Paradigm, Strategies In Wealth Management, LLC Top Holdings and 13F Report (2026) About Paradigm, Strategies In Wealth Management, LLCInvestment ActivityParadigm, Strategies In Wealth Management, LLC has $164.12 million in total holdings as of June 30, 2026.Paradigm, Strategies In Wealth Management, LLC owns shares of 61 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.92% of the portfolio was purchased this quarter.About 3.54% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 55 new stocks and bought additional shares in 27 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 20 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab U.S. Large-Cap Growth ETF $21,968,876iShares Core S&P Small-Cap ETF $19,437,056Schwab US Dividend Equity ETF $19,344,334iShares Currency Hedged MSCI EAFE ETF $17,876,766JPMorgan Ultra-Short Income ETF $12,387,785 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $698,505 Holding52474R207 - LEGACY ED INC $481,372 Holding22788C105 - CrowdStrike $432,700 Holding88160R101 - Tesla $347,836 Holding02079K107 - Alphabet $256,255 Holding Largest Purchases this Quarter Invesco S&P 100 Equal Weight ETF 10,941 shares (about $1.41M)J P MORGAN EXCHANGE TRADED F 13,130 shares (about $1.21M)ISHARES TR 46,053 shares (about $1.18M)J P MORGAN EXCHANGE TRADED F 9,217 shares (about $1.03M)Vanguard S&P 500 ETF 1,017 shares (about $698.51K) Largest Sales this Quarter ISHARES TR 39,682 shares (about $1.03M)Schwab US Dividend Equity ETF 29,791 shares (about $944.67K)JPMorgan Ultra-Short Income ETF 16,183 shares (about $818.37K)iShares Currency Hedged MSCI EAFE ETF 15,726 shares (about $737.94K)iShares iBonds Dec 2028 Term Corporate ETF 12,747 shares (about $321.86K) 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$21,968,876$175,461 â–¼-0.8%649,19813.4%ETFIJRiShares Core S&P Small-Cap ETF$19,437,056$71,485 â–²0.4%131,05711.8%ETFSCHDSchwab US Dividend Equity ETF$19,344,334$944,672 â–¼-4.7%610,03911.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$17,876,766$737,942 â–¼-4.0%380,96510.9%ETFJPSTJPMorgan Ultra-Short Income ETF$12,387,785$818,375 â–¼-6.2%244,9637.5%ETFSCHFSchwab International Equity ETF$8,594,769$1,274 â–²0.0%310,2805.2%ETFISHARES TR$4,979,506$1,179,417 â–²31.0%194,4363.0%IBONDS DEC 2035AAPLApple$4,297,574$76,680 â–²1.8%14,8522.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,273,593$48,538 â–¼-1.1%5,7232.6%FinanceISHARES TR$4,055,398$1,033,719 â–¼-20.3%155,6772.5%IBONDS DEC 2034PGProcter & Gamble$3,844,523$293 â–²0.0%26,2172.3%Consumer StaplesSCHMSchwab U.S. Mid-Cap ETF$3,791,842$98,295 â–²2.7%102,8442.3%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$2,926,782$110,735 â–¼-3.6%116,1881.8%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,245,964$321,862 â–¼-12.5%88,9491.4%ETFEQWLInvesco S&P 100 Equal Weight ETF$2,014,002$1,411,608 â–²234.3%15,6101.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,959,611$41,499 â–¼-2.1%2,7861.2%ETFJ P MORGAN EXCHANGE TRADED F$1,823,778$1,207,331 â–²195.9%19,8341.1%JPMORGAN INTL VLJMSTJPMorgan Ultra-Short Municipal ETF$1,613,961$330,636 â–²25.8%31,6461.