Paladin Advisory Group, LLC

Q4 2025 13F Holdings

  • Location
    clive, IA
  • Num holdings

    245

  • Value ($000)

    $136,938

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001899703
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES TR

RUS 1000 GRW ETF
$10.15M
7 %

21,447

A
AVIV

AMERICAN CENTY ETF TR

INTERNATIONAL LR
$7.14M
5 %

100,240

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
$5.7M
4 %

112,603

I
IWD

ISHARES TR

RUS 1000 VAL ETF
$5.26M
4 %

24,995

I
IVV

ISHARES TR

CORE S&P500 ETF
$5.21M
4 %

7,604

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
$4.62M
3 %

60,999

A
AAPL

APPLE INC

COM
$4.52M
3 %

16,618

N
NDQ

INVESCO QQQ TR

UNIT SER 1
$4.45M
3 %

7,242

J
JPIE

J P MORGAN EXCHANGE TRADED F

INCOME ETF
$4.31M
3 %

93,087

H
HELO

J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA
$3.64M
3 %

54,779

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