13F HOLDINGS REPORT

Paladin Advisory Group, LLC

Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001899703-26-000001

Total Value

$136.9M

Positions

245

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (245)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287614	21,447	$10.2M	7.41%
2	AMERICAN CENTY ETF TR	025072364	100,240	$7.1M	5.21%
3	J P MORGAN EXCHANGE TRADED F	46641Q837	112,603	$5.7M	4.16%
4	ISHARES TR	464287598	24,995	$5.3M	3.84%
5	ISHARES TR	464287200	7,604	$5.2M	3.80%
6	AMERICAN CENTY ETF TR	025072349	60,999	$4.6M	3.38%
7	APPLE INC	AAPL	16,618	$4.5M	3.30%
8	INVESCO QQQ TR	IVZ	7,242	$4.4M	3.25%
9	J P MORGAN EXCHANGE TRADED F	46641Q159	93,087	$4.3M	3.15%
10	J P MORGAN EXCHANGE TRADED F	46654Q724	54,779	$3.6M	2.66%
11	GLOBAL X FDS	37954Y673	72,598	$3.5M	2.53%
12	SPDR S&P 500 ETF TR	SPY	4,985	$3.4M	2.48%
13	SPDR S&P MIDCAP 400 ETF TR	MDY	5,250	$3.2M	2.31%
14	VANGUARD INDEX FDS	922908769	9,148	$3.1M	2.24%
15	INVESCO EXCH TRADED FD TR II	IVZ	25,405	$3.0M	2.21%
16	INVESCO EXCH TRADED FD TR II	IVZ	54,206	$3.0M	2.20%
17	ALPHABET INC	GOOG	9,512	$3.0M	2.17%
18	SELECT SECTOR SPDR TR	81369Y860	65,951	$2.7M	1.94%
19	GOLDMAN SACHS PHYSICAL GOLD	38150K103	61,768	$2.6M	1.92%
20	PIMCO ETF TR	72201R866	48,936	$2.6M	1.87%
21	ISHARES TR	46432F842	27,658	$2.5M	1.81%
22	NVIDIA CORPORATION	NVDA	10,451	$1.9M	1.42%
23	AMAZON COM INC	AMZN	8,363	$1.9M	1.41%
24	ALPHABET INC	GOOG	6,140	$1.9M	1.41%
25	J P MORGAN EXCHANGE TRADED F	46641Q654	36,697	$1.9M	1.37%
26	ISHARES TR	464288885	16,034	$1.8M	1.33%
27	MICROSOFT CORP	MSFT	3,719	$1.8M	1.31%
28	VANGUARD INDEX FDS	922908363	2,798	$1.8M	1.28%
29	SPDR INDEX SHS FDS	78463X889	30,316	$1.3M	0.98%
30	ISHARES TR	464287804	10,981	$1.3M	0.96%
31	BROADCOM INC	AVGO	3,799	$1.3M	0.96%
32	ISHARES TR	464287465	12,505	$1.2M	0.88%
33	ISHARES TR	46434V621	15,901	$1.1M	0.81%
34	JPMORGAN CHASE & CO.	VYLD	2,925	$942,494	0.69%
35	MASTERCARD INCORPORATED	MA	1,640	$936,243	0.68%
36	MICRON TECHNOLOGY INC	MU	2,978	$849,951	0.62%
37	PROSHARES TR	74348A467	7,952	$827,565	0.60%
38	VANGUARD MUN BD FDS	922907746	13,252	$666,443	0.49%
39	VANGUARD SCOTTSDALE FDS	92206C680	5,290	$644,058	0.47%
40	SCHWAB STRATEGIC TR	808524797	22,912	$628,476	0.46%
41	VANGUARD STAR FDS	921909768	8,276	$624,341	0.46%
42	SELECT SECTOR SPDR TR	81369Y803	4,330	$623,390	0.46%
43	SPDR GOLD TR	GLD	1,565	$620,225	0.45%
44	ISHARES TR	464287507	9,008	$594,528	0.43%
