Paladin Advisory Group, LLC
CIK: 0001899703SEC EDGAR →
Portfolio Value
$136.9B
Holdings
245
As of
Q4 2025
New Positions
245
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 21,447 | $10.2B | 7.41% |
| 2 | AMERICAN CENTY ETF TR | 100,240 | $7.1B | 5.21% |
| 3 | J P MORGAN EXCHANGE TRADED F | 112,603 | $5.7B | 4.16% |
| 4 | ISHARES TR | 24,995 | $5.3B | 3.84% |
| 5 | ISHARES TR | 7,604 | $5.2B | 3.80% |
| 6 | AMERICAN CENTY ETF TR | 60,999 | $4.6B | 3.37% |
| 7 | APPLE INC | 16,618 | $4.5B | 3.30% |
| 8 | INVESCO QQQ TR | 7,242 | $4.4B | 3.25% |
| 9 | J P MORGAN EXCHANGE TRADED F | 93,087 | $4.3B | 3.15% |
| 10 | J P MORGAN EXCHANGE TRADED F | 54,779 | $3.6B | 2.66% |
Quarterly Changes
New Positions (245)
$10.2B · 21K shares
$7.1B · 100K shares
$5.7B · 113K shares
$5.3B · 25K shares
$5.2B · 8K shares
$4.6B · 61K shares
$4.5B · 17K shares
$4.4B · 7K shares
$4.3B · 93K shares
$3.6B · 55K shares
$3.5B · 73K shares
$3.4B · 5K shares
$3.2B · 5K shares
$3.1B · 9K shares
$3.0B · 25K shares
$3.0B · 54K shares
$3.0B · 10K shares
$2.7B · 66K shares
$2.6B · 62K shares
$2.6B · 49K shares
$2.5B · 28K shares
$1.9B · 10K shares
$1.9B · 8K shares
$1.9B · 6K shares
$1.9B · 37K shares
$1.8B · 16K shares
$1.8B · 4K shares
$1.8B · 3K shares
$1.3B · 30K shares
$1.3B · 11K shares
$1.3B · 4K shares
$1.2B · 13K shares
$1.1B · 16K shares
$942.0M · 3K shares
$936.0M · 2K shares
$849.0M · 3K shares
$827.0M · 8K shares
$666.0M · 13K shares
$644.0M · 5K shares
$628.0M · 23K shares
$624.0M · 8K shares
$623.0M · 4K shares
$620.0M · 2K shares
$594.0M · 9K shares
$584.0M · 4K shares
$560.0M · 7K shares
$534.0M · 2K shares
$518.0M · 785 shares
$496.0M · 2K shares
$495.0M · 5K shares
$467.0M · 4K shares
$462.0M · 3K shares
$456.0M · 5K shares
$426.0M · 8K shares
$406.0M · 1K shares
$382.0M · 3K shares
$378.0M · 12K shares
$373.0M · 1K shares
$355.0M · 15K shares
$346.0M · 4K shares
$340.0M · 317 shares
$326.0M · 5K shares
$317.0M · 815 shares
$296.0M · 590 shares
$283.0M · 5K shares
$280.0M · 4K shares
$270.0M · 770 shares
$260.0M · 302 shares
$254.0M · 2K shares
$253.0M · 1K shares
$246.0M · 10K shares
$225.0M · 3K shares
$225.0M · 2K shares
$222.0M · 2K shares
$220.0M · 11K shares
$219.0M · 911 shares
$217.0M · 1K shares
$217.0M · 882 shares
$214.0M · 5K shares
$212.0M · 2K shares
$211.0M · 616 shares
$211.0M · 663 shares
$205.0M · 234 shares
$205.0M · 1K shares
$190.0M · 2K shares
$186.0M · 533 shares
$186.0M · 3K shares
$177.0M · 216 shares
$168.0M · 2K shares
$166.0M · 342 shares
$165.0M · 1K shares
$162.0M · 3K shares
$160.0M · 2K shares
$160.0M · 8K shares
$159.0M · 354 shares
$156.0M · 590 shares
$155.0M · 1K shares
$153.0M · 573 shares
$153.0M · 787 shares
$150.0M · 1K shares
$148.0M · 169 shares
$146.0M · 751 shares
$140.0M · 1K shares
$139.0M · 955 shares
$131.0M · 1K shares
$130.0M · 800 shares
$128.0M · 792 shares
$128.0M · 500 shares
$127.0M · 418 shares
$124.0M · 5K shares
$123.0M · 858 shares
$119.0M · 465 shares
$118.0M · 3K shares
$116.0M · 873 shares
