AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Analysis: Paradigm, Strategies in Wealth Management, LLC
1. Portfolio Overview
Paradigm, Strategies in Wealth Management, LLC reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 144.3%, growing from $62.36M to $152.38M. This substantial increase indicates a likely combination of strong market performance and significant net new capital inflows during the quarter. The portfol...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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