45	VANGUARD WHITEHALL FDS	921946406	4,073	$584,485	0.43%
46	SPDR SERIES TRUST	78464A854	6,988	$560,577	0.41%
47	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,760	$534,846	0.39%
48	META PLATFORMS INC	META	785	$518,171	0.38%
49	UNITEDHEALTH GROUP INC	UNH	1,505	$496,816	0.36%
50	SPDR SERIES TRUST	78464A409	4,642	$495,301	0.36%
51	ISHARES TR	464287119	4,490	$467,140	0.34%
52	AMPHENOL CORP NEW	032095101	3,424	$462,719	0.34%
53	ISHARES TR	464287499	4,737	$456,031	0.33%
54	BANK AMERICA CORP	060505104	7,762	$426,910	0.31%
55	ISHARES TR	464287648	1,259	$406,670	0.30%
56	ISHARES TR	464287481	2,792	$382,336	0.28%
57	SCHWAB STRATEGIC TR	808524300	11,613	$378,816	0.28%
58	CHUBB LIMITED	CB	1,198	$373,920	0.27%
59	ISHARES TR	46429B267	15,423	$355,115	0.26%
60	ISHARES TR	464287739	3,694	$346,830	0.25%
61	ELI LILLY & CO	LLY	317	$340,674	0.25%
62	ISHARES INC	46434G103	4,850	$326,017	0.24%
63	TRANE TECHNOLOGIES PLC	TT	815	$317,198	0.23%
64	BERKSHIRE HATHAWAY INC DEL	BRK-A	590	$296,564	0.22%
65	US BANCORP DEL	USB-PS	5,314	$283,555	0.21%
66	ISHARES TR	464288877	3,928	$280,498	0.20%
67	VISA INC	V	770	$270,047	0.20%
68	COSTCO WHSL CORP NEW	22160K105	302	$260,427	0.19%
69	ISHARES TR	464288414	2,379	$254,815	0.19%
70	RTX CORPORATION	RTX	1,381	$253,275	0.18%
71	SPDR SERIES TRUST	78464A649	9,561	$246,196	0.18%
72	VANGUARD WHITEHALL FDS	921946810	2,466	$225,516	0.16%
73	VANGUARD INDEX FDS	922908553	2,548	$225,428	0.16%
74	WELLS FARGO CO NEW	949746101	2,385	$222,282	0.16%
75	SCHWAB STRATEGIC TR	808524847	10,543	$220,243	0.16%
76	LOWES COS INC	548661107	911	$219,697	0.16%
77	ILLINOIS TOOL WKS INC	452308109	882	$217,237	0.16%
78	AMERICAN TOWER CORP NEW	03027X100	1,237	$217,180	0.16%
79	ISHARES TR	46434V803	5,181	$214,286	0.16%
80	GLOBE LIFE INC	GL-PD	1,518	$212,307	0.16%
81	HOME DEPOT INC	HD	616	$211,966	0.15%
82	EATON CORP PLC	ETN	663	$211,172	0.15%
83	GOLDMAN SACHS GROUP INC	GSCE	234	$205,686	0.15%
84	MORGAN STANLEY	MS-PQ	1,156	$205,225	0.15%
85	MONSTER BEVERAGE CORP NEW	MNST	2,484	$190,448	0.14%
86	ISHARES TR	464288638	3,468	$186,856	0.14%
87	ADOBE INC	ADBE	533	$186,545	0.14%
88	MCKESSON CORP	MCK	216	$177,183	0.13%
89	AMERICAN CENTY ETF TR	025072703	2,045	$168,344	0.12%
90	VANGUARD INDEX FDS	922908736	342	$166,848	0.12%
91	ABBOTT LABS	ABLZF	1,320	$165,383	0.12%
92	SPDR INDEX SHS FDS	78463X509	3,471	$162,478	0.12%
93	WORKIVA INC	WK	1,857	$160,166	0.12%
