Paladin Advisory Group, LLC

CIK 0001899703 · CLIVE, IA · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Paladin Advisory Group, LLC reported 243 positions worth $150.6M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IWF (6.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$150.6M
2026 Q2
Positions
243
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.4%
Est. Net Flow (Q)
2026 Q2
10 / 243 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$10.3M6.86%83,186
2AVIVAMERICAN CENTY ETF TRSH$7.8M5.20%101,141
3IWDISHARES TRSH$6.0M4.00%24,818
4AVLVAMERICAN CENTY ETF TRSH$5.6M3.74%61,741
5JPSTJ P MORGAN EXCHANGE TRADED FSH$5.6M3.71%110,431
6IVVISHARES TRSH$5.3M3.54%7,121
7QQQINVESCO QQQ TRSH$5.0M3.32%6,798
8AAPLAPPLE INCSH$4.7M3.13%16,291
9IDMOINVESCO EXCH TRADED FD TR IISH$4.7M3.12%77,840
10PAVEGLOBAL X FDSSH$4.2M2.77%70,891

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Paladin Advisory Group, LLC hold as of Q2 2026?

Paladin Advisory Group, LLC reported 243 positions worth $150.6M in its Q2 2026 13F filing. Largest positions: IWF (6.9%), AVIV (5.2%), IWD (4.0%), AVLV (3.7%) and JPST (3.7%).

What did Paladin Advisory Group, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Paladin Advisory Group, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.