Paradigm, Strategies in Wealth Management, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001859579 · Maple Grove, MN

As of Sep 30, 2025, Paradigm, Strategies in Wealth Management, LLC reported 53 positions worth 56.1M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
SCHWAB US LARGE-CAP GROWTH	SCHG	—	701,580	$22.4M	14.34%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	711,786	9.4M	12.45%
ISHARES CURRENCY HEDGED MSCI EAFE ETF	HEFA	—	431,635	7.1M	10.95%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	143,540	7.1M	10.92%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	316,839	6.1M	10.29%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	323,978	$7.5M	4.83%
ISHARES TR	IBDZ	—	217,915	$5.8M	3.69%
APPLE INC	AAPL	Technology	16,488	$4.2M	2.69%
PROCTER & GAMBLE CO	PG	Consumer Defensive	26,812	$4.1M	2.64%
SPDR S&P 500 ETF TRUST	SPY	—	6,070	$4.0M	2.59%
ISHARES IBONDS DEC 2032 TERM CORPORATE ETF	IBDX	—	142,530	$3.7M	2.34%
SCHWAB US MID-CAP ETF	SCHM	Equity	112,246	$3.3M	2.13%
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF	IBDT	—	122,050	$3.1M	1.99%
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF	JMST	—	35,015	.8M	1.14%
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF	IBDU	—	75,157	.8M	1.13%
SPDR S&P MIDCAP 400 ETF TRUST	MDY	—	2,927	.7M	1.12%
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF	IBDS	—	67,607	.6M	1.05%
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF	IBDV	—	74,214	.6M	1.05%
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF	IBDW	—	70,006	.5M	0.95%
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF	IBDR	—	57,159	.4M	0.89%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	23,753	.4M	0.87%
ISHARES TR	IBCA	—	49,976	.3M	0.83%
ISHARES TR	IBDY	—	48,396	.3M	0.81%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	1,709	$859.2K	0.55%
SCHWAB US SMALL-CAP ETF	SCHA	—	30,408	$848.4K	0.54%