Paladin Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Paladin Advisory Group, LLC held in its portfolio 236 assets valued at $136,937,634 (i.e. $136.94M).
The most valuable assets in the portfolio included: ISHARES TR ($10.15M), AMERICAN CENTY ETF TR ($7.14M), and J P MORGAN EXCHANGE TRADED F ($5.70M).
The chart below shows the top 10 valuable assets, and the table below shows the top 236 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Paladin Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 21447 | 10150865 | RUS 1000 GRW ETF |
| AMERICAN CENTY ETF TR | 100240 | 7140095 | INTERNATIONAL LR |
| J P MORGAN EXCHANGE TRADED F | 112603 | 5696586 | ULTRA SHRT ETF |
| ISHARES TR | 24995 | 5257448 | RUS 1000 VAL ETF |
| ISHARES TR | 7604 | 5208284 | CORE S&P500 ETF |
| AMERICAN CENTY ETF TR | 60999 | 4621894 | US LARGE CAP VLU |
| APPLE INC | 16618 | 4517769 | COM |
| INVESCO QQQ TR | 7242 | 4448833 | UNIT SER 1 |
| J P MORGAN EXCHANGE TRADED F | 93087 | 4308997 | INCOME ETF |
| J P MORGAN EXCHANGE TRADED F | 54779 | 3638969 | HEDGED EQUITY LA |
| GLOBAL X FDS | 72598 | 3469458 | US INFR DEV ETF |
| SPDR S&P 500 ETF TR | 4985 | 3399371 | TR UNIT |
| SPDR S&P MIDCAP 400 ETF TR | 5250 | 3167220 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 9148 | 3067050 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 25405 | 3031325 | S&P 500 MOMNTM |
| INVESCO EXCH TRADED FD TR II | 54206 | 3012227 | S&P INTL MOMNT |
| ALPHABET INC | 9512 | 2977256 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 65951 | 2661103 | STATE STREET REA |
| GOLDMAN SACHS PHYSICAL GOLD | 61768 | 2628228 | UNIT |
| PIMCO ETF TR | 48936 | 2564736 | INTER MUN BD ACT |
| ISHARES TR | 27658 | 2474285 | CORE MSCI EAFE |
| NVIDIA CORPORATION | 10451 | 1949112 | COM |
| AMAZON COM INC | 8363 | 1930348 | COM |
| ALPHABET INC | 6140 | 1926732 | CAP STK CL C |
| J P MORGAN EXCHANGE TRADED F | 36697 | 1869345 | ULTRA SHT MUNCPL |
| ISHARES TR | 16034 | 1826593 | EAFE GRWTH ETF |
| MICROSOFT CORP | 3719 | 1798583 | COM |
| VANGUARD INDEX FDS | 2798 | 1754710 | S&P 500 ETF SHS |
| SPDR SERIES TRUST | 25899 | 1587088 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 30316 | 1346334 | PORTFOLIO DEVLPD |
| ISHARES TR | 10981 | 1319697 | CORE S&P SCP ETF |
| BROADCOM INC | 3799 | 1314834 | COM |
| ISHARES TR | 12505 | 1200855 | MSCI EAFE ETF |
| ISHARES TR | 15901 | 1103847 | CORE DIV GRWTH |
| JPMORGAN CHASE & CO. | 2925 | 942494 | COM |
| MASTERCARD INCORPORATED | 1640 | 936243 | CL A |
| MICRON TECHNOLOGY INC | 2978 | 849951 | COM |
| PROSHARES TR | 7952 | 827565 | S&P 500 DV ARIST |
| VANGUARD MUN BD FDS | 13252 | 666443 | TAX EXEMPT BD |
| VANGUARD SCOTTSDALE FDS | 5290 | 644058 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 22912 | 628476 | US DIVIDEND EQ |
| VANGUARD STAR FDS | 8276 | 624341 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 4330 | 623390 | STATE STREET TEC |
| SPDR GOLD TR | 1565 | 620225 | GOLD SHS |
| ISHARES TR | 9008 | 594528 | CORE S&P MCP ETF |
| VANGUARD WHITEHALL FDS | 4073 | 584485 | HIGH DIV YLD |
