Paladin Advisory Group, LLC - Portfolio overview

Paladin Advisory Group, LLC has 252 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. IWF - ISHARES TR, 6.70%
  2. AVIV - AMERICAN CENTY ETF TR, 5.68%
  3. JPST - J P MORGAN EXCHANGE TRADED F, 4.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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