13F HOLDINGS REPORT
Paladin Advisory Group, LLC
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001899703-25-000006
Total Value
$128.3M
Positions
239
Other Managers
0
Confidential Omitted
No
Holdings (239)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 22,352 | $10.5M | 8.16% |
| 2 | ISHARES TR | 46432F842 | 95,309 | $8.3M | 6.49% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 116,700 | $5.9M | 4.62% |
| 4 | ISHARES TR | 464287598 | 25,058 | $5.1M | 3.98% |
| 5 | ISHARES TR | 464287200 | 7,245 | $4.8M | 3.78% |
| 6 | AMERICAN CENTY ETF TR | 025072349 | 62,330 | $4.5M | 3.51% |
| 7 | INVESCO QQQ TR | IVZ | 7,054 | $4.2M | 3.30% |
| 8 | APPLE INC | AAPL | 16,106 | $4.1M | 3.20% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 86,706 | $4.0M | 3.14% |
| 10 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 55,542 | $3.6M | 2.81% |
| 11 | GLOBAL X FDS | 37954Y673 | 74,413 | $3.5M | 2.76% |
| 12 | SPDR S&P 500 ETF TR | SPY | 5,156 | $3.4M | 2.68% |
| 13 | SPDR S&P MIDCAP 400 ETF TR | MDY | 5,262 | $3.1M | 2.45% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 25,208 | $3.1M | 2.38% |
| 15 | VANGUARD INDEX FDS | 922908769 | 9,161 | $3.0M | 2.34% |
| 16 | SELECT SECTOR SPDR TR | 81369Y860 | 63,882 | $2.7M | 2.10% |
| 17 | GOLDMAN SACHS PHYSICAL GOLD | 38150K103 | 62,913 | $2.4M | 1.87% |
| 18 | PIMCO ETF TR | 72201R866 | 45,773 | $2.4M | 1.87% |
| 19 | ALPHABET INC | GOOG | 9,012 | $2.2M | 1.71% |
| 20 | SPDR INDEX SHS FDS | 78463X889 | 51,138 | $2.2M | 1.71% |
| 21 | NVIDIA CORPORATION | NVDA | 10,451 | $1.9M | 1.52% |
| 22 | MICROSOFT CORP | MSFT | 3,622 | $1.9M | 1.46% |
| 23 | ISHARES TR | 464288885 | 15,849 | $1.8M | 1.41% |
| 24 | VANGUARD INDEX FDS | 922908363 | 2,932 | $1.8M | 1.40% |
| 25 | AMAZON COM INC | AMZN | 7,984 | $1.8M | 1.37% |
| 26 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 34,227 | $1.7M | 1.36% |
| 27 | ALPHABET INC | GOOG | 6,140 | $1.5M | 1.17% |
| 28 | ISHARES TR | 464287804 | 11,049 | $1.3M | 1.02% |
| 29 | ISHARES TR | 464287465 | 13,950 | $1.3M | 1.02% |
| 30 | BROADCOM INC | AVGO | 3,799 | $1.3M | 0.98% |
| 31 | ISHARES TR | 46434V621 | 16,168 | $1.1M | 0.86% |
| 32 | MASTERCARD INCORPORATED | MA | 1,708 | $971,527 | 0.76% |
| 33 | JPMORGAN CHASE & CO. | VYLD | 2,784 | $878,157 | 0.68% |
| 34 | PROSHARES TR | 74348A467 | 8,323 | $857,852 | 0.67% |
| 35 | SCHWAB STRATEGIC TR | 808524797 | 24,784 | $676,603 | 0.53% |
| 36 | VANGUARD MUN BD FDS | 922907746 | 13,063 | $654,064 | 0.51% |
