Paragon Advisors, LLC — 13F holdings

Paragon Advisors, LLC reported 77 holdings worth $476M in its 13F filing for Q2 2026, filed July 29, 2026.

Largest positions

1. QQQM INVESCO EXCH TRADED FD TR II — $138M (28.9%)
2. BTC GRAYSCALE BITCOIN MINI TR ET — $33.9M (7.1%)
3. TQQQ PROSHARES TR — $19.9M (4.2%)
4. AVGO BROADCOM INC — $17.4M (3.7%)
5. TSM TAIWAN SEMICONDUCTOR MFG LTD — $14.3M (3.0%)
6. NVDA NVIDIA CORPORATION — $14.2M (3.0%)
7. ASML ASML Holding N V — $10.9M (2.3%)
8. MSFT MICROSOFT CORP — $10.1M (2.1%)
9. JAAA JANUS DETROIT STR TR — $9.85M (2.1%)
10. ZROZ PIMCO ETF TR — $9.51M (2.0%)