DOSSIER · 13F-HR · Q2 2026
Paradigm, Strategies in Wealth Management, LLC
$164M in tracked AUM across 61 positions as of Q2 2026.
PS
CIK 0001859579 · last filed Jun 30, 2026
AI Analysis · Q2 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 — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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