account_balance
Investment manager · 13F filer · SEC CIK 1899703
Paladin Advisory Group, LLC
Reported value$148Mas of Sep 30, 2026
Positions242 2 new, 3 sold out
Top 10 weight39.9%IWF alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IWFiShares Tr
5.8%Trimmed −17%
AVIVAmerican Centy ETF Tr
5.4%
QQQInvesco QQQ Tr
4.4%Added +29%
IWDiShares Tr
3.9%Trimmed −6%
JPSTJ P Morgan Exchange Traded F
3.7%
AVLVAmerican Centy ETF Tr
3.6%Trimmed −4%
AAPLApple Inc.
3.6%
IVViShares Tr
3.6%Trimmed −3%
IDMOInvesco Exch Traded Fd Tr II
3.2%
JPIEJ P Morgan Exchange Traded F
2.7%Added +9%
PAVEGlobal X FDS
2.5%
HELOJ P Morgan Exchange Traded F
2.4%
IWFiShares Tr
5.8%Trimmed −17%
AVIVAmerican Centy ETF Tr
5.4%
QQQInvesco QQQ Tr
4.4%+29%
IWDiShares Tr
3.9%
JPSTJ P Morgan Exchange Traded F
3.7%
AVLVAmerican Centy ETF Tr
3.6%
AAPLApple Inc.
3.6%
IVViShares Tr
3.6%
IDMOInvesco Exch Traded Fd Tr II
3.2%
JPIE2.7%
PAVE2.5%
HELO2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IWF iShares Tr 5.8% Trimmed −17%
AVIV American Centy ETF Tr 5.4% Held
QQQ Invesco QQQ Tr 4.4% Added +29%
IWD iShares Tr 3.9% Trimmed −6%
JPST J P Morgan Exchange Traded F 3.7% Held
AVLV American Centy ETF Tr 3.6% Trimmed −4%
AAPL Apple Inc. 3.6% HeldIVV iShares Tr 3.6% Trimmed −3%
IDMO Invesco Exch Traded Fd Tr II 3.2% Held
JPIE J P Morgan Exchange Traded F 2.7% Added +9%
PAVE Global X FDS 2.5% Held
HELO J P Morgan Exchange Traded F 2.4% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.