Holders — by stockHoldings — by fund
Paladin Advisory Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1899703
$150.6M
disclosed book value
243
positions
6.9%
largest position share
Positions, as of 2026-06-30
top 100 of 243 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IWFISHARES TR | 83,186 | $10.3M | 6.9% |
| 2 | AVIVAMERICAN CENTY ETF TR | 101,141 | $7.8M | 5.2% |
| 3 | IWDISHARES TR | 24,818 | $6.0M | 4% |
| 4 | AVLVAMERICAN CENTY ETF TR | 61,741 | $5.6M | 3.7% |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 110,431 | $5.6M | 3.7% |
| 6 | IVVISHARES TR | 7,121 | $5.3M | 3.5% |
| 7 | QQQINVESCO QQQ TR | 6,798 | $5.0M | 3.3% |
| 8 | AAPLAPPLE INC | 16,291 | $4.7M | 3.1% |
| 9 | IDMOINVESCO EXCH TRADED FD TR II | 77,840 | $4.7M | 3.1% |
| 10 | PAVEGLOBAL X FDS | 70,891 | $4.2M | 2.8% |
| 11 | SPMOINVESCO EXCH TRADED FD TR II | 24,706 | $4.0M | 2.7% |
| 12 | JPIEJ P MORGAN EXCHANGE TRADED F | 80,632 | $3.7M | 2.5% |
| 13 | HELOJ P MORGAN EXCHANGE TRADED F | 52,877 | $3.6M | 2.4% |
| 14 | SPYSTATE STR SPDR S&P 500 ETF T | 4,606 | $3.4M | 2.3% |
| 15 | MUMICRON TECHNOLOGY INC | 2,978 | $3.4M | 2.3% |
| 16 | VTIVANGUARD INDEX FDS | 9,089 | $3.4M | 2.2% |
| 17 | GOOGLALPHABET INC | 9,349 | $3.3M | 2.2% |
| 18 | MDYSTATE STR SPDR S&P MIDCAP 40 | 4,733 | $3.3M | 2.2% |
| 19 | XLRESELECT SECTOR SPDR TR | 65,530 | $2.9M | 1.9% |
| 20 | MUNIPIMCO ETF TR | 47,365 | $2.5M | 1.7% |
| 21 | IEFAISHARES TR | 25,481 | $2.5M | 1.6% |
| 22 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 61,747 | $2.4M | 1.6% |
| 23 | NVDANVIDIA CORPORATION | 10,451 | $2.1M | 1.4% |
| 24 | GOOGALPHABET INC | 5,872 | $2.1M | 1.4% |
| 25 | STIPISHARES TR | 19,871 | $2.0M | 1.3% |
| 26 | VOOVANGUARD INDEX FDS | 2,832 | $1.9M | 1.3% |
| 27 | EFGISHARES TR | 15,402 | $1.9M | 1.3% |
| 28 | AMZNAMAZON COM INC | 7,711 | $1.8M | 1.2% |
| 29 | SPDWSPDR INDEX SHS FDS | 30,320 | $1.5M | 1% |
| 30 | IJRISHARES TR | 10,159 | $1.5M | 1% |
| 31 | AVGOBROADCOM INC | 3,799 | $1.4M | 1% |
| 32 | MSFTMICROSOFT CORP | 3,719 | $1.4M | 0.9% |
| 33 | JMSTJ P MORGAN EXCHANGE TRADED F | 25,964 | $1.3M | 0.9% |
| 34 | EFAISHARES TR | 12,505 | $1.3M | 0.9% |
| 35 | DGROISHARES TR | 15,791 | $1.2M | 0.8% |
| 36 | JPMJPMORGAN CHASE & CO | 2,877 | $941,728 | 0.6% |
| 37 | NOBLPROSHARES TR | 15,574 | $874,636 | 0.6% |
| 38 | MAMASTERCARD INCORPORATED | 1,640 | $842,304 | 0.6% |
| 39 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,760 | $840,523 | 0.6% |
| 40 | XLKSELECT SECTOR SPDR TR | 4,268 | $813,139 | 0.5% |
| 41 | VONGVANGUARD SCOTTSDALE FDS | 5,854 | $748,200 | 0.5% |
| 42 | SCHDSCHWAB STRATEGIC TR | 22,714 | $720,261 | 0.5% |
| 43 | VXUSVANGUARD STAR FDS | 8,176 | $698,966 | 0.5% |
| 44 | VTEBVANGUARD MUN BD FDS | 13,466 | $681,110 | 0.5% |
| 45 | IJHISHARES TR | 8,583 | $661,835 | 0.4% |
| 46 | VYMVANGUARD WHITEHALL FDS | 3,938 | $622,243 | 0.4% |
| 47 | UNHUNITEDHEALTH GROUP INC | 1,484 | $616,795 | 0.4% |
