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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, IJR, SCHD, HEFA, JPST, and represent 55.46% of Paradigm, Strategies in Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EQWL, JIVE, IBCA, JTEK, VOO, LGCY, CRWD, IWF, TSLA, JMST.
Started 10 new stock positions in VOO, CRWD, LLY, LGCY, GOOG, IWV, XLV, IXN, TSLA, CVIE.
Reduced shares in these 10 stocks: IBDZ, SCHD, JPST, HEFA, IBDR, IBDT, IBDS, NOC, , IBMP.
Sold out of its positions in T, IBDR, IBMP, NOC.
Paradigm, Strategies in Wealth Management was a net buyer of stock by $3.9M.
Paradigm, Strategies in Wealth Management has $164M in assets under management (AUM), dropping by 11.33%.
Central Index Key (CIK): 0001859579

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Portfolio Holdings for Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management holds 61 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	13.4	$22M		649k	33.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	11.8	$19M		131k	148.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	11.8	$19M	-4%	610k	31.71	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	10.9	$18M	-3%	381k	46.92	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	7.5	$12M	-6%	245k	50.57	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$8.6M		310k	27.70	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	3.0	$5.0M	+31%	194k	25.61	View chart
Apple (AAPL)	2.6	$4.3M		15k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$4.3M		5.7k	746.74	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	2.5	$4.1M	-20%	156k	26.05	View chart
Procter & Gamble Company (PG)	2.3	$3.8M		26k	146.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$3.8M	+2%	103k	36.87	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.8	$2.9M	-3%	116k	25.19	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.4	$2.2M	-12%	89k	25.25	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	1.2	$2.0M	+234%	16k	129.02	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.2	$2.0M	-2%	2.8k	703.38	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	1.1	$1.8M	+195%	20k	91.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.0	$1.6M	+25%	32k	51.00	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$1.5M		25k	61.46	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.9	$1.5M		63k	23.16	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.8	$1.4M	+299%	12k	111.55	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.8	$1.4M	+2%	24k	56.48	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.8	$1.3M		61k	21.80	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.8	$1.2M	+2%	48k	25.75	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.7	$1.2M	-4%	57k	20.84	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.7	$1.1M	-19%	45k	24.22	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$1.0M		28k	36.13	View chart
Global X Fds Artificial Etf (AIQ)	0.6	$998k		15k	65.61	View chart
Amazon (AMZN)	0.6	$918k	+12%	3.9k	238.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$855k		1.7k	500.39	View chart
NVIDIA Corporation (NVDA)	0.4	$708k	+14%	3.5k	200.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$699k	NEW	1.0k	686.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$644k		1.6k	409.50	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$627k	+8%	25k	25.58	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.4	$621k		14k	45.34	View chart
Costco Wholesale Corporation (COST)	0.3	$553k	-3%	592.00	934.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$515k	+3%	1.4k	357.39	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.3	$514k	+50%	20k	25.80	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$514k		983.00	522.39	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.3	$512k	+12%	20k	25.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$483k	+300%	3.9k	124.17	View chart
Legacy Ed (LGCY)	0.3	$481k	NEW	41k	11.76	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$433k	NEW	567.00	763.14	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.3	$429k	+18%	17k	25.87	View chart
Invesco Exch Trd Slf Idx Bull 2034 Co Etf (BSCY)	0.2	$389k		19k	20.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$366k	-2%	2.7k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$359k		1.6k	227.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$351k	-5%	477.00	736.13	View chart
Tesla Motors (TSLA)	0.2	$348k	NEW	827.00	420.60	View chart
UnitedHealth (UNH)	0.2	$321k	-3%	773.00	415.84	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.2	$296k		2.7k	109.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$277k	+3%	3.6k	77.11	View chart
Altria (MO)	0.2	$269k	+9%	3.7k	71.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$256k	NEW	725.00	353.46	View chart
Microsoft Corporation (MSFT)	0.2	$255k		684.00	373.18	View chart
Morgan Stanley Etf Trust Calve Index Etf (CVIE)	0.1	$223k	NEW	2.6k	85.02	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$217k	NEW	1.4k	158.63	View chart
Eli Lilly & Co. (LLY)	0.1	$210k	NEW	175.00	1199.43	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$202k	NEW	474.00	426.82	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$201k	NEW	1.4k	144.48	View chart
Microvision Inc Del Com New (MVIS)	0.0	$8.5k		26k	0.33	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 2026 Q2 filed July 21, 2026
Paradigm, Strategies in Wealth Management 2026 Q1 filed May 7, 2026
Paradigm, Strategies in Wealth Management 2025 Q4 filed Jan. 22, 2026
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

View all past filings

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