Paladin Advisory Group, LLC

Registered adviser

CIK

1899703

Location

CLIVE, IA

Portfolio Value

Small $150,576,817

Diversification

Diversified

Filing Date

Global Rank

#7,407 / 8,827 ▲ 28

Top Industry

Asset Management 21.1%

Period ended 4 months ago

Filed Jul 28, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 285303

Roster of Nov 1, 2026

Regulatory AUM

$279,780,412

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$279,780,412	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$213,568,921	Individuals and high net worth (100%)
Apr 2024 to Feb 2025	$186,715,840	Individuals and high net worth (100%)
May 2023 to Mar 2024	$173,376,731	Individuals and high net worth (100%)
Apr 2023	$173,376,731	Individuals and high net worth (100%)
Feb 2022 to Mar 2023	$207,125,822	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 68.6% of the book (60%+)

Turnover

Low turnover

18.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.2 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 69.4%; sector active share 58.0% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

243 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

24.5%

+1.0 pts

Top 5

53.0%

−0.5 pts

Top 10

68.6%

−0.1 pts

HHI

906

Diversified+17

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	70.9%	$106,796,167	127
Technology	10.4%	$15,689,550	20
Financial Services	9.1%	$13,671,904	20
Communication Services	3.9%	$5,911,966	7
Consumer Cyclical	1.9%	$2,857,496	12
Industrials	1.6%	$2,361,378	22
Healthcare	1.1%	$1,717,957	12
Consumer Defensive	0.6%	$965,721	9
Energy	0.2%	$294,827	3
Real Estate	0.1%	$166,408	3
Basic Materials	0.1%	$85,984	3
Utilities	0.0%	$57,459	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
IWF	iShares Russell 1000 Growth ETF	+62,379	83,186	$10,329,205
—		+7,740	15,574	$874,635
—		+4,636	5,795	$158,840
IDHQ	Invesco Ltd.	+3,314	11,941	$521,941
VUG	VANGUARD GROWTH INDEX FUND	+1,695	2,034	$175,208
IDMO	Invesco Ltd.	+1,501	77,840	$4,692,973
AAAU	Goldman Sachs Physical Gold ETF	+1,300	61,747	$2,443,328
AVDE	Avantis International Equity ETF	+822	3,215	$286,778
AVIV	Avantis International Large Cap Value ETF	+677	101,141	$7,830,336
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+513	599	$71,592
PAVE	Global X U.S. Infrastructure Development ETF	+494	70,891	$4,176,897
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	+422	65,530	$2,885,285
AVLV	Avantis U.S. Large Cap Value ETF	+304	61,741	$5,631,396
JPIE	JPMorgan Income ETF	+229	80,632	$3,713,103
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+50	13,466	$681,110
VOO	VANGUARD 500 INDEX FUND	+23	2,832	$1,945,045
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+8	4,381	$521,295
—		+7	148	$10,286
IXUS	iShares Core MSCI Total International Stock ETF	+3	218	$20,805
DGRO	iShares Core Dividend Growth ETF	+2	15,791	$1,196,799
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−4,072	110,431	$5,584,495
—		−2,914	5,472	$103,584
EFG	iShares MSCI EAFE Growth ETF	−645	15,402	$1,916,316
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	−593	52,877	$3,573,427
JMST	JPMorgan Ultra-Short Municipal Income ETF	−558	25,964	$1,324,164
HON	Honeywell International Inc	−377	374	$83,738
TOTL	State Street(R) DoubleLine(R) Total Return Tactical ETF	−310	693	$27,352
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−306	3,059	$162,647
SPMO	Invesco Ltd.	−301	24,706	$3,991,007
IJH	iShares Core S&P Mid-Cap ETF	−273	8,583	$661,835
IEMG	iShares Trust	−202	3,174	$262,934
SCHD	Schwab U.S. Dividend Equity ETF	−198	22,714	$720,260
IYR	iShares U.S. Real Estate ETF	−186	3,258	$333,130
QQQ	Invesco Qqq Trust, Series 1	−181	6,798	$5,006,047
VNQ	VANGUARD REAL ESTATE INDEX FUND	−173	2,387	$230,178
SCHG	Schwab U.S. Large-Cap Growth ETF	−155	11,458	$387,738
—		−151	66	$11,976
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	−118	47,365	$2,491,399
VIGI	Vanguard Whitehall Funds	−115	2,351	$219,536
SPY	Spdr S&P 500 ETF Trust	−107	4,606	$3,439,622
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−104	6,618	$581,589
—		−98	2,437	$140,541
IEFA	iShares Core MSCI EAFE ETF	−90	25,481	$2,460,954
IVV	iShares Core S&P 500 ETF	−83	7,121	$5,332,845
IWD	iShares Russell 1000 Value ETF	−79	24,818	$6,016,627
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
STIP	iShares 0-5 Year TIPS Bond ETF	19,871	$2,030,021
JBND	JPMorgan Active Bond ETF	1,887	$100,954
HONA	Honeywell Aerospace Inc.	374	$82,683
SPCX	Space Exploration Technologies Corp	11	$1,879
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
KD	Kyndryl Holdings, Inc.	200	$2,624
FNDA	Schwab Strategic Trust	14	$454
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

243 tracked positions · $150,576,817 total · filing declares 243 positions · $150,576,915 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 243 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IWF	iShares Russell 1000 Growth ETF	Added	83,186	+62,379	$10,329,205	+16.4%	14	unpriced	6.86%
AVIV	Avantis International Large Cap Value ETF	Added	101,141	+677	$7,830,336	+4.2%	3	$69.12	5.20%
IWD	iShares Russell 1000 Value ETF	Reduced	24,818	-79	$6,016,627	+13.1%	14	unpriced	4.00%
AVLV	Avantis U.S. Large Cap Value ETF	Added	61,741	+304	$5,631,396	+13.7%	11	$56.66	3.74%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	110,431	-4,072	$5,584,495	−3.6%	14	$50.33	3.71%
IVV	iShares Core S&P 500 ETF	Reduced	7,121	-83	$5,332,845	+13.3%	14	unpriced	3.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,798	-181	$5,006,047	+24.3%	14	$343.71	3.32%
AAPL	Apple Inc. Technology	Reduced	16,291	-33	$4,713,963	+13.8%	14	$151.28	3.13%
IDMO	Invesco Ltd. Financial Services	Added	77,840	+1,501	$4,692,973	+12.1%	3	$55.26	3.12%
PAVE	Global X U.S. Infrastructure Development ETF	Added	70,891	+494	$4,176,897	+16.8%	14	unpriced	2.77%
SPMO	Invesco Ltd. Financial Services	Reduced	24,706	-301	$3,991,007	+42.4%	4	$116.51	2.65%
JPIE	JPMorgan Income ETF	Added	80,632	+229	$3,713,103	+0.2%	14	$45.65	2.47%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Reduced	52,877	-593	$3,573,427	+4.6%	9	$62.15	2.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,606	-107	$3,439,622	+12.2%	14	$402.48	2.28%
MU	Micron Technology Inc Technology	Held	2,978	0	$3,437,475	+241.7%	14	$58.60	2.28%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	9,089	-13	$3,363,293	+15.2%	14	unpriced	2.23%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,349	-43	$3,341,052	+23.7%	14	$105.91	2.22%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	4,733	-1	$3,328,908	+14.0%	14	$466.49	2.21%
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	Added	65,530	+422	$2,885,285	+8.5%	14	unpriced	1.92%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Reduced	47,365	-118	$2,491,399	+0.5%	14	$51.84	1.65%
IEFA	iShares Core MSCI EAFE ETF	Reduced	25,481	-90	$2,460,954	+6.3%	14	unpriced	1.63%
AAAU	Goldman Sachs Physical Gold ETF	Added	61,747	+1,300	$2,443,328	−12.5%	14	$20.24	1.62%
NVDA	Nvidia Corp Technology	Held	10,451	0	$2,091,140	+14.7%	14	$21.64	1.39%
GOOG	Alphabet Inc. Communication Services	Held	5,872	0	$2,074,753	+23.2%	14	$96.56	1.38%
STIP	iShares 0-5 Year TIPS Bond ETF	NEW	19,871	NEW	$2,030,021	NEW	1	unpriced	1.35%
VOO	VANGUARD 500 INDEX FUND	Added	2,832	+23	$1,945,045	+15.9%	14	unpriced	1.29%
EFG	iShares MSCI EAFE Growth ETF	Reduced	15,402	-645	$1,916,316	+7.2%	14	unpriced	1.27%
AMZN	Amazon Com Inc Consumer Cyclical	Held	7,711	0	$1,837,839	+14.4%	14	$102.60	1.22%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Held	30,320	0	$1,527,824	+10.4%	14	unpriced	1.01%
IJR	iShares Core S&P Small-Cap ETF	Held	10,159	0	$1,506,681	+19.3%	14	unpriced	1.00%
AVGO	Broadcom Inc. Technology	Held	3,799	0	$1,435,072	+22.0%	14	$60.16	0.95%
MSFT	Microsoft Corp Technology	Held	3,719	0	$1,387,261	+0.8%	14	$261.81	0.92%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	25,964	-558	$1,324,164	−2.1%	14	$50.74	0.88%
EFA	iShares MSCI EAFE ETF	Held	12,505	0	$1,299,019	+6.9%	14	unpriced	0.86%
DGRO	iShares Core Dividend Growth ETF	Added	15,791	+2	$1,196,799	+8.0%	14	unpriced	0.79%
JPM	Jpmorgan Chase & Co Financial Services	Held	2,877	0	$941,728	+11.3%	14	$145.34	0.63%
		Added	15,574	+7,740	$874,635	+110.6%	14	unpriced	0.58%
MA	Mastercard Inc Financial Services	Held	1,640	0	$842,304	+2.8%	14	$363.23	0.56%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,760	0	$840,523	+41.3%	14	$89.76	0.56%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	4,268	-62	$813,139	+41.3%	14	unpriced	0.54%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Reduced	5,854	-37	$748,199	+15.8%	14	$106.94	0.50%
SCHD	Schwab U.S. Dividend Equity ETF	Reduced	22,714	-198	$720,260	+2.5%	14	unpriced	0.48%
VXUS	Vanguard Total International Stock ETF	Held	8,176	0	$698,966	+10.9%	7	$61.85	0.46%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	13,466	+50	$681,110	+1.8%	14	$49.04	0.45%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	8,583	-273	$661,835	+10.7%	14	unpriced	0.44%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Held	3,938	0	$622,322	+6.7%	14	$107.91	0.41%
UNH	Unitedhealth Group Inc Healthcare	Held	1,484	0	$616,794	+53.6%	14	$482.57	0.41%
APH	Amphenol Corp Technology	Held	3,424	0	$603,719	+39.5%	14	$39.49	0.40%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	6,618	-104	$581,589	+13.0%	14	unpriced	0.39%
GLD	Spdr Gold Trust	Held	1,565	0	$576,514	−14.4%	14	$175.96	0.38%

Showing the top 50 of 243 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.