Paladin Advisory Group, LLC

CLIVE, IA · CIK 1899703 · 13F filing filed 2026-07-28

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

$150.6m reported value +14.5% vs Q1 2026

243positions

39.4%in top 10

5 new 15 added 45 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

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	83,186	$10.3m6.86%	6.86%	Reduced -42	-42 -0.1%
2	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	101,141	$7.8m5.20%	5.20%	Added +677	+677 0.7%
3	ISHARES TR RUS 1000 VAL ETF IWD	IWD	24,818	$6.0m4.00%	4.00%	Reduced -79	-79 -0.3%
4	AMERICAN CENTY ETF TR US LARGE CAP VLU AVLV	AVLV	61,741	$5.6m3.74%	3.74%	Added +304	+304 0.5%
5	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	110,431	$5.6m3.71%	3.71%	Reduced -4.1k	-4,072 -3.6%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	7,121	$5.3m3.54%	3.54%	Reduced -83	-83 -1.1%
7	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,798	$5.0m3.32%	3.32%	Reduced -181	-181 -2.6%
8	APPLE INC COM AAPL	AAPL	16,291	$4.7m3.13%	3.13%	Reduced -33	-33 -0.2%
9	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	77,840	$4.7m3.12%	3.12%	Added +1.5k	+1,501 2.0%
10	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	70,891	$4.2m2.77%	2.77%	Added +494	+494 0.7%
11	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	24,706	$4.0m2.65%	2.65%	Reduced -301	-301 -1.2%
12	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	80,632	$3.7m2.47%	2.47%	Added +229	+229 0.3%
13	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	52,877	$3.6m2.37%	2.37%	Reduced -593	-593 -1.1%
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,606	$3.4m2.28%	2.28%	Reduced -107	-107 -2.3%
15	MICRON TECHNOLOGY INC COM MU	MU	2,978	$3.4m2.28%	2.28%	Unchanged
16	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,089	$3.4m2.23%	2.23%	Reduced -13	-13 -0.1%
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	9,349	$3.3m2.22%	2.22%	Reduced -43	-43 -0.5%
18	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	4,733	$3.3m2.21%	2.21%	Reduced -1	-1 -0.0%
19	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	65,530	$2.9m1.92%	1.92%	Added +422	+422 0.7%
20	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	47,365	$2.5m1.65%	1.65%	Reduced -118	-118 -0.2%
21	ISHARES TR CORE MSCI EAFE IEFA	IEFA	25,481	$2.5m1.63%	1.63%	Reduced -90	-90 -0.3%
22	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	61,747	$2.4m1.62%	1.62%	Added +1.3k	+1,300 2.1%
23	NVIDIA CORPORATION COM NVDA	NVDA	10,451	$2.1m1.39%	1.39%	Unchanged
24	ALPHABET INC CAP STK CL C GOOG	GOOG	5,872	$2.1m1.38%	1.38%	Unchanged
25	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	19,871	$2.0m1.35%	1.35%	New
26	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,832	$1.9m1.29%	1.29%	Added +23	+23 0.8%
27	ISHARES TR EAFE GRWTH ETF EFG	EFG	15,402	$1.9m1.27%	1.27%	Reduced -645	-645 -4.0%
28	AMAZON COM INC COM AMZN	AMZN	7,711	$1.8m1.22%	1.22%	Unchanged
29	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	30,320	$1.5m1.01%	1.01%	Unchanged
