Paladin Advisory Group, LLC
Q2 2025 13F Holdings
- Locationclive, IA
- Num holdings
250
- Value ($000)
$130,959
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001899703
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.02M | 8 % | 23,589 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $6.75M | 5 % | 80,876 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.46M | 4 % | 107,654 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.50M | 3 % | 7,245 | ||
NOBL PROSHARES TR | S&P 500 DV ARIST | 74348A467 | $4.31M | 3 % | 42,817 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.97M | 3 % | 7,196 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $3.93M | 3 % | 57,675 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $3.87M | 3 % | 146,084 | ||
AAPL APPLE INC | COM | 037833100 | $3.85M | 3 % | 18,759 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $3.57M | 3 % | 77,072 |
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