Paladin Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Clive, IA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$131,480
Net value change ($000)
-5,458 (-4.0%)
New positions
2
Sold out positions
6
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IDMO 1,174 39.0%
AVIV 378 5.3%
AVLV 330 7.1%
IDHQ 305 NEW
IBM 182 176.7%
AAAU 164 6.2%
MU 156 18.4%
PAVE 108 3.1%
JPST 98 1.7%
SCHD 75 11.9%
Top Reduces (Value $000, Stocks/ETFs)
IWF -1,279 -12.6%
JPIE -605 -14.0%
JMST -517 -27.7%
IVV -502 -9.6%
MSFT -422 -23.5%
QQQ -421 -9.5%
AAPL -375 -8.3%
SPY -334 -9.8%
AMZN -324 -16.8%
GOOGL -276 -9.3%
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