Paladin Advisory Group

Paladin Advisory Group as of Dec. 31, 2025

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 245 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.4 $10M 21k 473.30
American Centy Etf Tr International Lr (AVIV) 5.2 $7.1M 100k 71.23
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.2 $5.7M 113k 50.59
Ishares Tr Rus 1000 Val Etf (IWD) 3.8 $5.3M 25k 210.34
Ishares Tr Core S&p500 Etf (IVV) 3.8 $5.2M 7.6k 684.94
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.4 $4.6M 61k 75.77
Apple (AAPL) 3.3 $4.5M 17k 271.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $4.4M 7.2k 614.31
J P Morgan Exchange Traded F Income Etf (JPIE) 3.1 $4.3M 93k 46.29
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.7 $3.6M 55k 66.43
Global X Fds Us Infr Dev Etf (PAVE) 2.5 $3.5M 73k 47.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $3.4M 5.0k 681.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.3 $3.2M 5.3k 603.28
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.1M 9.1k 335.27
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.2 $3.0M 25k 119.32
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 2.2 $3.0M 54k 55.57
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.0M 9.5k 313.00
Select Sector Spdr Tr State Street Rea (XLRE) 1.9 $2.7M 66k 40.35
Goldman Sachs Physical Gold Unit (AAAU) 1.9 $2.6M 62k 42.55
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.9 $2.6M 49k 52.41
Ishares Tr Core Msci Eafe (IEFA) 1.8 $2.5M 28k 89.46
NVIDIA Corporation (NVDA) 1.4 $1.9M 11k 186.50
Amazon (AMZN) 1.4 $1.9M 8.4k 230.82
Alphabet Cap Stk Cl C (GOOG) 1.4 $1.9M 6.1k 313.80
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.4 $1.9M 37k 50.94
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.8M 16k 113.92
Microsoft Corporation (MSFT) 1.3 $1.8M 3.7k 483.62
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.8M 2.8k 627.13
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $1.3M 30k 44.41
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.3M 11k 120.18
Broadcom (AVGO) 1.0 $1.3M 3.8k 346.10
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.2M 13k 96.03
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.1M 16k 69.42
JPMorgan Chase & Co. (JPM) 0.7 $943k 2.9k 322.22
Mastercard Incorporated Cl A (MA) 0.7 $936k 1.6k 570.88
Micron Technology (MU) 0.6 $850k 3.0k 285.41
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $828k 8.0k 104.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $666k 13k 50.29
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $644k 5.3k 121.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $629k 23k 27.43
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $624k 8.3k 75.44
Select Sector Spdr Tr State Street Tec (XLK) 0.5 $623k 4.3k 143.97
Spdr Gold Tr Gold Shs (GLD) 0.5 $620k 1.6k 396.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $595k 9.0k 66.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $585k 4.1k 143.50
Spdr Series Trust State Street Spd (SPYM) 0.4 $561k 7.0k 80.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $535k 1.8k 303.89
Meta Platforms Cl A (META) 0.4 $518k 785.00 660.09
UnitedHealth (UNH) 0.4 $497k 1.5k 330.11
Spdr Series Trust State Street Spd (SPYG) 0.4 $495k 4.6k 106.70
Ishares Tr Morningstar Grwt (ILCG) 0.3 $467k 4.5k 104.04
Amphenol Corp Cl A (APH) 0.3 $463k 3.4k 135.14
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $456k 4.7k 96.27
Bank of America Corporation (BAC) 0.3 $427k 7.8k 55.00
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $407k 1.3k 323.01
