StockDriftsStockDriftsTop 50 Paladin Advisory Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 6.86% | 83.2K | $10.3M | -0.05%(-42) | $80.47(+55.70%) | 2026-06-30 | |
| AVIV | AMERICAN CENTY ETF TR | 5.2% | 101.1K | $7.8M | +0.67%(+677) | $69.38(+19.25%) | 2026-06-30 | |
| IWD | ISHARES TR | 4% | 24.8K | $6.0M | -0.32%(-79) | $191.74(+34.79%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 3.74% | 61.7K | $5.6M | +0.49%(+304) | $57.80(+63.39%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.71% | 110.4K | $5.6M | -3.56%(-4.07K) | $50.42(+0.07%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.54% | 7.1K | $5.3M | -1.15%(-83) | $497.91(+56.12%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.32% | 6.8K | $5.0M | -2.59%(-181) | $392.64(+83.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.13% | 16.3K | $4.7M | -0.20%(-33) | $178.71(+71.60%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.12% | 77.8K | $4.7M | +1.97%(+1.50K) | $54.94(+14.31%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 2.77% | 70.9K | $4.2M | +0.70%(+494) | $29.71(+98.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.53% | — | — | +30.50% |
| Top 20 Holdings Unweighted | +13.57% | +46.50% | — | — | +33.62% |
Paladin Advisory Group, LLC reports $150.58M in US-listed equity holdings across 243 positions in its most recent 13F filing. Its largest disclosed positions are IWF (6.9%), AVIV (5.2%) and IWD (4.0%). The top 20 holdings account for 61.67% of reported assets. Its disclosed equity book has returned +44.53% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paladin Advisory Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1899703). View Paladin Advisory Group, LLC’s 13F filings on SEC