Institutional Fund
Paladin Advisory Group, LLC
Clive, IACIK 18997035 filings on record
Portfolio Value
$131.48M
Q1 2026
Holdings
241
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-4.0%
from $136.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.7%
- American Centy ETF Tr5.7%
- J P Morgan Exchange Traded F4.4%
- Ishares Tr4.0%
- American Centy ETF Tr3.8%
- Ishares Tr3.6%
- Other71.7%
Portfolio Holdings
241 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 20.8K | $8.87M | 6.7% | −640 | Reduced |
| 2 | American Centy ETF Tr | 100.5K | $7.52M | 5.7% | +224 | Added |
| 3 | J P Morgan Exchange Traded F | 114.5K | $5.79M | 4.4% | +1.9K | Added |
| 4 | Ishares Tr | 24.9K | $5.32M | 4.0% | −98 | Reduced |
| 5 | American Centy ETF Tr | 61.4K | $4.95M | 3.8% | +438 | Added |
| 6 | Ishares Tr | 7.2K | $4.71M | 3.6% | −400 | Reduced |
| 7 | Invesco Exch Traded Fd Tr II | 76.3K | $4.19M | 3.2% | +22.1K | Added |
| 8 | Apple Inc | 16.3K | $4.14M | 3.2% | −294 | Reduced |
| 9 | Invesco Qqq Tr | 7.0K | $4.03M | 3.1% | −263 | Reduced |
| 10 | J P Morgan Exchange Traded F | 80.4K | $3.70M | 2.8% | −12.7K | Reduced |
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