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Paladin Advisory Group, LLC

Portfolio Manager
Paladin Advisory Group, LLC
Performance
-1.71% (2026 Q1)
AUM (13F)
$131.48M
# of Holdings
241
Performance Rank
Allocation (Top 20)
62.78%

Paladin Advisory Group, LLC Holdings Map

Top 50 Paladin Advisory Group, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWF
ISHARES TR
6.75%20.8K$8.9M
-2.98%(-640)
2025-Q1: 23.9K shares2025-Q2: 23.6K shares2025-Q3: 22.4K shares2025-Q4: 21.4K shares2026-Q1: 20.8K shares
$292.36(-57.48%)
2026-03-31
AVIV
AMERICAN CENTY ETF TR
5.72%100.5K$7.5M
+0.22%(+224)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 100.2K shares2026-Q1: 100.5K shares
$69.34(+14.66%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
4.41%114.5K$5.8M
+1.69%(+1.90K)
2025-Q1: 106.7K shares2025-Q2: 107.7K shares2025-Q3: 116.7K shares2025-Q4: 112.6K shares2026-Q1: 114.5K shares
$50.42(+0.19%)
2026-03-31
IWD
ISHARES TR
4.05%24.9K$5.3M
-0.39%(-98)
2025-Q1: 6.4K shares2025-Q2: 8.4K shares2025-Q3: 25.1K shares2025-Q4: 25.0K shares2026-Q1: 24.9K shares
$191.74(+22.40%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
3.77%61.4K$5.0M
+0.72%(+438)
2025-Q1: 59.5K shares2025-Q2: 57.7K shares2025-Q3: 62.3K shares2025-Q4: 61.0K shares2026-Q1: 61.4K shares
$57.66(+53.08%)
2026-03-31
IVV
ISHARES TR
3.58%7.2K$4.7M
-5.26%(-400)
2025-Q1: 6.9K shares2025-Q2: 7.2K shares2025-Q3: 7.2K shares2025-Q4: 7.6K shares2026-Q1: 7.2K shares
$497.91(+49.77%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
3.18%76.3K$4.2M
+40.83%(+22.13K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 54.2K shares2026-Q1: 76.3K shares
$54.90(+11.07%)
2026-03-31
AAPL
APPLE INC
3.15%16.3K$4.1M
-1.77%(-294)
2025-Q1: 18.8K shares2025-Q2: 18.8K shares2025-Q3: 16.1K shares2025-Q4: 16.6K shares2026-Q1: 16.3K shares
$178.71(+67.23%)
2026-03-31
QQQ
INVESCO QQQ TR
3.06%7.0K$4.0M
-3.63%(-263)
2025-Q1: 6.4K shares2025-Q2: 7.2K shares2025-Q3: 7.1K shares2025-Q4: 7.2K shares2026-Q1: 7.0K shares
$392.64(+82.03%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
2.82%80.4K$3.7M
-13.63%(-12.68K)
2025-Q1: 78.1K shares2025-Q2: 77.1K shares2025-Q3: 86.7K shares2025-Q4: 93.1K shares2026-Q1: 80.4K shares
$46.25(-0.56%)
2026-03-31

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