Paradigm, Strategies In Wealth Management, LLC Portfolio Holdings

Paradigm, Strategies In Wealth Management, LLC

  • $145 Million
  • Q2 2025

Paradigm, Strategies In Wealth Management, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $145 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 $21.3M, Schwab Strategic Tr Us Dividen with a value of $19.2M, Jp Morgan ETF Tr Ultra Short I with a value of $16.4M, Ishares Currency Hedged Msci E with a value of $16.3M, and Ishares Core S&P Sm Cap ETF with a value of $16M.

Examining the 13F form we can see an increase of $4.29M in the current position value, from $141M to 145M.

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

Portfolio value $145 Million
ETFs: $130 Million
Consumer Defensive: $5.13 Million
Technology: $4.13 Million
Consumer Cyclical: $965,000
Financial Services: $830,000
Communication Services: $825,000
Healthcare: $350,000
Industrials: $231,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$27,000 0.02% of portfolio
26,000
Q1 2025 Added 48.57%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $145 Million
  • Prior Value $141 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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