Paladin Advisory Group

Paladin Advisory Group as of June 30, 2026

Portfolio Holdings for Paladin Advisory Group

Paladin Advisory Group holds 243 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.9 $10M 83k 124.17
American Centy Etf Tr International Lr (AVIV) 5.2 $7.8M 101k 77.42
Ishares Tr Rus 1000 Val Etf (IWD) 4.0 $6.0M 25k 242.43
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.7 $5.6M 62k 91.21
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 3.7 $5.6M 110k 50.57
Ishares Tr Core S&p500 Etf (IVV) 3.5 $5.3M 7.1k 748.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $5.0M 6.8k 736.40
Apple (AAPL) 3.1 $4.7M 16k 289.36
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 3.1 $4.7M 78k 60.29
Global X Fds Us Infr Dev Etf (PAVE) 2.8 $4.2M 71k 58.92
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.7 $4.0M 25k 161.54
J P Morgan Exchange Traded F Income Etf (JPIE) 2.5 $3.7M 81k 46.05
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 2.4 $3.6M 53k 67.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $3.4M 4.6k 746.77
Micron Technology (MU) 2.3 $3.4M 3.0k 1154.29
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $3.4M 9.1k 370.04
Alphabet Cap Stk Cl A (GOOGL) 2.2 $3.3M 9.3k 357.37
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 2.2 $3.3M 4.7k 703.34
Select Sector Spdr Tr St Str Real Etf (XLRE) 1.9 $2.9M 66k 44.03
Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.7 $2.5M 47k 52.60
Ishares Tr Core Msci Eafe (IEFA) 1.6 $2.5M 26k 96.58
Goldman Sachs Physical Gold Unit (AAAU) 1.6 $2.4M 62k 39.57
NVIDIA Corporation (NVDA) 1.4 $2.1M 11k 200.09
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.1M 5.9k 353.33
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.3 $2.0M 20k 102.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.9M 2.8k 686.81
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.9M 15k 124.42
Amazon (AMZN) 1.2 $1.8M 7.7k 238.34
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 1.0 $1.5M 30k 50.39
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.5M 10k 148.31
Broadcom (AVGO) 1.0 $1.4M 3.8k 377.75
Microsoft Corporation (MSFT) 0.9 $1.4M 3.7k 373.02
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.3M 26k 51.00
Ishares Tr Msci Eafe Etf (EFA) 0.9 $1.3M 13k 103.88
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.2M 16k 75.79
JPMorgan Chase & Co. (JPM) 0.6 $942k 2.9k 327.33
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $875k 16k 56.16
Mastercard Incorporated Cl A (MA) 0.6 $842k 1.6k 513.60
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $841k 1.8k 477.57
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.5 $813k 4.3k 190.52
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.5 $748k 5.9k 127.81
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $720k 23k 31.71
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $699k 8.2k 85.49
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.5 $681k 14k 50.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $662k 8.6k 77.11
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $622k 3.9k 158.01
UnitedHealth (UNH) 0.4 $617k 1.5k 415.63
Amphenol Corp Cl A (APH) 0.4 $604k 3.4k 176.32
Spdr Series Trust St Str P500etf (SPYM) 0.4 $582k 6.6k 87.88
Spdr Gold Tr Gold Shs (GLD) 0.4 $577k 1.6k 368.38
Ishares Tr Morningstar Grwt (ILCG) 0.3 $525k 4.5k 117.02
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.3 $522k 12k 43.71
Spdr Series Trust ST STR P500GRW (SPYG) 0.3 $521k 4.4k 118.99
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $496k 1.3k 393.96
Meta Platforms Cl A (META) 0.3 $442k 785.00 563.29