$116.0M · 754 shares
$115.0M · 308 shares
$114.0M · 3K shares
$110.0M · 810 shares
$106.0M · 1K shares
$103.0M · 348 shares
$102.0M · 862 shares
$99.0M · 523 shares
$97.0M · 449 shares
$95.0M · 807 shares
$94.0M · 2K shares
$89.0M · 591 shares
$83.0M · 997 shares
$81.0M · 1K shares
$80.0M · 1K shares
$80.0M · 158 shares
$80.0M · 559 shares
$73.0M · 395 shares
$67.0M · 275 shares
$66.0M · 1K shares
$65.0M · 251 shares
$64.0M · 302 shares
$64.0M · 86 shares
$62.0M · 1K shares
$61.0M · 960 shares
$60.0M · 204 shares
$60.0M · 805 shares
$60.0M · 784 shares
$60.0M · 504 shares
$57.0M · 373 shares
$56.0M · 86 shares
$55.0M · 653 shares
$55.0M · 140 shares
$53.0M · 272 shares
$53.0M · 480 shares
$52.0M · 1K shares
$51.0M · 496 shares
$51.0M · 200 shares
$50.0M · 3K shares
$50.0M · 844 shares
$48.0M · 1K shares
$42.0M · 511 shares
$40.0M · 420 shares
$40.0M · 274 shares
$40.0M · 486 shares
$40.0M · 898 shares
$39.0M · 449 shares
$39.0M · 113 shares
$38.0M · 217 shares
$38.0M · 925 shares
$35.0M · 200 shares
$35.0M · 1K shares
$34.0M · 500 shares
$32.0M · 58 shares
$32.0M · 142 shares
$32.0M · 112 shares
$32.0M · 400 shares
$30.0M · 223 shares
$30.0M · 353 shares
$30.0M · 122 shares
$29.0M · 668 shares
$28.0M · 136 shares
$28.0M · 621 shares
$27.0M · 318 shares
$26.0M · 880 shares
$26.0M · 616 shares
$25.0M · 192 shares
$23.0M · 467 shares
$23.0M · 113 shares
$22.0M · 826 shares
$21.0M · 126 shares
$20.0M · 764 shares
$20.0M · 205 shares
$19.0M · 802 shares
$18.0M · 460 shares
$18.0M · 286 shares
$18.0M · 401 shares
$17.0M · 321 shares
$17.0M · 300 shares
$15.0M · 140 shares
$15.0M · 169 shares
$15.0M · 57 shares
$15.0M · 108 shares
$14.0M · 37 shares
$14.0M · 220 shares
$13.0M · 175 shares
$12.0M · 36 shares
$12.0M · 153 shares
$11.0M · 164 shares
$11.0M · 400 shares
$11.0M · 25 shares
$10.0M · 29 shares
$10.0M · 145 shares
$9.0M · 140 shares
$8.0M · 65 shares
$8.0M · 130 shares
$7.0M · 13 shares
$7.0M · 32 shares
$7.0M · 80 shares
$6.0M · 52 shares
$6.0M · 31 shares
$6.0M · 101 shares
$6.0M · 73 shares
$6.0M · 248 shares
$6.0M · 142 shares
$6.0M · 45 shares
$5.0M · 25 shares
$5.0M · 95 shares
$5.0M · 51 shares
$5.0M · 52 shares
$5.0M · 19 shares
$4.0M · 93 shares
$4.0M · 40 shares
$4.0M · 13 shares
$4.0M · 55 shares
$3.0M · 31 shares
$3.0M · 87 shares
$3.0M · 60 shares
$2.0M · 26 shares
$2.0M · 35 shares
$2.0M · 41 shares
$2.0M · 43 shares
$2.0M · 20 shares
$1.0M · 45 shares
$1.0M · 22 shares
$0 · 24 shares
$0 · 6 shares
$0 · 14 shares
$0 · 10 shares
$0 · 2 shares
$0 · 2 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 137 | $95.6B | 69.8% |
| Unknown | 15 | $15.1B | 11.1% |
| Technology | 21 | $12.6B | 9.2% |
| Communication Services | 6 | $5.5B | 4.0% |
| Consumer Cyclical | 13 | $3.1B | 2.3% |
| Industrials | 20 | $2.0B | 1.4% |
| Healthcare | 11 | $1.5B | 1.1% |
| Consumer Defensive | 10 | $952.0M | 0.7% |
| Real Estate | 2 | $231.0M | 0.2% |
| Energy | 3 | $205.0M | 0.1% |
| Basic Materials | 3 | $73.0M | 0.1% |
| Utilities | 4 | $49.0M | 0.0% |