Paladin Advisory Group, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001899703 · CLIVE, IA

As of Sep 30, 2025, Paladin Advisory Group, LLC reported 239 positions worth 28.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES RUSSELL 1000 GROWTH ETF	IWF	—	22,352	0.5M	8.17%
ISHARES CORE MSCI EAFE ETF	IEFA	—	95,309	$8.3M	6.50%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	116,700	$5.9M	4.62%
ISHARES RUSSELL 1000 VALUE ETF	IWD	—	25,058	$5.1M	3.98%
ISHARES CORE S&P 500 ETF	IVV	—	7,245	$4.8M	3.79%
AVANTIS US LARGE CAP VALUE ETF	AVLV	—	62,330	$4.5M	3.52%
INVESCO QQQ TRUST SERIES 1	QQQ	—	7,054	$4.2M	3.31%
APPLE INC	AAPL	Technology	16,106	$4.1M	3.20%
JPMORGAN INCOME ETF	JPIE	—	86,706	$4.0M	3.14%
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	HELO	—	55,542	$3.6M	2.82%
GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF	PAVE	—	74,413	$3.5M	2.77%
SPDR S&P 500 ETF TRUST	SPY	—	5,156	$3.4M	2.68%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	5,262	$3.1M	2.45%
INVESCO S&P 500 MOMENTUM ETF	SPMO	—	25,208	$3.1M	2.38%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	9,161	$3.0M	2.35%
THE REAL ESTATE SELECT SECTOR SPDR FUND	XLRE	—	63,882	$2.7M	2.10%
GOLDMAN SACHS PHYSICAL GOLD ETF	AAAU	—	62,913	$2.4M	1.87%
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND	MUNI	—	45,773	$2.4M	1.87%
ALPHABET INC	GOOGL	Equity	9,012	$2.2M	1.71%
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF	SPDW	—	51,138	$2.2M	1.71%
NVIDIA CORP	NVDA	Technology	10,451	.9M	1.52%
MICROSOFT CORP	MSFT	Technology	3,622	.9M	1.46%
ISHARES MSCI EAFE GROWTH ETF	EFG	—	15,849	.8M	1.41%
VANGUARD 500 INDEX FUND	VOO	—	2,932	.8M	1.40%
AMAZON.COM INC	AMZN	Equity	7,984	.8M	1.37%