Paladin Advisory Group, LLC Top Holdings and 13F Report (2026) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $150.58 million in total holdings as of June 30, 2026.Paladin Advisory Group, LLC owns shares of 243 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 0.83% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 241 new stocks and bought additional shares in 20 stocks.Paladin Advisory Group, LLC sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $10,329,206Avantis International Large Cap Value ETF $7,830,336iShares Russell 1000 Value ETF $6,016,628Avantis U.S. Large Cap Value ETF $5,631,397JPMorgan Ultra-Short Income ETF $5,584,496 Largest New Holdings this Quarter 46429B747 - iShares 0-5 Year TIPS Bond ETF $2,030,021 Holding46654Q716 - J P MORGAN EXCHANGE TRADED F $100,955 Holding438516205 - HONEYWELL INTL INC $83,739 Holding43849R105 - HONEYWELL AEROSPACE INC $82,684 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $1,879 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 62,379 shares (about $7.75M)iShares 0-5 Year TIPS Bond ETF 19,871 shares (about $2.03M)ProShares S&P 500 Aristocrats ETF 7,740 shares (about $434.68K)Vanguard Growth ETF 1,695 shares (about $146.01K)Invesco S&P International Developed Quality ETF 3,314 shares (about $144.85K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 4,072 shares (about $205.92K)Invesco QQQ 181 shares (about $133.29K)iShares MSCI EAFE Growth ETF 645 shares (about $80.25K)SPDR S&P 500 ETF Trust 107 shares (about $79.90K)iShares Core S&P 500 ETF 83 shares (about $62.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaladin Advisory Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$10,329,206$7,745,601 â–²299.8%83,1866.9%ETFAVIVAvantis International Large Cap Value ETF$7,830,336$52,413 â–²0.7%101,1415.2%ETFIWDiShares Russell 1000 Value ETF$6,016,628$19,152 â–¼-0.3%24,8184.0%ETFAVLVAvantis U.S. Large Cap Value ETF$5,631,397$27,728 â–²0.5%61,7413.7%ETFJPSTJPMorgan Ultra-Short Income ETF$5,584,496$205,921 â–¼-3.6%110,4313.7%ETFIVViShares Core S&P 500 ETF$5,332,846$62,158 â–¼-1.2%7,1213.5%ETFQQQInvesco QQQ$5,006,047$133,288 â–¼-2.6%6,7983.3%ETFAAPLApple$4,713,964$9,549 â–¼-0.2%16,2913.1%TechnologyIDMOInvesco S&P International Developed Momentum ETF$4,692,974$90,495 â–²2.0%77,8403.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$4,176,898$29,106 â–²0.7%70,8912.8%ETFSPMOInvesco S&P 500 Momentum ETF$3,991,007$48,624 â–¼-1.2%24,7062.7%ETFJPIEJPMorgan Income ETF$3,713,104$10,545 â–²0.3%80,6322.5%ETFJ P MORGAN EXCHANGE TRADED F$3,573,428$40,075 â–¼-1.1%52,8772.4%HEDG EQU LAD ETFSPYSPDR S&P 500 ETF Trust$3,439,623$79,904 â–¼-2.3%4,6062.3%ETFMUMicron Technology$3,437,4760.0%2,9782.3%TechnologyVTIVanguard Total Stock Market ETF$3,363,294$4,811 â–¼-0.1%9,0892.2%ETFGOOGLAlphabet$3,341,052$15,367 â–¼-0.5%9,3492.2%Communication ServicesMDYSPDR S&P MidCap 400 ETF Trust$3,328,908$703 â–¼0.0%4,7332.2%ETFXLREReal Estate Select Sector SPDR Fund$2,885,264$18,581 â–²0.6%65,5301.9%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,491,399$6,207 â–¼-0.2%47,3651.7%ETFIEFAiShares Core MSCI EAFE ETF$2,460,955$8,692 â–¼-0.4%25,4811.6%ETFAAAUGoldman Sachs Physical Gold ETF$2,443,329$51,441 â–²2.2%61,7471.6%ETFNVDANVIDIA$2,091,1410.0%10,4511.4%TechnologyGOOGAlphabet$2,074,7540.0%5,8721.4%Communication ServicesSTIPiShares 0-5 Year TIPS Bond ETF$2,030,021$2,030,021 â–²New Holding19,8711.3%ETFVOOVanguard S&P 500 ETF$1,945,046$15,797 â–²0.8%2,8321.3%ETFEFGiShares MSCI EAFE Growth ETF$1,916,317$80,251 â–¼-4.0%15,4021.3%ETFAMZNAmazon.com$1,837,8400.0%7,7111.2%Consumer DiscretionarySPDWSPDR Portfolio Developed World ex-US ETF$1,527,8250.0%30,3201.0%ETFIJRiShares Core S&P Small-Cap ETF$1,506,6810.0%10,1591.0%ETFAVGOBroadcom$1,435,0720.0%3,7991.0%TechnologyMSFTMicrosoft$1,387,2610.0%3,7190.9%TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,324,164$28,458 â–¼-2.1%25,9640.9%ETFEFAiShares MSCI EAFE ETF$1,299,0190.0%12,5050.9%ETFDGROiShares Core Dividend Growth ETF$1,196,800$152 â–²0.0%15,7910.8%ETFJPMJPMorgan Chase & Co.