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CIK: 0001899703
Total reported value
$150.6M
$150.6M
239 檔
23.0%
As reported in its official Q3 2025 Form 13F filing, Paladin Advisory Group, LLC's tracked investment portfolio stood at $150.6M with 239 total positions.
In Q3 2025, Paladin Advisory Group, LLC adopted a defensive or profit-taking posture, trimming 77 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.16% | +0.11% | -5.24% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.49% | -0.13% | +17.85% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.62% | -0.70% | +8.40% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.98% | -0.05% | +199.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | -0.04% | — | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.51% | -0.03% | +8.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.30% | +0.26% | -1.97% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.02% | -14.14% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.14% | -0.35% | +12.50% | |
| 10 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.81% | -0.23% | +45.91% | |
| 11 | PAVE | Global X US Infrastructure | ETF-Other | 2.76% | +0.05% | -1.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.05% | -0.64% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.45% | -0.01% | -10.10% | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.38% | +0.52% | — | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.34% | +0.01% | -6.22% | |
| 16 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.10% | -0.10% | +0.42% | |
| 17 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 1.87% | -0.50% | +4.57% | |
| 18 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.87% | -0.23% | -25.04% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.71% | +0.17% | -12.19% | |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.71% | -0.04% | -8.02% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.52% | — | -25.03% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.13% | -6.63% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.41% | -0.09% | +3.27% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | +0.01% | -8.52% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.37% | — | -15.07% | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.36% | -0.15% | -27.61% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.17% | +0.10% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.04% | -0.36% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.02% | -0.06% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | +0.06% | -23.70% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.86% | -0.05% | — | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.06% | -36.24% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -0.64% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.05% | -80.56% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.05% | -83.03% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | -0.06% | +5.08% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.10% | — | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.47% | -0.02% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | -0.01% | -6.65% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.05% | -30.47% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.45% | -0.03% | — | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.43% | -0.13% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.10% | -11.99% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.39% | +1.51% | -20.88% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -0.51% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.38% | +0.11% | -27.51% | |
| 47 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.37% | +0.02% | — | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.34% | — | — | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | +0.07% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.31% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +3% | +199.67% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +1.7% | +17.85% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +1.3% | -5.24% | Trim |
| 4 | HELO | Jpmorgan Hedged Equity ETF | +1.2% | +45.91% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | -1.97% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.7% | — | Add |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.5% | +5.08% | Add |
| 8 | PAVE | Global X US Infrastructure | +0.5% | -1.08% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -12.19% | Trim |
| 10 | AVLV | Avantis US Large Cap Value | +0.4% | +8.07% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.4% | — | Unchanged |
| 12 | AAAU | Goldman Sachs Physical Gold | +0.4% | +4.57% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.64% | Trim |
| 14 | JPST | Jpmorgan Ultra-short Income | +0.3% | +8.40% | Add |
| 15 | MSFT | Microsoft CORP | +0.3% | -6.63% | Trim |
| 16 | AVGO | Broadcom Inc | +0.3% | -23.70% | Trim |
| 17 | JPIE | Jpmorgan Income ETF | +0.3% | +12.50% | Add |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | -6.22% | Trim |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +107.92% | Add |
| 20 | NVDA | Nvidia CORP | +0.2% | -25.03% | Trim |
| 21 | APH | Amphenol Corp-cl A | +0.2% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.64% | Trim |
| 23 | MU | Micron Technology Inc | +0.1% | -20.88% | Trim |
| 24 | XLK | Ss Technology Select Sector | +0.1% | — | Unchanged |
| 25 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +3.27% | Trim |
| 26 | VONG | Vanguard Russell 1000 Growth | +0.1% | +37.20% | Add |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | -8.02% | Trim |
| 28 | EFA | Ishares Msci Eafe ETF | +0.1% | — | Trim |
| 29 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 30 | ILCG | Ishares Morningstar Growth E | +0.1% | — | Unchanged |
| 31 | GLD | Spdr Gold Shares | +0.1% | — | Unchanged |
| 32 | DGRO | Ishares Core Dividend Growth | +0.1% | — | Trim |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.51% | Trim |
| 34 | VXUS | Vanguard Total Intl Stock | +0.1% | — | Unchanged |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -27.51% | Trim |
| 36 | SCHG | Schwab US Large-cap Growth | +0.1% | — | Add |
| 37 | VB | Vanguard Small-cap ETF | +0.1% | +82.28% | Add |
| 38 | VUG | Vanguard Growth ETF | +0.1% | -5.85% | Add |
| 39 | IWO | Ishares Russell 2000 Growth | +0.1% | — | Unchanged |
| 40 | BAC | Bank Of America CORP | +0.1% | — | Unchanged |
| 41 | VPU | Vanguard Utilities ETF | +0.1% | +116.07% | Add |
| 42 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 43 | VFH | Vanguard Financials ETF | +0.1% | +96.62% | Add |
| 44 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 45 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Trim |
| 46 | MS | Morgan Stanley | 0% | — | Unchanged |
| 47 | RTX | Rtx CORP | 0% | — | Unchanged |
| 48 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 49 | MCD | Mcdonald's CORP | 0% | — | Add |
| 50 | XLE | Ss Energy Select Sector | 0% | +82.18% | Add |
According to official SEC Form 13F filings, Paladin Advisory Group, LLC reported a total U.S. public equity portfolio value of $150.6M across 239 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IEFA, JPST) accounted for 23.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPMO
市值: $3.1M
Top Position Liquidated / Trimmed
IEMG
前期市值: $207.8K
During Q3 2025, Paladin Advisory Group, LLC's top holdings by market value included IWF (8.2%)、IEFA (6.5%)、JPST (4.6%). The largest single position, IWF, represented 8.2% of total portfolio value.
In Q3 2025, Paladin Advisory Group, LLC made 140 total portfolio adjustments, initiating 24 new buys, adding to 22 positions, trimming 77 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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