Paradigm, Strategies in Wealth Management, LLC
Q4 2025 13F Holdings
- Locationmaple grove, MN
- Num holdings
49
- Value ($000)
$152,376
- Date Filed01/22/2026
- Form type13F-HR
- CIK0001859579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $22.36M | 15 % | 685,587 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $18.79M | 12 % | 685,166 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $17.97M | 12 % | 434,568 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.8M | 11 % | 139,830 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $14.84M | 10 % | 293,304 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.67M | 5 % | 318,997 | ||
ISHARES TR | IBONDS DEC 2034 | 46438G653 | $5.72M | 4 % | 216,813 | ||
APPLE INC | COM | 037833100 | $4.22M | 3 % | 15,512 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $4.04M | 3 % | 5,931 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | $3.76M | 3 % | 26,212 |
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