Paladin Advisory Group, LLC

CLIVE, IA · CIK 1899703 · 13F filing filed 2025-08-06

SEC-registered investment adviser since 2018 · limited liability company

Assets managed$279.8m
Staff3 · 3 in investment roles
Main clients (by assets)High net worth individuals 91%, Individuals 9%
Websitepaladinwp.com
Form ADV · 2026-03-05SEC adviser record

Kindwealth
Others nearbyClive, IA

$131.0m reported value +4.8% vs Q1 2025

250positions

38.4%in top 10

33 new 26 added 51 reduced 12 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR RUS 1000 GRW ETF IWF	IWF	23,589	$10.0m7.65%	7.65%	Reduced -271	-271 -1.1%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	80,876	$6.8m5.16%	5.16%	Added +1.5k	+1,529 1.9%
3	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	107,654	$5.5m4.17%	4.17%	Added +968	+968 0.9%
4	ISHARES TR CORE S&P500 ETF IVV	IVV	7,245	$4.5m3.43%	3.43%	Added +365	+365 5.3%
5	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	42,817	$4.3m3.29%	3.29%	Added +17	+17 0.0%
6	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	7,196	$4.0m3.03%	3.03%	Added +807	+807 12.6%
7	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	57,675	$3.9m3.00%	3.00%	Reduced -1.8k	-1,840 -3.1%
8	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	146,084	$3.9m2.96%	2.96%	Added +3.1k	+3,100 2.2%
9	APPLE INC COM AAPL	AAPL	18,759	$3.8m2.94%	2.94%	Reduced -24	-24 -0.1%
10	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	77,072	$3.6m2.73%	2.73%	Reduced -1.0k	-1,049 -1.3%
11	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	5,853	$3.3m2.53%	2.53%	Reduced -34	-34 -0.6%
12	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	75,228	$3.3m2.50%	2.50%	Reduced -1.4k	-1,439 -1.9%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,189	$3.2m2.45%	2.45%	Reduced -36	-36 -0.7%
14	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	61,065	$3.1m2.39%	2.39%	Added +9.2k	+9,163 17.6%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,769	$3.0m2.27%	2.27%	Added +3	+3 0.0%
16	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	63,617	$2.6m2.01%	2.01%	Reduced -726	-726 -1.1%
17	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	47,283	$2.4m1.84%	1.84%	Reduced -9.0k	-8,979 -16.0%
18	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	38,066	$2.4m1.82%	1.82%	Added +4.3k	+4,278 12.7%
19	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	55,598	$2.3m1.72%	1.72%	Added +269	+269 0.5%
20	NVIDIA CORPORATION COM NVDA	NVDA	13,940	$2.2m1.68%	1.68%	Reduced -1.7k	-1,691 -10.8%
21	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	38,852	$2.1m1.61%	1.61%	Reduced -5.7k	-5,746 -12.9%
22	AMAZON COM INC COM AMZN	AMZN	9,401	$2.1m1.57%	1.57%	Reduced -170	-170 -1.8%
23	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	60,162	$2.0m1.50%	1.50%	Reduced -631	-631 -1.0%
24	MICROSOFT CORP COM MSFT	MSFT	3,879	$1.9m1.47%	1.47%	Added +7	+7 0.2%
25	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,205	$1.8m1.39%	1.39%	Reduced -218	-218 -6.4%
26	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,263	$1.8m1.38%	1.38%	Unchanged
27	ISHARES TR EAFE GRWTH ETF EFG	EFG	15,347	$1.7m1.31%	1.31%	Reduced -905	-905 -5.6%
28	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,362	$1.6m1.24%	1.24%	Added +1.9k	+1,915 29.7%
