Paladin Advisory Group, LLC
RIA/Wealth
Paladin Advisory Group, LLC is a RIA/Wealth based in Clive, IA led by Bradley William Clark, reporting $213.6M in AUM as of Q3 2025 with 77% ETF concentration.
CIOBradley William Clark
- Portfolio Value
- $128.3M
- Positions
- 239
- Top Holding
- IWF at 8.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Paladin Advisory Group, LLC's portfolio (43% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $10.5M | 8.16% | -$579.4K Sold | — 22.4K shares | |
ETF ETF | $8.3M | 6.49% | +$1.3M Bought | — 95.3K shares | |
ETF ETF | $5.9M | 4.62% | +$458.9K Bought | — 116.7K shares | |
ETF ETF | $5.1M | 3.98% | +$3.4M Bought | — 25.1K shares | |
ETF ETF | $4.8M | 3.78% | — | — 7.2K shares | |
ETF ETF | $4.5M | 3.51% | +$336.4K Bought | — 62.3K shares | |
ETF ETF | $4.2M | 3.30% | -$85.3K Sold | — 7.1K shares | |
Consumer Electronics Technology | $4.1M | 3.20% | -$675.5K Sold | 0.00% 16.1K shares | |
ETF ETF | $4.0M | 3.14% | +$447.1K Bought | — 86.7K shares | |
ETF ETF | $3.6M | 2.81% | +$1.1M Bought | — 55.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Paladin Advisory Group, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Paladin Advisory Group, LLC
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