13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001899703
Total reported value
$150.6M
$150.6M
241 檔
21.6%
During the Q1 2026 filing period, Paladin Advisory Group, LLC (CIK: 0001899703) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $150.6M across 241 reported positions.
In Q1 2026, Paladin Advisory Group, LLC adopted a defensive or profit-taking posture, trimming 65 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.75% | +0.11% | -2.98% | |
| 2 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 5.72% | -0.52% | +0.22% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.41% | -0.70% | +1.69% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.05% | -0.05% | -0.39% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.77% | -0.03% | +0.72% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.58% | -0.04% | -5.26% | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 3.18% | -0.06% | +40.83% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.02% | -1.77% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.06% | +0.26% | -3.63% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.82% | -0.35% | -13.63% | |
| 11 | PAVE | Global X US Infrastructure | ETF-Other | 2.72% | +0.05% | -3.03% | |
| 12 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.60% | -0.23% | -2.39% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | -0.05% | -5.46% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.22% | +0.01% | -0.50% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.22% | -0.01% | -9.83% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.13% | +0.52% | -1.57% | |
| 17 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 2.12% | -0.50% | -2.14% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.05% | +0.17% | -1.26% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.02% | -0.10% | -1.28% | |
| 20 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.88% | -0.23% | -2.97% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.76% | -0.13% | -7.55% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | — | — | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.36% | -0.09% | +0.08% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.10% | -4.36% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.01% | +0.39% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | — | -7.80% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.05% | -0.04% | +0.01% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.13% | — | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.03% | -0.15% | -27.73% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.96% | +0.04% | -7.49% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.92% | -0.06% | — | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | +0.06% | — | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.84% | -0.05% | -0.70% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.77% | +1.51% | — | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | -0.01% | -1.64% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.63% | -0.05% | -1.48% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | -0.06% | — | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.53% | -0.05% | — | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.13% | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.51% | -0.06% | +1.24% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.49% | +0.01% | +11.36% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.48% | -0.02% | -1.21% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.01% | -1.69% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.11% | — | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.44% | -0.03% | -3.31% | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | +0.10% | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | -3.81% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.34% | -0.05% | — | |
| 49 | APH | Amphenol Corp-cl A | Stock-Tech | 0.33% | +0.07% | — | |
| 50 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.33% | +0.02% | — |
According to official SEC Form 13F filings, Paladin Advisory Group, LLC reported a total U.S. public equity portfolio value of $150.6M across 241 disclosed positions in Q1 2026.
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, AVIV, JPST) accounted for 21.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
IDHQ
市值: $305.1K
Top Position Liquidated / Trimmed
NKE
前期市值: $61.2K
During Q1 2026, Paladin Advisory Group, LLC's top holdings by market value included IWF (6.8%)、AVIV (5.7%)、JPST (4.4%). The largest single position, IWF, represented 6.8% of total portfolio value.
In Q1 2026, Paladin Advisory Group, LLC made 87 total portfolio adjustments, initiating 2 new buys, adding to 17 positions, trimming 65 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.