Paladin Advisory Group, LLC
Q3 2025 13F Holdings
- Locationclive, IA
- Num holdings
239
- Value ($000)
$128,270
- Date Filed 11/05/2025
- Form type13F-HR
- CIK 0001899703
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.47M | 8 % | 22,352 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $8.32M | 7 % | 95,309 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $5.92M | 5 % | 116,700 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | $5.1M | 4 % | 25,058 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.85M | 4 % | 7,245 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $4.5M | 4 % | 62,330 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $4.24M | 3 % | 7,054 | ||
APPLE INC | COM | 037833100 | $4.1M | 3 % | 16,106 | ||
J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $4.02M | 3 % | 86,706 | ||
J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 | $3.61M | 3 % | 55,542 |
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