| 48 | APHAMPHENOL CORP | 3,424 | $603,720 | 0.4% |
| 49 | SPYMSPDR SERIES TRUST | 6,618 | $581,590 | 0.4% |
| 50 | GLDSPDR GOLD TR | 1,565 | $576,515 | 0.4% |
| 51 | ILCGISHARES TR | 4,490 | $525,420 | 0.3% |
| 52 | INVESCO EXCH TRADED FD TR II | 11,941 | $521,941 | 0.3% |
| 53 | SPYGSPDR SERIES TRUST | 4,381 | $521,295 | 0.3% |
| 54 | IWOISHARES TR | 1,259 | $495,996 | 0.3% |
| 55 | METAMETA PLATFORMS INC | 785 | $442,183 | 0.3% |
| 56 | BACBANK OF AMER CORP | 7,171 | $408,604 | 0.3% |
| 57 | TRANE TECHNOLOGIES PLC | 815 | $400,295 | 0.3% |
| 58 | SCHGSCHWAB STRATEGIC TR | 11,458 | $387,739 | 0.3% |
| 59 | LLYELI LILLY & CO | 317 | $380,219 | 0.3% |
| 60 | IWPISHARES TR | 2,529 | $370,271 | 0.2% |
| 61 | AMATAPPLIED MATLS INC | 500 | $361,500 | 0.2% |
| 62 | CHUBB LIMITED | 998 | $340,059 | 0.2% |
| 63 | GOVTISHARES TR | 14,646 | $333,636 | 0.2% |
| 64 | IYRISHARES TR | 3,258 | $333,131 | 0.2% |
| 65 | IBMINTERNATIONAL BUSINESS MACHS | 1,174 | $330,141 | 0.2% |
| 66 | USBUS BANCORP | 5,314 | $320,966 | 0.2% |
| 67 | EFVISHARES TR | 3,928 | $300,688 | 0.2% |
| 68 | AVDEAMERICAN CENTY ETF TR | 3,215 | $286,778 | 0.2% |
| 69 | EATON CORP PLC | 663 | $282,518 | 0.2% |
| 70 | COSTCOSTCO WHOLESALE CORPORATION | 302 | $282,512 | 0.2% |
| 71 | GLGLOBE LIFE INC | 1,518 | $271,236 | 0.2% |
| 72 | VVISA INC | 770 | $264,179 | 0.2% |
| 73 | IEMGISHARES INC | 3,174 | $262,934 | 0.2% |
| 74 | RTXRTX CORPORATION | 1,381 | $262,017 | 0.2% |
| 75 | MUBISHARES TR | 2,326 | $250,324 | 0.2% |
| 76 | HEFAISHARES TR | 5,181 | $243,118 | 0.2% |
| 77 | MNSTMONSTER BEVERAGE CORP NEW | 2,484 | $238,762 | 0.2% |
| 78 | ITWILLINOIS TOOL WKS INC | 882 | $238,555 | 0.2% |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 475 | $237,685 | 0.2% |
| 80 | GSGOLDMAN SACHS GROUP INC | 234 | $236,661 | 0.2% |
| 81 | VNQVANGUARD INDEX FDS | 2,387 | $230,130 | 0.2% |
| 82 | SCHHSCHWAB STRATEGIC TR | 9,550 | $226,144 | 0.2% |
| 83 | IWRISHARES TR | 1,999 | $220,530 | 0.1% |
| 84 | VIGIVANGUARD WHITEHALL FDS | 2,351 | $219,536 | 0.1% |
| 85 | HDHOME DEPOT INC | 616 | $217,251 | 0.1% |
| 86 | MSMORGAN STANLEY | 1,011 | $211,339 | 0.1% |
| 87 | VLOVALERO ENERGY CORP | 800 | $208,352 | 0.1% |
| 88 | WFCWELLS FARGO & CO | 2,385 | $197,096 | 0.1% |
| 89 | MRKMERCK & CO INC | 1,478 | $189,923 | 0.1% |
| 90 | IWSISHARES TR | 1,111 | $182,871 | 0.1% |
| 91 | SPABSPDR SERIES TRUST | 7,080 | $180,682 | 0.1% |
| 92 | SPEMSPDR INDEX SHS FDS | 3,471 | $179,728 | 0.1% |
| 93 | LOWLOWES COS INC | 804 | $177,274 | 0.1% |
| 94 | VUGVANGUARD INDEX FDS | 2,034 | $175,209 | 0.1% |
| 95 | PHPARKER-HANNIFIN CORP | 169 | $165,302 | 0.1% |
| 96 | MCKMCKESSON CORP | 216 | $163,210 | 0.1% |
| 97 | IGIBISHARES TR | 3,059 | $162,647 | 0.1% |
| 98 | HDVISHARES TR | 5,795 | $158,841 | 0.1% |
| 99 | CSXCSX CORP | 3,162 | $150,290 | 0.1% |
| 100 | AMTAMERICAN TOWER CORP | 911 | $149,012 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.