Paladin Advisory Group, LLC
242 holdingsFiling period: 2026-03-31Current AUM: $147.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 20.8K | $8.9M | $9.8M | 6.66% | -640 | 2026-03-31 |
| 2 | AVIV | AMERICAN CENTY ETF TR | 100.5K | $7.5M | $8.1M | 5.48% | +224 | 2026-03-31 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 114.5K | $5.8M | $5.8M | 3.91% | +1.9K | 2026-03-31 |
| 4 | IWD | ISHARES TR | 24.9K | $5.3M | $6.3M | 4.24% | -98 | 2026-03-31 |
| 5 | AVLV | AMERICAN CENTY ETF TR | 61.4K | $5.0M | $5.7M | 3.83% | +438 | 2026-03-31 |
| 6 | IVV | ISHARES TR | 7.2K | $4.7M | $5.4M | 3.65% | -400 | 2026-03-31 |
| 7 | IDMO | INVESCO EXCH TRADED FD TR II | 76.3K | $4.2M | $4.6M | 3.13% | +22.1K | 2026-03-31 |
| 8 | AAPL | APPLE INC | 16.3K | $4.1M | $5.0M | 3.41% | -294 | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 7.0K | $4.0M | $4.8M | 3.25% | -263 | 2026-03-31 |
| 10 | JPIE | J P MORGAN EXCHANGE TRADED F | 80.4K | $3.7M | $3.7M | 2.49% | -12,684 | 2026-03-31 |
| 11 | PAVE | GLOBAL X FDS | 70.4K | $3.6M | $4.0M | 2.68% | -2,201 | 2026-03-31 |
| 12 | HELO | J P MORGAN EXCHANGE TRADED F | 53.5K | $3.4M | $3.7M | 2.47% | -1,309 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 4.7K | $3.1M | $3.5M | 2.38% | -272 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 9.1K | $2.9M | $3.4M | 2.27% | -46 | 2026-03-31 |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | 4.7K | $2.9M | $3.2M | 2.20% | -516 | 2026-03-31 |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | 25.0K | $2.8M | $3.6M | 2.43% | -398 | 2026-03-31 |
| 17 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | 60.4K | $2.8M | $2.4M | 1.63% | -1,321 | 2026-03-31 |
| 18 | GOOGL | ALPHABET INC | 9.4K | $2.7M | $3.3M | 2.26% | -120 | 2026-03-31 |
| 19 | XLRE | SELECT SECTOR SPDR TR | 65.1K | $2.7M | $2.9M | 1.98% | -843 | 2026-03-31 |
| 20 | MUNI | PIMCO ETF TR | 47.5K | $2.5M | $2.5M | 1.66% | -1,453 | 2026-03-31 |
| 21 | IEFA | ISHARES TR | 25.6K | $2.3M | $2.5M | 1.70% | -2,087 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 10.5K | $1.8M | $2.1M | 1.42% | -- | 2026-03-31 |
| 23 | EFG | ISHARES TR | 16.0K | $1.8M | $1.9M | 1.32% | +13 | 2026-03-31 |
| 24 | GOOG | ALPHABET INC | 5.9K | $1.7M | $2.1M | 1.42% | -268 | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 2.8K | $1.7M | $1.9M | 1.30% | +11 | 2026-03-31 |
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