Bank of America Corporation (BAC) 0.3 $409k 7.2k 56.98
Trane Technologies SHS (TT) 0.3 $400k 815.00 491.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $388k 12k 33.84
Eli Lilly & Co. (LLY) 0.3 $380k 317.00 1199.43
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $370k 2.5k 146.41
Applied Materials (AMAT) 0.2 $362k 500.00 723.00
Chubb (CB) 0.2 $340k 998.00 340.74
Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $334k 15k 22.78
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $333k 3.3k 102.25
International Business Machines (IBM) 0.2 $330k 1.2k 281.21
Us Bancorp Com New (USB) 0.2 $321k 5.3k 60.40
Ishares Tr Eafe Value Etf (EFV) 0.2 $301k 3.9k 76.55
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $287k 3.2k 89.20
Eaton Corp SHS (ETN) 0.2 $283k 663.00 426.12
Costco Wholesale Corporation (COST) 0.2 $283k 302.00 935.47
Globe Life (GL) 0.2 $271k 1.5k 178.68
Visa Com Cl A (V) 0.2 $264k 770.00 343.09
Ishares Core Msci Emkt (IEMG) 0.2 $263k 3.2k 82.84
Raytheon Technologies Corp (RTX) 0.2 $262k 1.4k 189.73
Ishares Tr National Mun Etf (MUB) 0.2 $250k 2.3k 107.62
Ishares Tr Hdg Msci Eafe (HEFA) 0.2 $243k 5.2k 46.92
Monster Beverage Corp (MNST) 0.2 $239k 2.5k 96.12
Illinois Tool Works (ITW) 0.2 $239k 882.00 270.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $238k 475.00 500.39
Goldman Sachs (GS) 0.2 $237k 234.00 1011.37
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $230k 2.4k 96.41
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $226k 9.6k 23.68
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $221k 2.0k 110.32
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $220k 2.4k 93.38
Home Depot (HD) 0.1 $217k 616.00 352.68
Morgan Stanley Com New (MS) 0.1 $211k 1.0k 209.04
Valero Energy Corporation (VLO) 0.1 $208k 800.00 260.44
Wells Fargo & Company (WFC) 0.1 $197k 2.4k 82.64
Merck & Co (MRK) 0.1 $190k 1.5k 128.50
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $183k 1.1k 164.60
Spdr Series Trust St Str Aggre Etf (SPAB) 0.1 $181k 7.1k 25.52
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.1 $180k 3.5k 51.78
Lowe's Companies (LOW) 0.1 $177k 804.00 220.49
Vanguard Index Fds Growth Etf (VUG) 0.1 $175k 2.0k 86.14
Parker-Hannifin Corporation (PH) 0.1 $165k 169.00 978.12
McKesson Corporation (MCK) 0.1 $163k 216.00 755.60
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $163k 3.1k 53.17
Ishares Tr Core High Dv Etf (HDV) 0.1 $159k 5.8k 27.41
CSX Corporation (CSX) 0.1 $150k 3.2k 47.53
American Tower Reit (AMT) 0.1 $149k 911.00 163.57
Tesla Motors (TSLA) 0.1 $149k 354.00 420.60
Spdr Series Trust ST STR SP600 SML (SPSM) 0.1 $141k 2.4k 57.67
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $140k 754.00 185.23
Ishares Tr Russell 2000 Etf (IWM) 0.1 $136k 454.00 300.45
Dollar Tree (DLTR) 0.1 $130k 1.1k 120.95
Ishares Tr Rus 1000 Etf (IWB) 0.1 $126k 308.00 409.50
Vanguard Index Fds Small Cp Etf (VB) 0.1 $122k 401.00 303.12
Abbott Laboratories (ABT) 0.1 $120k 1.3k 90.74
Pepsi (PEP) 0.1 $116k 858.00 135.40
McDonald's Corporation (MCD) 0.1 $113k 418.00 270.53
Cummins (CMI) 0.1 $113k 158.00 713.21
Vanguard World Financials Etf (VFH) 0.1 $110k 834.00 131.60
Adobe Systems Incorporated (ADBE) 0.1 $109k 533.00 205.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $108k 1.5k 71.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $108k 1.2k 87.71
Agilent Technologies Inc C ommon (A) 0.1 $108k 810.00 132.83
Vanguard Index Fds Value Etf (VTV) 0.1 $107k 493.00 217.93
Spdr Series Trust State Stret Spdr (TIPX) 0.1 $104k 5.5k 18.93
