Paladin Advisory Group, LLC
All 13F Filings
- Location
- Clive, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 136,938
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/21/2026 | 245 | 136,938 | 13F-HR | Paladin Advisory Group, LLC |
| Q3 2025 | 11/5/2025 | 239 | 128,270 | 13F-HR | Paladin Advisory Group, LLC |
| Q2 2025 | 8/6/2025 | 250 | 130,959 | 13F-HR | Paladin Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 90.56 K | 66.1% | 7.509 K | 0 | 7.509 K |
| ETFs | 46.38 K | 33.9% | 1.165 K | 0 | 1.165 K |
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Fund Snapshot
Q4 2025
Latest filed
1/21/2026
Total value ($000)
136,938
Holdings
245
QoQ value change ($000)
8,668
(6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.