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Paradigm, Strategies in Wealth Management

Latest statistics and disclosures from Paradigm, Strategies in Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHD, HEFA, IJR, JPST, and represent 58.95% of Paradigm, Strategies in Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBCA, BSCY, IBDY, NOC, HEFA, IBDW, IBDV, IBMR, NVDA, IBDU.
Started 3 new stock positions in NOC, IBCA, BSCY.
Reduced shares in these 10 stocks: IBDQ, JEPQ, SCHG, JPST, SCHD, IJR, AAPL, SBUX, BSCU, IBDZ.
Sold out of its positions in BSCU, IBDQ, SBUX.
Paradigm, Strategies in Wealth Management was a net seller of stock by $-4.0M.
Paradigm, Strategies in Wealth Management has $156M in assets under management (AUM), dropping by 2.22%.
Central Index Key (CIK): 0001859579

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Positions held by Paradigm, Strategies in Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management holds 53 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	14.3	$22M	-3%	702k	31.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	12.4	$19M		712k	27.30	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	11.0	$17M		432k	39.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	10.9	$17M		144k	118.83	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	10.3	$16M	-2%	317k	50.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.8	$7.5M	-2%	324k	23.28	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	3.7	$5.8M	-3%	218k	26.47	View chart
Apple (AAPL)	2.7	$4.2M	-6%	17k	254.63	View chart
Procter & Gamble Company (PG)	2.6	$4.1M		27k	153.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.6	$4.0M	-3%	6.1k	666.17	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.3	$3.7M		143k	25.62	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$3.3M	-4%	112k	29.64	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	2.0	$3.1M	-5%	122k	25.52	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.1	$1.8M		35k	51.04	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.1	$1.8M		75k	23.47	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.1	$1.7M		2.9k	596.12	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	1.1	$1.6M		68k	24.34	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.1	$1.6M	+3%	74k	22.15	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.0	$1.5M	+4%	70k	21.22	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.9	$1.4M	-8%	57k	24.30	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$1.4M	-7%	24k	57.10	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.8	$1.3M	NEW	50k	26.04	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.8	$1.3M	+21%	48k	26.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$859k		1.7k	502.74	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$848k	-3%	30k	27.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.5	$778k	-57%	14k	57.52	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$729k		15k	49.39	View chart
Amazon (AMZN)	0.4	$671k		3.1k	219.57	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.4	$596k		6.8k	87.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$584k		1.6k	365.48	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$578k		23k	25.64	View chart
Costco Wholesale Corporation (COST)	0.4	$570k	-3%	615.00	926.04	View chart
NVIDIA Corporation (NVDA)	0.4	$561k		3.0k	186.57	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$535k		1.1k	468.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$462k		996.00	463.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$453k		1.9k	243.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$427k	-24%	711.00	600.14	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.3	$400k	+6%	16k	25.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$381k		8.1k	46.81	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.2	$365k		14k	26.08	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.2	$343k	NEW	16k	21.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$330k		2.7k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$326k	-5%	1.6k	206.51	View chart
UnitedHealth (UNH)	0.2	$302k	-21%	876.00	345.17	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$243k		2.7k	88.64	View chart
At&t (T)	0.1	$232k		8.2k	28.24	View chart
Walt Disney Company (DIS)	0.1	$227k	-6%	2.0k	114.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$226k		3.5k	65.26	View chart
Altria (MO)	0.1	$225k	-10%	3.4k	66.06	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$225k		8.8k	25.48	View chart
Automatic Data Processing (ADP)	0.1	$222k		755.00	293.40	View chart
Northrop Grumman Corporation (NOC)	0.1	$210k	NEW	345.00	609.32	View chart
Microvision Inc Del Com New (MVIS)	0.0	$32k		26k	1.24	View chart

Past Filings by Paradigm, Strategies in Wealth Management

SEC 13F filings are viewable for Paradigm, Strategies in Wealth Management going back to 2021

Paradigm, Strategies in Wealth Management 2025 Q3 filed Oct. 22, 2025
Paradigm, Strategies in Wealth Management 2025 Q2 filed Aug. 1, 2025
Paradigm, Strategies in Wealth Management 2025 Q1 filed May 7, 2025
Paradigm, Strategies in Wealth Management 2024 Q4 filed Jan. 14, 2025
Paradigm, Strategies in Wealth Management 2024 Q3 filed Oct. 24, 2024
Paradigm, Strategies in Wealth Management 2024 Q2 filed July 30, 2024
Paradigm, Strategies in Wealth Management 2024 Q1 filed May 2, 2024
Paradigm, Strategies in Wealth Management 2023 Q4 filed Jan. 26, 2024
Paradigm, Strategies in Wealth Management 2023 Q3 filed Oct. 25, 2023
Paradigm, Strategies in Wealth Management 2023 Q2 filed July 19, 2023
Paradigm, Strategies in Wealth Management 2023 Q1 filed May 2, 2023
Paradigm, Strategies in Wealth Management 2022 Q4 filed Jan. 20, 2023
Paradigm, Strategies in Wealth Management 2022 Q3 filed Nov. 9, 2022
Paradigm, Strategies in Wealth Management 2022 Q2 filed July 18, 2022
Paradigm, Strategies in Wealth Management 2022 Q1 filed April 18, 2022
Paradigm, Strategies in Wealth Management 2021 Q4 filed Feb. 8, 2022

View all past filings

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