$941,7280.0%2,8770.6%FinanceNOBLProShares S&P 500 Aristocrats ETF$874,636$434,678 â–²98.8%15,5740.6%ETFMAMastercard$842,3040.0%1,6400.6%FinanceTSMTaiwan Semiconductor Manufacturing$840,5230.0%1,7600.6%TechnologyXLKTechnology Select Sector SPDR Fund$813,139$11,812 â–¼-1.4%4,2680.5%ETFVONGVanguard Russell 1000 Growth ETF$748,200$4,729 â–¼-0.6%5,8540.5%ETFSCHDSchwab US Dividend Equity ETF$720,261$6,279 â–¼-0.9%22,7140.5%ETFVXUSVanguard Total International Stock ETF$698,9660.0%8,1760.5%ETFVTEBVanguard Tax-Exempt Bond ETF$681,110$2,529 â–²0.4%13,4660.5%ETFIJHiShares Core S&P Mid-Cap ETF$661,835$21,051 â–¼-3.1%8,5830.4%ETFVYMVanguard High Dividend Yield ETF$622,2430.0%3,9380.4%ETFUNHUnitedHealth Group$616,7950.0%1,4840.4%HealthcareAPHAmphenol$603,7200.0%3,4240.4%TechnologySPLGSPDR Portfolio S&P 500 ETF$581,590$9,140 â–¼-1.5%6,6180.4%ETFGLDSPDR Gold Shares$576,5150.0%1,5650.4%ETFILCGiShares Morningstar Growth ETF$525,4200.0%4,4900.3%ETFIDHQInvesco S&P International Developed Quality ETF$521,941$144,855 â–²38.4%11,9410.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$521,295$952 â–²0.2%4,3810.3%ETFIWOiShares Russell 2000 Growth ETF$495,9960.0%1,2590.3%ETFMETAMeta Platforms$442,1830.0%7850.3%Communication ServicesBACBank of America$408,6040.0%7,1710.3%FinanceTTTrane Technologies$400,2950.0%8150.3%IndustrialsSCHGSchwab U.S. Large-Cap Growth ETF$387,739$5,245 â–¼-1.3%11,4580.3%ETFLLYEli Lilly and Company$380,2190.0%3170.3%HealthcareIWPiShares Russell Mid-Cap Growth ETF$370,271$6,588 â–¼-1.7%2,5290.2%ETFAMATApplied Materials$361,5000.0%5000.2%TechnologyCBChubb$340,0590.0%9980.2%FinanceGOVTiShares U.S. Treasury Bond ETF$333,6360.0%14,6460.2%ETFIYRiShares U.S. Real Estate ETF$333,131$19,019 â–¼-5.4%3,2580.2%ETFIBMInternational Business Machines$330,1410.0%1,1740.2%TechnologyUSBU.S. Bancorp$320,9660.0%5,3140.2%FinanceEFViShares MSCI EAFE Value ETF$300,6880.0%3,9280.2%ETFAVDEAvantis International Equity ETF$286,778$73,322 â–²34.4%3,2150.2%ETFETNEaton$282,5180.0%6630.2%IndustrialsCOSTCostco Wholesale$282,5120.0%3020.2%Consumer StaplesGLGlobe Life$271,2360.0%1,5180.2%FinanceVVisa$264,1790.0%7700.2%FinanceIEMGiShares Core MSCI Emerging Markets ETF$262,934$16,734 â–¼-6.0%3,1740.2%ETFRTXRTX$262,0170.0%1,3810.2%IndustrialsMUBiShares National Muni Bond ETF$250,324$6,457 â–¼-2.5%2,3260.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$243,1180.0%5,1810.2%ETFMNSTMonster Beverage$238,7620.0%2,4840.2%Consumer StaplesITWIllinois Tool Works$238,5550.0%8820.2%IndustrialsBRK.BBerkshire Hathaway$237,6850.0%4750.2%FinanceGSThe Goldman Sachs Group$236,6610.0%2340.2%FinanceVNQVanguard Real Estate ETF$230,130$16,679 â–¼-6.8%2,3870.2%ETFSCHHSchwab U.S. REIT ETF$226,1440.0%9,5500.2%ETFIWRiShares Russell Mid-Cap ETF$220,530$6,840 â–¼-3.0%1,9990.1%ETFVIGIVanguard International Dividend Appreciation ETF$219,536$10,739 â–¼-4.7%2,3510.1%ETFHDHome Depot$217,2510.0%6160.1%Consumer DiscretionaryMSMorgan Stanley$211,3390.0%1,0110.1%FinanceVLOValero Energy$208,3520.0%8000.1%EnergyWFCWells Fargo & Company$197,0960.0%2,3850.1%FinanceMRKMerck & Co., Inc.$189,9230.0%1,4780.1%HealthcareIWSiShares Russell Mid-Cap Value ETF$182,871$6,749 â–¼-3.6%1,1110.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$180,6820.0%7,0800.1%ETFSPEMSPDR Portfolio Emerging Markets ETF$179,7280.0%3,4710.1%ETFLOWLowe's Companies$177,2740.0%8040.1%Consumer DiscretionaryVUGVanguard Growth ETF$175,209$146,008 â–²500.0%2,0340.1%ETFPHParker-Hannifin$165,3020.0%1690.1%IndustrialsMCKMcKesson$163,2100.0%2160.1%HealthcareIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$162,647$16,270 â–¼-9.1%3,0590.1%ETFHDViShares Core High Dividend ETF$158,841$127,073 â–²400.0%5,7950.1%ETFCSXCSX$150,2900.0%3,1620.1%IndustrialsAMTAmerican Tower$149,0120.0%9110.1%Real EstateShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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