Paladin Advisory Group, LLC

13F filer · CIK 0001899703

Reported Jul 28, 2026

Net seller this quarter

13F portfolio value$151MU.S. long equity reported on 13F

Positions1281 new · 1 closed

Net flow last quarter-$148KBuys minus sells

Top 10 positions weight25.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 2026128 positions
AVIVAviv REIT, Inc.	$7.83M	5.20%	0.21%	+0.7%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$5.01M	3.32%	Not reported	-2.6%	Q1 2022
AAPLApple Inc.	$4.71M	3.13%	0.00%	-0.2%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.44M	2.28%	Not reported	-2.3%	Q1 2022
MUMicron Technology Inc	$3.44M	2.28%	0.00%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$3.34M	2.22%	0.00%	-0.5%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$3.33M	2.21%	Not reported	0.0%	Q1 2022
AAAUGoldman Sachs Physical Gold ETF	$2.44M	1.62%	0.10%	+2.2%	Q1 2022
NVDANvidia Corp	$2.09M	1.39%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$2.07M	1.38%	Not reported	Not reported	Q1 2022
AMZNAmazon Com Inc	$1.84M	1.22%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.44M	0.95%	0.00%	Not reported	Q1 2022
MSFTMicrosoft Corp	$1.39M	0.92%	0.00%	Not reported	Q1 2022
JPMJPMorgan Chase & Co	$942K	0.63%	0.00%	Not reported	Q1 2022
NOBLNoble International, Ltd.	$875K	0.58%	Not reported	-0.6%	Q1 2022
MAMastercard Inc	$842K	0.56%	0.00%	Not reported	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$841K	0.56%	0.00%	Not reported	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$622K	0.41%	Not reported	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$617K	0.41%	0.00%	Not reported	Q1 2022
APHAmphenol Corp	$604K	0.40%	0.00%	Not reported	Q1 2022
GLDSPDR Gold Trust	$577K	0.38%	0.00%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$442K	0.29%	Not reported	Not reported	Q1 2022
BACBank of America Corp	$409K	0.27%	0.00%	Not reported	Q1 2022
TTTrane Technologies plc	$400K	0.27%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$380K	0.25%	0.00%	Not reported	Q1 2022
AMATApplied Materials Inc	$362K	0.24%	0.00%	Not reported	Q1 2022
CBChubb Ltd	$340K	0.23%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$330K	0.22%	0.00%	Not reported	Q1 2022
USBUS Bancorp \de\	$321K	0.21%	0.00%	Not reported	Q1 2022
ETNEaton Corp plc	$283K	0.19%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$283K	0.19%	0.00%	Not reported	Q1 2022
GLGlobe Life Inc.	$271K	0.18%	0.00%	Not reported	Q1 2022
VVisa Inc.	$264K	0.18%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$262K	0.17%	0.00%	Not reported	Q1 2022
MNSTMonster Beverage Corp	$239K	0.16%	0.00%	Not reported	Q1 2022
ITWIllinois Tool Works Inc	$239K	0.16%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$238K	0.16%	Not reported	Not reported	Q1 2022
GSGoldman Sachs Group Inc	$237K	0.16%	0.00%	Not reported	Q1 2022
HDHome Depot, Inc.	$217K	0.14%	0.00%	Not reported	Q1 2022
MSMorgan Stanley	$211K	0.14%	0.00%	Not reported	Q1 2022
VLOValero Energy Corp	$208K	0.14%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$197K	0.13%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$190K	0.13%	0.00%	Not reported	Q1 2022
IWSImageware Systems Inc	$183K	0.12%	Not reported	-3.6%	Q1 2022
SPABASTROTECH Corp	$181K	0.12%	Not reported	Not reported	Q1 2022
LOWLowes Companies Inc	$177K	0.12%	0.00%	Not reported	Q1 2022
PHParker-Hannifin Corp	$165K	0.11%	0.00%	Not reported	Q1 2022
MCKMckesson Corp	$163K	0.11%	0.00%	Not reported	Q1 2022
CSXCSX Corp	$150K	0.10%	0.00%	Not reported	Q1 2022
AMTAmerican Tower Corp	$149K	0.10%	0.00%	Not reported	Q1 2022

Q1 2026Reported Apr 30, 2026127 positions
AVIVAviv REIT, Inc.	$7.52M	5.72%	0.21%	+0.2%	Q4 2025
AAPLApple Inc.	$4.14M	3.15%	0.00%	-1.8%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$4.03M	3.06%	Not reported	-3.6%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.07M	2.33%	Not reported	-5.5%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$2.92M	2.22%	Not reported	-9.8%	Q1 2022
AAAUGoldman Sachs Physical Gold ETF	$2.79M	2.12%	0.10%	-2.1%	Q1 2022
GOOGLAlphabet Inc.	$2.7M	2.05%	0.00%	-1.3%	Q1 2022
NVDANvidia Corp	$1.82M	1.39%	0.00%	Not reported	Q1 2022
GOOGAlphabet Inc.	$1.68M	1.28%	Not reported	-4.4%	Q1 2022
AMZNAmazon Com Inc	$1.61M	1.22%	0.00%	-7.8%	Q1 2022
MSFTMicrosoft Corp	$1.38M	1.05%	0.00%	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.18M	0.89%	0.00%	Not reported	Q1 2022
MUMicron Technology Inc	$1.01M	0.77%	0.00%	Not reported	Q1 2022
JPMJPMorgan Chase & Co	$846K	0.64%	0.00%	-1.6%	Q1 2022
NOBLNoble International, Ltd.	$830K	0.63%	Not reported	-1.5%	Q1 2022
MAMastercard Inc	$819K	0.62%	0.00%	Not reported	Q1 2022
GLDSPDR Gold Trust	$673K	0.51%	0.00%	Not reported	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$595K	0.45%	0.00%	Not reported	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$583K	0.44%	Not reported	-3.3%	Q1 2022
METAMeta Platforms, Inc.	$449K	0.34%	Not reported	Not reported	Q1 2022
APHAmphenol Corp	$433K	0.33%	0.00%	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$402K	0.31%	0.00%	-1.4%	Q1 2022
BACBank of America Corp	$350K	0.27%	0.00%	-7.6%	Q1 2022
TTTrane Technologies plc	$340K	0.26%	0.00%	Not reported	Q1 2022
CBChubb Ltd	$325K	0.25%	0.00%	-16.7%	Q1 2022
COSTCostco Wholesale Corp	$301K	0.23%	0.00%	Not reported	Q1 2022
LLYELI LILLY & Co	$292K	0.22%	0.00%	Not reported	Q1 2022
IBMInternational Business Machines Corp	$285K	0.22%	0.00%	+237.4%	Q1 2022
USBUS Bancorp \de\	$276K	0.21%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$266K	0.20%	0.00%	Not reported	Q1 2022
ETNEaton Corp plc	$237K	0.18%	0.00%	Not reported	Q1 2022
VVisa Inc.	$233K	0.18%	0.00%	Not reported	Q1 2022
ITWIllinois Tool Works Inc	$230K	0.17%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$228K	0.17%	Not reported	-19.5%	Q1 2022
GLGlobe Life Inc.	$211K	0.16%	0.00%	Not reported	Q1 2022
HDHome Depot, Inc.	$203K	0.15%	0.00%	Not reported	Q1 2022
GSGoldman Sachs Group Inc	$198K	0.15%	0.00%	Not reported	Q1 2022
VLOValero Energy Corp	$198K	0.15%	0.00%	Not reported	Q1 2022
LOWLowes Companies Inc	$190K	0.14%	0.00%	-11.8%	Q1 2022
WFCWells Fargo & Company	$190K	0.14%	0.00%	Not reported	Q1 2022
MCKMckesson Corp	$187K	0.14%	0.00%	Not reported	Q1 2022
SPABASTROTECH Corp	$181K	0.14%	Not reported	-26.0%	Q1 2022
MNSTMonster Beverage Corp	$180K	0.14%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$178K	0.14%	0.00%	Not reported	Q1 2022
AMATApplied Materials Inc	$171K	0.13%	0.00%	Not reported	Q1 2022
HONHoneywell International Inc	$170K	0.13%	0.00%	Not reported	Q1 2022
IWSImageware Systems Inc	$168K	0.13%	Not reported	+8.0%	Q1 2022
MSMorgan Stanley	$166K	0.13%	0.00%	-12.5%	Q1 2022
AMTAmerican Tower Corp	$157K	0.12%	0.00%	-26.4%	Q1 2022
PHParker-Hannifin Corp	$151K	0.12%	0.00%	Not reported	Q1 2022

Q4 2025Reported Jan 21, 2026128 positions
AVIVAviv REIT, Inc.	$7.14M	5.21%	0.21%	New	Q4 2025
AAPLApple Inc.	$4.52M	3.30%	0.00%	+3.2%	Q1 2022
QQQInvesco QQQ Trust, Series 1	$4.45M	3.25%	Not reported	+2.7%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.4M	2.48%	Not reported	-3.3%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$3.17M	2.31%	Not reported	-0.2%	Q1 2022
GOOGLAlphabet Inc.	$2.98M	2.17%	0.00%	+5.6%	Q1 2022
AAAUGoldman Sachs Physical Gold ETF	$2.63M	1.92%	0.10%	-1.8%	Q1 2022
NVDANvidia Corp	$1.95M	1.42%	0.00%	Not reported	Q1 2022
AMZNAmazon Com Inc	$1.93M	1.41%	0.00%	+4.8%	Q1 2022
GOOGAlphabet Inc.	$1.93M	1.41%	Not reported	Not reported	Q1 2022
MSFTMicrosoft Corp	$1.8M	1.31%	0.00%	+2.7%	Q1 2022
AVGOBroadcom Inc.	$1.31M	0.96%	0.00%	Not reported	Q1 2022
JPMJPMorgan Chase & Co	$942K	0.69%	0.00%	+5.1%	Q1 2022
MAMastercard Inc	$936K	0.68%	0.00%	-4.0%	Q1 2022
MUMicron Technology Inc	$850K	0.62%	0.00%	Not reported	Q1 2022
NOBLNoble International, Ltd.	$828K	0.60%	Not reported	-4.5%	Q1 2022
GLDSPDR Gold Trust	$620K	0.45%	0.00%	Not reported	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$584K	0.43%	Not reported	Not reported	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$535K	0.39%	0.00%	Not reported	Q1 2022
METAMeta Platforms, Inc.	$518K	0.38%	Not reported	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$497K	0.36%	0.00%	Not reported	Q1 2022
APHAmphenol Corp	$463K	0.34%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$427K	0.31%	0.00%	+9.4%	Q1 2022
CBChubb Ltd	$374K	0.27%	0.00%	+6.3%	Q1 2022
LLYELI LILLY & Co	$341K	0.25%	0.00%	Not reported	Q1 2022
TTTrane Technologies plc	$317K	0.23%	0.00%	Not reported	Q1 2022
BRK.BBerkshire Hathaway Inc	$297K	0.22%	Not reported	+15.9%	Q1 2022
USBUS Bancorp \de\	$284K	0.21%	0.00%	Not reported	Q1 2022
VVisa Inc.	$270K	0.20%	0.00%	Not reported	Q1 2022
COSTCostco Wholesale Corp	$260K	0.19%	0.00%	+9.0%	Q1 2022
RTXRTX Corp	$253K	0.18%	0.00%	Not reported	Q1 2022
SPABASTROTECH Corp	$246K	0.18%	Not reported	0.0%	Q1 2022
WFCWells Fargo & Company	$222K	0.16%	0.00%	-1.0%	Q1 2022
LOWLowes Companies Inc	$220K	0.16%	0.00%	Not reported	Q1 2022
ITWIllinois Tool Works Inc	$217K	0.16%	0.00%	Not reported	Q1 2022
AMTAmerican Tower Corp	$217K	0.16%	0.00%	+7.1%	Q1 2022
GLGlobe Life Inc.	$212K	0.16%	0.00%	Not reported	Q1 2022
HDHome Depot, Inc.	$212K	0.15%	0.00%	Not reported	Q1 2022
ETNEaton Corp plc	$211K	0.15%	0.00%	Not reported	Q1 2022
GSGoldman Sachs Group Inc	$206K	0.15%	0.00%	Not reported	Q1 2022
MSMorgan Stanley	$205K	0.15%	0.00%	Not reported	Q1 2022
MNSTMonster Beverage Corp	$190K	0.14%	0.00%	Not reported	Q1 2022
ADBEAdobe Inc.	$187K	0.14%	0.00%	Not reported	Q1 2022
MCKMckesson Corp	$177K	0.13%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$165K	0.12%	0.00%	Not reported	Q1 2022
WKWorkiva Inc	$160K	0.12%	Not reported	Not reported	Q1 2022
TSLATesla, Inc.	$159K	0.12%	0.00%	Not reported	Q1 2022
CRMSalesforce, Inc.	$156K	0.11%	0.00%	Not reported	Q1 2022
MRKMerck & Co., Inc.	$156K	0.11%	0.00%	Not reported	Q1 2022
ACNAccenture plc	$154K	0.11%	0.00%	Not reported	Q1 2022

Q3 2025Reported Nov 5, 2025123 positions
QQQInvesco QQQ Trust, Series 1	$4.24M	3.30%	Not reported	-2.0%	Q1 2022
AAPLApple Inc.	$4.1M	3.20%	0.00%	-14.1%	Q1 2022
SPYSPDR S&P 500 ETF Trust	$3.43M	2.68%	Not reported	-0.6%	Q1 2022
MDYSPDR S&P Midcap 400 ETF Trust	$3.14M	2.45%	Not reported	-10.1%	Q1 2022
AAAUGoldman Sachs Physical Gold ETF	$2.4M	1.87%	0.12%	+4.6%	Q1 2022
GOOGLAlphabet Inc.	$2.19M	1.71%	0.00%	-12.2%	Q1 2022
NVDANvidia Corp	$1.95M	1.52%	0.00%	-25.0%	Q1 2022
MSFTMicrosoft Corp	$1.88M	1.46%	0.00%	-6.6%	Q1 2022
AMZNAmazon Com Inc	$1.75M	1.37%	0.00%	-15.1%	Q1 2022
GOOGAlphabet Inc.	$1.5M	1.17%	Not reported	Not reported	Q1 2022
AVGOBroadcom Inc.	$1.25M	0.98%	0.00%	-23.7%	Q1 2022
MAMastercard Inc	$972K	0.76%	0.00%	-36.2%	Q1 2022
JPMJPMorgan Chase & Co	$878K	0.68%	0.00%	-0.6%	Q1 2022
NOBLNoble International, Ltd.	$858K	0.67%	Not reported	-80.6%	Q1 2022
METAMeta Platforms, Inc.	$576K	0.45%	Not reported	-30.5%	Q1 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$574K	0.45%	Not reported	Not reported	Q1 2022
GLDSPDR Gold Trust	$556K	0.43%	0.00%	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$520K	0.41%	0.00%	-12.0%	Q1 2022
MUMicron Technology Inc	$498K	0.39%	0.00%	-20.9%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$492K	0.38%	0.00%	-27.5%	Q1 2022
APHAmphenol Corp	$424K	0.33%	0.00%	Not reported	Q1 2022
BACBank of America Corp	$366K	0.29%	0.00%	Not reported	Q1 2022
BKNGBooking Holdings Inc.	$362K	0.28%	0.00%	-21.2%	Q1 2022
TTTrane Technologies plc	$344K	0.27%	0.00%	-32.0%	Q1 2022
CBChubb Ltd	$318K	0.25%	0.00%	-79.3%	Q1 2022
VVisa Inc.	$263K	0.20%	0.00%	-57.9%	Q1 2022
USBUS Bancorp \de\	$257K	0.20%	0.00%	-21.2%	Q1 2022
COSTCostco Wholesale Corp	$256K	0.20%	0.00%	-37.3%	Q1 2022
BRK.BBerkshire Hathaway Inc	$256K	0.20%	Not reported	Not reported	Q1 2022
HDHome Depot, Inc.	$250K	0.19%	0.00%	-28.4%	Q1 2022
ETNEaton Corp plc	$248K	0.19%	0.00%	-40.2%	Q1 2022
SPABASTROTECH Corp	$247K	0.19%	Not reported	-59.5%	Q1 2022
LLYELI LILLY & Co	$242K	0.19%	0.00%	Not reported	Q1 2022
RTXRTX Corp	$231K	0.18%	0.00%	Not reported	Q1 2022
ITWIllinois Tool Works Inc	$230K	0.18%	0.00%	-17.8%	Q1 2022
LOWLowes Companies Inc	$229K	0.18%	0.00%	Not reported	Q1 2022
AMTAmerican Tower Corp	$222K	0.17%	0.00%	-34.8%	Q1 2022
ORCLOracle Corp	$221K	0.17%	0.00%	Not reported	Q1 2022
GLGlobe Life Inc.	$217K	0.17%	0.00%	Not reported	Q1 2022
WFCWells Fargo & Company	$202K	0.16%	0.00%	Not reported	Q1 2022
ADBEAdobe Inc.	$188K	0.15%	0.00%	-33.7%	Q1 2022
GSGoldman Sachs Group Inc	$186K	0.15%	0.00%	Not reported	Q1 2022
MSMorgan Stanley	$184K	0.14%	0.00%	Not reported	Q1 2022
ABTAbbott Laboratories	$177K	0.14%	0.00%	-26.9%	Q1 2022
BABAAlibaba Group Holding Ltd	$171K	0.13%	0.00%	Not reported	Q1 2022
MNSTMonster Beverage Corp	$167K	0.13%	0.00%	-25.7%	Q1 2022
MCKMckesson Corp	$167K	0.13%	0.00%	Not reported	Q1 2022
WKWorkiva Inc	$160K	0.12%	Not reported	Not reported	Q1 2022
HONHoneywell International Inc	$158K	0.12%	0.00%	-43.8%	Q1 2022
TSLATesla, Inc.	$157K	0.12%	0.00%	Not reported	Q1 2022

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