Paladin Advisory Group, LLC - Portfolio Stock Holdings
Paladin Advisory Group, LLC disclosed 245 stock positions in a recent SEC 13F filing. $150,576,904 of stock holdings were filed, with the largest holdings including IWF, AVIV, and IWD. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $279,780,412 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
245Est. Stock Holding Value:
$150,576,904Top Stock Holdings By Sector
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Portfolio Stock Holdings - Paladin Advisory Group, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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