94	SPDR SERIES TRUST	78468R861	8,386	$160,005	0.12%
95	TESLA INC	TSLA	354	$159,201	0.12%
96	SALESFORCE INC	CRM	590	$156,297	0.11%
97	MERCK & CO INC	MRK	1,478	$155,574	0.11%
98	ACCENTURE PLC IRELAND	ACN	573	$153,736	0.11%
99	ORACLE CORP	ORCL-PD	787	$153,394	0.11%
100	ISHARES TR	464287473	1,067	$150,500	0.11%
101	PARKER-HANNIFIN CORP	PH	169	$148,544	0.11%
102	HONEYWELL INTL INC	438516106	751	$146,513	0.11%
103	ISHARES TR	46429B663	1,159	$140,946	0.10%
104	ALIBABA GROUP HLDG LTD	BBAAY	955	$139,984	0.10%
105	DOLLAR TREE INC	DLTR	1,071	$131,744	0.10%
106	VALERO ENERGY CORP	VLO	800	$130,232	0.10%
107	APPLIED MATLS INC	038222105	500	$128,495	0.09%
108	INTERCONTINENTAL EXCHANGE IN	45866F104	792	$128,272	0.09%
109	MCDONALDS CORP	MCD	418	$127,856	0.09%
110	SCHWAB STRATEGIC TR	808524870	4,700	$124,503	0.09%
111	PEPSICO INC	PEP	858	$123,140	0.09%
112	VANGUARD INDEX FDS	922908751	465	$119,947	0.09%
113	SPDR SERIES TRUST	78468R853	2,535	$118,790	0.09%
114	SELECT SECTOR SPDR TR	81369Y704	754	$116,960	0.09%
115	VANGUARD WORLD FD	92204A405	873	$116,537	0.09%
116	ISHARES TR	464287622	308	$115,020	0.08%
117	CSX CORP	CSX	3,162	$114,623	0.08%
118	AGILENT TECHNOLOGIES INC	A	810	$110,217	0.08%
119	ISHARES TR	46429B689	1,229	$106,001	0.08%
120	INTERNATIONAL BUSINESS MACHS	INTR	348	$103,081	0.08%
121	SELECT SECTOR SPDR TR	81369Y407	862	$102,931	0.08%
122	VANGUARD INDEX FDS	922908744	523	$99,888	0.07%
123	BOEING CO	BA-PA	449	$97,487	0.07%
124	SELECT SECTOR SPDR TR	81369Y852	807	$95,000	0.07%
125	VANGUARD TAX-MANAGED FDS	921943858	1,519	$94,892	0.07%
126	YUM BRANDS INC	YUM	591	$89,406	0.07%
127	STARBUCKS CORP	SBUX	997	$83,957	0.06%
128	INGERSOLL RAND INC	IR	1,035	$81,993	0.06%
129	CUMMINS INC	CMI	158	$80,651	0.06%
130	SPDR SERIES TRUST	78464A847	1,390	$80,495	0.06%
131	PROCTER AND GAMBLE CO	742718109	559	$80,110	0.06%
132	VANGUARD WORLD FD	92204A876	395	$73,091	0.05%
133	ISHARES TR	464287655	275	$67,694	0.05%
134	DIMENSIONAL ETF TRUST	25434V807	1,335	$66,617	0.05%
135	ECOLAB INC	ECL	251	$65,893	0.05%
136	VANGUARD WORLD FD	92204A702	86	$64,825	0.05%
137	ISHARES TR	464287408	302	$64,045	0.05%
138	CARRIER GLOBAL CORPORATION	CARR	1,184	$62,563	0.05%
139	NIKE INC	NKE	960	$61,162	0.04%
140	SELECT SECTOR SPDR TR	81369Y308	784	$60,901	0.04%
141	VANGUARD WORLD FD	92204A603	204	$60,870	0.04%
142	EXXON MOBIL CORP	XOM	504	$60,651	0.04%
143	J P MORGAN EXCHANGE TRADED F	46641Q134	805	$60,278	0.04%
