Paladin Advisory Group

Paladin Advisory Group as of March 31, 2026

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 241 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.7 $8.9M 21k 426.40
American Centy Etf Tr International Lr (AVIV) 5.7 $7.5M 101k 74.83
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 4.4 $5.8M 115k 50.61
Ishares Tr Rus 1000 Val Etf (IWD) 4.0 $5.3M 25k 213.67
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.8 $5.0M 61k 80.61
Ishares Tr Core S&p500 Etf (IVV) 3.6 $4.7M 7.2k 653.21
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 3.2 $4.2M 76k 54.84
Apple (AAPL) 3.2 $4.1M 16k 253.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.1 $4.0M 7.0k 577.18
J P Morgan Exchange Traded F Income Etf (JPIE) 2.8 $3.7M 80k 46.07
Global X Fds Us Infr Dev Etf (PAVE) 2.7 $3.6M 70k 50.81
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.6 $3.4M 54k 63.91
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $3.1M 4.7k 650.34
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $2.9M 9.1k 320.81
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 2.2 $2.9M 4.7k 616.76
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.1 $2.8M 25k 112.11
Goldman Sachs Physical Gold Unit (AAAU) 2.1 $2.8M 60k 46.19
Alphabet Cap Stk Cl A (GOOGL) 2.1 $2.7M 9.4k 287.56
Select Sector Spdr Tr State Street Rea (XLRE) 2.0 $2.7M 65k 40.83
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.9 $2.5M 48k 52.19
Ishares Tr Core Msci Eafe (IEFA) 1.8 $2.3M 26k 90.53
NVIDIA Corporation (NVDA) 1.4 $1.8M 11k 174.40
Ishares Tr Eafe Grwth Etf (EFG) 1.4 $1.8M 16k 111.37
Alphabet Cap Stk Cl C (GOOG) 1.3 $1.7M 5.9k 286.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.7M 2.8k 597.55
Amazon (AMZN) 1.2 $1.6M 7.7k 208.27
Spdr Index Shs Fds State Street Spd (SPDW) 1.1 $1.4M 30k 45.65
Microsoft Corporation (MSFT) 1.0 $1.4M 3.7k 370.17
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.0 $1.4M 27k 50.98
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.3M 10k 124.31
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.2M 13k 97.13
Broadcom (AVGO) 0.9 $1.2M 3.8k 309.51
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.1M 16k 70.18
Micron Technology (MU) 0.8 $1.0M 3.0k 337.84
JPMorgan Chase & Co. (JPM) 0.6 $846k 2.9k 294.16
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $831k 7.8k 106.01
Mastercard Incorporated Cl A (MA) 0.6 $819k 1.6k 499.66
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $703k 23k 30.68
Spdr Gold Tr Gold Shs (GLD) 0.5 $673k 1.6k 430.29
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $669k 13k 49.89
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $646k 5.9k 109.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $631k 8.2k 77.11
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $598k 8.9k 67.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.5 $595k 1.8k 337.95
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $583k 3.9k 148.08
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $576k 4.3k 132.90
Spdr Series Trust State Street Spd (SPYM) 0.4 $515k 6.7k 76.54
Meta Platforms Cl A (META) 0.3 $449k 785.00 572.13
Amphenol Corp Cl A (APH) 0.3 $433k 3.4k 126.35
Ishares Tr Morningstar Grwt (ILCG) 0.3 $429k 4.5k 95.48
Spdr Series Trust State Street Spd (SPYG) 0.3 $428k 4.4k 97.91
UnitedHealth (UNH) 0.3 $402k 1.5k 270.59
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $395k 1.3k 313.81
Bank of America Corporation (BAC) 0.3 $350k 7.2k 48.75
Trane Technologies SHS (TT) 0.3 $340k 815.00 416.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $338k 12k 29.13