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $382k 2.8k 136.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $379k 12k 32.62
Chubb (CB) 0.3 $374k 1.2k 312.12
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $355k 15k 23.02
Ishares Tr U.s. Real Es Etf (IYR) 0.3 $347k 3.7k 93.89
Eli Lilly & Co. (LLY) 0.2 $341k 317.00 1074.68
Ishares Core Msci Emkt (IEMG) 0.2 $326k 4.9k 67.22
Trane Technologies SHS (TT) 0.2 $317k 815.00 389.20
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $297k 590.00 502.65
Us Bancorp Del Com New (USB) 0.2 $284k 5.3k 53.36
Ishares Tr Eafe Value Etf (EFV) 0.2 $281k 3.9k 71.41
Visa Com Cl A (V) 0.2 $270k 770.00 350.71
Costco Wholesale Corporation (COST) 0.2 $260k 302.00 862.34
Ishares Tr National Mun Etf (MUB) 0.2 $255k 2.4k 107.11
Raytheon Technologies Corp (RTX) 0.2 $253k 1.4k 183.40
Spdr Series Trust State Street Spd (SPAB) 0.2 $246k 9.6k 25.75
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $226k 2.5k 91.45
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $225k 2.5k 88.47
Wells Fargo & Company (WFC) 0.2 $222k 2.4k 93.20
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $220k 11k 20.89
Lowe's Companies (LOW) 0.2 $220k 911.00 241.16
Illinois Tool Works (ITW) 0.2 $217k 882.00 246.30
American Tower Reit (AMT) 0.2 $217k 1.2k 175.57
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $214k 5.2k 41.36
Globe Life (GL) 0.2 $212k 1.5k 139.86
Home Depot (HD) 0.2 $212k 616.00 344.10
Eaton Corp SHS (ETN) 0.2 $211k 663.00 318.51
Goldman Sachs (GS) 0.2 $206k 234.00 879.00
Morgan Stanley Com New (MS) 0.1 $205k 1.2k 177.53
Monster Beverage Corp (MNST) 0.1 $190k 2.5k 76.67
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $187k 3.5k 53.88
Adobe Systems Incorporated (ADBE) 0.1 $187k 533.00 349.99
McKesson Corporation (MCK) 0.1 $177k 216.00 820.29
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.1 $168k 2.0k 82.32
Vanguard Index Fds Growth Etf (VUG) 0.1 $167k 342.00 487.86
Abbott Laboratories (ABT) 0.1 $165k 1.3k 125.29
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $163k 3.5k 46.81
Workiva Com Cl A (WK) 0.1 $160k 1.9k 86.25
Spdr Series Trust State Stret Spdr (TIPX) 0.1 $160k 8.4k 19.08
Tesla Motors (TSLA) 0.1 $159k 354.00 449.72
salesforce (CRM) 0.1 $156k 590.00 264.91
Merck & Co (MRK) 0.1 $156k 1.5k 105.26
Accenture Plc Ireland Shs Class A (ACN) 0.1 $154k 573.00 268.30
Oracle Corporation (ORCL) 0.1 $153k 787.00 194.91
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $151k 1.1k 141.05
Parker-Hannifin Corporation (PH) 0.1 $149k 169.00 878.96
Honeywell International (HON) 0.1 $147k 751.00 195.09
Ishares Tr Core High Dv Etf (HDV) 0.1 $141k 1.2k 121.61
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $140k 955.00 146.58
Dollar Tree (DLTR) 0.1 $132k 1.1k 123.01
Valero Energy Corporation (VLO) 0.1 $130k 800.00 162.79
Applied Materials (AMAT) 0.1 $129k 500.00 256.99
Intercontinental Exchange (ICE) 0.1 $128k 792.00 161.96
McDonald's Corporation (MCD) 0.1 $128k 418.00 305.88
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $125k 4.7k 26.49
Pepsi (PEP) 0.1 $123k 858.00 143.52
Vanguard Index Fds Small Cp Etf (VB) 0.1 $120k 465.00 257.95
Spdr Series Trust State Street Spd (SPSM) 0.1 $119k 2.5k 46.86
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $117k 754.00 155.12
Vanguard World Financials Etf (VFH) 0.1 $117k 873.00 133.49
Ishares Tr Rus 1000 Etf (IWB) 0.1 $115k 308.00 373.44
CSX Corporation (CSX) 0.1 $115k 3.2k 36.25
Agilent Technologies Inc C ommon (A) 0.1 $110k 810.00 136.07
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $106k 1.2k 86.25
International Business Machines (IBM) 0.1 $103k 348.00 296.21
