Paladin Advisory Group, LLC
•CIK: 1899703•Filing: Q4 2025
**Paladin Advisory Group, LLC** manages $137M across a diversified portfolio of 245 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by top holdings including IWF at $10.2M and AVIV at $7.1M. Notable allocations also include JPST ($5.7M), IWD ($5.3M), and IVV ($5.2M). This structure suggests a concentrated, actively managed approach targeting high-growth market segments.
Total AUM
$136.9M
QoQ Performance
+6.8%
Positions
144
Top 10 Concentration
40.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
AVIV
IWF7.4%
AVIV5.2%
JPST4.2%
IWD3.8%
IVV3.8%
AVLV3.4%
AAPL3.3%
NDQ3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.1%
Technology11.6%
ETF7.6%
Financial2.7%
Consumer2.3%
Healthcare0.9%
Industrial0.4%
Real Estate0.2%
🚪 Exited Positionssold since Q3 2025
+42 more exited positions
Changes from Q3 2025
NEW8 new positions
↑32 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023