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $336k 15k 22.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $330k 2.6k 128.12
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $326k 3.4k 94.56
Chubb (CB) 0.2 $325k 998.00 325.93
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.2 $305k 8.6k 35.37
Costco Wholesale Corporation (COST) 0.2 $301k 302.00 996.43
Ishares Tr Eafe Value Etf (EFV) 0.2 $292k 3.9k 74.35
Eli Lilly & Co. (LLY) 0.2 $292k 317.00 919.77
International Business Machines (IBM) 0.2 $285k 1.2k 242.39
Us Bancorp Com New (USB) 0.2 $276k 5.3k 52.01
Raytheon Technologies Corp (RTX) 0.2 $266k 1.4k 192.90
Ishares Tr National Mun Etf (MUB) 0.2 $253k 2.4k 106.15
Eaton Corp SHS (ETN) 0.2 $237k 663.00 357.67
Ishares Core Msci Emkt (IEMG) 0.2 $236k 3.4k 69.75
Visa Com Cl A (V) 0.2 $233k 770.00 302.24
Illinois Tool Works (ITW) 0.2 $230k 882.00 260.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $228k 475.00 479.20
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $227k 2.6k 88.68
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $220k 5.2k 42.50
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.2 $218k 2.5k 88.46
Globe Life (GL) 0.2 $211k 1.5k 139.17
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $205k 9.6k 21.49
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $203k 2.4k 84.84
Home Depot (HD) 0.2 $203k 616.00 328.89
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $200k 2.1k 97.23
Goldman Sachs (GS) 0.2 $198k 234.00 845.99
Valero Energy Corporation (VLO) 0.2 $198k 800.00 247.08
Lowe's Companies (LOW) 0.1 $190k 804.00 236.28
Wells Fargo & Company (WFC) 0.1 $190k 2.4k 79.61
McKesson Corporation (MCK) 0.1 $187k 216.00 865.36
Spdr Series Trust State Street Spd (SPAB) 0.1 $181k 7.1k 25.62
Monster Beverage Corp (MNST) 0.1 $180k 2.5k 72.46
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $179k 3.4k 53.22
Merck & Co (MRK) 0.1 $178k 1.5k 120.29
Applied Materials (AMAT) 0.1 $171k 500.00 341.79
Honeywell International (HON) 0.1 $170k 751.00 226.03
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $168k 1.2k 145.74
Morgan Stanley Com New (MS) 0.1 $166k 1.0k 164.57
Spdr Index Shs Fds State Street Spd (SPEM) 0.1 $163k 3.5k 46.91
Spdr Series Trust State Stret Spdr (TIPX) 0.1 $161k 8.4k 19.19
Ishares Tr Core High Dv Etf (HDV) 0.1 $157k 1.2k 135.72
American Tower Reit (AMT) 0.1 $157k 911.00 172.58
Parker-Hannifin Corporation (PH) 0.1 $151k 169.00 895.24
Vanguard Index Fds Growth Etf (VUG) 0.1 $148k 339.00 436.79
Abbott Laboratories (ABT) 0.1 $136k 1.3k 102.67
Pepsi (PEP) 0.1 $133k 858.00 155.29
Tesla Motors (TSLA) 0.1 $132k 354.00 371.75
McDonald's Corporation (MCD) 0.1 $130k 418.00 311.04
CSX Corporation (CSX) 0.1 $130k 3.2k 41.05
Adobe Systems Incorporated (ADBE) 0.1 $130k 533.00 243.08
Ishares Tr Russell 2000 Etf (IWM) 0.1 $127k 512.00 248.00
Intercontinental Exchange (ICE) 0.1 $125k 792.00 157.28
Spdr Series Trust State Street Spd (SPSM) 0.1 $123k 2.5k 48.32
Select Sector Spdr Tr State Street Ind (XLI) 0.1 $122k 754.00 161.73
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $120k 955.00 125.46
Dollar Tree (DLTR) 0.1 $117k 1.1k 109.51
Accenture Plc Ireland Shs Class A (ACN) 0.1 $114k 573.00 198.29
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $112k 1.2k 91.37
Vanguard Index Fds Small Cp Etf (VB) 0.1 $110k 421.00 261.92
salesforce (CRM) 0.1 $110k 590.00 186.67
Ishares Tr Rus 1000 Etf (IWB) 0.1 $110k 308.00 356.56
Vanguard World Financials Etf (VFH) 0.1 $106k 873.00 120.81