Select Sector Spdr Tr State Street Con (XLY) 0.1 $103k 862.00 119.41
Vanguard Index Fds Value Etf (VTV) 0.1 $100k 523.00 190.99
Boeing Company (BA) 0.1 $98k 449.00 217.12
Select Sector Spdr Tr State Street Com (XLC) 0.1 $95k 807.00 117.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $95k 1.5k 62.47
Yum! Brands (YUM) 0.1 $89k 591.00 151.28
Starbucks Corporation (SBUX) 0.1 $84k 997.00 84.21
Ingersoll Rand (IR) 0.1 $82k 1.0k 79.22
Cummins (CMI) 0.1 $81k 158.00 510.45
Spdr Series Trust State Street Spd (SPMD) 0.1 $81k 1.4k 57.91
Procter & Gamble Company (PG) 0.1 $80k 559.00 143.31
Vanguard World Utilities Etf (VPU) 0.1 $73k 395.00 185.04
Ishares Tr Russell 2000 Etf (IWM) 0.0 $68k 275.00 246.16
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $67k 1.3k 49.90
Ecolab (ECL) 0.0 $66k 251.00 262.52
Vanguard World Inf Tech Etf (VGT) 0.0 $65k 86.00 753.78
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $64k 302.00 212.07
Carrier Global Corporation (CARR) 0.0 $63k 1.2k 52.84
Nike CL B (NKE) 0.0 $61k 960.00 63.71
Select Sector Spdr Tr State Street Con (XLP) 0.0 $61k 784.00 77.68
Vanguard World Industrial Etf (VIS) 0.0 $61k 204.00 298.38
Exxon Mobil Corporation (XOM) 0.0 $61k 504.00 120.34
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $60k 805.00 74.88
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $58k 373.00 154.80
Intuit (INTU) 0.0 $57k 86.00 662.42
Edwards Lifesciences (EW) 0.0 $56k 653.00 85.25
Vanguard World Consum Dis Etf (VCR) 0.0 $55k 140.00 393.92
Wal-Mart Stores (WMT) 0.0 $54k 480.00 111.41
Dover Corporation (DOV) 0.0 $53k 272.00 195.24
Ssga Active Etf Tr State Street Dou (TOTL) 0.0 $53k 1.3k 40.25
Lauder Estee Cos Cl A (EL) 0.0 $52k 496.00 104.72
Arthur J. Gallagher & Co. (AJG) 0.0 $52k 200.00 258.79
Rollins (ROL) 0.0 $51k 844.00 60.02
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $51k 2.6k 19.39
Ishares Tr U.s. Energy Etf (IYE) 0.0 $49k 1.0k 47.53
Ishares Tr Core Msci Intl (IDEV) 0.0 $42k 511.00 82.48
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $41k 420.00 97.40
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $41k 274.00 148.61
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $40k 898.00 44.71
Spdr Series Trust State Street Spd (SPTM) 0.0 $40k 486.00 82.50
Stryker Corporation (SYK) 0.0 $40k 113.00 351.47
Principal Financial (PFG) 0.0 $40k 449.00 88.21
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $38k 925.00 41.27
Spdr Series Trust State Street Spd (LGLV) 0.0 $38k 217.00 175.57
Palantir Technologies Cl A (PLTR) 0.0 $36k 200.00 177.75
Pfizer (PFE) 0.0 $35k 1.4k 24.90
Delta Air Lines Inc Del Com New (DAL) 0.0 $35k 500.00 69.40
Union Pacific Corporation (UNP) 0.0 $33k 142.00 231.32
Uber Technologies (UBER) 0.0 $33k 400.00 81.71
Vanguard World Health Car Etf (VHT) 0.0 $32k 112.00 287.85
Casey's General Stores (CASY) 0.0 $32k 58.00 552.71
Otis Worldwide Corp (OTIS) 0.0 $31k 353.00 87.35
Constellation Brands Cl A (STZ) 0.0 $31k 223.00 137.96
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $31k 122.00 250.31
First Tr Exchange-traded SHS (FDL) 0.0 $30k 668.00 44.34
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $29k 621.00 46.59
Vanguard World Consum Stp Etf (VDC) 0.0 $29k 136.00 211.24
Bloom Energy Corp Com Cl A (BE) 0.0 $28k 318.00 86.89
Comcast Corp Cl A (CMCSA) 0.0 $26k 880.00 29.89
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $26k 616.00 42.69
Emerson Electric (EMR) 0.0 $26k 192.00 132.72
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.26
Vanguard World Materials Etf (VAW) 0.0 $24k 113.00 207.55
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $22k 826.00 26.91