| TAIWAN SEMICONDUCTOR MFG LTD | 1760 | 534846 | SPONSORED ADS |
| META PLATFORMS INC | 785 | 518171 | CL A |
| UNITEDHEALTH GROUP INC | 1505 | 496816 | COM |
| ISHARES TR | 4490 | 467140 | MORNINGSTAR GRWT |
| AMPHENOL CORP NEW | 3424 | 462719 | CL A |
| ISHARES TR | 4737 | 456031 | RUS MID CAP ETF |
| BANK AMERICA CORP | 7762 | 426910 | COM |
| ISHARES TR | 1259 | 406670 | RUS 2000 GRW ETF |
| ISHARES TR | 2792 | 382336 | RUS MD CP GR ETF |
| SCHWAB STRATEGIC TR | 11613 | 378816 | US LCAP GR ETF |
| CHUBB LIMITED | 1198 | 373920 | COM |
| ISHARES TR | 15423 | 355115 | US TREAS BD ETF |
| ISHARES TR | 3694 | 346830 | U.S. REAL ES ETF |
| ELI LILLY & CO | 317 | 340674 | COM |
| ISHARES INC | 4850 | 326017 | CORE MSCI EMKT |
| TRANE TECHNOLOGIES PLC | 815 | 317198 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 590 | 296564 | CL B NEW |
| US BANCORP DEL | 5314 | 283555 | COM NEW |
| ISHARES TR | 3928 | 280498 | EAFE VALUE ETF |
| VISA INC | 770 | 270047 | COM CL A |
| COSTCO WHSL CORP NEW | 302 | 260427 | COM |
| ISHARES TR | 2379 | 254815 | NATIONAL MUN ETF |
| RTX CORPORATION | 1381 | 253275 | COM |
| VANGUARD WHITEHALL FDS | 2466 | 225516 | INTL DVD ETF |
| VANGUARD INDEX FDS | 2548 | 225428 | REAL ESTATE ETF |
| WELLS FARGO CO NEW | 2385 | 222282 | COM |
| SCHWAB STRATEGIC TR | 10543 | 220243 | US REIT ETF |
| LOWES COS INC | 911 | 219697 | COM |
| ILLINOIS TOOL WKS INC | 882 | 217237 | COM |
| AMERICAN TOWER CORP NEW | 1237 | 217180 | COM |
| ISHARES TR | 5181 | 214286 | HDG MSCI EAFE |
| GLOBE LIFE INC | 1518 | 212307 | COM |
| HOME DEPOT INC | 616 | 211966 | COM |
| EATON CORP PLC | 663 | 211172 | SHS |
| GOLDMAN SACHS GROUP INC | 234 | 205686 | COM |
| MORGAN STANLEY | 1156 | 205225 | COM NEW |
| MONSTER BEVERAGE CORP NEW | 2484 | 190448 | COM |
| ISHARES TR | 3468 | 186856 | ISHS 5-10YR INVT |
| ADOBE INC | 533 | 186545 | COM |
| MCKESSON CORP | 216 | 177183 | COM |
| AMERICAN CENTY ETF TR | 2045 | 168344 | INTL EQT ETF |
| VANGUARD INDEX FDS | 342 | 166848 | GROWTH ETF |
| ABBOTT LABS | 1320 | 165383 | COM |
| SELECT SECTOR SPDR TR | 1646 | 163832 | STATE STREET CON |
| SPDR INDEX SHS FDS | 3471 | 162478 | PORTFOLIO EMG MK |
| WORKIVA INC | 1857 | 160166 | COM CL A |
| SPDR SERIES TRUST | 8386 | 160005 | STATE STRET SPDR |
| TESLA INC | 354 | 159201 | COM |
| SALESFORCE INC | 590 | 156297 | COM |
| MERCK & CO INC | 1478 | 155574 | COM |
| ACCENTURE PLC IRELAND | 573 | 153736 | SHS CLASS A |
| ORACLE CORP | 787 | 153394 | COM |
| ISHARES TR | 1067 | 150500 | RUS MDCP VAL ETF |
| PARKER-HANNIFIN CORP | 169 | 148544 | COM |
| HONEYWELL INTL INC | 751 | 146513 | COM |
| ISHARES TR | 1159 | 140946 | CORE HIGH DV ETF |
| ALIBABA GROUP HLDG LTD | 955 | 139984 | SPONSORED ADS |
| DOLLAR TREE INC | 1071 | 131744 | COM |
| VALERO ENERGY CORP | 800 | 130232 | COM |
| APPLIED MATLS INC | 500 | 128495 | COM |
| INTERCONTINENTAL EXCHANGE IN | 792 | 128272 | COM |
| MCDONALDS CORP | 418 | 127856 | COM |
| SCHWAB STRATEGIC TR | 4700 | 124503 | US TIPS ETF |
| PEPSICO INC | 858 | 123140 | COM |
