Paradigm, Strategies in Wealth Management, LLC

Est. AUM

$144.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.6M	639830	13.56%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$19.1M	654383	13.17%	SOLE
3	ISHARES TR	HDG MSCI EAFE	$16.9M	396691	11.64%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$16.2M	130575	11.21%	SOLE
5	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.2M	261146	9.13%	SOLE
6	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.7M	310234	5.30%	SOLE
7	ISHARES TR	IBONDS DEC 2034	$5.1M	195359	3.52%	SOLE
8	ISHARES TR	IBONDS DEC 2035	$3.8M	148383	2.63%	SOLE
9	PROCTER & GAMBLE CO	COM	$3.8M	26215	2.62%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.8M	5788	2.60%	SOLE
11	APPLE INC	COM	$3.7M	14587	2.56%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.1M	100178	2.14%	SOLE
13	ISHARES TR	IBONDS DEC 2032	$3.0M	120584	2.10%	SOLE
14	ISHARES TR	IBDS DEC28 ETF	$2.6M	101696	1.78%	SOLE
15	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.8M	2845	1.21%	SOLE
16	ISHARES TR	IBONDS DEC 29	$1.5M	62774	1.01%	SOLE
17	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.4M	25526	0.98%	SOLE
18	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.3M	23652	0.93%	SOLE
19	ISHARES TR	IBONDS 27 ETF	$1.3M	55277	0.93%	SOLE
20	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.3M	25163	0.89%	SOLE
21	ISHARES TR	IBONDS DEC 2033	$1.2M	46958	0.84%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$819K	1709	0.57%	SOLE
23	SCHWAB STRATEGIC TR	US SML CAP ETF	$816K	28061	0.56%	SOLE
24	AMAZON COM INC	COM	$712K	3417	0.49%	SOLE
25	GLOBAL X FDS	ARTIFICIAL ETF	$712K	15264	0.49%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET UTI	$628K	13677	0.43%	SOLE
27	COSTCO WHOLESALE CORPORATION	COM	$614K	616	0.42%	SOLE
28	ISHARES TR	IBONDS DEC 28	$576K	22554	0.40%	SOLE
29	J P MORGAN EXCHANGE TRADED F	JPMORGAN INTL VL	$574K	6704	0.40%	SOLE
30	ISHARES TR	RUS 1000 ETF	$561K	1572	0.39%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$538K	4669	0.37%	SOLE
32	NVIDIA CORPORATION	COM	$538K	3087	0.37%	SOLE
33	STATE STR SPDR DOW JONES IND	UT SER 1	$461K	996	0.32%	SOLE
34	ISHARES TR	IBONDS DEC 2029	$456K	17997	0.31%	SOLE
35	ISHARES TR	IBONDS DEC2026	$447K	18449	0.31%	SOLE
36	ISHARES TR	RUS 1000 GRW ETF	$415K	973	0.29%	SOLE
37	ALPHABET INC	CAP STK CL A	$401K	1395	0.28%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	BULLETSHARES 203	$385K	18606	0.27%	SOLE
39	ISHARES TR	IBONDS DEC 2030	$362K	13998	0.25%	SOLE
40	ISHARES TR	IBONDS DEC 2031	$340K	13264	0.23%	SOLE
41	ISHARES TR	S&P 500 VAL ETF	$334K	1580	0.23%	SOLE
42	ISHARES TR	S&P 500 GRWT ETF	$309K	2735	0.21%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$290K	503	0.20%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$261K	2759	0.18%	SOLE
45	MICROSOFT CORP	COM	$250K	676	0.17%	SOLE
46	J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$245K	3080	0.17%	SOLE
47	ISHARES TR	CORE S&P MCP ETF	$235K	3484	0.16%	SOLE
48	NORTHROP GRUMMAN CORP	COM	$235K	345	0.16%	SOLE
49	ALTRIA GROUP INC	COM	$226K	3426	0.16%	SOLE
50	AT&T INC	COM	$225K	7748	0.16%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.