Vanguard Index Fds Value Etf (VTV) 0.1 $103k 523.00 196.20
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $102k 3.8k 26.61
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $97k 1.5k 64.08
Select Sector Spdr Tr State Street Con (XLY) 0.1 $94k 862.00 108.98
Workiva Com Cl A (WK) 0.1 $94k 1.6k 59.63
Agilent Technologies Inc C ommon (A) 0.1 $92k 810.00 113.98
Yum! Brands (YUM) 0.1 $92k 591.00 155.48
Select Sector Spdr Tr State Street Com (XLC) 0.1 $90k 807.00 110.86
Boeing Company (BA) 0.1 $89k 449.00 199.03
Starbucks Corporation (SBUX) 0.1 $86k 963.00 89.59
Exxon Mobil Corporation (XOM) 0.1 $86k 504.00 169.66
Cummins (CMI) 0.1 $85k 158.00 538.02
Ingersoll Rand (IR) 0.1 $83k 1.0k 80.12
Spdr Series Trust State Street Spd (SPMD) 0.1 $82k 1.4k 59.22
Procter & Gamble Company (PG) 0.1 $81k 559.00 144.44
Vanguard World Utilities Etf (VPU) 0.1 $78k 395.00 198.14
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $71k 1.3k 52.78
Ecolab (ECL) 0.1 $67k 251.00 266.02
Carrier Global Corporation (CARR) 0.1 $67k 1.2k 56.31
Ishares Tr U.s. Energy Etf (IYE) 0.1 $66k 1.0k 64.77
Select Sector Spdr Tr State Street Con (XLP) 0.0 $64k 784.00 81.98
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $64k 302.00 211.15
Vanguard World Industrial Etf (VIS) 0.0 $64k 204.00 312.22
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $61k 805.00 75.74
Vanguard World Inf Tech Etf (VGT) 0.0 $60k 86.00 697.72
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $55k 898.00 61.26
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $55k 373.00 146.61
Edwards Lifesciences (EW) 0.0 $52k 653.00 80.08
Vanguard World Consum Dis Etf (VCR) 0.0 $50k 140.00 359.03
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $50k 2.6k 19.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $49k 345.00 142.24
Bloom Energy Corp Com Cl A (BE) 0.0 $43k 318.00 135.49
Ishares Tr Core Msci Intl (IDEV) 0.0 $43k 511.00 83.57
Casey's General Stores (CASY) 0.0 $42k 58.00 727.86
Principal Financial (PFG) 0.0 $41k 449.00 90.11
Ssga Active Etf Tr State Street Dou (TOTL) 0.0 $40k 1.0k 39.73
Pfizer (PFE) 0.0 $40k 1.4k 28.08
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $39k 420.00 93.54
Rollins (ROL) 0.0 $39k 729.00 53.41
Spdr Series Trust State Street Spd (LGLV) 0.0 $39k 217.00 178.10
Spdr Series Trust State Street Spd (SPTM) 0.0 $38k 486.00 79.06
Intuit (INTU) 0.0 $37k 86.00 432.38
Ssga Active Etf Tr State Street Bla (SRLN) 0.0 $37k 925.00 40.14
Oracle Corporation (ORCL) 0.0 $37k 249.00 147.11
Arthur J. Gallagher & Co. (AJG) 0.0 $36k 167.00 216.58
Dover Corporation (DOV) 0.0 $36k 171.00 208.45
Lauder Estee Cos Cl A (EL) 0.0 $36k 496.00 71.77
Wal-Mart Stores (WMT) 0.0 $35k 285.00 124.28
Union Pacific Corporation (UNP) 0.0 $35k 142.00 242.62
First Tr Exchange-traded SHS (FDL) 0.0 $34k 668.00 50.80
Constellation Brands Cl A (STZ) 0.0 $34k 223.00 150.00
Delta Air Lines Com New (DAL) 0.0 $33k 500.00 66.48
Stryker Corporation (SYK) 0.0 $33k 100.00 328.59
Vanguard World Consum Stp Etf (VDC) 0.0 $31k 136.00 224.59
Vanguard World Health Car Etf (VHT) 0.0 $31k 112.00 272.33
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $30k 621.00 48.46
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $29k 122.00 239.99
Palantir Technologies Cl A (PLTR) 0.0 $29k 200.00 146.28
Uber Technologies (UBER) 0.0 $29k 400.00 71.93
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $28k 616.00 45.89
Otis Worldwide Corp (OTIS) 0.0 $27k 353.00 77.08
Vanguard World Materials Etf (VAW) 0.0 $26k 113.00 225.34
