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 59.57% of Paradigm, Strategies in Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: IBCA, XLU, XLV, VYM, JEPQ, HEFA, IBMR, AMZN, AIQ, NVDA.
  • Started 2 new stock positions in VYM, XLV.
  • Reduced shares in these 10 stocks: JPST, SCHD, SCHG, IJR, , IBDX, IBDT, AAPL, IBDU, .
  • Sold out of its positions in T, MO, ADP, DIS, NOC, SPEM.
  • Paradigm, Strategies in Wealth Management was a net seller of stock by $-5.5M.
  • Paradigm, Strategies in Wealth Management has $152M in assets under management (AUM), dropping by -2.41%.
  • Central Index Key (CIK): 0001859579

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management holds 49 positions in its portfolio as reported in the December 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) 14.7 $22M -2% 686k 32.62
 View chart
Schwab Strategic Tr Us Dividend Eq (SCHD) 12.3 $19M -3% 685k 27.43
 View chart
Ishares Tr Hdg Msci Eafe (HEFA) 11.8 $18M 435k 41.36
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 11.0 $17M -2% 140k 120.18
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 9.7 $15M -7% 293k 50.59
 View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.0 $7.7M 319k 24.04
 View chart
Ishares Tr Ibonds Dec 2034 (IBDZ) 3.8 $5.7M 217k 26.37
 View chart
Apple (AAPL) 2.8 $4.2M -5% 16k 271.86
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $4.0M -2% 5.9k 681.90
 View chart
Procter & Gamble Company (PG) 2.5 $3.8M -2% 26k 143.31
 View chart
Ishares Tr Ibonds Dec 2032 (IBDX) 2.1 $3.3M -10% 128k 25.53
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $3.2M -3% 108k 30.07
 View chart
Ishares Tr Ibds Dec28 Etf (IBDT) 1.8 $2.8M -10% 110k 25.45
 View chart
Ishares Tr Ibonds Dec 2035 (IBCA) 1.3 $2.0M +54% 77k 25.94
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $1.8M 2.9k 603.33
 View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.1 $1.6M -8% 32k 50.94
 View chart
Ishares Tr Ibonds Dec 29 (IBDU) 1.0 $1.5M -14% 64k 23.41
 View chart
Ishares Tr Ibonds 27 Etf (IBDS) 1.0 $1.5M -9% 61k 24.28
 View chart
Ishares Tr Ibonds Dec 2030 (IBDV) 1.0 $1.5M -11% 66k 22.07
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.9 $1.4M 24k 57.24
 View chart
Ishares Tr Ibonds Dec 2031 (IBDW) 0.9 $1.3M -10% 63k 21.15
 View chart
Ishares Tr Ibonds Dec2026 (IBDR) 0.8 $1.2M -12% 50k 24.23
 View chart
Ishares Tr Ibonds Dec 2033 (IBDY) 0.8 $1.2M -8% 44k 26.14
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.6 $942k +19% 16k 58.12
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $859k 1.7k 502.65
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.6 $858k 30k 28.48
 View chart
Global X Fds Artificial Etf (AIQ) 0.5 $768k +2% 15k 50.86
 View chart
Amazon (AMZN) 0.5 $723k +2% 3.1k 230.82
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.4 $597k 1.6k 373.44
 View chart
Select Sector Spdr Tr State Street Uti (XLU) 0.4 $584k +100% 14k 42.69
 View chart
Ishares Tr Ibonds Dec 28 (IBMQ) 0.4 $577k 23k 25.57
 View chart
NVIDIA Corporation (NVDA) 0.4 $577k +2% 3.1k 186.49
 View chart
Costco Wholesale Corporation (COST) 0.3 $532k 616.00 862.83
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $479k 996.00 480.57
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $474k -18% 1.5k 312.92
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $461k -14% 973.00 473.30
 View chart
Ishares Tr Ibonds Dec 2029 (IBMR) 0.3 $446k +12% 18k 25.43
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $372k -14% 606.00 614.46
 View chart
Ishares Tr Ibonds Dec 2030 (IBMS) 0.2 $365k 14k 26.06
 View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY) 0.2 $343k 16k 21.02
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $337k 2.7k 123.26
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $335k 1.6k 212.07
 View chart
Spdr Series Trust State Street Spd (SLYV) 0.2 $250k 2.8k 90.97
 View chart
UnitedHealth (UNH) 0.2 $238k -17% 721.00 330.14
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $229k 3.5k 66.00
 View chart
Ishares Tr Ibonds Dec 27 (IBMP) 0.1 $224k 8.8k 25.39
 View chart
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $210k NEW 1.4k 154.80
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $205k NEW 1.4k 143.55
 View chart
Microvision Inc Del Com New (MVIS) 0.0 $22k 26k 0.83
 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

View all past filings