| VANGUARD INDEX FDS | 465 | 119947 | SMALL CP ETF |
| SELECT SECTOR SPDR TR | 754 | 116960 | STATE STREET IND |
| VANGUARD WORLD FD | 873 | 116537 | FINANCIALS ETF |
| ISHARES TR | 308 | 115020 | RUS 1000 ETF |
| CSX CORP | 3162 | 114623 | COM |
| AGILENT TECHNOLOGIES INC | 810 | 110217 | COM |
| ISHARES TR | 1229 | 106001 | MSCI EAFE MIN VL |
| INTERNATIONAL BUSINESS MACHS | 348 | 103081 | COM |
| VANGUARD INDEX FDS | 523 | 99888 | VALUE ETF |
| BOEING CO | 449 | 97487 | COM |
| SELECT SECTOR SPDR TR | 807 | 95000 | STATE STREET COM |
| VANGUARD TAX-MANAGED FDS | 1519 | 94892 | VAN FTSE DEV MKT |
| YUM BRANDS INC | 591 | 89406 | COM |
| STARBUCKS CORP | 997 | 83957 | COM |
| INGERSOLL RAND INC | 1035 | 81993 | COM |
| CUMMINS INC | 158 | 80651 | COM |
| PROCTER AND GAMBLE CO | 559 | 80110 | COM |
| VANGUARD WORLD FD | 395 | 73091 | UTILITIES ETF |
| ISHARES TR | 275 | 67694 | RUSSELL 2000 ETF |
| DIMENSIONAL ETF TRUST | 1335 | 66617 | INTERNATNAL VAL |
| ECOLAB INC | 251 | 65893 | COM |
| VANGUARD WORLD FD | 86 | 64825 | INF TECH ETF |
| ISHARES TR | 302 | 64045 | S&P 500 VAL ETF |
| CARRIER GLOBAL CORPORATION | 1184 | 62563 | COM |
| NIKE INC | 960 | 61162 | CL B |
| VANGUARD WORLD FD | 204 | 60870 | INDUSTRIAL ETF |
| EXXON MOBIL CORP | 504 | 60651 | COM |
| J P MORGAN EXCHANGE TRADED F | 805 | 60278 | INTRNL RES EQT |
| SELECT SECTOR SPDR TR | 373 | 57740 | STATE STREET HEA |
| INTUIT | 86 | 56968 | COM |
| EDWARDS LIFESCIENCES CORP | 653 | 55668 | COM |
| VANGUARD WORLD FD | 140 | 55149 | CONSUM DIS ETF |
| WALMART INC | 480 | 53477 | COM |
| DOVER CORP | 272 | 53105 | COM |
| SSGA ACTIVE ETF TR | 1306 | 52567 | STATE STREET DOU |
| LAUDER ESTEE COS INC | 496 | 51941 | CL A |
| GALLAGHER ARTHUR J & CO | 200 | 51758 | COM |
| ROLLINS INC | 844 | 50657 | COM |
| FIRST TR EXCH TRADED FD III | 2607 | 50550 | INSTL PFD SECS |
| ISHARES TR | 1025 | 48718 | U.S. ENERGY ETF |
| ISHARES TR | 511 | 42147 | CORE MSCI INTL |
| ISHARES TR | 420 | 40908 | GLOB HLTHCRE ETF |
| ISHARES TR | 274 | 40720 | CORE S&P TTL STK |
| SELECT SECTOR SPDR TR | 898 | 40150 | STATE STREET ENE |
| STRYKER CORPORATION | 113 | 39716 | COM |
| PRINCIPAL FINANCIAL GROUP IN | 449 | 39606 | COM |
| SSGA ACTIVE ETF TR | 925 | 38175 | STATE STREET BLA |
| PALANTIR TECHNOLOGIES INC | 200 | 35550 | CL A |
| PFIZER INC | 1408 | 35059 | COM |
| DELTA AIR LINES INC DEL | 500 | 34700 | COM NEW |
| UNION PAC CORP | 142 | 32847 | COM |
| UBER TECHNOLOGIES INC | 400 | 32684 | COM |
| VANGUARD WORLD FD | 112 | 32239 | HEALTH CAR ETF |
| CASEYS GEN STORES INC | 58 | 32057 | COM |
| OTIS WORLDWIDE CORP | 353 | 30835 | COM |
| CONSTELLATION BRANDS INC | 223 | 30765 | CL A |
| ISHARES TR | 122 | 30538 | MSCI USA MMENTM |
| FIRST TR EXCHANGE-TRADED FD | 668 | 29619 | SHS |
| DIMENSIONAL ETF TRUST | 621 | 28932 | US MKTWIDE VALUE |
| VANGUARD WORLD FD | 136 | 28729 | CONSUM STP ETF |
| BLOOM ENERGY CORP | 318 | 27631 | COM CL A |
| COMCAST CORP NEW | 880 | 26303 | CL A |
| SELECT SECTOR SPDR TR | 616 | 26297 | STATE STREET UTI |
| EMERSON ELEC CO | 192 | 25482 | COM |
| PGIM ETF TR | 467 | 23938 | AAA CLO ETF |
| VANGUARD WORLD FD | 113 | 23453 | MATERIALS ETF |
| SCHWAB STRATEGIC TR | 826 | 22228 | US LRG CAP ETF |
| QUALCOMM INC | 126 | 21552 | COM |
| SCHWAB STRATEGIC TR | 764 | 20788 | FUNDAMENTAL US L |
| ISHARES TR | 205 | 20475 | CORE US AGGBD ET |
| SCHWAB STRATEGIC TR | 802 | 19280 | INTL EQTY ETF |
| VERIZON COMMUNICATIONS INC | 460 | 18736 | COM |
| ALLIANT ENERGY CORP | 286 | 18593 | COM |
| SCHWAB STRATEGIC TR | 401 | 18129 | FUNDAMENTAL INTL |
| TYSON FOODS INC | 300 | 17586 | CL A |
| MONDELEZ INTL INC | 321 | 17279 | CL A |
| DISNEY WALT CO | 140 | 15928 | COM |
| VANGUARD INDEX FDS | 57 | 15911 | MCAP GR IDXVIP |
| CONOCOPHILLIPS | 169 | 15820 | COM |
| ISHARES TR | 108 | 15243 | SELECT DIVID ETF |
| ROCKWELL AUTOMATION INC | 37 | 14396 | COM |
| WP CAREY INC | 220 | 14159 | COM |
| VANGUARD SCOTTSDALE FDS | 175 | 13953 | SHRT TRM CORP BD |
| ISHARES TR | 153 | 12983 | CORE MSCI TOTAL |
| ISHARES TR | 36 | 12347 | S&P 100 ETF |
| DEERE & CO | 25 | 11639 | COM |
| ARK ETF TR | 400 | 11588 | GENOMIC REV ETF |
| EVERSOURCE ENERGY | 164 | 11042 | COM |
| EVERGY INC | 145 | 10511 | COM |
| CONSTELLATION ENERGY CORP | 29 | 10245 | COM |
| ISHARES TR | 140 | 9101 | CORE 60/40 BALAN |
| GLOBAL X FDS | 130 | 8432 | LITHIUM BTRY ETF |
| FIRST TR EXCHANGE-TRADED ALP | 71 | 8431 | COM SHS |
| ISHARES TR | 65 | 8012 | S&P 500 GRWT ETF |
| THERMO FISHER SCIENTIFIC INC | 13 | 7533 | COM |
| SNOWFLAKE INC | 32 | 7020 | COM SHS |
| SOLSTICE ADVANCED MATLS INC | 142 | 6898 | COM SHS |
| PROSHARES TR | 101 | 6674 | RUSS 2000 DIVD |
| VANGUARD WORLD FD | 52 | 6548 | ENERGY ETF |
| ISHARES TR | 73 | 6538 | CORE 80/20 AGGRE |
| INVESCO EXCH TRADED FD TR II | 248 | 6401 | RAFI EMRGNG MRKT |
| T-MOBILE US INC | 31 | 6294 | COM |
| INVESCO EXCHANGE TRADED FD T | 45 | 6044 | BUYBACK ACHIEV |
| DANAHER CORPORATION | 25 | 5723 | COM |
| L3HARRIS TECHNOLOGIES INC | 19 | 5578 | COM |
| INVESCO EXCHANGE TRADED FD T | 51 | 5271 | S&P500 PUR VAL |
| SCHWAB CHARLES CORP | 52 | 5195 | COM |
| ISHARES TR | 95 | 5014 | GLOBAL EQUITY |
| SPROTT ASSET MANAGEMENT LP | 93 | 4259 | PHYSICAL GOLD AN |
| AMGEN INC | 13 | 4255 | COM |
| ARK ETF TR | 55 | 4231 | INNOVATION ETF |
| EXELON CORP | 87 | 3792 | COM |
| J P MORGAN EXCHANGE TRADED F | 60 | 3487 | NASDAQ EQT PREM |
| COGNIZANT TECHNOLOGY SOLUTIO | 35 | 2905 | CL A |
| CORTEVA INC | 41 | 2748 | COM |
| LCI INDS | 20 | 2427 | COM |
| VANGUARD SCOTTSDALE FDS | 26 | 2400 | VNG RUS1000VAL |
| VANGUARD INTL EQUITY INDEX F | 43 | 2312 | FTSE EMR MKT ETF |
| CROWN CASTLE INC | 22 | 1955 | COM |
| SPROTT ASSET MANAGEMENT LP | 45 | 1486 | PHYSICAL GOLD TR |
| ISHARES TR | 6 | 895 | MSCI ACWI ETF |
| SCHWAB STRATEGIC TR | 24 | 865 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 14 | 441 | FUNDAMENTAL US S |
| ISHARES TR | 2 | 114 | CRE U S REIT ETF |
| LUCID GROUP INC | 10 | 106 | COM NEW |
| SCHWAB STRATEGIC TR | 2 | 91 | INTL SCEQT ETF |
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