Loading…
CIK 0001859579 • 7 13F filings • May 7, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("paradigm-strategies-in-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $474K | 0.3%Prev: 0.3% | 1,514 SH | Increased-347 SH |
| AMAZON COM INC | COM | $722K | 0.5%Prev: 0.4% | 3,130 SH | Increased+76 SH |
| APPLE INC | COM | $4.2M | 2.8%Prev: 2.7% | 15,512 SH | Increased-976 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $859K | 0.6%Prev: 0.6% | 1,709 SH | Decreased |
| COSTCO WHSL CORP NEW | COM | $532K | 0.3%Prev: 0.4% | 616 SH | Decreased+1 SH |
| GLOBAL X FDS | ARTIFICIAL ETF | $768K | 0.5%Prev: 0.5% | 15,105 SH | Increased+338 SH |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHARES 203 | $343K | 0.2%Prev: 0.2% | 16,312 SH | |
| INVESCO QQQ TR | UNIT SER 1 | $372K | 0.2%Prev: 0.3% | 606 SH | Decreased-105 SH |
| ISHARES TR | CORE S&P MCP ETF | $229K | 0.2%Prev: 0.1% | 3,476 SH | Increased+16 SH |
| ISHARES TR | CORE S&P SCP ETF | $16.8M | 11.0%Prev: 10.9% | 139,830 SH | Decreased-3,710 SH |
| ISHARES TR | HDG MSCI EAFE | $18.0M | 11.8%Prev: 11.0% | 434,568 SH | Increased+2,933 SH |
| ISHARES TR | IBDS DEC28 ETF | $2.8M | 1.8%Prev: 2.0% | 109,625 SH | Decreased-12,425 SH |
| ISHARES TR | IBONDS 27 ETF | $1.5M | 1.0%Prev: 1.1% | 60,883 SH | Decreased-6,724 SH |
| ISHARES TR | IBONDS DEC 2029 | $446K | 0.3%Prev: 0.3% | 17,548 SH | Increased+1,890 SH |
| ISHARES TR | IBONDS DEC 2030 | $1.8M | 1.2%Prev: 1.3% | 79,855 SH | Decreased-8,357 SH |
| ISHARES TR | IBONDS DEC 2031 | $1.3M | 0.9%Prev: 1.0% | 62,609 SH | Decreased-7,397 SH |
| ISHARES TR | IBONDS DEC 2032 | $3.3M | 2.1%Prev: 2.3% | 128,201 SH | Decreased-14,329 SH |
| ISHARES TR | IBONDS DEC 2033 | $1.2M | 0.8%Prev: 0.8% | 44,287 SH | Decreased-4,109 SH |
| ISHARES TR | IBONDS DEC 2034 | $5.7M | 3.8%Prev: 3.7% | 216,813 SH | Decreased-1,102 SH |
| ISHARES TR | IBONDS DEC 2035 | $2.0M | 1.3%Prev: 0.8% | 77,239 SH | Increased+27,263 SH |
| ISHARES TR | IBONDS DEC 27 | $224K | 0.1%Prev: 0.1% | 8,814 SH | Decreased |
| ISHARES TR | IBONDS DEC 28 | $577K | 0.4%Prev: 0.4% | 22,554 SH | Decreased |
| ISHARES TR | IBONDS DEC 29 | $1.5M | 1.0%Prev: 1.1% | 63,886 SH | Decreased-11,271 SH |
| ISHARES TR | IBONDS DEC2026 | $1.2M | 0.8%Prev: 0.9% | 50,010 SH | Decreased-7,149 SH |
| ISHARES TR | RUS 1000 ETF | $597K | 0.4%Prev: 0.4% | 1,598 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $461K | 0.3%Prev: 0.3% | 973 SH | Decreased-170 SH |
| ISHARES TR | S&P 500 GRWT ETF | $337K | 0.2%Prev: 0.2% | 2,735 SH | Increased |
| ISHARES TR | S&P 500 VAL ETF | $335K | 0.2%Prev: 0.2% | 1,580 SH | Increased |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.4M | 0.9%Prev: 0.9% | 23,791 SH | Increased+38 SH |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $942K | 0.6%Prev: 0.5% | 16,211 SH | Increased+2,694 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $14.8M | 9.7%Prev: 10.3% | 293,304 SH | Decreased-23,535 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $1.6M | 1.1%Prev: 1.1% | 32,028 SH | Decreased-2,987 SH |
| MICROVISION INC DEL | COM NEW | $22K | 0.0%Prev: 0.0% | 26,000 SH | Decreased |
| NVIDIA CORPORATION | COM | $577K | 0.4%Prev: 0.4% | 3,092 SH | Increased+85 SH |
| PROCTER AND GAMBLE CO | COM | $3.8M | 2.5%Prev: 2.6% | 26,212 SH | Decreased-600 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $7.7M | 5.0%Prev: 4.8% | 318,997 SH | Increased-4,981 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $18.8M | 12.3%Prev: 12.4% | 685,166 SH | Decreased-26,620 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $22.4M | 14.7%Prev: 14.3% | 685,587 SH | Decreased-15,993 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $3.2M | 2.1%Prev: 2.1% | 107,891 SH | Decreased-4,355 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $858K | 0.6%Prev: 0.5% | 30,131 SH | Increased-277 SH |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $210K | 0.1% | 1,357 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $583K | 0.4% | 13,668 SH | New |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | $479K | 0.3%Prev: 0.3% | 996 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $4.0M | 2.7%Prev: 2.6% | 5,931 SH | Increased-139 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.8M | 1.2%Prev: 1.1% | 2,929 SH | Increased+2 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $250K | 0.2% | 2,750 SH | New |
| UNITEDHEALTH GROUP INC | COM | $238K | 0.2%Prev: 0.2% | 721 SH | Decreased-155 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $205K | 0.1% | 1,431 SH | New |
| 13F-HR |
| 0001172661-25-004379 |
| $156.1M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002719 | $164.1M | View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002852 | $152.7M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001615 | $147.4M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001600 | $148.4M | View |