| 37 | SELECT SECTOR SPDR TR | 81369Y803 | 2,165 | $610,227 | 0.48% |
| 38 | VANGUARD STAR FDS | 921909768 | 8,276 | $607,955 | 0.47% |
| 39 | ISHARES TR | 464287507 | 9,153 | $597,325 | 0.47% |
| 40 | META PLATFORMS INC | META | 785 | $576,488 | 0.45% |
| 41 | VANGUARD WHITEHALL FDS | 921946406 | 4,073 | $574,019 | 0.45% |
| 42 | SPDR GOLD TR | GLD | 1,565 | $556,311 | 0.43% |
| 43 | UNITEDHEALTH GROUP INC | UNH | 1,505 | $519,677 | 0.41% |
| 44 | MICRON TECHNOLOGY INC | MU | 2,978 | $498,279 | 0.39% |
| 45 | SPDR SERIES TRUST | 78464A409 | 4,716 | $492,869 | 0.38% |
| 46 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,760 | $491,550 | 0.38% |
| 47 | ISHARES TR | 464287119 | 4,490 | $468,307 | 0.37% |
| 48 | ISHARES TR | 464287481 | 3,081 | $438,765 | 0.34% |
| 49 | AMPHENOL CORP NEW | 032095101 | 3,424 | $423,720 | 0.33% |
| 50 | ISHARES TR | 464287648 | 1,259 | $402,930 | 0.31% |
| 51 | SCHWAB STRATEGIC TR | 808524300 | 12,000 | $382,920 | 0.30% |
| 52 | BANK AMERICA CORP | 060505104 | 7,096 | $366,083 | 0.29% |
| 53 | BOOKING HOLDINGS INC | BKNG | 67 | $361,751 | 0.28% |
| 54 | ISHARES TR | 464287739 | 3,694 | $358,614 | 0.28% |
| 55 | ISHARES TR | 46429B267 | 15,423 | $356,580 | 0.28% |
| 56 | TRANE TECHNOLOGIES PLC | TT | 815 | $343,897 | 0.27% |
| 57 | SPDR SERIES TRUST | 78464A854 | 4,333 | $339,447 | 0.26% |
| 58 | CHUBB LIMITED | CB | 1,127 | $318,096 | 0.25% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,508 | $302,214 | 0.24% |
| 60 | VISA INC | V | 770 | $262,863 | 0.20% |
| 61 | US BANCORP DEL | USB-PS | 5,314 | $256,826 | 0.20% |
| 62 | COSTCO WHSL CORP NEW | 22160K105 | 277 | $256,400 | 0.20% |
| 63 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 509 | $255,895 | 0.20% |
| 64 | ISHARES TR | 464288414 | 2,359 | $251,210 | 0.20% |
| 65 | HOME DEPOT INC | HD | 616 | $249,597 | 0.19% |
| 66 | EATON CORP PLC | ETN | 663 | $248,128 | 0.19% |
| 67 | SPDR SERIES TRUST | 78464A649 | 9,558 | $247,074 | 0.19% |
| 68 | VANGUARD INDEX FDS | 922908553 | 2,660 | $243,131 | 0.19% |
| 69 | ELI LILLY & CO | LLY | 317 | $241,871 | 0.19% |
| 70 | RTX CORPORATION | RTX | 1,381 | $231,083 | 0.18% |
| 71 | ILLINOIS TOOL WKS INC | 452308109 | 882 | $229,990 | 0.18% |
| 72 | LOWES COS INC | 548661107 | 911 | $228,943 | 0.18% |
| 73 | AMERICAN TOWER CORP NEW | 03027X100 | 1,155 | $222,130 | 0.17% |
| 74 | ORACLE CORP | ORCL-PD | 787 | $221,336 | 0.17% |
| 75 | VANGUARD WHITEHALL FDS | 921946810 | 2,466 | $220,880 | 0.17% |
| 76 | GLOBE LIFE INC | GL-PD | 1,518 | $217,028 | 0.17% |
