Paladin Advisory Group, LLC 13F Holdings · Q2 2026
Paladin Advisory Group, LLC reported 243 securities worth $150.58M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWF (6.86%), AVIV (5.20%), IWD (4.00%). Among its top 25 positions this quarter: 1 new, 8 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $10.3M | 6.86% | 83,186 | Added |
| 2 | AVIV | AMERICAN CENTY ETF TR | $7.8M | 5.20% | 101,141 | Added |
| 3 | IWD | ISHARES TR | $6.0M | 4.00% | 24,818 | Trimmed |
| 4 | AVLV | AMERICAN CENTY ETF TR | $5.6M | 3.74% | 61,741 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $5.6M | 3.71% | 110,431 | Trimmed |
| 6 | IVV | ISHARES TR | $5.3M | 3.54% | 7,121 | Trimmed |
| 7 | QQQ | INVESCO QQQ TR | $5.0M | 3.32% | 6,798 | Trimmed |
| 8 | AAPL | APPLE INC | $4.7M | 3.13% | 16,291 | Trimmed |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | $4.7M | 3.12% | 77,840 | Added |
| 10 | PAVE | GLOBAL X FDS | $4.2M | 2.77% | 70,891 | Added |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $4.0M | 2.65% | 24,706 | Trimmed |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.47% | 80,632 | Added |
| 13 | HELO | J P MORGAN EXCHANGE TRADED F | $3.6M | 2.37% | 52,877 | Trimmed |
| 14 | MU | MICRON TECHNOLOGY INC | $3.4M | 2.28% | 2,978 | Hold |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 2.28% | 4,606 | Trimmed |
| 16 | VTI | VANGUARD INDEX FDS | $3.4M | 2.23% | 9,089 | Trimmed |
| 17 | GOOGL | ALPHABET INC | $3.3M | 2.22% | 9,349 | Trimmed |
| 18 | MDY | STATE STR SPDR S&P MIDCAP 40 | $3.3M | 2.21% | 4,733 | Trimmed |
| 19 | XLRE | SELECT SECTOR SPDR TR | $2.9M | 1.92% | 65,530 | Added |
| 20 | MUNI | PIMCO ETF TR | $2.5M | 1.65% | 47,365 | Trimmed |
| 21 | IEFA | ISHARES TR | $2.5M | 1.63% | 25,481 | Trimmed |
| 22 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.4M | 1.62% | 61,747 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $2.1M | 1.39% | 10,451 | Hold |
| 24 | GOOG | ALPHABET INC | $2.1M | 1.38% | 5,872 | Hold |
| 25 | STIP | ISHARES TR | $2.0M | 1.35% | 19,871 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR