Paladin Advisory Group, LLC

Q4 2025 13F-HR Holdings

Location
Clive, IA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$136,938
Net value change ($000)
+8,668 (6.8%)
New positions
10
Sold out positions
4
Turnover %
8.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVIV 7,140 NEW
IDMO 3,012 NEW
GOOGL 786 35.9%
GOOGL 432 28.9%
IWR 423 1281.8%
AAPL 417 10.2%
IVV 359 7.4%
MU 352 70.7%
VONG 342 113.2%
IEMG 326 NEW
Top Reduces (Value $000, Stocks/ETFs)
IEFA -5,847 -70.3%
SPDW -842 -38.5%
BKNG -362 -100.0%
IWF -319 -3.0%
JPST -223 -3.8%
EFA -102 -7.8%
MSFT -77 -4.1%
PAVE -75 -2.1%
ORCL -68 -30.8%
META -58 -10.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type