Paladin Advisory Group, LLC

Q2 2026 13F-HR Holdings

Location
Clive, IA
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$150,577
Net value change ($000)
+19,097 (14.5%)
New positions
4
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MU 2,431 241.7%
STIP 2,030 NEW
IWF 1,457 16.4%
SPMO 1,187 42.3%
QQQ 978 24.3%
IWD 697 13.1%
AVLV 679 13.7%
GOOGL 640 23.7%
IVV 627 13.3%
PAVE 600 16.8%
Top Reduces (Value $000, Stocks/ETFs)
AAAU -349 -12.5%
JPST -211 -3.6%
HON -170 -100.0%
GLD -96 -14.3%
TIPX -57 -35.4%
ACN -43 -37.7%
JMST -28 -2.1%
BABA -28 -23.3%
ICE -27 -21.6%
LGLV -27 -69.2%
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