| 77 | WELLS FARGO CO NEW | 949746101 | 2,408 | $201,839 | 0.16% |
| 78 | ADOBE INC | ADBE | 533 | $188,016 | 0.15% |
| 79 | ISHARES TR | 464288638 | 3,468 | $187,584 | 0.15% |
| 80 | GOLDMAN SACHS GROUP INC | GSCE | 234 | $186,346 | 0.15% |
| 81 | MORGAN STANLEY | MS-PQ | 1,156 | $183,758 | 0.14% |
| 82 | ABBOTT LABS | ABLZF | 1,320 | $176,801 | 0.14% |
| 83 | ALIBABA GROUP HLDG LTD | BBAAY | 955 | $170,687 | 0.13% |
| 84 | VANGUARD INDEX FDS | 922908736 | 354 | $169,782 | 0.13% |
| 85 | MONSTER BEVERAGE CORP NEW | MNST | 2,484 | $167,198 | 0.13% |
| 86 | MCKESSON CORP | MCK | 216 | $166,869 | 0.13% |
| 87 | SPDR INDEX SHS FDS | 78463X509 | 3,471 | $162,478 | 0.13% |
| 88 | SPDR SERIES TRUST | 78468R861 | 8,386 | $161,766 | 0.13% |
| 89 | AMERICAN CENTY ETF TR | 025072703 | 2,045 | $161,351 | 0.13% |
| 90 | WORKIVA INC | WK | 1,857 | $159,851 | 0.12% |
| 91 | HONEYWELL INTL INC | 438516106 | 751 | $158,086 | 0.12% |
| 92 | TESLA INC | TSLA | 354 | $157,431 | 0.12% |
| 93 | VANGUARD INDEX FDS | 922908751 | 576 | $146,465 | 0.11% |
| 94 | ISHARES TR | 46429B663 | 1,159 | $141,920 | 0.11% |
| 95 | ACCENTURE PLC IRELAND | ACN | 573 | $141,302 | 0.11% |
| 96 | SALESFORCE INC | CRM | 590 | $139,830 | 0.11% |
| 97 | VALERO ENERGY CORP | VLO | 800 | $136,208 | 0.11% |
| 98 | SPDR SERIES TRUST | 78468R853 | 2,895 | $134,096 | 0.10% |
| 99 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 792 | $133,436 | 0.10% |
| 100 | PARKER-HANNIFIN CORP | PH | 169 | $128,127 | 0.10% |
| 101 | MCDONALDS CORP | MCD | 418 | $127,128 | 0.10% |
| 102 | MERCK & CO INC | MRK | 1,478 | $124,049 | 0.10% |
| 103 | PEPSICO INC | PEP | 858 | $120,498 | 0.09% |
| 104 | SELECT SECTOR SPDR TR | 81369Y704 | 754 | $116,289 | 0.09% |
| 105 | VANGUARD WORLD FD | 92204A876 | 605 | $114,593 | 0.09% |
| 106 | VANGUARD WORLD FD | 92204A405 | 873 | $114,573 | 0.09% |
| 107 | ISHARES TR | 464287622 | 308 | $112,568 | 0.09% |
| 108 | CSX CORP | CSX | 3,162 | $112,283 | 0.09% |
| 109 | ISHARES TR | 46429B689 | 1,229 | $104,256 | 0.08% |
| 110 | AGILENT TECHNOLOGIES INC | A | 810 | $103,964 | 0.08% |
| 111 | SELECT SECTOR SPDR TR | 81369Y407 | 431 | $103,285 | 0.08% |
| 112 | APPLIED MATLS INC | 038222105 | 500 | $102,370 | 0.08% |
| 113 | DOLLAR TREE INC | DLTR | 1,071 | $101,070 | 0.08% |
| 114 | INTERNATIONAL BUSINESS MACHS | INTR | 348 | $98,192 | 0.08% |
| 115 | VANGUARD INDEX FDS | 922908744 | 523 | $97,534 | 0.08% |
| 116 | BOEING CO | BA-PA | 449 | $96,908 | 0.08% |
| 117 | SELECT SECTOR SPDR TR | 81369Y852 | 807 | $95,525 | 0.07% |
