13F Filings History of Paladin Advisory Group, LLC

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$136,937,634
Signature - Title
Bradley W. Clark - President
Location
Clive, IA
Summary
This page shows a list of all the recent 13F filings made by Paladin Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Paladin Advisory Group, LLC reported 245 stock holdings with total value $136,937,634 as of Q4 2025. Top holdings included IWF, AVIV, JPST, IWD, and IVV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 245 $136,937,634 +$14,661,906 -$9,151,313 +$5,510,593 IWF, AVIV, JPST, IWD, IVV 13F-HR 21 Jan 2026, 16:16
Q3 2025 239 $128,270,059 +$11,302,657 -$22,872,091 -$11,569,434 IWF, IEFA, JPST, IWD, IVV 13F-HR 05 Nov 2025, 15:19
Q2 2025 250 $130,958,660 +$3,081,758 -$6,380,414 -$3,298,656 IWF, IEFA, JPST, IVV, NOBL 13F-HR 06 Aug 2025, 11:23
Q1 2025 229 $124,979,651 +$5,686,791 -$7,373,767 -$1,686,976 IWF, IEFA, JPST, NOBL, AAPL 13F-HR 15 Apr 2025, 15:23
Q4 2024 236 $130,591,808 +$5,247,707 -$7,258,588 -$2,010,881 IWF, IEFA, JPST, AAPL, NOBL 13F-HR 23 Jan 2025, 10:12
Q3 2024 235 $135,560,335 +$4,551,235 -$3,355,264 +$1,195,971 IWF, GOVT, IEFA, JPST, AAPL 13F-HR 05 Nov 2024, 11:04
Q2 2024 225 $128,265,669 +$6,784,304 -$4,315,945 +$2,468,359 IWF, GOVT, IEFA, JPST, AAPL 13F-HR 24 Jul 2024, 14:52
Q1 2024 226 $126,458,950 +$2,022,945 -$3,577,498 -$1,554,553 IWF, GOVT, IEFA, JPST, SCHD 13F-HR 08 May 2024, 13:07
Q4 2023 228 $121,138,274 +$6,759,494 -$15,340,502 -$8,581,008 IWF, GOVT, IEFA, JPST, SCHD 13F-HR 31 Jan 2024, 13:02
Q3 2023 259 $118,650,739 +$2,214,235 -$3,827,899 -$1,613,664 IWF, IEFA, GOVT, SCHD, JPST 13F-HR 17 Oct 2023, 11:50
Q2 2023 267 $124,720,705 +$6,333,133 -$7,304,113 -$970,980 IWF, IEFA, SCHD, GOVT, NOBL 13F-HR 03 Aug 2023, 13:25
Q1 2023 265 $120,262,681 +$120,262,681 $0 +$120,262,681 IWF, IEFA, SCHD, JPST, NOBL 13F-HR 21 Apr 2023, 12:26
Q4 2022 0 $0 $0 $0 $0 13F-HR 11 Jan 2023, 14:51
Q3 2022 0 $0 $0 $0 $0 13F-HR 07 Oct 2022, 11:46
Q2 2022 0 $0 $0 $0 $0 13F-HR 06 Jul 2022, 14:15
Q1 2022 275 $122,888,000 +$122,888,000 $0 +$122,888,000 IWF, IEFA, SCHD, XLRE, NOBL 13F-HR 14 Apr 2022, 18:03
Q4 2021 0 $0 $0 $0 $0 13F-HR 11 Jan 2022, 14:21