Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Paladin Advisory Group, LLC (CIK 1899703) reported $131.5M across 240 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($8.9M, 6.75%), AVIV ($7.5M, 5.72%), JPST ($5.8M, 4.41%), IWD ($5.3M, 4.05%), AVLV ($5.0M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $8.9M | 6.75% | 20,807 | Trimmed |
| 2 | AVIV | AMERICAN CENTY ETF TR | $7.5M | 5.72% | 100,464 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $5.8M | 4.41% | 114,503 | Added |
| 4 | IWD | ISHARES TR | $5.3M | 4.05% | 24,897 | Trimmed |
| 5 | AVLV | AMERICAN CENTY ETF TR | $5.0M | 3.77% | 61,437 | Added |
| 6 | IVV | ISHARES TR | $4.7M | 3.58% | 7,204 | Trimmed |
| 7 | IDMO | INVESCO EXCH TRADED FD TR II | $4.2M | 3.18% | 76,339 | Added |
| 8 | AAPL | APPLE INC | $4.1M | 3.15% | 16,324 | Trimmed |
| 9 | QQQ | INVESCO QQQ TR | $4.0M | 3.06% | 6,979 | Trimmed |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.82% | 80,403 | Trimmed |
| 11 | PAVE | GLOBAL X FDS | $3.6M | 2.72% | 70,397 | Trimmed |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | $3.4M | 2.60% | 53,470 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 2.33% | 4,713 | Trimmed |
| 14 | MDY | STATE STR SPDR S&P MIDCAP 40 | $2.9M | 2.22% | 4,734 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $2.9M | 2.22% | 9,102 | Trimmed |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $2.8M | 2.13% | 25,007 | Trimmed |
| 17 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.8M | 2.12% | 60,447 | Trimmed |
| 18 | GOOGL | ALPHABET INC | $2.7M | 2.05% | 9,392 | Trimmed |
| 19 | XLRE | SELECT SECTOR SPDR TR | $2.7M | 2.02% | 65,108 | Trimmed |
| 20 | MUNI | PIMCO ETF TR | $2.5M | 1.88% | 47,483 | Trimmed |
| 21 | IEFA | ISHARES TR | $2.3M | 1.76% | 25,571 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $1.8M | 1.39% | 10,451 | Hold |
| 23 | EFG | ISHARES TR | $1.8M | 1.36% | 16,047 | Added |
| 24 | GOOG | ALPHABET INC | $1.7M | 1.28% | 5,872 | Trimmed |
| 25 | VOO | VANGUARD INDEX FDS | $1.7M | 1.28% | 2,809 | Added |
Source: SEC Form 13F filings · as of 2026-03-31