| 118 | SPDR SERIES TRUST | 78464A847 | 1,634 | $93,448 | 0.07% |
| 119 | INGERSOLL RAND INC | IR | 1,105 | $91,295 | 0.07% |
| 120 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,519 | $91,018 | 0.07% |
| 121 | YUM BRANDS INC | YUM | 591 | $89,832 | 0.07% |
| 122 | PROCTER AND GAMBLE CO | 742718109 | 559 | $85,890 | 0.07% |
| 123 | STARBUCKS CORP | SBUX | 997 | $84,346 | 0.07% |
| 124 | SELECT SECTOR SPDR TR | 81369Y506 | 818 | $73,080 | 0.06% |
| 125 | CARRIER GLOBAL CORPORATION | CARR | 1,184 | $70,685 | 0.06% |
| 126 | ECOLAB INC | ECL | 251 | $68,739 | 0.05% |
| 127 | NIKE INC | NKE | 960 | $66,941 | 0.05% |
| 128 | CUMMINS INC | CMI | 158 | $66,734 | 0.05% |
| 129 | VANGUARD WORLD FD | 92204A702 | 86 | $64,210 | 0.05% |
| 130 | ISHARES TR | 464287408 | 302 | $62,366 | 0.05% |
| 131 | GALLAGHER ARTHUR J & CO | 363576109 | 200 | $61,948 | 0.05% |
| 132 | DIMENSIONAL ETF TRUST | 25434V807 | 1,335 | $61,570 | 0.05% |
| 133 | SELECT SECTOR SPDR TR | 81369Y308 | 784 | $61,442 | 0.05% |
| 134 | VANGUARD WORLD FD | 92204A603 | 204 | $60,443 | 0.05% |
| 135 | J P MORGAN EXCHANGE TRADED F | 46641Q134 | 805 | $59,200 | 0.05% |
| 136 | INTUIT | INTU | 86 | $58,730 | 0.05% |
| 137 | EXXON MOBIL CORP | XOM | 504 | $56,826 | 0.04% |
| 138 | VANGUARD WORLD FD | 92204A801 | 273 | $55,927 | 0.04% |
| 139 | VANGUARD WORLD FD | 92204A108 | 140 | $55,461 | 0.04% |
| 140 | SPDR SERIES TRUST | 78468R804 | 304 | $54,161 | 0.04% |
| 141 | VANGUARD WORLD FD | 92204A207 | 250 | $53,433 | 0.04% |
| 142 | SSGA ACTIVE ETF TR | 78467V848 | 1,306 | $52,984 | 0.04% |
| 143 | VANGUARD WORLD FD | 92204A504 | 200 | $51,920 | 0.04% |
| 144 | SELECT SECTOR SPDR TR | 81369Y209 | 373 | $51,910 | 0.04% |
| 145 | EDWARDS LIFESCIENCES CORP | EW | 653 | $50,784 | 0.04% |
| 146 | FIRST TR EXCH TRADED FD III | 33739P855 | 2,607 | $50,419 | 0.04% |
| 147 | ROLLINS INC | ROL | 844 | $49,577 | 0.04% |
| 148 | ISHARES TR | 464287796 | 1,025 | $48,708 | 0.04% |
| 149 | DOVER CORP | DOV | 272 | $45,378 | 0.04% |
| 150 | LAUDER ESTEE COS INC | 518439104 | 496 | $43,708 | 0.03% |
| 151 | SPDR SERIES TRUST | 78464A805 | 538 | $43,390 | 0.03% |
| 152 | STRYKER CORPORATION | SYK | 113 | $41,773 | 0.03% |
| 153 | ISHARES TR | 46435G326 | 511 | $40,967 | 0.03% |
| 154 | ISHARES TR | 464287150 | 273 | $39,813 | 0.03% |
| 155 | UBER TECHNOLOGIES INC | UBER | 400 | $39,188 | 0.03% |
| 156 | SSGA ACTIVE ETF TR | 78467V608 | 925 | $38,462 | 0.03% |
| 157 | PRINCIPAL FINANCIAL GROUP IN | PFG | 449 | $37,227 | 0.03% |
