§ 13F · FUND PROFILE
Paradigm, Strategies in Wealth Management, LLC.
AUM · $164M (13F)Positions · 61Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 649K | $22M | 13.4% | −1% |
| 2 | IJR | ISHARES TR | 131K | $19M | 11.8% | ±0% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 610K | $19M | 11.8% | −5% |
| 4 | HEFA | ISHARES TR | 381K | $18M | 10.9% | −4% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 245K | $12M | 7.5% | −6% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 310K | $9M | 5.2% | ±0% |
| 7 | IBCA | ISHARES TR | 194K | $5M | 3.0% | +31% |
| 8 | AAPL | APPLE INC | 15K | $4M | 2.6% | +2% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 6K | $4M | 2.6% | −1% |
| 10 | IBDZ | ISHARES TR | 156K | $4M | 2.5% | −20% |
§ 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 $164 million in assets. The fund runs a portfolio of 61 positions.
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