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Filers›Asset Manager›Paradigm, Strategies in Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

Paradigm, Strategies in Wealth Management, LLC

Paradigm, Strategies in Wealth's asset manager based in Chicago, IL — $147M in tracked AUM across 55 positions as of Q1 2026.

PS
Paradigm, Strategies in Wealth·Chicago, IL·Asset Manager
CIK 0001859579 · last filed Mar 31, 2026
Total AUM
$147M
▲ 16.3%
vs prior
Holdings
55
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
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.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$20M640K13.3%
02
SCHG
SCHWAB STRATEGIC TR
$19M654K12.9%
03
HEFA
ISHARES TR
$17M397K11.4%
04
IJR
ISHARES TR
$16M131K11.0%
05
JPST
J P MORGAN EXCHANGE TRADED F
$13M261K9.0%
06
SCHF
SCHWAB STRATEGIC TR
$8M310K5.2%
07
IBDZ
ISHARES TR
$5M195K3.5%
08
IBCA
ISHARES TR
$4M148K2.6%
09
PG
PROCTER & GAMBLE CO
$4M26K2.6%
10
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K2.6%

Filing history

Filing history loading…
AI Agent · grounded in Paradigm,
haiku-4-5 · 55 positions indexed
Sector mix
  • Tech7%
  • Health Care11%
  • Cons. Disc.4%
  • Communications16%
  • Industrials40%
  • Energy18%
  • Other4%
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