Paladin Advisory Group, LLC: 13F holdings

CIK 18997032026Q2

Positions243
Reported value$150.6m
Filed2026-07-28

Change since last quarter

Positions243 (+2 vs prior quarter)
Reported value$150.6m (+14.5%)

Top 10 holdings

SecuritySharesValueWeight
IWF ISHARES TR83,186$10.3m6.9%
AVIV AMERICAN CENTY ETF TR101,141$7.8m5.2%
IWD ISHARES TR24,818$6.0m4.0%
AVLV AMERICAN CENTY ETF TR61,741$5.6m3.7%
JPST J P MORGAN EXCHANGE TRADED F110,431$5.6m3.7%
IVV ISHARES TR7,121$5.3m3.5%
QQQ INVESCO QQQ TR6,798$5.0m3.3%
AAPL APPLE INC16,291$4.7m3.1%
IDMO INVESCO EXCH TRADED FD TR II77,840$4.7m3.1%
PAVE GLOBAL X FDS70,891$4.2m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1899703")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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