144	SELECT SECTOR SPDR TR	81369Y209	373	$57,740	0.04%
145	INTUIT	INTU	86	$56,968	0.04%
146	EDWARDS LIFESCIENCES CORP	EW	653	$55,668	0.04%
147	VANGUARD WORLD FD	92204A108	140	$55,149	0.04%
148	WALMART INC	WMT	480	$53,477	0.04%
149	DOVER CORP	DOV	272	$53,105	0.04%
150	SSGA ACTIVE ETF TR	78467V848	1,306	$52,567	0.04%
151	LAUDER ESTEE COS INC	518439104	496	$51,941	0.04%
152	GALLAGHER ARTHUR J & CO	363576109	200	$51,758	0.04%
153	ROLLINS INC	ROL	844	$50,657	0.04%
154	FIRST TR EXCH TRADED FD III	33739P855	2,607	$50,550	0.04%
155	ISHARES TR	464287796	1,025	$48,718	0.04%
156	ISHARES TR	46435G326	511	$42,147	0.03%
157	ISHARES TR	464287325	420	$40,908	0.03%
158	ISHARES TR	464287150	274	$40,720	0.03%
159	SELECT SECTOR SPDR TR	81369Y506	898	$40,150	0.03%
160	SPDR SERIES TRUST	78464A805	486	$40,095	0.03%
161	STRYKER CORPORATION	SYK	113	$39,716	0.03%
162	PRINCIPAL FINANCIAL GROUP IN	PFG	449	$39,606	0.03%
163	SSGA ACTIVE ETF TR	78467V608	925	$38,175	0.03%
164	SPDR SERIES TRUST	78468R804	217	$38,099	0.03%
165	PALANTIR TECHNOLOGIES INC	PLTR	200	$35,550	0.03%
166	PFIZER INC	PFE	1,408	$35,059	0.03%
167	DELTA AIR LINES INC DEL	DAL	500	$34,700	0.03%
168	UNION PAC CORP	UNP	142	$32,847	0.02%
169	UBER TECHNOLOGIES INC	UBER	400	$32,684	0.02%
170	VANGUARD WORLD FD	92204A504	112	$32,239	0.02%
171	CASEYS GEN STORES INC	147528103	58	$32,057	0.02%
172	OTIS WORLDWIDE CORP	OTIS	353	$30,835	0.02%
173	CONSTELLATION BRANDS INC	STZ	223	$30,765	0.02%
174	ISHARES TR	46432F396	122	$30,538	0.02%
175	FIRST TR EXCHANGE-TRADED FD	336917109	668	$29,619	0.02%
176	DIMENSIONAL ETF TRUST	25434V724	621	$28,932	0.02%
177	VANGUARD WORLD FD	92204A207	136	$28,729	0.02%
178	BLOOM ENERGY CORP	BE	318	$27,631	0.02%
179	COMCAST CORP NEW	CCZ	880	$26,303	0.02%
180	SELECT SECTOR SPDR TR	81369Y886	616	$26,297	0.02%
181	EMERSON ELEC CO	EMR	192	$25,482	0.02%
182	PGIM ETF TR	69344A834	467	$23,938	0.02%
183	VANGUARD WORLD FD	92204A801	113	$23,453	0.02%
184	SCHWAB STRATEGIC TR	808524201	826	$22,228	0.02%
185	QUALCOMM INC	QCOM	126	$21,552	0.02%
186	SCHWAB STRATEGIC TR	808524771	764	$20,788	0.02%
187	ISHARES TR	464287226	205	$20,475	0.01%
188	SCHWAB STRATEGIC TR	808524805	802	$19,280	0.01%
189	VERIZON COMMUNICATIONS INC	VZ	460	$18,736	0.01%
190	ALLIANT ENERGY CORP	LNT	286	$18,593	0.01%
191	SCHWAB STRATEGIC TR	808524755	401	$18,129	0.01%
192	TYSON FOODS INC	TSN	300	$17,586	0.01%
193	MONDELEZ INTL INC	609207105	321	$17,279	0.01%
