13F Insight
DOSSIER · 13F-HR · Q3 2026

Paradigm, Strategies in Wealth Management, LLC

$156M in tracked AUM across 56 positions as of Q3 2026.

PS
CIK 0001859579 · last filed Sep 30, 2026
Total AUM
$156M
as of Q3 2026
Holdings
56
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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...

2. Key Holdings

The portfolio is heavily concentrated in its top positions, with the top five holdings accounting for approximately 59.6% of the total assets.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$21M578K13.3%02
IJR
ISHARES TR
$17M128K11.1%03
SCHD
SCHWAB STRATEGIC TR
$16M506K10.6%04
HEFA
ISHARES TR
$14M312K9.3%05
JPST
J P MORGAN EXCHANGE TRADED F
$10M207K6.7%06
SCHF
SCHWAB STRATEGIC TR
$8M301K5.3%07
IBCB
ISHARES TR
$5M213K3.2%08
EQWL
INVESCO EXCHANGE TRADED FD T
$5M38K3.1%09
AAPL
APPLE INC
$5M14K3.0%10
JIVE
J P MORGAN EXCHANGE TRADED F
$5M49K3.0%

Filing history

2026Q3Sep 30
$156M▼ 4.9%
56 positionsView →2026Q2Jun 30
$164M▲ 11.3%
61 positionsView →2026Q1Mar 31
$147M▼ 3.3%
55 positionsView →2025Q4Dec 31
$152M▼ 2.4%
49 positionsView →2025Q3Sep 30
$156M▲ 2.2%
53 positionsLocked2025Q2Jun 30
$153M▲ 3.0%
53 positionsLocked2025Q1Mar 31
$148M▼ 2.2%
53 positionsLocked2024Q4Dec 31
$152M▼ 4.9%
50 positionsLocked2024Q3Sep 30
$160M▼ 2.0%
54 positionsLocked2024Q2Jun 30
$163M▲ 0.4%
50 positionsLocked2024Q1Mar 31
$162M▲ 6.6%
50 positionsLocked2023Q4Dec 31
$152M▼ 3.1%
46 positionsLocked
Showing 12 of 23