Paradigm, Strategies In Wealth Management, LLC Top Holdings and 13F Report (2025) About Paradigm, Strategies In Wealth Management, LLCInvestment ActivityParadigm, Strategies In Wealth Management, LLC has $156.14 million in total holdings as of September 30, 2025.Paradigm, Strategies In Wealth Management, LLC owns shares of 53 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 1.51% of the portfolio was purchased this quarter.About 4.07% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 53 new stocks and bought additional shares in 14 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $22,387,404Schwab US Dividend Equity ETF $19,431,746iShares Currency Hedged MSCI EAFE ETF $17,097,071iShares Core S&P Small-Cap ETF $17,056,828JPMorgan Ultra-Short Income ETF $16,073,257 Largest New Holdings this Quarter 46438G372 - ISHARES TR $1,301,375 Holding46139W783 - INVESCO EXCH TRD SLF IDX FD $342,878 Holding666807102 - Northrop Grumman $210,215 Holding Largest Purchases this Quarter ISHARES TR 49,976 shares (about $1.30M)INVESCO EXCH TRD SLF IDX FD 16,312 shares (about $342.88K)iShares iBonds Dec 2033 Term Corporate ETF 8,492 shares (about $222.75K)Northrop Grumman 345 shares (about $210.22K)iShares Currency Hedged MSCI EAFE ETF 2,957 shares (about $117.13K) Largest Sales this Quarter JPMorgan Nasdaq Equity Premium Income ETF 18,299 shares (about $1.05M)Schwab U.S. Large-Cap Growth ETF 26,830 shares (about $856.14K)JPMorgan Ultra-Short Income ETF 6,470 shares (about $328.22K)Schwab US Dividend Equity ETF 11,947 shares (about $326.15K)iShares Core S&P Small-Cap ETF 2,712 shares (about $322.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofParadigm, Strategies In Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHGSchwab U.S. Large-Cap Growth ETF$22,387,404$856,145 ▼-3.7%701,58014.3%ETFSCHDSchwab US Dividend Equity ETF$19,431,746$326,153 ▼-1.7%711,78612.4%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$17,097,071$117,127 ▲0.7%431,63511.0%ETFIJRiShares Core S&P Small-Cap ETF$17,056,828$322,266 ▼-1.9%143,54010.9%ETFJPSTJPMorgan Ultra-Short Income ETF$16,073,257$328,223 ▼-2.0%316,83910.3%ETFSCHFSchwab International Equity ETF$7,542,196$187,543 ▼-2.4%323,9784.8%ETFISHARES TR$5,768,200$227,297 ▼-3.8%217,9153.7%IBONDS DEC 2034AAPLApple$4,198,276$312,681 ▼-6.9%16,4882.7%Computer and TechnologyPGProcter & Gamble$4,119,588$461 ▲0.0%26,8122.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$4,043,631$155,883 ▼-3.7%6,0702.6%FinanceIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,651,621$18,831 ▼-0.5%142,5302.3%ETFSCHMSchwab U.S. Mid-Cap ETF$3,326,968$157,685 ▼-4.5%112,2462.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,114,727$172,873 ▼-5.3%122,0502.0%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,787,191$1,889 ▼-0.1%35,0151.1%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,763,935$3,685 ▲0.2%75,1571.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,744,835$1,192 ▼-0.1%2,9271.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,645,554$11,367 ▼-0.7%67,6071.1%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,643,834$53,271 ▲3.3%74,2141.1%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,485,522$69,580 ▲4.9%70,0061.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,388,967$133,262 ▼-8.8%57,1590.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,356,272$111,343 ▼-7.6%23,7530.9%ETFISHARES TR$1,301,375$1,301,375 ▲New Holding49,9760.8%IBONDS DEC 2035IBDYiShares iBonds Dec 2033 Term Corporate ETF$1,269,427$222,745 ▲21.3%48,3960.8%ETFBRK.BBerkshire Hathaway$859,1830.0%1,7090.6%FinanceSCHASchwab US Small-Cap ETF$848,381$33,313 ▼-3.8%30,4080.5%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$777,498$1,052,559 ▼-57.5%13,5170.5%ETFAIQGlobal X Artificial Intelligence & Technology ETF$729,321$593 ▲0.1%14,7670.5%ETFAMZNAmazon.com$670,567$8,783 ▼-1.3%3,0540.4%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$595,661$349 ▲0.1%6,8300.4%ETFIWBiShares Russell 1000 ETF$584,0370.0%1,5980.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$578,285$9,025 ▼-1.5%22,5540.4%ETFCOSTCostco Wholesale$569,517$23,151 ▼-3.9%6150.4%Retail/WholesaleNVDANVIDIA$561,006$4,664 ▲0.8%3,0070.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$535,3930.0%1,1430.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$461,8850.0%9960.3%FinanceGOOGLAlphabet$452,4990.0%1,8610.3%Computer and TechnologyQQQInvesco QQQ$426,699$137,432 ▼-24.4%7110.3%FinanceIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$399,749$25,096 ▲6.7%15,6580.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$381,1740.0%8,1430.2%ETFISHARES TR$365,0680.0%13,9980.2%IBONDS DEC 2030INVESCO EXCH TRD SLF IDX FD$342,878$342,878 ▲New Holding16,3120.2%BULLETSHARES 203IVWiShares S&P 500 Growth ETF$330,1690.0%2,7350.2%ETFIVEiShares S&P 500 Value ETF$326,286$20,651 ▼-6.0%1,5800.2%ETFUNHUnitedHealth Group$302,366$84,911 ▼-21.9%8760.2%MedicalSLYVSPDR S&P 600 Small Cap Value ETF$242,604$975 ▲0.4%2,7370.2%ETFTAT&T$231,968$1,694 ▲0.7%8,2140.1%Computer and TechnologyDISWalt Disney$226,786$16,485 ▼-6.8%1,9810.1%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$225,798$653 ▲0.3%3,4600.1%ETFMOAltria Group$224,587$26,884 ▼-10.7%3,4000.1%Consumer StaplesIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$224,537$611 ▼-0.3%8,8140.1%ETFADPAutomatic Data Processing$221,516$880 ▲0.4%7550.1%Computer and TechnologyNOCNorthrop Grumman$210,215$210,215 ▲New Holding3450.1%AerospaceMVISMicrovision$32,2400.0%26,0000.0%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$0$1,070,160 ▼-100.0%00.0%ETFSBUXStarbucks$0$287,531 ▼-100.0%00.0%Retail/WholesaleBSCUInvesco BulletShares 2030 Corporate Bond ETF$0$250,995 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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