Paladin Advisory Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 242 distinct positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds and index funds, which account for the majority of the holdings. Major index funds held include the Vanguard S&P 500 ETF Shares, the Invesco QQQ Trust, and the iShares Core S&P 500 ETF. The firm also holds significant positions in various sector-specific ETFs, such as the iShares U.S. Energy ETF, the iShares Core MSCI EAFE ETF, and the iShares Core S&P 500 ETF.
Among individual common stock holdings, the largest positions include Alphabet Inc. Class A and Class C shares, Amazon.com Inc., Apple Inc., and Microsoft Corporation. Other notable individual stock positions include NVIDIA Corporation, Meta Platforms Inc., Eli Lilly & Co., and Visa Inc. Class A.
The filing was signed by Bradley W. Clark, the President of Paladin Advisory Group, LLC, whose address is listed as 13375 University Avenue Suite 300 in Clive, Iowa.
