Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579 • 7 13F filings • May 7, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $152.7M52 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$328K	0.2%Prev: 0.3%	1,861 SH	Decreased+466 SH
ALTRIA GROUP INC	COM	$223K	0.1%Prev: 0.2%	3,807 SH	Decreased+381 SH
AMAZON COM INC	COM	$679K	0.4%Prev: 0.5%	3,094 SH	Decreased-323 SH
APPLE INC	COM	$3.6M	2.4%Prev: 2.5%	17,716 SH	Decreased+3,129 SH
AT&T INC	COM	$236K	0.2%Prev: 0.2%	8,154 SH	Increased+406 SH
AUTOMATIC DATA PROCESSING IN	COM	$232K	0.2%	752 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$830K	0.5%Prev: 0.6%	1,709 SH	Increased
COSTCO WHSL CORP NEW	COM	$634K	0.4%	640 SH	New
DISNEY WALT CO	COM	$263K	0.2%	2,125 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$645K	0.4%Prev: 0.5%	14,755 SH	Decreased-509 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$251K	0.2%	14,958 SH	New
INVESCO QQQ TR	UNIT SER 1	$519K	0.3%Prev: 0.2%	940 SH	Increased+437 SH
ISHARES TR	CORE S&P MCP ETF	$214K	0.1%Prev: 0.2%	3,450 SH	Decreased-34 SH
ISHARES TR	CORE S&P SCP ETF	$16.0M	10.5%Prev: 11.0%	146,252 SH	Decreased+15,677 SH
ISHARES TR	HDG MSCI EAFE	$16.3M	10.7%Prev: 11.4%	428,678 SH	Decreased+31,987 SH
ISHARES TR	IBDS DEC28 ETF	$3.3M	2.1%Prev: 1.7%	128,824 SH	Increased+27,128 SH
ISHARES TR	IBONDS 27 ETF	$1.7M	1.1%Prev: 0.9%	68,074 SH	Increased+12,797 SH
ISHARES TR	IBONDS DEC 2029	$370K	0.2%Prev: 0.3%	14,675 SH	Decreased-3,322 SH
ISHARES TR	IBONDS DEC 2030	$1.9M	1.3%Prev: 1.2%	85,807 SH	Increased+9,247 SH
ISHARES TR	IBONDS DEC 2031	$1.4M	0.9%Prev: 1.1%	66,727 SH	Decreased-6,601 SH
ISHARES TR	IBONDS DEC 2032	$3.6M	2.4%Prev: 2.1%	143,265 SH	Increased+22,681 SH
ISHARES TR	IBONDS DEC 2033	$1.0M	0.7%Prev: 0.8%	39,904 SH	Decreased-7,054 SH
ISHARES TR	IBONDS DEC 2034	$5.9M	3.9%Prev: 3.5%	226,502 SH	Increased+31,143 SH
ISHARES TR	IBONDS DEC 27	$224K	0.1%Prev: 0.2%	8,838 SH	Decreased+24 SH
ISHARES TR	IBONDS DEC 28	$582K	0.4%Prev: 0.4%	22,906 SH	Increased+352 SH
ISHARES TR	IBONDS DEC 29	$1.7M	1.1%Prev: 1.0%	75,000 SH	Increased+12,226 SH
ISHARES TR	IBONDS DEC2026	$1.5M	1.0%Prev: 0.3%	62,643 SH	Increased+44,194 SH
ISHARES TR	IBONDS DEC25 ETF	$1.1M	0.7%	42,500 SH	New
ISHARES TR	RUS 1000 ETF	$543K	0.4%Prev: 0.4%	1,598 SH	Decreased+26 SH
ISHARES TR	RUS 1000 GRW ETF	$485K	0.3%Prev: 0.3%	1,143 SH	Increased+170 SH
ISHARES TR	S&P 500 GRWT ETF	$301K	0.2%Prev: 0.2%	2,735 SH	Decreased
ISHARES TR	S&P 500 VAL ETF	$328K	0.2%Prev: 0.2%	1,680 SH	Decreased+100 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.5M	1.0%Prev: 0.9%	25,703 SH	Increased+2,051 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.7M	1.1%Prev: 1.0%	31,816 SH	Increased+6,290 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$16.4M	10.7%Prev: 9.0%	323,309 SH	Increased+62,163 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.8M	1.2%Prev: 0.9%	35,052 SH	Increased+9,889 SH
MICROVISION INC DEL	COM NEW	$30K	0.0%Prev: 0.0%	26,000 SH	Increased
NVIDIA CORPORATION	COM	$471K	0.3%Prev: 0.4%	2,982 SH	Decreased-105 SH
PROCTER AND GAMBLE CO	COM	$4.3M	2.8%	26,809 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.3M	4.8%Prev: 5.2%	332,034 SH	Decreased+21,800 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$19.2M	12.6%Prev: 13.3%	723,733 SH	Decreased+83,903 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$21.3M	13.9%Prev: 12.9%	728,410 SH	Increased+74,027 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.3M	2.2%Prev: 2.1%	117,566 SH	Increased+17,388 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$800K	0.5%Prev: 0.6%	31,602 SH	Decreased+3,541 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$557K	0.4%	6,826 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$439K	0.3%	996 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$348K	0.2%	8,143 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$3.9M	2.6%	6,304 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.7M	1.1%	2,929 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$217K	0.1%	2,726 SH	New
STARBUCKS CORP	COM	$288K	0.2%	3,138 SH	New
UNITEDHEALTH GROUP INC	COM	$350K	0.2%Prev: 0.1%	1,122 SH	Increased+325 SH

Sold (vs prior filing)

COSTCO WHOLESALE CORPORATION — $614K
INVESCO EXCH TRD SLF IDX FD — $385K
INVESCO EXCHANGE TRADED FD T — $538K
ISHARES TR — $3.8M
J P MORGAN EXCHANGE TRADED F — $574K
J P MORGAN EXCHANGE TRADED F — $245K
MICROSOFT CORP — $250K
NORTHROP GRUMMAN CORP — $235K
PROCTER & GAMBLE CO — $3.8M
SELECT SECTOR SPDR TR — $628K
SPDR SERIES TRUST — $261K
STATE STR SPDR DOW JONES IND — $461K
STATE STR SPDR S&P 500 ETF T — $3.8M
STATE STR SPDR S&P MIDCAP 40 — $1.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001172661-26-004563	—	View
Jan 22, 2026	Q4 2025	13F-HR	0001172661-26-000261	$152.4M	View
Oct 22, 2025	Q3 2025