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $101k 3.8k 26.50
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.1 $101k 862.00 117.28
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $101k 1.9k 53.50
Starbucks Corporation (SBUX) 0.1 $98k 963.00 102.19
Intercontinental Exchange (ICE) 0.1 $98k 792.00 123.11
Boeing Company (BA) 0.1 $97k 449.00 216.47
Bloom Energy Corp Com Cl A (BE) 0.1 $96k 318.00 302.70
Yum! Brands (YUM) 0.1 $95k 591.00 159.86
Spdr Series Trust St Str P400mid (SPMD) 0.1 $94k 1.4k 67.56
salesforce (CRM) 0.1 $92k 590.00 156.66
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $92k 955.00 95.98
Carrier Global Corporation (CARR) 0.1 $87k 1.2k 73.35
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.1 $87k 807.00 107.13
Ingersoll Rand (IR) 0.1 $85k 1.0k 81.99
Honeywell International (HON) 0.1 $84k 374.00 223.90
Honeywell Aerospace (HONA) 0.1 $83k 374.00 221.08
Procter & Gamble Company (PG) 0.1 $82k 559.00 146.64
Vanguard World Utilities Etf (VPU) 0.1 $77k 395.00 195.73
Workiva Com Cl A (WK) 0.1 $76k 1.6k 48.51
Dimensional Etf Trust Internatnal Val (DFIV) 0.0 $72k 1.3k 54.02
Vanguard World Inf Tech Etf (VGT) 0.0 $72k 599.00 119.52
Accenture Plc Ireland Shs Class A (ACN) 0.0 $71k 573.00 124.44
Ecolab (ECL) 0.0 $70k 251.00 278.61
Exxon Mobil Corporation (XOM) 0.0 $69k 504.00 136.72
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $69k 302.00 227.06
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.0 $66k 805.00 82.49
Vanguard World Industrial Etf (VIS) 0.0 $66k 183.00 360.38
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.0 $65k 784.00 83.07
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $59k 373.00 158.66
Edwards Lifesciences (EW) 0.0 $59k 653.00 90.46
Ishares Tr U.s. Energy Etf (IYE) 0.0 $58k 1.0k 56.59
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $57k 345.00 164.43
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $50k 2.6k 19.29
Principal Financial (PFG) 0.0 $48k 449.00 107.78
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $48k 898.00 53.11
Delta Air Lines Com New (DAL) 0.0 $47k 500.00 93.66
Casey's General Stores (CASY) 0.0 $46k 58.00 794.79
Ishares Tr Core Msci Intl (IDEV) 0.0 $46k 511.00 89.01
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.0 $44k 486.00 90.79
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $42k 122.00 342.83
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $41k 420.00 98.38
Lauder Estee Cos Cl A (EL) 0.0 $39k 496.00 78.95
Union Pacific Corporation (UNP) 0.0 $39k 142.00 272.00
Dover Corporation (DOV) 0.0 $38k 171.00 224.28
Arthur J. Gallagher & Co. (AJG) 0.0 $38k 167.00 229.57
Vanguard World Consum Dis Etf (VCR) 0.0 $38k 96.00 396.61
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 0.0 $37k 925.00 40.29
Oracle Corporation (ORCL) 0.0 $37k 249.00 146.55
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $34k 621.00 55.01
Pfizer (PFE) 0.0 $34k 1.4k 24.08
Vanguard World Health Car Etf (VHT) 0.0 $34k 112.00 299.01
First Tr Exchange-traded SHS (FDL) 0.0 $33k 668.00 48.66
Wal-Mart Stores (WMT) 0.0 $32k 285.00 113.26
Stryker Corporation (SYK) 0.0 $32k 100.00 314.84
Constellation Brands Cl A (STZ) 0.0 $31k 223.00 139.09
Vanguard World Consum Stp Etf (VDC) 0.0 $31k 136.00 225.49
Rollins (ROL) 0.0 $30k 729.00 41.74
Uber Technologies (UBER) 0.0 $29k 400.00 72.16
Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $28k 616.00 45.34
Emerson Electric (EMR) 0.0 $28k 192.00 143.15
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.0 $27k 693.00 39.47
Otis Worldwide Corp (OTIS) 0.0 $25k 353.00 71.60
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.0 $24k 467.00 51.27