194	DISNEY WALT CO	254687106	140	$15,928	0.01%
195	VANGUARD INDEX FDS	922908538	57	$15,911	0.01%
196	CONOCOPHILLIPS	COP	169	$15,820	0.01%
197	ISHARES TR	464287168	108	$15,243	0.01%
198	ROCKWELL AUTOMATION INC	ROK	37	$14,396	0.01%
199	WP CAREY INC	92936U109	220	$14,159	0.01%
200	VANGUARD SCOTTSDALE FDS	92206C409	175	$13,953	0.01%
201	ISHARES TR	46432F834	153	$12,983	0.01%
202	ISHARES TR	464287101	36	$12,347	0.01%
203	DEERE & CO	DE	25	$11,639	0.01%
204	ARK ETF TR	00214Q302	400	$11,588	0.01%
205	EVERSOURCE ENERGY	ES	164	$11,042	0.01%
206	EVERGY INC	EVRG	145	$10,511	0.01%
207	CONSTELLATION ENERGY CORP	CEG	29	$10,245	0.01%
208	ISHARES TR	464289867	140	$9,101	0.01%
209	GLOBAL X FDS	37954Y855	130	$8,432	0.01%
210	ISHARES TR	464287309	65	$8,012	0.01%
211	SPDR SERIES TRUST	78464A201	80	$7,535	0.01%
212	THERMO FISHER SCIENTIFIC INC	TMO	13	$7,533	0.01%
213	SNOWFLAKE INC	SNOW	32	$7,020	0.01%
214	SOLSTICE ADVANCED MATLS INC	83443Q103	142	$6,898	0.01%
215	PROSHARES TR	74347B698	101	$6,674	0.00%
216	VANGUARD WORLD FD	92204A306	52	$6,548	0.00%
217	ISHARES TR	464289859	73	$6,538	0.00%
218	INVESCO EXCH TRADED FD TR II	IVZ	248	$6,401	0.00%
219	T-MOBILE US INC	TMUSZ	31	$6,294	0.00%
220	INVESCO EXCHANGE TRADED FD T	IVZ	45	$6,044	0.00%
221	DANAHER CORPORATION	235851102	25	$5,723	0.00%
222	L3HARRIS TECHNOLOGIES INC	LHX	19	$5,578	0.00%
223	INVESCO EXCHANGE TRADED FD T	IVZ	51	$5,271	0.00%
224	SCHWAB CHARLES CORP	SCHW-PJ	52	$5,195	0.00%
225	ISHARES TR	46434V316	95	$5,014	0.00%
226	FIRST TR EXCHANGE-TRADED ALP	33734Y109	40	$4,526	0.00%
227	SPROTT ASSET MANAGEMENT LP	SII	93	$4,259	0.00%
228	AMGEN INC	AMGN	13	$4,255	0.00%
229	ARK ETF TR	00214Q104	55	$4,231	0.00%
230	FIRST TR EXCHANGE-TRADED ALP	33735B108	31	$3,905	0.00%
231	EXELON CORP	EXC	87	$3,792	0.00%
232	J P MORGAN EXCHANGE TRADED F	46654Q203	60	$3,487	0.00%
233	COGNIZANT TECHNOLOGY SOLUTIO	CTSH	35	$2,905	0.00%
234	CORTEVA INC	CTVA	41	$2,748	0.00%
235	LCI INDS	50189K103	20	$2,427	0.00%
236	VANGUARD SCOTTSDALE FDS	92206C714	26	$2,400	0.00%
237	VANGUARD INTL EQUITY INDEX F	922042858	43	$2,312	0.00%
238	CROWN CASTLE INC	CCI	22	$1,955	0.00%
239	SPROTT ASSET MANAGEMENT LP	SII	45	$1,486	0.00%
240	ISHARES TR	464288257	6	$895	0.00%
241	SCHWAB STRATEGIC TR	808524730	24	$865	0.00%
242	SCHWAB STRATEGIC TR	808524763	14	$441	0.00%
243	ISHARES TR	464288521	2	$114	0.00%
244	LUCID GROUP INC	LCID	10	$106	0.00%
245	SCHWAB STRATEGIC TR	808524888	2	$91	0.00%