§ 13F · FUND PROFILE
Paradigm, Strategies in Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $156M (13F)Positions · 53Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 640K | $20M | 13.3% | −7% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 654K | $19M | 12.9% | −5% |
| 3 | HEFA | ISHARES TR | 397K | $17M | 11.4% | −9% |
| 4 | IJR | ISHARES TR | 131K | $16M | 11.0% | −7% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 261K | $13M | 9.0% | −11% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 310K | $8M | 5.2% | −3% |
| 7 | IBDZ | ISHARES TR | 195K | $5M | 3.5% | −10% |
| 8 | IBCA | ISHARES TR | 148K | $4M | 2.6% | +92% |
| 9 | PG | PROCTER & GAMBLE CO | 26K | $4M | 2.6% | ±0% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PARADIGM, SIGNAL
AC read
Paradigm, Strategies in Wealth Management, LLC is a Other fund managing $156 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed