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 $147.41 million in total holdings as of March 31, 2026.Paradigm, Strategies In Wealth Management, LLC owns shares of 55 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.52% of the portfolio was purchased this quarter.About 7.10% of the portfolio was sold this quarter.This quarter, Paradigm, Strategies In Wealth Management, LLC has purchased 49 new stocks and bought additional shares in 12 stocks.Paradigm, Strategies In Wealth Management, LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $19,629,995Schwab U.S. Large-Cap Growth ETF $19,062,171iShares Currency Hedged MSCI EAFE ETF $16,857,369iShares Core S&P Small-Cap ETF $16,231,740JPMorgan Ultra-Short Income ETF $13,216,611 Largest New Holdings this Quarter 46654Q757 - J P MORGAN EXCHANGE TRADED F $574,087 Holding46137V449 - Invesco S&P 100 Equal Weight ETF $538,056 Holding46438G356 - ISHARES TR $340,446 Holding594918104 - Microsoft $250,217 Holding46654Q732 - J P MORGAN EXCHANGE TRADED F $244,983 Holding Largest Purchases this Quarter ISHARES TR 71,144 shares (about $1.82M)J P MORGAN EXCHANGE TRADED F 6,704 shares (about $574.09K)Invesco S&P 100 Equal Weight ETF 4,669 shares (about $538.06K)JPMorgan Nasdaq Equity Premium Income ETF 9,315 shares (about $517.17K)ISHARES TR 13,264 shares (about $340.45K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 32,158 shares (about $1.63M)iShares Currency Hedged MSCI EAFE ETF 37,877 shares (about $1.61M)Schwab US Dividend Equity ETF 45,336 shares (about $1.39M)iShares Core S&P Small-Cap ETF 9,255 shares (about $1.15M)Schwab U.S. Large-Cap Growth ETF 31,204 shares (about $908.97K) 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 PortfolioSectorSCHDSchwab US Dividend Equity ETF$19,629,995$1,390,909 ▼-6.6%639,83013.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,062,171$908,972 ▼-4.6%654,38312.9%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$16,857,369$1,609,582 ▼-8.7%396,69111.4%ETFIJRiShares Core S&P Small-Cap ETF$16,231,740$1,150,486 ▼-6.6%130,57511.0%ETFJPSTJPMorgan Ultra-Short Income ETF$13,216,611$1,627,518 ▼-11.0%261,1469.0%ETFSCHFSchwab International Equity ETF$7,678,300$216,884 ▼-2.7%310,2345.2%ETFISHARES TR$5,091,055$559,091 ▼-9.9%195,3593.5%IBONDS DEC 2034ISHARES TR$3,804,540$1,824,132 ▲92.1%148,3832.6%IBONDS DEC 2035PGProcter & Gamble$3,786,435$433 ▲0.0%26,2152.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$3,764,080$92,996 ▼-2.4%5,7882.6%FinanceAAPLApple$3,701,913$234,748 ▼-6.0%14,5872.5%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$3,101,497$238,793 ▼-7.1%100,1782.1%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$3,047,145$192,481 ▼-5.9%120,5842.1%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$2,575,950$200,841 ▼-7.2%101,6961.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,754,437$51,801 ▼-2.9%2,8451.2%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$1,460,123$25,865 ▼-1.7%62,7741.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,417,204$517,169 ▲57.5%25,5261.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$1,369,483$72,128 ▼-5.0%62,5620.9%ETFJEPIJPMorgan Equity Premium Income ETF$1,340,589$7,878 ▼-0.6%23,6520.9%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,339,924$135,890 ▼-9.2%55,2770.9%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,282,827$349,982 ▼-21.4%25,1630.9%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$1,257,149$53,267 ▼-4.1%60,0640.9%ETFIBDYiShares iBonds Dec 2033 Term Corporate ETF$1,213,864$69,045 ▲6.0%46,9580.8%ETFBRK.BBerkshire Hathaway$818,9530.0%1,7090.6%FinanceSCHASchwab US Small-Cap ETF$816,027$60,197 ▼-6.9%28,0610.6%ETFAIQGlobal X Artificial Intelligence & Technology ETF$712,386$7,421 ▲1.1%15,2640.5%ETFAMZNAmazon.com$711,659$59,774 ▲9.2%3,4170.5%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$627,629$413 ▲0.1%13,6770.4%ETFCOSTCostco Wholesale$614,2570.0%6160.4%Retail/WholesaleIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$575,8040.0%22,5540.4%ETFJ P MORGAN EXCHANGE TRADED F$574,087$574,087 ▲New Holding6,7040.4%JPMORGAN INTL VLIWBiShares Russell 1000 ETF$560,512$9,271 ▼-1.6%1,5720.4%ETFNVDANVIDIA$538,356$872 ▼-0.2%3,0870.4%Computer and TechnologyEQWLInvesco S&P 100 Equal Weight ETF$538,056$538,056 ▲New Holding4,6690.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$461,3370.0%9960.3%FinanceISHARES TR$456,224$11,382 ▲2.6%17,9970.3%IBONDS DEC 2029IBDRiShares iBonds Dec 2026 Term Corporate ETF$447,197$765,027 ▼-63.1%18,4490.3%ETFIWFiShares Russell 1000 Growth ETF$414,8870.0%9730.3%ETFGOOGLAlphabet$401,106$34,216 ▼-7.9%1,3950.3%Computer and TechnologyINVESCO EXCH TRD SLF IDX FD$385,109$47,481 ▲14.1%18,6060.3%BULLETSHARES 203ISHARES TR$361,5680.0%13,9980.2%IBONDS DEC 2030ISHARES TR$340,446$340,446 ▲New Holding13,2640.2%IBONDS DEC 2031IVEiShares S&P 500 Value ETF$333,6170.0%1,5800.2%ETFIVWiShares S&P 500 Growth ETF$309,3560.0%2,7350.2%ETFQQQInvesco QQQ$290,222$59,429 ▼-17.0%5030.2%FinanceSLYVSPDR S&P 600 Small Cap Value ETF$260,977$851 ▲0.3%2,7590.2%ETFMSFTMicrosoft$250,217$250,217 ▲New Holding6760.2%Computer and TechnologyJ P MORGAN EXCHANGE TRADED F$244,983$244,983 ▲New Holding3,0800.2%U S TECH LEADERSNOCNorthrop Grumman$235,373$235,373 ▲New Holding3450.2%AerospaceIJHiShares Core S&P Mid-Cap ETF$235,251$540 ▲0.2%3,4840.2%ETFMOAltria Group$226,109$226,109 ▲New Holding3,4260.2%Consumer StaplesTAT&T$224,620$224,620 ▲New Holding7,7480.2%Computer and TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$224,2280.0%8,8140.2%ETFUNHUnitedHealth Group$215,790$20,577 ▲10.5%7970.1%MedicalMVISMicrovision$16,6710.0%26,0000.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$0$210,062 ▼-100.0%00.0%ETFVYMVanguard High Dividend Yield ETF$0$205,426 ▼-100.0%00.0%ETFShowing 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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