| 158 | ISHARES TR | 464287325 | 420 | $37,220 | 0.03% |
| 159 | PALANTIR TECHNOLOGIES INC | PLTR | 200 | $36,484 | 0.03% |
| 160 | PFIZER INC | PFE | 1,408 | $35,876 | 0.03% |
| 161 | BLOOM ENERGY CORP | BE | 418 | $35,350 | 0.03% |
| 162 | VANECK ETF TRUST | 92189F643 | 347 | $34,391 | 0.03% |
| 163 | CASEYS GEN STORES INC | 147528103 | 58 | $32,789 | 0.03% |
| 164 | ISHARES TR | 464287499 | 337 | $32,537 | 0.03% |
| 165 | OTIS WORLDWIDE CORP | OTIS | 353 | $32,275 | 0.03% |
| 166 | ISHARES TR | 46432F396 | 122 | $31,287 | 0.02% |
| 167 | CONSTELLATION BRANDS INC | STZ | 223 | $30,031 | 0.02% |
| 168 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 668 | $28,998 | 0.02% |
| 169 | DELTA AIR LINES INC DEL | DAL | 500 | $28,375 | 0.02% |
| 170 | DIMENSIONAL ETF TRUST | 25434V724 | 621 | $27,752 | 0.02% |
| 171 | COMCAST CORP NEW | CCZ | 880 | $27,650 | 0.02% |
| 172 | SELECT SECTOR SPDR TR | 81369Y886 | 308 | $26,861 | 0.02% |
| 173 | SCHWAB STRATEGIC TR | 808524771 | 1,014 | $26,668 | 0.02% |
| 174 | EMERSON ELEC CO | EMR | 192 | $25,187 | 0.02% |
| 175 | PGIM ETF TR | 69344A834 | 467 | $24,051 | 0.02% |
| 176 | SCHWAB STRATEGIC TR | 808524201 | 826 | $21,757 | 0.02% |
| 177 | QUALCOMM INC | QCOM | 126 | $20,961 | 0.02% |
| 178 | ISHARES TR | 464287226 | 205 | $20,551 | 0.02% |
| 179 | VERIZON COMMUNICATIONS INC | VZ | 460 | $20,217 | 0.02% |
| 180 | MONDELEZ INTL INC | 609207105 | 321 | $20,053 | 0.02% |
| 181 | ALLIANT ENERGY CORP | LNT | 286 | $19,279 | 0.02% |
| 182 | SCHWAB STRATEGIC TR | 808524805 | 802 | $18,671 | 0.01% |
| 183 | ISHARES TR | 46434V803 | 435 | $17,230 | 0.01% |
| 184 | SCHWAB STRATEGIC TR | 808524755 | 401 | $17,227 | 0.01% |
| 185 | VANGUARD INDEX FDS | 922908538 | 57 | $16,746 | 0.01% |
| 186 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 290 | $16,559 | 0.01% |
| 187 | TYSON FOODS INC | TSN | 300 | $16,290 | 0.01% |
| 188 | DISNEY WALT CO | 254687106 | 140 | $16,030 | 0.01% |
| 189 | CONOCOPHILLIPS | COP | 169 | $15,986 | 0.01% |
| 190 | ISHARES TR | 464287168 | 108 | $15,347 | 0.01% |
| 191 | WP CAREY INC | 92936U109 | 220 | $14,865 | 0.01% |
| 192 | VANGUARD SCOTTSDALE FDS | 92206C409 | 175 | $13,988 | 0.01% |
| 193 | ROCKWELL AUTOMATION INC | ROK | 37 | $12,933 | 0.01% |
| 194 | ISHARES TR | 46432F834 | 151 | $12,431 | 0.01% |
| 195 | ISHARES TR | 464288877 | 178 | $12,074 | 0.01% |
| 196 | ISHARES TR | 464287101 | 36 | $11,982 | 0.01% |
| 197 | EVERSOURCE ENERGY | ES | 164 | $11,667 | 0.01% |
| 198 | ARK ETF TR | 00214Q302 | 400 | $11,108 | 0.01% |
