Paradigm, Strategies in Wealth Management, LLC
CIK 0001859579 · MAPLE GROVE, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-21 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$164.1M
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.4%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SCHG
SCHWAB STRATEGIC TR
13.4%
IJR
ISHARES TR
11.8%
SCHD
SCHWAB STRATEGIC TR
11.8%
HEFA
ISHARES TR
10.9%
JPST
J P MORGAN EXCHANGE TRADED F
7.5%
SCHF
SCHWAB STRATEGIC TR
5.2%
IBCA
ISHARES TR
3.0%
AAPL
APPLE INC
2.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.