Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings

Paradigm, Strategies In Wealth Management, LLC

  • $147 Million
  • Q3 2025

Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $147 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $22.4M, Schwab Strategic Tr Us Dividen with a value of $19.4M, Ishares Currency Hedged Msci E with a value of $17.1M, Ishares Core S&P Sm Cap ETF with a value of $17.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $16.1M.

Examining the 13F form we can see an increase of $1.63M in the current position value, from $145M to 147M.

Below you can find more details about Paradigm, Strategies In Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $131 Million
Consumer Defensive: $4.91 Million
Technology: $4.79 Million
Communication Services: $909,000
Financial Services: $859,000
Consumer Cyclical: $670,000
Industrials: $431,000
Healthcare: $302,000
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$177B
$231,000 0.16% of portfolio
8,214
Q3 2025 Added 0.74%
$103B
$224,000 0.15% of portfolio
3,400
Q3 2025 Reduced 10.69%
$105B
$221,000 0.15% of portfolio
755
Q3 2025 Added 0.4%
$86.6B
$210,000 0.14% of portfolio
345
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $147 Million
  • Prior Value $145 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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