29	CHUBB LIMITED COM CB	CB	5,431	$1.6m1.20%	1.20%	Unchanged
30	MASTERCARD INCORPORATED CL A MA	MA	2,679	$1.5m1.15%	1.15%	Unchanged
31	ISHARES TR US TREAS BD ETF GOVT	GOVT	60,766	$1.4m1.07%	1.07%	Reduced -8.6k	-8,644 -12.4%
32	BROADCOM INC COM AVGO	AVGO	4,979	$1.4m1.05%	1.05%	Reduced -211	-211 -4.1%
33	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	22,215	$1.3m0.96%	0.96%	Reduced -848	-848 -3.7%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	13,950	$1.2m0.95%	0.95%	Reduced -77	-77 -0.6%
35	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,089	$1.2m0.93%	0.93%	Reduced -1.1k	-1,133 -9.3%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	6,140	$1.1m0.83%	0.83%	Unchanged
37	ISHARES TR CORE DIV GRWTH DGRO	DGRO	16,168	$1.0m0.79%	0.79%	Reduced -29	-29 -0.2%
38	META PLATFORMS INC CL A META	META	1,129	$833.3k0.64%	0.64%	Unchanged
39	JPMORGAN CHASE & CO COM JPM	JPM	2,802	$812.3k0.62%	0.62%	Unchanged
40	VISA INC COM CL A V	V	1,827	$648.7k0.50%	0.50%	Unchanged
41	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	12,431	$609.5k0.47%	0.47%	Added +11.1k	+11,104 836.8%
42	ISHARES TR CORE S&P MCP ETF IJH	IJH	9,805	$608.1k0.46%	0.46%	Reduced -150	-150 -1.5%
43	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	23,594	$604.0k0.46%	0.46%	Added +50	+50 0.2%
44	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,276	$571.8k0.44%	0.44%	Unchanged
45	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	2,428	$549.9k0.42%	0.42%	Unchanged
46	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,165	$548.2k0.42%	0.42%	Unchanged
47	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	4,073	$542.9k0.41%	0.41%	Reduced -158	-158 -3.7%
48	UNITEDHEALTH GROUP INC COM UNH	UNH	1,710	$533.5k0.41%	0.41%	Unchanged
49	TRANE TECHNOLOGIES PLC SHS TT	TT	1,198	$524.0k0.40%	0.40%	Unchanged
50	BOOKING HOLDINGS INC COM BKNG	BKNG	85	$492.1k0.38%	0.38%	Unchanged
51	SPDR GOLD TR GOLD SHS GLD	GLD	1,565	$477.1k0.36%	0.36%	Unchanged
52	MICRON TECHNOLOGY INC COM MU	MU	3,764	$463.9k0.35%	0.35%	Unchanged
53	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	4,740	$451.8k0.35%	0.35%	Reduced -167	-167 -3.4%
54	COSTCO WHSL CORP NEW COM COST	COST	442	$437.6k0.33%	0.33%	Unchanged
55	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	4,490	$435.1k0.33%	0.33%	Unchanged
56	ISHARES TR RUS MD CP GR ETF IWP	IWP	3,081	$427.3k0.33%	0.33%	Reduced -89	-89 -2.8%
57	EATON CORP PLC SHS ETN	ETN	1,109	$395.9k0.30%	0.30%	Added +16	+16 1.5%
58	SALESFORCE INC COM CRM	CRM	1,446	$394.3k0.30%	0.30%	Unchanged
59	AMERICAN TOWER CORP NEW COM AMT	AMT	1,770	$391.2k0.30%	0.30%	Reduced -530	-530 -23.0%
60	ISHARES TR RUS 2000 GRW ETF IWO	IWO	1,259	$359.9k0.27%	0.27%	Unchanged
61	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	12,000	$350.5k0.27%	0.27%	Added +124	+124 1.0%
62	ISHARES TR U.S. REAL ES ETF IYR	IYR	3,694	$350.1k0.27%	0.27%	Reduced -53	-53 -1.4%
63	AMPHENOL CORP CL A APH	APH	3,424	$338.1k0.26%	0.26%	Unchanged
64	BANK AMERICA CORP COM BAC	BAC	7,096	$335.8k0.26%	0.26%	Unchanged
65	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	1,090	$325.8k0.25%	0.25%	Unchanged
66	HOME DEPOT INC COM HD	HD	860	$315.3k0.24%	0.24%	Unchanged