| 199 | EVERGY INC | EVRG | 145 | $11,023 | 0.01% |
| 200 | INVESCO EXCH TRADED FD TR II | IVZ | 433 | $11,007 | 0.01% |
| 201 | CONSTELLATION ENERGY CORP | CEG | 29 | $9,543 | 0.01% |
| 202 | ISHARES TR | 464289867 | 139 | $8,949 | 0.01% |
| 203 | SNOWFLAKE INC | SNOW | 38 | $8,571 | 0.01% |
| 204 | ISHARES TR | 464287309 | 65 | $7,847 | 0.01% |
| 205 | SPDR SERIES TRUST | 78464A201 | 80 | $7,545 | 0.01% |
| 206 | T-MOBILE US INC | TMUSZ | 31 | $7,421 | 0.01% |
| 207 | GLOBAL X FDS | 37954Y855 | 130 | $7,391 | 0.01% |
| 208 | PROSHARES TR | 74347B698 | 101 | $6,731 | 0.01% |
| 209 | VANGUARD WORLD FD | 92204A306 | 52 | $6,545 | 0.01% |
| 210 | ISHARES TR | 464289859 | 73 | $6,434 | 0.01% |
| 211 | THERMO FISHER SCIENTIFIC INC | TMO | 13 | $6,305 | 0.00% |
| 212 | INVESCO EXCHANGE TRADED FD T | IVZ | 45 | $5,962 | 0.00% |
| 213 | L3HARRIS TECHNOLOGIES INC | LHX | 19 | $5,803 | 0.00% |
| 214 | INVESCO EXCHANGE TRADED FD T | IVZ | 51 | $5,068 | 0.00% |
| 215 | SCHWAB CHARLES CORP | SCHW-PJ | 52 | $4,964 | 0.00% |
| 216 | DANAHER CORPORATION | 235851102 | 25 | $4,957 | 0.00% |
| 217 | ISHARES TR | 46434V316 | 95 | $4,904 | 0.00% |
| 218 | ARK ETF TR | 00214Q104 | 55 | $4,747 | 0.00% |
| 219 | FIRST TR EXCHANGE-TRADED ALP | 33734Y109 | 40 | $4,359 | 0.00% |
| 220 | EXELON CORP | EXC | 87 | $3,916 | 0.00% |
| 221 | FIRST TR EXCHANGE-TRADED ALP | 33735B108 | 31 | $3,888 | 0.00% |
| 222 | AMGEN INC | AMGN | 13 | $3,669 | 0.00% |
| 223 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 60 | $3,451 | 0.00% |
| 224 | SPROTT ASSET MANAGEMENT LP | SII | 93 | $3,412 | 0.00% |
| 225 | SPDR SERIES TRUST | 78464A508 | 61 | $3,375 | 0.00% |
| 226 | SCHWAB STRATEGIC TR | 808524847 | 143 | $3,085 | 0.00% |
| 227 | CORTEVA INC | CTVA | 41 | $2,773 | 0.00% |
| 228 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 35 | $2,347 | 0.00% |
| 229 | VANGUARD INTL EQUITY INDEX F | 922042858 | 43 | $2,330 | 0.00% |
| 230 | VANGUARD SCOTTSDALE FDS | 92206C714 | 26 | $2,324 | 0.00% |
| 231 | CROWN CASTLE INC | CCI | 22 | $2,123 | 0.00% |
| 232 | LCI INDS | 50189K103 | 20 | $1,863 | 0.00% |
| 233 | SPROTT ASSET MANAGEMENT LP | SII | 45 | $1,333 | 0.00% |
| 234 | SCHWAB STRATEGIC TR | 808524763 | 38 | $1,184 | 0.00% |
| 235 | SCHWAB STRATEGIC TR | 808524730 | 24 | $868 | 0.00% |
| 236 | ISHARES TR | 464288257 | 6 | $867 | 0.00% |
| 237 | LUCID GROUP INC | LCID | 10 | $238 | 0.00% |
| 238 | ISHARES TR | 464288521 | 2 | $117 | 0.00% |
| 239 | SCHWAB STRATEGIC TR | 808524888 | 2 | $91 | 0.00% |