Paladin Advisory Group, LLC Top Holdings and 13F Report (2026) About Paladin Advisory Group, LLCInvestment ActivityPaladin Advisory Group, LLC has $131.48 million in total holdings as of March 31, 2026.Paladin Advisory Group, LLC owns shares of 241 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 3.49% of the portfolio was sold this quarter.This quarter, Paladin Advisory Group, LLC has purchased 245 new stocks and bought additional shares in 19 stocks.Paladin Advisory Group, LLC sold shares of 66 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $8,872,105Avantis International Large Cap Value ETF $7,517,721JPMorgan Ultra-Short Income ETF $5,794,997iShares Russell 1000 Value ETF $5,319,742Avantis U.S. Large Cap Value ETF $4,952,437 Largest New Holdings this Quarter 46138E214 - Invesco S&P International Developed Quality ETF $305,137 Holding50155Q100 - Kyndryl $2,624 Holding Largest Purchases this Quarter Invesco S&P International Developed Momentum ETF 22,133 shares (about $1.21M)Invesco S&P International Developed Quality ETF 8,627 shares (about $305.14K)International Business Machines 826 shares (about $200.21K)JPMorgan Ultra-Short Income ETF 1,900 shares (about $96.16K)Vanguard Russell 1000 Growth ETF 601 shares (about $65.92K) Largest Sales this Quarter JPMorgan Income ETF 12,684 shares (about $584.35K)JPMorgan Ultra-Short Municipal ETF 10,175 shares (about $518.72K)SPDR S&P MidCap 400 ETF Trust 516 shares (about $318.25K)iShares Russell 1000 Growth ETF 640 shares (about $272.90K)iShares Core S&P 500 ETF 400 shares (about $261.28K) 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$8,872,105$272,896 â–¼-3.0%20,8076.7%ETFAVIVAvantis International Large Cap Value ETF$7,517,721$16,762 â–²0.2%100,4645.7%ETFJPSTJPMorgan Ultra-Short Income ETF$5,794,997$96,159 â–²1.7%114,5034.4%ETFIWDiShares Russell 1000 Value ETF$5,319,742$20,940 â–¼-0.4%24,8974.0%ETFAVLVAvantis U.S. Large Cap Value ETF$4,952,437$35,307 â–²0.7%61,4373.8%ETFIVViShares Core S&P 500 ETF$4,705,725$261,284 â–¼-5.3%7,2043.6%ETFIDMOInvesco S&P International Developed Momentum ETF$4,186,431$1,213,774 â–²40.8%76,3393.2%ETFAAPLApple$4,142,868$74,614 â–¼-1.8%16,3243.2%Computer and TechnologyQQQInvesco QQQ$4,028,139$151,798 â–¼-3.6%6,9793.1%FinanceJPIEJPMorgan Income ETF$3,704,166$584,352 â–¼-13.6%80,4032.8%ETFPAVEGlobal X U.S. Infrastructure Development ETF$3,576,872$111,833 â–¼-3.0%70,3972.7%ETFJ P MORGAN EXCHANGE TRADED F$3,417,268$83,658 â–¼-2.4%53,4702.6%HEDGED EQUITY LASPYSPDR S&P 500 ETF Trust$3,065,052$176,892 â–¼-5.5%4,7132.3%FinanceVTIVanguard Total Stock Market ETF$2,920,013$14,757 â–¼-0.5%9,1022.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$2,919,742$318,248 â–¼-9.8%4,7342.2%ETFSPMOInvesco S&P 500 Momentum ETF$2,803,535$44,620 â–¼-1.6%25,0072.1%ETFAAAUGoldman Sachs Physical Gold ETF$2,792,047$61,017 â–¼-2.1%60,4472.1%FinanceGOOGLAlphabet$2,700,764$34,507 â–¼-1.3%9,3922.1%Computer and TechnologyXLREReal Estate Select Sector SPDR Fund$2,658,339$34,419 â–¼-1.3%65,1082.0%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$2,478,138$75,832 â–¼-3.0%47,4831.9%ETFIEFAiShares Core MSCI EAFE ETF$2,314,943$188,936 â–¼-7.5%25,5711.8%ETFNVDANVIDIA$1,822,6540.0%10,4511.4%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$1,787,154$1,448 â–²0.1%16,0471.4%ETFGOOGAlphabet$1,684,442$76,878 â–¼-4.4%5,8721.3%Computer and TechnologyVOOVanguard S&P 500 ETF$1,678,518$6,573 â–²0.4%2,8091.3%ETFAMZNAmazon.com$1,605,970$135,792 â–¼-7.8%7,7111.2%Retail/WholesaleSPDWSPDR Portfolio Developed World ex-US ETF$1,384,108$183 â–²0.0%30,3201.1%ETFMSFTMicrosoft$1,376,6620.0%3,7191.0%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,352,092$518,722 â–¼-27.7%26,5221.0%ETFIJRiShares Core S&P Small-Cap ETF$1,262,865$102,183 â–¼-7.5%10,1591.0%ETFEFAiShares MSCI EAFE ETF$1,214,6110.0%12,5050.9%FinanceAVGOBroadcom$1,175,8280.0%3,7990.9%Computer and TechnologyDGROiShares Core Dividend Growth ETF$1,108,072$7,860 â–¼-0.7%15,7890.8%ETFMUMicron Technology$1,006,0880.0%2,9780.8%Computer and TechnologyJPMJPMorgan Chase & Co.