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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Paradigm, Strategies In Wealth Management, LLC Portfolio

Follow Paradigm, Strategies In Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm, Strategies In Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm, Strategies In Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email