Paladin Advisory Group, LLC Portfolio Holdings

Paladin Advisory Group, LLC

  • $131 Million
  • Q4 2025

Paladin Advisory Group, LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $131 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $10.1M, American Centy ETF Tr Avantis with a value of $6.94M, Jp Morgan ETF Tr Ultra Short I with a value of $5.7M, Ishares Core S&P 500 ETF with a value of $5.14M, and Ishares Russell 1000 Val ETF with a value of $5.12M.

Examining the 13F form we can see an increase of $6.8M in the current position value, from $124M to 131M.

Below you can find more details about Paladin Advisory Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $85.4 Million
Technology: $12.4 Million
Communication Services: $4.92 Million
Financial Services: $4.28 Million
Consumer Cyclical: $3.12 Million
Industrials: $1.96 Million
Healthcare: $1.56 Million
Consumer Defensive: $923,000
Other: $576,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15,000 0.01% of portfolio
57
Q1 2023 New
$0
$12,000 0.01% of portfolio
153
Q4 2025 Added 1.32%
$0
$13,000 0.01% of portfolio
175
Q2 2025 New
$0
$10,000 0.01% of portfolio
400
Q1 2023 New
$0
$9,000 0.01% of portfolio
140
Q4 2025 Added 0.72%
$0
$9,000 0.01% of portfolio
36
Q1 2023 New
$0
$7,000 0.01% of portfolio
65
Q2 2025 Added 96.97%
$0
$17,000 0.01% of portfolio
401
Q2 2025 New
$0
$15,000 0.01% of portfolio
108
Q1 2024 Reduced 45.73%
$0
$19,000 0.01% of portfolio
802
Q2 2025 New
$0
$7,000 0.01% of portfolio
80
Q1 2025 Reduced 8.05%
$0
$2,000 0.0% of portfolio
43
Q1 2025 Reduced 69.93%
$0
$2,000 0.0% of portfolio
26
Q2 2025 New
$0
$3,000 0.0% of portfolio
31
Q2 2025 New
$0
$4,000 0.0% of portfolio
40
Q2 2025 New
$0
$6,000 0.0% of portfolio
52
Q1 2023 New
$0
$6,000 0.0% of portfolio
101
Q1 2024 Reduced 96.69%
$0
$0 0.0% of portfolio
14
Q4 2025 Reduced 63.16%
$0
$4,000 0.0% of portfolio
55
Q2 2025 New
$0
$6,000 0.0% of portfolio
73
Q1 2025 Added 812.5%
$0
$0 0.0% of portfolio
2
Q2 2025 New
$0
$0 0.0% of portfolio
95
Q2 2025 New
$0
$5,000 0.0% of portfolio
51
Q2 2025 New
$0
$0 0.0% of portfolio
6
Q1 2025 Reduced 92.5%
$0
$0 0.0% of portfolio
24
Q2 2025 New
$0
$5,000 0.0% of portfolio
248
Q4 2025 Reduced 42.73%
$0
$5,000 0.0% of portfolio
45
Q2 2025 New
$0
$0 0.0% of portfolio
2
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $131 Million
  • Prior Value $124 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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