Paladin Advisory Group, LLC holds a diversified book of 243 stocks worth $150.6M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Ishares 0-5 Year Tips Bond E and trimmed Ishares Russell 1000 Value E. Their largest long position is Ishares Russell 1000 Growth at 7% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1899703/holdings"
Use Arkolith to show Paladin Advisory Group, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Paladin Advisory Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
25% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Paladin Advisory Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $783.6B |
| MORGAN STANLEY | 80 / 80 | $592.2B |
| JPMORGAN CHASE & CO | 80 / 80 | $533.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $173.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $161.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $114.8B |
| LPL Financial LLC | 80 / 80 | $114.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $110.7B |
Ranked by how many of Paladin Advisory Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $10.3M | 83.2K | 6.9% | ▲+300% Added · +62K sh | |
| 2 | American Centy ETF TR INTERNATIONAL LR | $7.8M | 101.1K | 5.2% | ▲+0.7% Added · +677 sh | |
| 3 | Ishares TR RUS 1000 VAL ETF | $6.0M | 24.8K | 4.0% | ▼−0.3% Reduced · −79 sh | |
| 4 | American Centy ETF TR US LARGE CAP VLU | $5.6M | 61.7K | 3.7% | ▲+0.5% Added · +304 sh | |
| 5 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $5.6M | 110.4K | 3.7% | ▼−3.5% Reduced · −4K sh | |
| 6 | Ishares TR CORE S&P500 ETF | $5.3M | 7.1K | 3.5% | ▼−1.1% Reduced · −83 sh | |
| 7 | Invesco QQQ TR UNIT SER 1 | $5.0M | 6.8K | 3.3% | ▼−2.6% Reduced · −181 sh | |
| 8 | Apple Inc COM | $4.7M | 16.3K | 3.1% | ▼−0.2% Reduced · −33 sh | |
| 9 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $4.7M | 77.8K | 3.1% | ▲+2.0% Added · +2K sh | |
| 10 | Global X FDS US INFR DEV ETF | $4.2M | 70.9K | 2.8% | ▲+0.7% Added · +494 sh | |
| 11 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $4.0M | 24.7K | 2.7% | ▼−1.2% Reduced · −301 sh | |
| 12 | J P Morgan Exchange Traded F INCOME ETF | $3.7M | 80.6K | 2.5% | ▲+0.3% Added · +229 sh | |
| 13 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $3.6M | 52.9K | 2.4% | ▼−1.1% Reduced · −593 sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $3.4M | 4.6K | 2.3% | ▼−2.3% Reduced · −107 sh | |
| 15 | Micron Technology Inc COM | $3.4M | 3.0K | 2.3% | —Held | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $3.4M | 9.1K | 2.2% | ▼−0.1% Reduced · −13 sh | |
| 17 | Alphabet Inc CAP STK CL A | $3.3M | 9.3K | 2.2% | ▼−0.5% Reduced · −43 sh | |
| 18 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $3.3M | 4.7K | 2.2% | ▼~0% Reduced · −1 sh | |
| 19 | Select Sector SPDR TR ST STR REAL ETF | $2.9M | 65.5K | 1.9% | ▲+0.6% Added · +422 sh | |
| 20 | Pimco ETF TR INTER MUN BD ACT | $2.5M | 47.4K | 1.7% | ▼−0.2% Reduced · −118 sh | |
| 21 | Ishares TR CORE MSCI EAFE | $2.5M | 25.5K | 1.6% | ▼−0.3% Reduced · −90 sh | |
| 22 | Goldman Sachs Physical Gold UNIT | $2.4M | 61.7K | 1.6% | ▲+2.1% Added · +1K sh | |
| 23 | Nvidia Corporation COM | $2.1M | 10.5K | 1.4% | —Held | |
| 24 | Alphabet Inc CAP STK CL C | $2.1M | 5.9K | 1.4% | —Held | |
| 25 | Ishares TR 0-5 YR TIPS ETF | $2.0M | 19.9K | 1.3% | ▲New New position | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $1.9M | 2.8K | 1.3% | ▲+0.8% Added · +23 sh | |
| 27 | Ishares TR EAFE GRWTH ETF | $1.9M | 15.4K | 1.3% | ▼−4.0% Reduced · −645 sh | |
| 28 | Amazon Com Inc COM | $1.8M | 7.7K | 1.2% | —Held | |
| 29 | SPDR Index SHS FDS ST STR PO EX ETF | $1.5M | 30.3K | 1.0% | —Held | |
| 30 | Ishares TR CORE S&P SCP ETF | $1.5M | 10.2K | 1.0% | —Held | |
| 31 | Broadcom Inc COM | $1.4M | 3.8K | 1.0% | —Held | |
| 32 | Microsoft Corp COM | $1.4M | 3.7K | 0.9% | —Held | |
| 33 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $1.3M | 26.0K | 0.9% | ▼−2.1% Reduced · −558 sh | |
| 34 | Ishares TR MSCI EAFE ETF | $1.3M | 12.5K | 0.9% | —Held | |
| 35 | Ishares TR CORE DIV GRWTH | $1.2M | 15.8K | 0.8% | ▲~0% Added · +2 sh | |
| 36 | JPMorgan Chase & Co COM | $942K | 2.9K | 0.6% | —Held | |
| 37 | Proshares TR S&P 500 DV ARIST | $875K | 15.6K | 0.6% | ▲+99% Added · +8K sh | |
| 38 | Mastercard Incorporated CL A | $842K | 1.6K | 0.6% | —Held | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $841K | 1.8K | 0.6% | —Held | |
| 40 | Select Sector SPDR TR ST STR TECHN ETF | $813K | 4.3K | 0.5% | ▼−1.4% Reduced · −62 sh | |
| 41 | Vanguard Scottsdale FDS VNG RUS1000GRW | $748K | 5.9K | 0.5% | ▼−0.6% Reduced · −37 sh | |
| 42 | Schwab Strategic TR US DIVIDEND EQ | $720K | 22.7K | 0.5% | ▼−0.9% Reduced · −198 sh | |
| 43 | Vanguard Star FDS VG TL INTL STK F | $699K | 8.2K | 0.5% | —Held | |
| 44 | Vanguard Mun BD FDS TAX EXEMPT BD | $681K | 13.5K | 0.5% | ▲+0.4% Added · +50 sh | |
| 45 | Ishares TR CORE S&P MCP ETF | $662K | 8.6K | 0.4% | ▼−3.1% Reduced · −273 sh | |
| 46 | Vanguard Whitehall FDS HIGH DIV YLD | $622K | 3.9K | 0.4% | —Held | |
| 47 | Unitedhealth Group Inc COM | $617K | 1.5K | 0.4% | —Held | |
| 48 | Amphenol Corp CL A | $604K | 3.4K | 0.4% | —Held | |
| 49 | SPDR Series Trust ST STR P500ETF | $582K | 6.6K | 0.4% | ▼−1.5% Reduced · −104 sh | |
| 50 | SPDR Gold TR GOLD SHS | $577K | 1.6K | 0.4% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 243 | $150.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 241 | $131.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 245 | $136.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 239 | $128.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 250 | $131.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 229 | $125.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 236 | $130.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 235 | $135.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.