Palantir Technologies Cl A (PLTR) 0.0 $23k 200.00 116.67
Qualcomm (QCOM) 0.0 $23k 126.00 184.79
Intuit (INTU) 0.0 $22k 86.00 261.00
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $22k 802.00 27.70
Vanguard World Materials Etf (VAW) 0.0 $22k 96.00 228.79
Alliant Energy Corporation (LNT) 0.0 $22k 286.00 76.29
Comcast Corp Cl A (CMCSA) 0.0 $22k 880.00 24.55
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $21k 401.00 52.76
Ishares Tr Core Msci Total (IXUS) 0.0 $21k 218.00 95.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $20k 688.00 29.43
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $20k 630.00 31.10
Verizon Communications (VZ) 0.0 $20k 460.00 42.34
Rockwell Automation (ROK) 0.0 $18k 37.00 495.08
ConocoPhillips (COP) 0.0 $18k 169.00 103.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $18k 57.00 306.30
Ishares Tr Select Divid Etf (DVY) 0.0 $17k 108.00 156.30
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $17k 400.00 42.06
Deere & Company (DE) 0.0 $16k 25.00 634.32
Wp Carey (WPC) 0.0 $16k 220.00 71.50
Tyson Foods Cl A (TSN) 0.0 $14k 250.00 57.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $14k 175.00 79.03
Ishares Tr S&p 100 Etf (OEF) 0.0 $13k 36.00 365.86
Solstice Advanced Matls Com Shs (SOLS) 0.0 $13k 142.00 88.60
Evergy (EVRG) 0.0 $13k 145.00 86.43
Spdr Series Trust St Str R1k Lowv (LGLV) 0.0 $12k 66.00 181.45
Eversource Energy (ES) 0.0 $12k 164.00 72.27
Ishares Tr Core 60 Bala Etf (AOR) 0.0 $10k 148.00 69.50
Global X Fds Lithium Btry Etf (LIT) 0.0 $10k 130.00 78.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $8.9k 65.00 137.52
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $8.3k 84.00 98.98
Vanguard World Energy Etf (VDE) 0.0 $7.8k 52.00 150.13
Proshares Tr Russ 2000 Divd (SMDV) 0.0 $7.8k 101.00 77.03
Spdr Series Trust St Str Sp600grwo (SLYG) 0.0 $7.7k 65.00 119.12
Walt Disney Company (DIS) 0.0 $7.7k 80.00 96.25
Constellation Energy (CEG) 0.0 $7.2k 29.00 248.38
Thermo Fisher Scientific (TMO) 0.0 $6.5k 13.00 501.38
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.8k 51.00 113.82
Ishares Tr Global Equity (GLOF) 0.0 $5.6k 95.00 58.81
L3harris Technologies (LHX) 0.0 $5.5k 19.00 290.58
Metropcs Communications (TMUS) 0.0 $5.2k 31.00 167.74
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.0 $4.9k 175.00 27.88
Charles Schwab Corporation (SCHW) 0.0 $4.8k 52.00 92.27
Danaher Corporation (DHR) 0.0 $4.8k 25.00 190.48
Amgen (AMGN) 0.0 $4.7k 13.00 362.15
First Tr Exchange-traded A Com Shs (FNX) 0.0 $4.5k 31.00 146.35
First Tr Exchange-traded A Com Shs (FYX) 0.0 $4.5k 31.00 144.29
Exelon Corporation (EXC) 0.0 $4.1k 87.00 46.62
Snowflake Com Shs (SNOW) 0.0 $3.8k 15.00 254.53
Sprott Asset Management Physical Gold An (CEF) 0.0 $3.7k 93.00 40.23
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $3.7k 60.00 61.47
Corteva (CTVA) 0.0 $3.5k 41.00 84.68
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.0 $3.0k 28.00 106.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.6k 43.00 59.70
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.0 $2.3k 16.00 141.69
Lci Industries (LCII) 0.0 $2.1k 20.00 105.90
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $1.9k 11.00 170.82
Crown Castle Intl (CCI) 0.0 $1.7k 22.00 75.73
Sprott Asset Management Physical Gold Tr (PHYS) 0.0 $1.4k 45.00 30.18
Cognizant Technology Solutio Cl A (CTSH) 0.0 $1.4k 35.00 38.74
Ishares Tr Core 80 20 Etf (AOA) 0.0 $878.000400 9.00 97.56
Ishares Tr Cre U S Reit Etf (USRT) 0.0 $133.000000 2.00 66.50
Lucid Group Com New (LCID) 0.0 $67.000000 10.00 6.70