30	ISHARES TR CORE S&P SCP ETF IJR	IJR	10,159	$1.5m1.00%	1.00%	Unchanged
31	BROADCOM INC COM AVGO	AVGO	3,799	$1.4m0.95%	0.95%	Unchanged
32	MICROSOFT CORP COM MSFT	MSFT	3,719	$1.4m0.92%	0.92%	Unchanged
33	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	25,964	$1.3m0.88%	0.88%	Reduced -558	-558 -2.1%
34	ISHARES TR MSCI EAFE ETF EFA	EFA	12,505	$1.3m0.86%	0.86%	Unchanged
35	ISHARES TR CORE DIV GRWTH DGRO	DGRO	15,791	$1.2m0.79%	0.79%	Added +2	+2 0.0%
36	JPMORGAN CHASE & CO COM JPM	JPM	2,877	$941.7k0.63%	0.63%	Unchanged
37	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	15,574	$874.6k0.58%	0.58%	Reduced -94	-94 -0.6%
38	MASTERCARD INCORPORATED CL A MA	MA	1,640	$842.3k0.56%	0.56%	Unchanged
39	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,760	$840.5k0.56%	0.56%	Unchanged
40	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	4,268	$813.1k0.54%	0.54%	Reduced -62	-62 -1.4%
41	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	5,854	$748.2k0.50%	0.50%	Reduced -37	-37 -0.6%
42	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	22,714	$720.3k0.48%	0.48%	Reduced -198	-198 -0.9%
43	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	8,176	$699.0k0.46%	0.46%	Unchanged
44	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	13,466	$681.1k0.45%	0.45%	Added +50	+50 0.4%
45	ISHARES TR CORE S&P MCP ETF IJH	IJH	8,583	$661.8k0.44%	0.44%	Reduced -273	-273 -3.1%
46	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,938	$622.2k0.41%	0.41%	Unchanged
47	UNITEDHEALTH GROUP INC COM UNH	UNH	1,484	$616.8k0.41%	0.41%	Unchanged
48	AMPHENOL CORP CL A APH	APH	3,424	$603.7k0.40%	0.40%	Unchanged
49	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	6,618	$581.6k0.39%	0.39%	Reduced -104	-104 -1.6%
50	SPDR GOLD TR GOLD SHS GLD	GLD	1,565	$576.5k0.38%	0.38%	Unchanged
51	ISHARES TR MORNINGSTAR GRWT ILCG	ILCG	4,490	$525.4k0.35%	0.35%	Unchanged
52	INVESCO EXCH TRADED FD TR II S&P INTL QULTY IDHQ	IDHQ	11,941	$521.9k0.35%	0.35%	Added +3.3k	+3,314 38.4%
53	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	4,381	$521.3k0.35%	0.35%	Added +8	+8 0.2%
54	ISHARES TR RUS 2000 GRW ETF IWO	IWO	1,259	$496.0k0.33%	0.33%	Unchanged
55	META PLATFORMS INC CL A META	META	785	$442.2k0.29%	0.29%	Unchanged
56	BANK AMERICA CORP COM BAC	BAC	7,171	$408.6k0.27%	0.27%	Unchanged
57	TRANE TECHNOLOGIES PLC SHS TT	TT	815	$400.3k0.27%	0.27%	Unchanged
58	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	11,458	$387.7k0.26%	0.26%	Reduced -155	-155 -1.3%
59	ELI LILLY & CO COM LLY	LLY	317	$380.2k0.25%	0.25%	Unchanged
60	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,529	$370.3k0.25%	0.25%	Reduced -45	-45 -1.8%
61	APPLIED MATLS INC COM AMAT	AMAT	500	$361.5k0.24%	0.24%	Unchanged
62	CHUBB LIMITED COM CB	CB	998	$340.1k0.23%	0.23%	Unchanged
63	ISHARES TR US TREAS BD ETF GOVT	GOVT	14,646	$333.6k0.22%	0.22%	Unchanged
64	ISHARES TR U.S. REAL ES ETF IYR	IYR	3,258	$333.1k0.22%	0.22%	Reduced -186	-186 -5.4%
