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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 SCHD, SCHG, HEFA, IJR, JPST, and represent 57.66% of Paradigm, Strategies in Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IBCA, JIVE, EQWL, JEPQ, IBMT, MSFT, JTEK, NOC, MO, T.
Started 8 new stock positions in EQWL, NOC, JTEK, JIVE, T, IBMT, MO, MSFT.
Reduced shares in these 10 stocks: JPST, HEFA, SCHD, IJR, SCHG, IBDR, IBDZ, JMST, SCHM, AAPL.
Sold out of its positions in XLV, VYM.
Paradigm, Strategies in Wealth Management was a net seller of stock by $-5.3M.
Paradigm, Strategies in Wealth Management has $147M in assets under management (AUM), dropping by -3.26%.
Central Index Key (CIK): 0001859579

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Portfolio Holdings for Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD)	13.3	$20M	-6%	640k	30.68	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	12.9	$19M	-4%	654k	29.13	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	11.4	$17M	-8%	397k	42.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	11.0	$16M	-6%	131k	124.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	9.0	$13M	-10%	261k	50.61	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$7.7M	-2%	310k	24.75	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	3.5	$5.1M	-9%	195k	26.06	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	2.6	$3.8M	+92%	148k	25.64	View chart
Procter & Gamble Company (PG)	2.6	$3.8M		26k	144.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.6	$3.8M	-2%	5.8k	650.32	View chart
Apple (AAPL)	2.5	$3.7M	-5%	15k	253.78	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.1	$3.1M	-7%	100k	30.96	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	2.1	$3.0M	-5%	121k	25.27	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.7	$2.6M	-7%	102k	25.33	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.2	$1.8M	-2%	2.8k	616.67	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.0	$1.5M		63k	23.26	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.0	$1.4M	+57%	26k	55.52	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.9	$1.4M	-5%	63k	21.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.9	$1.3M		24k	56.68	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.9	$1.3M	-9%	55k	24.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$1.3M	-21%	25k	50.98	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.9	$1.3M	-4%	60k	20.93	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	0.8	$1.2M	+6%	47k	25.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$819k		1.7k	479.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$816k	-6%	28k	29.08	View chart
Global X Fds Artificial Etf (AIQ)	0.5	$712k		15k	46.67	View chart
Amazon (AMZN)	0.5	$712k	+9%	3.4k	208.27	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.4	$628k		14k	45.89	View chart
Costco Wholesale Corporation (COST)	0.4	$614k		616.00	997.17	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.4	$576k		23k	25.53	View chart
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)	0.4	$574k	NEW	6.7k	85.63	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$561k		1.6k	356.56	View chart
NVIDIA Corporation (NVDA)	0.4	$538k		3.1k	174.39	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.4	$538k	NEW	4.7k	115.24	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$461k		996.00	463.19	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.3	$456k	+2%	18k	25.35	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.3	$447k	-63%	18k	24.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$415k		973.00	426.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$401k	-7%	1.4k	287.53	View chart
Invesco Exch Trd Slf Idx Bulletshares 203 (BSCY)	0.3	$385k	+14%	19k	20.70	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.2	$362k		14k	25.83	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	0.2	$340k	NEW	13k	25.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$334k		1.6k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$309k		2.7k	113.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$290k	-16%	503.00	576.98	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$261k		2.8k	94.59	View chart
Microsoft Corporation (MSFT)	0.2	$250k	NEW	676.00	370.14	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$245k	NEW	3.1k	79.54	View chart
Northrop Grumman Corporation (NOC)	0.2	$235k	NEW	345.00	682.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$235k		3.5k	67.52	View chart
Altria (MO)	0.2	$226k	NEW	3.4k	66.00	View chart
At&t (T)	0.2	$225k	NEW	7.7k	28.99	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.2	$224k		8.8k	25.44	View chart
UnitedHealth (UNH)	0.1	$216k	+10%	797.00	270.75	View chart
Microvision Inc Del Com New (MVIS)	0.0	$17k		26k	0.64	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 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
Paradigm, Strategies in Wealth Management 2022 Q2 filed July 18, 2022

View all past filings

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