

VANGUARD WORLD FD

$9M33K5.2%

07

SELECT SECTOR SPDR TR

$7M152K4.0%

08

ISHARES TR

$7M29K3.8%

09

APPLE INC

$6M25K3.7%

10

GOLDMAN SACHS ETF TR

$4M73K2.2%

Filing history

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