Paradigm, Strategies in Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Paradigm, Strategies in Wealth Management, LLC held in its portfolio 48 assets valued at $152,375,968 (i.e. $152.38M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($22.36M), SCHWAB STRATEGIC TR ($18.79M), and ISHARES TR ($17.97M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Paradigm, Strategies in Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 685587 | 22363834 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 685166 | 18794093 | US DIVIDEND EQ |
| ISHARES TR | 434568 | 17973717 | HDG MSCI EAFE |
| ISHARES TR | 139830 | 16804775 | CORE S&P SCP ETF |
| J P MORGAN EXCHANGE TRADED F | 293304 | 14838263 | ULTRA SHRT ETF |
| SCHWAB STRATEGIC TR | 318997 | 7668686 | INTL EQTY ETF |
| ISHARES TR | 216813 | 5717359 | IBONDS DEC 2034 |
| APPLE INC | 15512 | 4217045 | COM |
| SPDR S&P 500 ETF TR | 5931 | 4044354 | TR UNIT |
| PROCTER AND GAMBLE CO | 26212 | 3756463 | COM |
| ISHARES TR | 128201 | 3272959 | IBONDS DEC 2032 |
| SCHWAB STRATEGIC TR | 107891 | 3244277 | US MID-CAP ETF |
| ISHARES TR | 109625 | 2790505 | IBDS DEC28 ETF |
| ISHARES TR | 77239 | 2003580 | IBONDS DEC 2035 |
| ISHARES TR | 79855 | 1818258 | IBONDS DEC 2030 |
| SPDR S&P MIDCAP 400 ETF TR | 2929 | 1767165 | UTSER1 S&PDCRP |
| J P MORGAN EXCHANGE TRADED F | 32028 | 1631491 | ULTRA SHT MUNCPL |
| ISHARES TR | 63886 | 1495252 | IBONDS DEC 29 |
| ISHARES TR | 60883 | 1478244 | IBONDS 27 ETF |
| J P MORGAN EXCHANGE TRADED F | 23791 | 1361816 | EQUITY PREMIUM |
| ISHARES TR | 62609 | 1324183 | IBONDS DEC 2031 |
| ISHARES TR | 50010 | 1211743 | IBONDS DEC2026 |
| ISHARES TR | 44287 | 1157662 | IBONDS DEC 2033 |
| J P MORGAN EXCHANGE TRADED F | 16211 | 942183 | NASDAQ EQT PREM |
| BERKSHIRE HATHAWAY INC DEL | 1709 | 859029 | CL B NEW |
| SCHWAB STRATEGIC TR | 30131 | 858127 | US SML CAP ETF |
| GLOBAL X FDS | 15105 | 768218 | ARTIFICIAL ETF |
| AMAZON COM INC | 3130 | 722467 | COM |
| ISHARES TR | 1598 | 596757 | RUS 1000 ETF |
| SELECT SECTOR SPDR TR | 13668 | 583481 | STATE STREET UTI |
| ISHARES TR | 22554 | 576819 | IBONDS DEC 28 |
| NVIDIA CORPORATION | 3092 | 576640 | COM |
| COSTCO WHSL CORP NEW | 616 | 531506 | COM |
| SPDR DOW JONES INDL AVERAGE | 996 | 478648 | UT SER 1 |
| ALPHABET INC | 1514 | 473761 | CAP STK CL A |
| ISHARES TR | 973 | 460521 | RUS 1000 GRW ETF |
| ISHARES TR | 17548 | 446246 | IBONDS DEC 2029 |
| INVESCO QQQ TR | 606 | 372361 | UNIT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 16312 | 342878 | BULLETSHARES 203 |
| ISHARES TR | 2735 | 337116 | S&P 500 GRWT ETF |
| ISHARES TR | 1580 | 335071 | S&P 500 VAL ETF |
| SPDR SERIES TRUST | 2750 | 250163 | STATE STREET SPD |
| UNITEDHEALTH GROUP INC | 721 | 238030 | COM |
| ISHARES TR | 3476 | 229416 | CORE S&P MCP ETF |
| ISHARES TR | 8814 | 223787 | IBONDS DEC 27 |
| SELECT SECTOR SPDR TR | 1357 | 210062 | STATE STREET HEA |
| VANGUARD WHITEHALL FDS | 1431 | 205426 | HIGH DIV YLD |
| MICROVISION INC DEL | 26000 | 21531 | COM NEW |
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