Paradigm, Strategies in Wealth Management, LLC

Q4 2025 13F Holdings

  • Location
    maple grove, MN
  • Num holdings

    49

  • Value ($000)

    $152,376

  • Date Filed
    01/22/2026
  • Form type
    13F-HR
  • CIK
    0001859579
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$22.36M
15 %

685,587

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$18.79M
12 %

685,166

H
HEFA

ISHARES TR

HDG MSCI EAFE
46434V803
$17.97M
12 %

434,568

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$16.8M
11 %

139,830

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$14.84M
10 %

293,304

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$7.67M
5 %

318,997

I
IBDZ

ISHARES TR

IBONDS DEC 2034
46438G653
$5.72M
4 %

216,813

A
AAPL

APPLE INC

COM
037833100
$4.22M
3 %

15,512

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$4.04M
3 %

5,931

P
PG

PROCTER AND GAMBLE CO

COM
742718109
$3.76M
3 %

26,212

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