Paladin Advisory Group, LLC
242 holdingsFiling period: 2026-06-30Current AUM: $149.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares TR | 83.2K | $10.3M | $10.1M | 6.72% | +62.4K | 2026-06-30 |
| 2 | AVIV | American Centy ETF TR | 101.1K | $7.8M | $8.0M | 5.37% | +677 | 2026-06-30 |
| 3 | IWD | iShares TR | 24.8K | $6.0M | $6.4M | 4.28% | -79 | 2026-06-30 |
| 4 | AVLV | American Centy ETF TR | 61.7K | $5.6M | $5.8M | 3.85% | +304 | 2026-06-30 |
| 5 | JPST | J P Morgan Exchange Traded F | 110.4K | $5.6M | $5.6M | 3.72% | -4,072 | 2026-06-30 |
| 6 | IVV | iShares TR | 7.1K | $5.3M | $5.5M | 3.66% | -83 | 2026-06-30 |
| 7 | QQQ | Invesco Qqq TR | 6.8K | $5.0M | $4.8M | 3.23% | -181 | 2026-06-30 |
| 8 | AAPL | Apple Inc | 16.3K | $4.7M | $5.6M | 3.74% | -33 | 2026-06-30 |
| 9 | IDMO | Invesco Exch Traded FD TR II | 77.8K | $4.7M | $4.5M | 3.03% | +1.5K | 2026-06-30 |
| 10 | PAVE | Global X Fds | 70.9K | $4.2M | $3.7M | 2.47% | +494 | 2026-06-30 |
| 11 | SPMO | Invesco Exch Traded FD TR II | 24.7K | $4.0M | $3.5M | 2.32% | -301 | 2026-06-30 |
| 12 | JPIE | J P Morgan Exchange Traded F | 80.6K | $3.7M | $3.6M | 2.43% | +229 | 2026-06-30 |
| 13 | HELO | J P Morgan Exchange Traded F | 52.9K | $3.6M | $3.7M | 2.45% | -593 | 2026-06-30 |
| 14 | SPY | State Str Spdr S&P 500 ETF T | 4.6K | $3.4M | $3.5M | 2.36% | -107 | 2026-06-30 |
| 15 | MU | Micron Technology Inc | 3.0K | $3.4M | $2.7M | 1.80% | -- | 2026-06-30 |
| 16 | VTI | Vanguard Index Fds | 9.1K | $3.4M | $3.4M | 2.28% | -13 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc | 9.3K | $3.3M | $3.0M | 1.98% | -43 | 2026-06-30 |
| 18 | MDY | State Str Spdr S&P Midcap 40 | 4.7K | $3.3M | $3.1M | 2.10% | -1 | 2026-06-30 |
| 19 | XLRE | Select Sector Spdr TR | 65.5K | $2.9M | $2.8M | 1.87% | +422 | 2026-06-30 |
| 20 | MUNI | PIMCO ETF TR | 47.4K | $2.5M | $2.4M | 1.62% | -118 | 2026-06-30 |
| 21 | IEFA | iShares TR | 25.5K | $2.5M | $2.4M | 1.63% | -90 | 2026-06-30 |
| 22 | AAAU | Goldman Sachs Physical Gold | 61.7K | $2.4M | $2.4M | 1.63% | +1.3K | 2026-06-30 |
| 23 | NVDA | NVIDIA Corporation | 10.5K | $2.1M | $2.3M | 1.51% | -- | 2026-06-30 |
| 24 | GOOG | Alphabet Inc | 5.9K | $2.1M | $1.8M | 1.23% | -- | 2026-06-30 |
| 25 | STIP | iShares TR | 19.9K | $2.0M | $2.0M | 1.34% | -- | 2026-06-30 |
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