Comcast Corp Cl A (CMCSA) 0.0 $25k 880.00 28.71
Emerson Electric (EMR) 0.0 $25k 192.00 131.02
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.18
Verizon Communications (VZ) 0.0 $23k 460.00 50.20
ConocoPhillips (COP) 0.0 $22k 169.00 132.00
Alliant Energy Corporation (LNT) 0.0 $21k 286.00 71.76
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $20k 802.00 24.75
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $20k 401.00 48.93
Ishares Tr Core Msci Total (IXUS) 0.0 $19k 215.00 86.80
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $18k 688.00 25.64
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $18k 630.00 27.85
Ishares Tr Select Divid Etf (DVY) 0.0 $16k 108.00 151.41
Qualcomm (QCOM) 0.0 $16k 126.00 128.78
Tyson Foods Cl A (TSN) 0.0 $16k 250.00 64.07
Wp Carey (WPC) 0.0 $15k 220.00 67.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $15k 57.00 257.35
Deere & Company (DE) 0.0 $14k 25.00 563.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $14k 175.00 79.27
Rockwell Automation (ROK) 0.0 $13k 37.00 358.89
Evergy (EVRG) 0.0 $12k 145.00 81.92
Ishares Tr S&p 100 Etf (OEF) 0.0 $12k 36.00 318.08
Eversource Energy (ES) 0.0 $11k 164.00 69.28
Solstice Advanced Matls Com Shs (SOLS) 0.0 $11k 142.00 76.16
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $11k 400.00 26.42
Global X Fds Lithium Btry Etf (LIT) 0.0 $9.7k 130.00 74.35
Ishares Tr Core 60/40 Balan (AOR) 0.0 $9.1k 141.00 64.35
Vanguard World Energy Etf (VDE) 0.0 $9.0k 52.00 173.04
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $8.3k 84.00 99.27
Constellation Energy (CEG) 0.0 $8.1k 29.00 279.24
Spdr Series Trust State Street Spd (SLYG) 0.0 $7.7k 80.00 96.62
Walt Disney Company (DIS) 0.0 $7.7k 80.00 96.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $7.4k 65.00 113.11
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $6.9k 101.00 68.79
L3harris Technologies (LHX) 0.0 $6.6k 19.00 345.16
Metropcs Communications (TMUS) 0.0 $6.5k 31.00 210.03
Thermo Fisher Scientific (TMO) 0.0 $6.4k 13.00 491.54
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.5k 51.00 107.39
Ishares Tr Global Equity (GLOF) 0.0 $5.0k 95.00 52.12
Charles Schwab Corporation (SCHW) 0.0 $4.9k 52.00 93.98
Danaher Corporation (DHR) 0.0 $4.7k 25.00 189.60
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $4.7k 175.00 26.91
Amgen (AMGN) 0.0 $4.6k 13.00 351.85
Sprott Asset Management Physical Gold An (CEF) 0.0 $4.4k 93.00 47.72
Exelon Corporation (EXC) 0.0 $4.3k 87.00 49.02
First Tr Exchange-traded A Com Shs (FNX) 0.0 $4.0k 31.00 128.26
First Tr Exchange-traded A Com Shs (FYX) 0.0 $3.7k 31.00 119.35
Corteva (CTVA) 0.0 $3.4k 41.00 83.71
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $3.3k 60.00 55.52
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $2.6k 28.00 93.75
Kyndryl Hldgs Common Stock (KD) 0.0 $2.6k 200.00 13.12
Lci Industries (LCII) 0.0 $2.5k 20.00 123.00
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.3k 43.00 54.05
Snowflake Com Shs (SNOW) 0.0 $2.3k 15.00 150.80
Cognizant Technology Solutio Cl A (CTSH) 0.0 $2.1k 35.00 61.34
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $2.1k 16.00 131.25
Crown Castle Intl (CCI) 0.0 $1.8k 22.00 81.32
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $1.6k 45.00 35.44
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $795.999600 9.00 88.44
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $454.000400 14.00 32.43
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $118.000000 2.00 59.00
Lucid Group Com New (LCID) 0.0 $95.000000 10.00 9.50