§ 13F · FUND PROFILE
Paradigm, Strategies in Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $152.7T (13F)Positions · 53Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$415.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 686K | $22.4T | 14.7% | −2% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 685K | $18.8T | 12.3% | −4% |
| 3 | HEFA | ISHARES TR | 435K | $18.0T | 11.8% | +1% |
| 4 | IJR | ISHARES TR | 140K | $16.8T | 11.0% | −3% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | 293K | $14.8T | 9.7% | −7% |
| 6 | SCHF | SCHWAB STRATEGIC TR | 319K | $7.7T | 5.0% | −2% |
| 7 | IBDZ | ISHARES TR | 217K | $5.7T | 3.8% | −1% |
| 8 | AAPL | APPLE INC | 16K | $4.2T | 2.8% | −6% |
| 9 | SPY | SPDR S&P 500 ETF TR | 6K | $4.0T | 2.7% | −2% |
| 10 | PG | PROCTER AND GAMBLE CO | 26K | $3.8T | 2.5% | −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 $152739.4 trillion in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed