Latest Paladin Advisory Group, LLC Stock Portfolio
Paladin Advisory Group, LLC Performance:
2025 Q3: 4.42%YTD: 47.5%2024: 11.1%
Performance for 2025 Q3 is 4.42%, and YTD is 47.5%, and 2024 is 11.1%.
About Paladin Advisory Group, LLC and 13F Hedge Fund Stock Holdings
Paladin Advisory Group, LLC is a hedge fund based in CLIVE, IA. On 17-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $173.4 Millions. In it's latest 13F Holdings report, Paladin Advisory Group, LLC reported an equity portfolio of $128.3 Millions as of 30 Sep, 2025.
The top stock holdings of Paladin Advisory Group, LLC are IJR, IBCE, BBAX. The fund has invested 8.2% of it's portfolio in ISHARES TR and 6.5% of portfolio in ISHARES TR.
The fund managers got completely rid off BLOCK H & R INC (HRB), LINDE PLC (LIN) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA). Paladin Advisory Group, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), VANGUARD WORLD FD (VAW) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
The top stock holdings of Paladin Advisory Group, LLC are IJR, IBCE, BBAX. The fund has invested 8.2% of it's portfolio in ISHARES TR and 6.5% of portfolio in ISHARES TR.
The fund managers got completely rid off BLOCK H & R INC (HRB), LINDE PLC (LIN) and ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in J P MORGAN EXCHANGE TRADED F, J P MORGAN EXCHANGE TRADED F (BBAX) and SCHWAB STRATEGIC TR (FNDA). Paladin Advisory Group, LLC opened new stock positions in INVESCO EXCH TRADED FD TR II (CGW), VANGUARD WORLD FD (VAW) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN CENTY ETF TR (AEMB), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
Paladin Advisory Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Paladin Advisory Group, LLC made a return of 4.42% in the last quarter. In trailing 12 months, it's portfolio return was 50.69%.
New Buys
| Ticker | $ Bought |
|---|---|
| invesco exch traded fd tr ii | 3,051,680 |
| vanguard world fd | 64,210 |
| vanguard world fd | 60,443 |
| vanguard world fd | 55,927 |
| vanguard world fd | 55,461 |
| vanguard world fd | 53,433 |
| vanguard world fd | 51,920 |
| vaneck etf trust | 34,391 |
New stocks bought by Paladin Advisory Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| american centy etf tr | 2,821 |
| ishares tr | 199 |
| vanguard world fd | 116 |
| spdr series trust | 107 |
| vanguard world fd | 96.62 |
| vanguard index fds | 82.28 |
| select sector spdr tr | 82.18 |
| j p morgan exchange traded f | 45.91 |
Additions to existing portfolio by Paladin Advisory Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| j p morgan exchange traded f | -99.85 |
| j p morgan exchange traded f | -98.69 |
| schwab strategic tr | -83.03 |
| proshares tr | -80.56 |
| chubb limited | -79.25 |
| ishares tr | -74.62 |
| spdr series trust | -59.49 |
| salesforce inc | -59.2 |
Paladin Advisory Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| block h & r inc | -196,726 |
| ishares tr | -63,893 |
| ishares inc | -56,428 |
| playags inc | -11,241 |
| linde plc | -152,953 |
| lloyds banking group plc | -1,237 |
| banco santander s.a. | -2,366 |
| abbvie inc | -23,388 |
Paladin Advisory Group, LLC got rid off the above stocks
Sector Distribution
Paladin Advisory Group, LLC has about 77.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 77.9 |
| Technology | 8.8 |
| Communication Services | 3.4 |
| Financial Services | 3.2 |
| Consumer Cyclical | 2.5 |
| Industrials | 1.5 |
| Healthcare | 1.2 |
Market Cap. Distribution
Paladin Advisory Group, LLC has about 21.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 77.9 |
| MEGA-CAP | 15.7 |
| LARGE-CAP | 5.6 |
Stocks belong to which Index?
About 21.4% of the stocks held by Paladin Advisory Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 78 |
| S&P 500 | 21.4 |
Paladin Advisory Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Paladin Advisory Group, LLC
Paladin Advisory Group, LLC has 238 stocks in it's portfolio. About 43% of the portfolio is in top 10 stocks. ACN proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Paladin Advisory Group, LLC last quarter.
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.08 | 810 | 103,964 | unchanged | 0.00 | ||
| AAAU | goldman sachs physical gold | 1.87 | 62,913 | 2,398,240 | added | 4.57 | ||
| AAPL | apple inc | 3.20 | 16,106 | 4,101,070 | reduced | -14.14 | ||
| AAXJ | ishares tr | 1.41 | 15,849 | 1,804,880 | added | 3.27 | ||
| AAXJ | ishares tr | 0.20 | 2,359 | 251,210 | reduced | -2.08 | ||
| AAXJ | ishares tr | 0.15 | 3,468 | 187,584 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 178 | 12,074 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 6.00 | 867 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 2.00 | 117 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.14 | 1,320 | 176,801 | reduced | -26.91 | ||
| ACN | accenture plc ireland | 0.11 | 573 | 141,302 | reduced | -47.43 | ||
| ACWF | ishares tr | 0.86 | 16,168 | 1,100,680 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.01 | 435 | 17,230 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.00 | 95.00 | 4,904 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.15 | 533 | 188,016 | reduced | -33.71 | ||
| AEMB | american centy etf tr | 3.51 | 62,330 | 4,503,970 | added | 8.07 | ||
| AEMB | american centy etf tr | 0.13 | 2,045 | 161,351 | added | 2,821 | ||
| AFK | vaneck etf trust | 0.03 | 347 | 34,391 | new | |||