Paladin Advisory Group, LLC
CIK: 0001899703SEC EDGAR →
Portfolio Value
$136.9M
Holdings
245
As of
Q4 2025
New Positions
245
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 21,447 | $10.2M | 7.41% |
| 2 | AMERICAN CENTY ETF TR | 100,240 | $7.1M | 5.21% |
| 3 | J P MORGAN EXCHANGE TRADED F | 112,603 | $5.7M | 4.16% |
| 4 | ISHARES TR | 24,995 | $5.3M | 3.84% |
| 5 | ISHARES TR | 7,604 | $5.2M | 3.80% |
| 6 | AMERICAN CENTY ETF TR | 60,999 | $4.6M | 3.37% |
| 7 | APPLE INC | 16,618 | $4.5M | 3.30% |
| 8 | INVESCO QQQ TR | 7,242 | $4.4M | 3.25% |
| 9 | J P MORGAN EXCHANGE TRADED F | 93,087 | $4.3M | 3.15% |
| 10 | J P MORGAN EXCHANGE TRADED F | 54,779 | $3.6M | 2.66% |
Quarterly Changes
New Positions (245)
$10.2M · 21K shares
$7.1M · 100K shares
$5.7M · 113K shares
$5.3M · 25K shares
$5.2M · 8K shares
$4.6M · 61K shares
$4.5M · 17K shares
$4.4M · 7K shares
$4.3M · 93K shares
$3.6M · 55K shares
$3.5M · 73K shares
$3.4M · 5K shares
$3.2M · 5K shares
$3.1M · 9K shares
$3.0M · 25K shares
$3.0M · 54K shares
$3.0M · 10K shares
$2.7M · 66K shares
$2.6M · 62K shares
$2.6M · 49K shares
$2.5M · 28K shares
$1.9M · 10K shares
$1.9M · 8K shares
$1.9M · 6K shares
$1.9M · 37K shares
$1.8M · 16K shares
$1.8M · 4K shares
$1.8M · 3K shares
$1.3M · 30K shares
$1.3M · 11K shares
$1.3M · 4K shares
$1.2M · 13K shares
$1.1M · 16K shares
$942K · 3K shares
$936K · 2K shares
$849K · 3K shares
$827K · 8K shares
$666K · 13K shares
$644K · 5K shares
$628K · 23K shares
$624K · 8K shares
$623K · 4K shares
$620K · 2K shares
$594K · 9K shares
$584K · 4K shares
$560K · 7K shares
$534K · 2K shares
$518K · 785 shares
$496K · 2K shares
$495K · 5K shares
$467K · 4K shares
$462K · 3K shares
$456K · 5K shares
$426K · 8K shares
$406K · 1K shares
$382K · 3K shares
$378K · 12K shares
$373K · 1K shares
$355K · 15K shares
$346K · 4K shares
$340K · 317 shares
$326K · 5K shares
$317K · 815 shares
$296K · 590 shares
$283K · 5K shares
$280K · 4K shares
$270K · 770 shares
$260K · 302 shares
$254K · 2K shares
$253K · 1K shares
$246K · 10K shares
$225K · 3K shares
$225K · 2K shares
$222K · 2K shares
$220K · 11K shares
$219K · 911 shares
$217K · 1K shares
$217K · 882 shares
$214K · 5K shares
$212K · 2K shares
$211K · 616 shares
$211K · 663 shares
$205K · 234 shares
$205K · 1K shares
$190K · 2K shares
$186K · 533 shares
$186K · 3K shares
$177K · 216 shares
$168K · 2K shares
$166K · 342 shares
$165K · 1K shares
$162K · 3K shares
$160K · 2K shares
$160K · 8K shares
$159K · 354 shares
$156K · 590 shares
$155K · 1K shares
$153K · 573 shares
$153K · 787 shares
$150K · 1K shares
$148K · 169 shares
$146K · 751 shares
$140K · 1K shares
$139K · 955 shares
$131K · 1K shares
$130K · 800 shares
$128K · 792 shares
$128K · 500 shares
$127K · 418 shares
$124K · 5K shares
$123K · 858 shares
$119K · 465 shares
