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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001899703

Paladin Advisory Group, LLC

CLIVE, IA · File #028-21439

Latest AUM
$136.9M
Positions
245
Top-10 Concentration
46.6%
Filings
12

Sector Allocation

Financials
8.9%$12.2M
Technology
8.2%$11.2M
Industrials
1.1%$1.5M
Healthcare
1.0%$1.4M
Consumer Staples
0.4%$547,160
Energy
0.1%$206,703
Materials
0.1%$68,641
Utilities
0.0%$54,183
Real Estate
0.0%$1,955

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR46428761421,447$10.2M8.61%
2AMERICAN CENTY ETF TR025072364100,240$7.1M6.05%
3J P MORGAN EXCHANGE TRADED F46641Q837112,603$5.7M4.83%
4ISHARES TR46428759824,995$5.3M4.46%
5ISHARES TR4642872007,604$5.2M4.42%
6AMERICAN CENTY ETF TR02507234960,999$4.6M3.92%
7APPLE INCAAPL16,618$4.5M3.83%
8INVESCO QQQ TRIVZ7,242$4.4M3.77%
9J P MORGAN EXCHANGE TRADED F46641Q15993,087$4.3M3.65%
10J P MORGAN EXCHANGE TRADED F46654Q72454,779$3.6M3.09%
11GLOBAL X FDS37954Y67372,598$3.5M2.94%
12SPDR S&P 500 ETF TRSPY4,985$3.4M2.88%
13SPDR S&P MIDCAP 400 ETF TRMDY5,250$3.2M2.69%
14VANGUARD INDEX FDS9229087699,148$3.1M2.60%
15INVESCO EXCH TRADED FD TR IIIVZ25,405$3.0M2.57%
16INVESCO EXCH TRADED FD TR IIIVZ54,206$3.0M2.55%
17ALPHABET INCGOOG9,512$3.0M2.52%
18SELECT SECTOR SPDR TR81369Y86065,951$2.7M2.26%
19GOLDMAN SACHS PHYSICAL GOLD38150K10361,768$2.6M2.23%
20PIMCO ETF TR72201R86648,936$2.6M2.17%