67	ADOBE INC COM ADBE	ADBE	804	$311.1k0.24%	0.24%	Unchanged
68	HONEYWELL INTL INC COM COM		1,335	$310.9k0.24%	0.24%	Unchanged
69	US BANCORP DEL COM NEW USB	USB	6,740	$305.0k0.23%	0.23%	Reduced -1.0k	-1,000 -12.9%
70	ILLINOIS TOOL WKS INC COM ITW	ITW	1,073	$265.3k0.20%	0.20%	Unchanged
71	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,409	$251.7k0.19%	0.19%	Reduced -23.1k	-23,142 -90.6%
72	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,799	$249.2k0.19%	0.19%	Reduced -10	-10 -0.4%
73	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	509	$247.3k0.19%	0.19%	Unchanged
74	ELI LILLY & CO COM LLY	LLY	317	$247.1k0.19%	0.19%	Reduced -126	-126 -28.4%
75	ABBOTT LABS COM ABT	ABT	1,806	$245.6k0.19%	0.19%	Unchanged
76	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	2,497	$225.0k0.17%	0.17%	Reduced -123	-123 -4.7%
77	MONSTER BEVERAGE CORP NEW COM MNST	MNST	3,344	$209.5k0.16%	0.16%	Unchanged
78	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	1,131	$207.5k0.16%	0.16%	Reduced -308	-308 -21.4%
79	LOWES COS INC COM LOW	LOW	911	$202.1k0.15%	0.15%	Unchanged
80	RTX CORPORATION COM RTX	RTX	1,381	$201.7k0.15%	0.15%	Unchanged
81	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	1,828	$199.6k0.15%	0.15%	Added +26	+26 1.4%
82	BLOCK H & R INC COM HRB	HRB	3,584	$196.7k0.15%	0.15%	Unchanged
83	ISHARES TR CORE HIGH DV ETF HDV	HDV	1,654	$193.8k0.15%	0.15%	Added +512	+512 44.8%
84	WELLS FARGO CO NEW COM WFC	WFC	2,408	$192.9k0.15%	0.15%	Unchanged
85	GLOBE LIFE INC COM GL	GL	1,518	$188.7k0.14%	0.14%	Unchanged
86	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	3,468	$184.8k0.14%	0.14%	Unchanged
87	STARBUCKS CORP COM SBUX	SBUX	2,013	$184.5k0.14%	0.14%	Unchanged
88	CSX CORP COM CSX	CSX	5,387	$175.8k0.13%	0.13%	Unchanged
89	ORACLE CORP COM ORCL	ORCL	787	$172.1k0.13%	0.13%	Unchanged
90	GOLDMAN SACHS GROUP INC COM GS	GS	234	$165.6k0.13%	0.13%	Unchanged
91	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	376	$164.8k0.13%	0.13%	Added +131	+131 53.5%
92	MORGAN STANLEY COM NEW MS	MS	1,156	$162.8k0.12%	0.12%	Unchanged
93	SPDR SER TR BLOOMBERG 1 10 Y TIPX	TIPX	8,386	$160.5k0.12%	0.12%	Unchanged
94	MCKESSON CORP COM MCK	MCK	216	$158.3k0.12%	0.12%	Unchanged
95	LINDE PLC SHS LIN	LIN	326	$153.0k0.12%	0.12%	Unchanged
96	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	2,084	$151.5k0.12%	0.12%	Added +522	+522 33.4%
97	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	3,507	$149.9k0.11%	0.11%	Reduced -917	-917 -20.7%
98	MERCK & CO INC COM MRK	MRK	1,868	$147.9k0.11%	0.11%	Unchanged
99	PEPSICO INC COM PEP	PEP	1,078	$142.3k0.11%	0.11%	Unchanged
100	WORKIVA INC COM CL A WK	WK	1,857	$127.1k0.10%	0.10%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
DIMENSIONAL ETF TRUST DFLV	DFLV	2,009	$61.4k2.0k shares
ISHARES TR IBB	IBB	407	$52.1k407 shares
CELANESE CORP DEL CE	CE	778	$44.2k778 shares
ISHARES U S ETF TR MEAR	MEAR	835	$42.0k835 shares
VOYA FINANCIAL INC VOYA	VOYA	415	$28.1k415 shares
ISHARES TR SHYG	SHYG	603	$25.6k603 shares
DIMENSIONAL ETF TRUST		395	$13.1k395 shares
ISHARES TR QUAL	QUAL	75	$12.8k75 shares
Q2 HLDGS INC QTWO	QTWO	142	$11.4k142 shares
SPDR SER TR HYMB	HYMB	225	$5.7k225 shares
WHIRLPOOL CORP WHR	WHR	23	$2.1k23 shares
VERALTO CORP VLTO	VLTO	8	$7808 shares