65	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,174	$330.1k0.22%	0.22%	Unchanged
66	US BANCORP DEL COM NEW USB	USB	5,314	$321.0k0.21%	0.21%	Unchanged
67	ISHARES TR EAFE VALUE ETF EFV	EFV	3,928	$300.7k0.20%	0.20%	Unchanged
68	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	3,215	$286.8k0.19%	0.19%	Added +822	+822 34.4%
69	EATON CORP PLC SHS ETN	ETN	663	$282.5k0.19%	0.19%	Unchanged
70	COSTCO WHSL CORP NEW COM COST	COST	302	$282.5k0.19%	0.19%	Unchanged
71	GLOBE LIFE INC COM GL	GL	1,518	$271.2k0.18%	0.18%	Unchanged
72	VISA INC COM CL A V	V	770	$264.2k0.18%	0.18%	Unchanged
73	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,174	$262.9k0.17%	0.17%	Reduced -202	-202 -6.0%
74	RTX CORPORATION COM RTX	RTX	1,381	$262.0k0.17%	0.17%	Unchanged
75	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,326	$250.3k0.17%	0.17%	Reduced -60	-60 -2.5%
76	ISHARES TR HDG MSCI EAFE HEFA	HEFA	5,181	$243.1k0.16%	0.16%	Unchanged
77	MONSTER BEVERAGE CORP NEW COM MNST	MNST	2,484	$238.8k0.16%	0.16%	Unchanged
78	ILLINOIS TOOL WKS INC COM ITW	ITW	882	$238.6k0.16%	0.16%	Unchanged
79	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	475	$237.7k0.16%	0.16%	Unchanged
80	GOLDMAN SACHS GROUP INC COM GS	GS	234	$236.7k0.16%	0.16%	Unchanged
81	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	2,387	$230.1k0.15%	0.15%	Reduced -173	-173 -6.8%
82	SCHWAB STRATEGIC TR US REIT ETF SCHH	SCHH	9,550	$226.1k0.15%	0.15%	Unchanged
83	ISHARES TR RUS MID CAP ETF IWR	IWR	1,999	$220.5k0.15%	0.15%	Reduced -62	-62 -3.0%
84	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	2,351	$219.5k0.15%	0.15%	Reduced -115	-115 -4.7%
85	HOME DEPOT INC COM HD	HD	616	$217.3k0.14%	0.14%	Unchanged
86	MORGAN STANLEY COM NEW MS	MS	1,011	$211.3k0.14%	0.14%	Unchanged
87	VALERO ENERGY CORP COM VLO	VLO	800	$208.4k0.14%	0.14%	Unchanged
88	WELLS FARGO CO NEW COM WFC	WFC	2,385	$197.1k0.13%	0.13%	Unchanged
89	MERCK & CO INC COM MRK	MRK	1,478	$189.9k0.13%	0.13%	Unchanged
90	ISHARES TR RUS MDCP VAL ETF IWS	IWS	1,111	$182.9k0.12%	0.12%	Reduced -41	-41 -3.6%
91	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	7,080	$180.7k0.12%	0.12%	Unchanged
92	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	3,471	$179.7k0.12%	0.12%	Unchanged
93	LOWES COS INC COM LOW	LOW	804	$177.3k0.12%	0.12%	Unchanged
94	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,034	$175.2k0.12%	0.12%	Unchanged
95	PARKER-HANNIFIN CORP COM PH	PH	169	$165.3k0.11%	0.11%	Unchanged
96	MCKESSON CORP COM MCK	MCK	216	$163.2k0.11%	0.11%	Unchanged
97	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	3,059	$162.6k0.11%	0.11%	Reduced -306	-306 -9.1%
98	ISHARES TR CORE HIGH DV ETF HDV	HDV	5,795	$158.8k0.11%	0.11%	Unchanged
99	CSX CORP COM CSX	CSX	3,162	$150.3k0.10%	0.10%	Unchanged
100	AMERICAN TOWER CORP NEW COM AMT	AMT	911	$149.0k0.10%	0.10%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		376	$169.7k376 shares
KYNDRYL HLDGS INC KD	KD	200	$2.6k200 shares
SCHWAB STRATEGIC TR FNDA	FNDA	14	$45414 shares