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Paladin Advisory Group - Q3 2025 13F Filings

PA

Paladin Advisory Group, LLC

CIK: 0001899703
Address: Iowa Clive 13375 University Avenue Suite 300
$128.27 M
Portfolio Value
239
Assets Held
Reporting Period: Q3 2025
Filing Status:
Active
Last Updated: 01/21/2026

Portfolio Summary (Q3 2025)

View Full Portfolio Analysis

Top Buys

Q3 2025
1. IWD iShares Russell 1000 Value ETF
+$3.4 M
2. SPMO Invesco S&P 500 Momentum ETF
+$3.05 M
3. IEFA iShares Core MSCI EAFE ETF
+$1.26 M
4. HELO JPMorgan Hedged Equity Laddered Overlay ETF
+$1.14 M
5. JPST JPMorgan Ultra-Short Income ETF
+$458,903.58

Top Sells

Q3 2025
1. NOBL ProShares S&P 500 Dividend Aristocrats ETF
−$3.56 M
2. SCHD Schwab US Dividend Equity ETF
−$3.31 M
3. JEPQ JPMorgan NASDAQ Equity Premium Income ETF
−$2.23 M
4. JEPI JPMorgan Equity Premium Income ETF
−$1.25 M
5. CB Chubb Limited
−$1.21 M

Asset Allocation

Stocks/ETFs
-1.53%
$125.53 M 97.87%
Options
$0 0.00%
Debt
+1.84%
$50,419 0.04%
Other
-21.50%
$2.69 M 2.09%

Sector Allocation (Stocks)

Paladin Advisory Group Q3 2025 Filing Summary

Paladin Advisory Group, LLC filed its 13F report for Q3 2025 on November 05, 2025. The portfolio totaled 128.27 M reflecting a -2.05% change from the prior quarter, spanning 239 assets. The top 10 holdings comprised 43.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 8 new positions and 19 complete exits.

Report Type

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Data Summary

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Actions

Issuer Name Class Value Shares Option Type

FAQs for Paladin Advisory Group’s Q3 2025 Filing

Paladin Advisory Group submitted their Form 13F-HR for the Q3 2025 period on 11/05/2025. This was the only submission for the quarter.

In the Q3 2025 filing, Paladin Advisory Group reported a managed portfolio value of 128.27 M, consisting of 239 individual positions.

This page displays the raw filing documents. To see which stocks Paladin Advisory Group bought or sold during Q3 2025, please visit Paladin Advisory Group's Portfolio Analysis page.