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,539,389$29,439 â–¼-1.9%25,0470.9%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,469,201$15,355 â–²1.1%63,4370.9%ETFJ P MORGAN EXCHANGE TRADED F$1,371,750$1,028,171 â–²299.3%12,2970.8%U S TEC LEA ETFJEPIJPMorgan Equity Premium Income ETF$1,369,266$33,380 â–²2.5%24,2430.8%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,336,847$27,010 â–¼-2.0%61,3230.8%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,243,793$34,859 â–²2.9%48,3120.8%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,197,120$54,622 â–¼-4.4%57,4430.7%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,078,371$260,438 â–¼-19.5%44,5240.7%ETFSCHASchwab US Small-Cap ETF$1,020,315$6,467 â–²0.6%28,2400.6%ETFAIQGlobal X Artificial Intelligence & Technology ETF$998,081$3,412 â–¼-0.3%15,2120.6%ETFAMZNAmazon.com$917,847$103,440 â–²12.7%3,8510.6%Retail/WholesaleBRK.BBerkshire Hathaway$855,1670.0%1,7090.5%FinanceNVDANVIDIA$708,154$90,445 â–²14.6%3,5390.4%Computer and TechnologyVOOVanguard S&P 500 ETF$698,505$698,505 â–²New Holding1,0170.4%ETFIWBiShares Russell 1000 ETF$643,7340.0%1,5720.4%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$626,991$50,060 â–²8.7%24,5110.4%ETFXLUUtilities Select Sector SPDR Fund$620,483$363 â–²0.1%13,6850.4%ETFCOSTCostco Wholesale$553,398$22,435 â–¼-3.9%5920.3%Retail/WholesaleGOOGLAlphabet$515,353$16,797 â–²3.4%1,4420.3%Computer and TechnologyISHARES TR$513,575$171,364 â–²50.1%19,9060.3%IBONDS DEC 2031DIASPDR Dow Jones Industrial Average ETF Trust$513,509$6,791 â–¼-1.3%9830.3%FinanceISHARES TR$512,116$55,172 â–²12.1%20,1700.3%IBONDS DEC 2029IWFiShares Russell 1000 Growth ETF$483,270$362,453 â–²300.0%3,8920.3%ETFLEGACY ED INC$481,372$481,372 â–²New Holding40,9330.3%COMCRWDCrowdStrike$432,700$432,700 â–²New Holding5670.3%Computer and TechnologyISHARES TR$429,054$66,926 â–²18.5%16,5850.3%IBONDS DEC 2030INVESCO EXCH TRD SLF IDX FD$388,977$4,484 â–²1.2%18,8230.2%BULL 2034 CO ETFIVWiShares S&P 500 Growth ETF$366,380$9,765 â–¼-2.6%2,6640.2%ETFIVEiShares S&P 500 Value ETF$358,7550.0%1,5800.2%ETFQQQInvesco QQQ$351,136$19,139 â–¼-5.2%4770.2%FinanceTSLATesla$347,836$347,836 â–²New Holding8270.2%Auto/Tires/TrucksUNHUnitedHealth Group$321,447$9,980 â–¼-3.0%7730.2%MedicalSLYVSPDR S&P 600 Small Cap Value ETF$296,061$5,020 â–¼-1.7%2,7130.2%ETFIJHiShares Core S&P Mid-Cap ETF$276,967$8,328 â–²3.1%3,5920.2%ETFMOAltria Group$269,449$22,952 â–²9.3%3,7450.2%Consumer StaplesGOOGAlphabet$256,255$256,255 â–²New Holding7250.2%Computer and TechnologyMSFTMicrosoft$255,255$2,985 â–²1.2%6840.2%Computer and TechnologyCVIECalvert International Responsible Index ETF$223,100$223,100 â–²New Holding2,6240.1%ETFXLVHealth Care Select Sector SPDR Fund$217,007$217,007 â–²New Holding1,3680.1%ETFLLYEli Lilly and Company$209,900$209,900 â–²New Holding1750.1%MedicalIWViShares Russell 3000 ETF$202,315$202,315 â–²New Holding4740.1%ETFIXNiShares Global Tech ETF$201,116$201,116 â–²New Holding1,3920.1%ETFMVISMicrovision$8,5020.0%26,0000.0%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$0$447,197 â–¼-100.0%00.0%ETFNOCNorthrop Grumman$0$235,373 â–¼-100.0%00.0%AerospaceTAT&T$0$224,620 â–¼-100.0%00.0%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$0$224,228 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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