$118K · 3K shares
$116K · 873 shares
$116K · 754 shares
$115K · 308 shares
$114K · 3K shares
$110K · 810 shares
$106K · 1K shares
$103K · 348 shares
$102K · 862 shares
$99K · 523 shares
$97K · 449 shares
$95K · 807 shares
$94K · 2K shares
$89K · 591 shares
$83K · 997 shares
$81K · 1K shares
$80K · 1K shares
$80K · 158 shares
$80K · 559 shares
$73K · 395 shares
$67K · 275 shares
$66K · 1K shares
$65K · 251 shares
$64K · 302 shares
$64K · 86 shares
$62K · 1K shares
$61K · 960 shares
$60K · 204 shares
$60K · 805 shares
$60K · 784 shares
$60K · 504 shares
$57K · 373 shares
$56K · 86 shares
$55K · 653 shares
$55K · 140 shares
$53K · 272 shares
$53K · 480 shares
$52K · 1K shares
$51K · 496 shares
$51K · 200 shares
$50K · 3K shares
$50K · 844 shares
$48K · 1K shares
$42K · 511 shares
$40K · 420 shares
$40K · 274 shares
$40K · 486 shares
$40K · 898 shares
$39K · 449 shares
$39K · 113 shares
$38K · 217 shares
$38K · 925 shares
$35K · 200 shares
$35K · 1K shares
$34K · 500 shares
$32K · 58 shares
$32K · 142 shares
$32K · 112 shares
$32K · 400 shares
$30K · 223 shares
$30K · 353 shares
$30K · 122 shares
$29K · 668 shares
$28K · 136 shares
$28K · 621 shares
$27K · 318 shares
$26K · 880 shares
$26K · 616 shares
$25K · 192 shares
$23K · 467 shares
$23K · 113 shares
$22K · 826 shares
$21K · 126 shares
$20K · 764 shares
$20K · 205 shares
$19K · 802 shares
$18K · 460 shares
$18K · 286 shares
$18K · 401 shares
$17K · 321 shares
$17K · 300 shares
$15K · 140 shares
$15K · 169 shares
$15K · 57 shares
$15K · 108 shares
$14K · 37 shares
$14K · 220 shares
$13K · 175 shares
$12K · 36 shares
$12K · 153 shares
$11K · 164 shares
$11K · 400 shares
$11K · 25 shares
$10K · 29 shares
$10K · 145 shares
$9K · 140 shares
$8K · 65 shares
$8K · 130 shares
$7K · 13 shares
$7K · 32 shares
$7K · 80 shares
$6K · 52 shares
$6K · 31 shares
$6K · 101 shares
$6K · 73 shares
$6K · 248 shares
$6K · 142 shares
$6K · 45 shares
$5K · 25 shares
$5K · 95 shares
$5K · 51 shares
$5K · 52 shares
$5K · 19 shares
$4K · 93 shares
$4K · 40 shares
$4K · 13 shares
$4K · 55 shares
$3K · 31 shares
$3K · 87 shares
$3K · 60 shares
$2K · 26 shares
$2K · 35 shares
$2K · 41 shares
$2K · 43 shares
$2K · 20 shares
$1K · 45 shares
$1K · 22 shares
$0 · 24 shares
$0 · 6 shares
$0 · 14 shares
$0 · 10 shares
$0 · 2 shares
$0 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 137 | $95.6M | 69.8% |
| Unknown | 15 | $15.1M | 11.1% |
| Technology | 21 | $12.6M | 9.2% |
| Communication Services | 6 | $5.5M | 4.0% |
| Consumer Cyclical | 13 | $3.1M | 2.3% |
| Industrials | 20 | $2.0M | 1.4% |
| Healthcare | 11 | $1.5M | 1.1% |
| Consumer Defensive | 10 | $952K | 0.7% |
| Real Estate | 2 | $231K | 0.2% |
| Energy | 3 | $205K | 0.1% |
| Basic Materials | 3 | $73K | 0.1% |
| Utilities | 4 | $49K | 0.0% |