Qualcomm (QCOM) 0.0 $22k 126.00 171.05
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $21k 764.00 27.21
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $21k 205.00 99.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $19k 802.00 24.04
Verizon Communications (VZ) 0.0 $19k 460.00 40.73
Alliant Energy Corporation (LNT) 0.0 $19k 286.00 65.01
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $18k 401.00 45.21
Tyson Foods Cl A (TSN) 0.0 $18k 300.00 58.62
Mondelez Intl Cl A (MDLZ) 0.0 $17k 321.00 53.83
Walt Disney Company (DIS) 0.0 $16k 140.00 113.77
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $16k 57.00 279.14
ConocoPhillips (COP) 0.0 $16k 169.00 93.61
Ishares Tr Select Divid Etf (DVY) 0.0 $15k 108.00 141.14
Rockwell Automation (ROK) 0.0 $14k 37.00 389.08
Wp Carey (WPC) 0.0 $14k 220.00 64.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $14k 175.00 79.73
Ishares Tr Core Msci Total (IXUS) 0.0 $13k 153.00 84.86
Ishares Tr S&p 100 Etf (OEF) 0.0 $12k 36.00 342.97
Deere & Company (DE) 0.0 $12k 25.00 465.56
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $12k 400.00 28.97
Eversource Energy (ES) 0.0 $11k 164.00 67.33
Evergy (EVRG) 0.0 $11k 145.00 72.49
Constellation Energy (CEG) 0.0 $10k 29.00 353.28
Ishares Tr Core 60/40 Balan (AOR) 0.0 $9.1k 140.00 65.01
Global X Fds Lithium Btry Etf (LIT) 0.0 $8.4k 130.00 64.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $8.0k 65.00 123.26
Spdr Series Trust State Street Spd (SLYG) 0.0 $7.5k 80.00 94.19
Thermo Fisher Scientific (TMO) 0.0 $7.5k 13.00 579.46
Snowflake Com Shs (SNOW) 0.0 $7.0k 32.00 219.38
Solstice Advanced Matls Com Shs (SOLS) 0.0 $6.9k 142.00 48.58
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $6.7k 101.00 66.08
Vanguard World Energy Etf (VDE) 0.0 $6.5k 52.00 125.92
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $6.5k 73.00 89.56
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $6.4k 248.00 25.81
Metropcs Communications (TMUS) 0.0 $6.3k 31.00 203.03
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $6.0k 45.00 134.31
Danaher Corporation (DHR) 0.0 $5.7k 25.00 228.92
L3harris Technologies (LHX) 0.0 $5.6k 19.00 293.58
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.3k 51.00 103.35
Charles Schwab Corporation (SCHW) 0.0 $5.2k 52.00 99.90
Ishares Tr Global Equity (GLOF) 0.0 $5.0k 95.00 52.78
First Tr Exchange-traded A Com Shs (FYX) 0.0 $4.5k 40.00 113.15
Sprott Asset Management Physical Gold An (CEF) 0.0 $4.3k 93.00 45.80
Amgen (AMGN) 0.0 $4.3k 13.00 327.31
Ark Etf Tr Innovation Etf (ARKK) 0.0 $4.2k 55.00 76.93
First Tr Exchange-traded A Com Shs (FNX) 0.0 $3.9k 31.00 125.97
Exelon Corporation (EXC) 0.0 $3.8k 87.00 43.59
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $3.5k 60.00 58.12
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.9k 35.00 83.00
Corteva (CTVA) 0.0 $2.7k 41.00 67.02
Lci Industries (LCII) 0.0 $2.4k 20.00 121.35
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.4k 26.00 92.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.3k 43.00 53.77
Crown Castle Intl (CCI) 0.0 $2.0k 22.00 88.86
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $1.5k 45.00 33.02
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $895.000200 6.00 149.17
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $865.000800 24.00 36.04
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $441.000000 14.00 31.50
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $114.000000 2.00 57.00
Lucid Group Com New (LCID) 0.0 $106.000000 10.00 10.60
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $91.000000 2.00 45.50