Paladin Advisory Group, LLC
All 13F Filings
- Location
- Clive, IA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 150,577
- Description
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 243 | 150,577 | 13F-HR | Paladin Advisory Group, LLC |
| Q1 2026 | 4/30/2026 | 241 | 131,480 | 13F-HR | Paladin Advisory Group, LLC |
| 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 | 37.11 K | 24.6% | 5.963 K | 0 | 5.963 K |
| ETFs | 113.4 K | 75.3% | 13.03 K | 0 | 13.03 K |
| Debt | 101 | 0.1% | 101 | 0 | 101 |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
150,577
Holdings
243
QoQ value change ($000)
19,097
(14.5%)
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.