$846,298$14,120 â–¼-1.6%2,8770.6%FinanceNOBLProShares S&P 500 Aristocrats ETF$830,482$12,509 â–¼-1.5%7,8340.6%ETFMAMastercard$819,4420.0%1,6400.6%Business ServicesSCHDSchwab US Dividend Equity ETF$702,9400.0%22,9120.5%ETFGLDSPDR Gold Shares$673,4040.0%1,5650.5%FinanceVTEBVanguard Tax-Exempt Bond ETF$669,324$8,182 â–²1.2%13,4160.5%ETFVONGVanguard Russell 1000 Growth ETF$646,184$65,924 â–²11.4%5,8910.5%ETFVXUSVanguard Total International Stock ETF$630,451$7,711 â–¼-1.2%8,1760.5%ETFIJHiShares Core S&P Mid-Cap ETF$598,046$10,265 â–¼-1.7%8,8560.5%ETFTSMTaiwan Semiconductor Manufacturing$594,7920.0%1,7600.5%Computer and TechnologyVYMVanguard High Dividend Yield ETF$583,144$19,991 â–¼-3.3%3,9380.4%Financial ServicesXLKTechnology Select Sector SPDR Fund$575,4570.0%4,3300.4%ETFSPLGSPDR Portfolio S&P 500 ETF$514,502$20,360 â–¼-3.8%6,7220.4%ETFMETAMeta Platforms$449,1220.0%7850.3%Computer and TechnologyAPHAmphenol$432,6220.0%3,4240.3%Computer and TechnologyILCGiShares Morningstar Growth ETF$428,7050.0%4,4900.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$428,160$26,338 â–¼-5.8%4,3730.3%ETFUNHUnitedHealth Group$401,556$5,682 â–¼-1.4%1,4840.3%MedicalIWOiShares Russell 2000 Growth ETF$395,0870.0%1,2590.3%ETFBACBank of America$349,586$28,811 â–¼-7.6%7,1710.3%FinanceTTTrane Technologies$339,6430.0%8150.3%ConstructionSCHGSchwab U.S. Large-Cap Growth ETF$338,2870.0%11,6130.3%ETFGOVTiShares U.S. Treasury Bond ETF$335,540$17,801 â–¼-5.0%14,6460.3%ETFIWPiShares Russell Mid-Cap Growth ETF$329,781$27,930 â–¼-7.8%2,5740.3%ETFIYRiShares U.S. Real Estate ETF$325,665$23,640 â–¼-6.8%3,4440.2%ETFCBChubb$325,278$65,186 â–¼-16.7%9980.2%FinanceIDHQInvesco S&P International Developed Quality ETF$305,137$305,137 â–²New Holding8,6270.2%ETFCOSTCostco Wholesale$300,9220.0%3020.2%Retail/WholesaleEFViShares MSCI EAFE Value ETF$292,0470.0%3,9280.2%ETFLLYEli Lilly and Company$291,5670.0%3170.2%MedicalIBMInternational Business Machines$284,566$200,214 â–²237.4%1,1740.2%Computer and TechnologyUSBU.S. Bancorp$276,3810.0%5,3140.2%FinanceRTXRTX$266,3950.0%1,3810.2%AerospaceMUBiShares National Muni Bond ETF$253,274$743 â–²0.3%2,3860.2%ETFETNEaton$237,1350.0%6630.2%IndustrialsIEMGiShares Core MSCI Emerging Markets ETF$235,476$102,812 â–¼-30.4%3,3760.2%ETFVVisa$232,7250.0%7700.2%Business ServicesITWIllinois Tool Works$229,5760.0%8820.2%IndustrialsBRK.BBerkshire Hathaway$227,620$55,108 â–¼-19.5%4750.2%FinanceVNQVanguard Real Estate ETF$227,028$1,064 â–²0.5%2,5600.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$220,1670.0%5,1810.2%ETFVIGIVanguard International Dividend Appreciation ETF$218,1420.0%2,4660.2%ETFGLGlobe Life$211,2600.0%1,5180.2%FinanceSCHHSchwab U.S. REIT ETF$205,230$21,340 â–¼-9.4%9,5500.2%ETFAVDEAvantis International Equity ETF$203,022$29,524 â–²17.0%2,3930.2%ETFHDHome Depot$202,5960.0%6160.2%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$200,391$260,187 â–¼-56.5%2,0610.2%ETFGSThe Goldman Sachs Group$197,9620.0%2340.2%FinanceVLOValero Energy$197,6640.0%8000.2%EnergyLOWLowe's Companies$189,969$25,282 â–¼-11.7%8040.1%Retail/WholesaleWFCWells Fargo & Company$189,8700.0%2,3850.1%FinanceMCKMcKesson$186,9180.0%2160.1%MedicalSPABSPDR Portfolio Aggregate Bond ETF$181,390$63,563 â–¼-25.9%7,0800.1%ETFMNSTMonster Beverage$179,9910.0%2,4840.1%Consumer StaplesIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$179,085$5,482 â–¼-3.0%3,3650.1%ManufacturingMRKMerck & Co., Inc.$177,7890.0%1,4780.1%MedicalAMATApplied Materials$170,8950.0%5000.1%Computer and TechnologyHONHoneywell International$169,7490.0%7510.1%Multi-Sector ConglomeratesIWSiShares Russell Mid-Cap Value ETF$167,892$12,388 â–²8.0%1,1520.1%ETFMSMorgan Stanley$166,380$23,863 â–¼-12.5%1,0110.1%FinanceSPEMSPDR Portfolio Emerging Markets ETF$162,8250.0%3,4710.1%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$160,9270.0%8,3860.1%ETFHDViShares Core High Dividend ETF$157,2990.0%1,1590.1%ETFAMTAmerican Tower$157,220$56,261 â–¼-26.4%9110.1%FinancePHParker-Hannifin$151,2960.0%1690.1%IndustrialsVUGVanguard Growth ETF$148,072$1,310 â–¼-0.9%3390.1%ETFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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