Paladin Advisory Group, LLC

Est. AUM

$128.7M

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 GRW ETF	$8.9M	20807	6.89%	OTR
2	AMERICAN CENTY ETF TR	INTERNATIONAL LR	$7.5M	100464	5.84%	OTR
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.8M	114503	4.50%	OTR
4	ISHARES TR	RUS 1000 VAL ETF	$5.3M	24897	4.13%	OTR
5	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$5.0M	61437	3.85%	OTR
6	ISHARES TR	CORE S&P500 ETF	$4.7M	7204	3.66%	OTR
7	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$4.2M	76339	3.25%	OTR
8	APPLE INC	COM	$4.1M	16324	3.22%	OTR
9	INVESCO QQQ TR	UNIT SER 1	$4.0M	6979	3.13%	OTR
10	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.7M	80403	2.88%	OTR
11	GLOBAL X FDS	US INFR DEV ETF	$3.6M	70397	2.78%	OTR
12	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$3.4M	53470	2.66%	OTR
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4713	2.38%	OTR
14	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.9M	4734	2.27%	OTR
15	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	9102	2.27%	OTR
16	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$2.8M	60447	2.17%	OTR
17	ALPHABET INC	CAP STK CL A	$2.7M	9392	2.10%	OTR
18	SELECT SECTOR SPDR TR	STATE STREET REA	$2.7M	65108	2.07%	OTR
19	PIMCO ETF TR	INTER MUN BD ACT	$2.5M	47483	1.93%	OTR
20	ISHARES TR	CORE MSCI EAFE	$2.3M	25571	1.80%	OTR
21	NVIDIA CORPORATION	COM	$1.8M	10451	1.42%	OTR
22	ISHARES TR	EAFE GRWTH ETF	$1.8M	16047	1.39%	OTR
23	ALPHABET INC	CAP STK CL C	$1.7M	5872	1.31%	OTR
24	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2809	1.30%	OTR
25	AMAZON COM INC	COM	$1.6M	7711	1.25%	OTR
26	SPDR INDEX SHS FDS	STATE STREET SPD	$1.4M	30320	1.08%	OTR
27	MICROSOFT CORP	COM	$1.4M	3719	1.07%	OTR
28	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.4M	26522	1.05%	OTR
29	ISHARES TR	CORE S&P SCP ETF	$1.3M	10159	0.98%	OTR
30	ISHARES TR	MSCI EAFE ETF	$1.2M	12505	0.94%	OTR
31	BROADCOM INC	COM	$1.2M	3799	0.91%	OTR
32	ISHARES TR	CORE DIV GRWTH	$1.1M	15789	0.86%	OTR
33	MICRON TECHNOLOGY INC	COM	$1.0M	2978	0.78%	OTR
34	JPMORGAN CHASE & CO	COM	$846K	2877	0.66%	OTR
35	PROSHARES TR	S&P 500 DV ARIST	$830K	7834	0.65%	OTR
36	MASTERCARD INCORPORATED	CL A	$819K	1640	0.64%	OTR
37	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$703K	22912	0.55%	OTR
38	SPDR GOLD TR	GOLD SHS	$673K	1565	0.52%	OTR
39	VANGUARD MUN BD FDS	TAX EXEMPT BD	$669K	13416	0.52%	OTR
40	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$646K	5891	0.50%	OTR
41	VANGUARD STAR FDS	VG TL INTL STK F	$630K	8176	0.49%	OTR
42	ISHARES TR	CORE S&P MCP ETF	$598K	8856	0.46%	OTR
43	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$595K	1760	0.46%	OTR
44	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$583K	3938	0.45%	OTR
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$575K	4330	0.45%	OTR
46	SPDR SERIES TRUST	STATE STREET SPD	$515K	6722	0.40%	OTR
47	META PLATFORMS INC	CL A	$449K	785	0.35%	OTR
48	AMPHENOL CORP	CL A	$433K	3424	0.34%	OTR
49	ISHARES TR	MORNINGSTAR GRWT	$429K	4490	0.33%	OTR
50	SPDR SERIES TRUST	STATE STREET SPD	$428K	4373	0.33%	OTR

1–50 of 240

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.