Paradigm, Strategies in Wealth Management, LLC
Q3 2026 13F filing
Updated 20 days ago56 disclosed positions worth $156.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SCHWAB STRATEGIC TR | $20.8M | 578.3K | 13.32% | Trimmed(-10.9%) |
| 2 | E ISHARES TR | $17.4M | 127.7K | 11.13% | Trimmed(-2.6%) |
| 3 | S SCHWAB STRATEGIC TR | $16.5M | 506.4K | 10.56% | Trimmed(-17.0%) |
| 4 | E ISHARES TR | $14.5M | 312.0K | 9.27% | Trimmed(-18.1%) |
| 5 | J J P MORGAN EXCHANGE TRADED F | $10.4M | 207.4K | 6.69% | Trimmed(-15.3%) |
| 6 | S SCHWAB STRATEGIC TR | $8.3M | 301.2K | 5.30% | Trimmed(-2.9%) |
| 7 | ? N/A ISHARES TR | $5M | 212.5K | 3.22% | — |
| 8 | I INVESCO EXCHANGE TRADED FD T | $4.9M | 38.0K | 3.14% | Added(+143.4%) |
| 9 | A APPLE INC | $4.7M | 14.3K | 3.04% | Trimmed(-4.0%) |
| 10 | J J P MORGAN EXCHANGE TRADED F | $4.7M | 49.2K | 3.00% | Added(+147.9%) |
| 11 | ? N/A ISHARES TR | $4.5M | 187.3K | 2.89% | Trimmed(-3.7%) |
| 12 | S STATE STR SPDR S&P 500 ETF T | $4.3M | 5.7K | 2.77% | Trimmed(-0.9%) |
| 13 | P PROCTER & GAMBLE CO | $3.8M | 26.2K | 2.44% | Added(+0.0%) |
| 14 | J J P MORGAN EXCHANGE TRADED F | $3.7M | 35.0K | 2.36% | Added(+184.4%) |
| 15 | S SCHWAB STRATEGIC TR | $3.4M | 101.0K | 2.20% | Trimmed(-1.8%) |
| 16 | J ISHARES TR | $2.5M | 100.1K | 1.58% | Trimmed(-35.7%) |
| 17 | ? N/A ISHARES TR | $2.1M | 86.3K | 1.33% | Trimmed(-25.7%) |
| 18 | M STATE STR SPDR S&P MIDCAP 40 | $1.8M | 2.8K | 1.17% | Trimmed(-0.5%) |
| 19 | J J P MORGAN EXCHANGE TRADED F | $1.5M | 24.8K | 0.98% | Trimmed(-0.8%) |
| 20 | J J P MORGAN EXCHANGE TRADED F | $1.4M | 24.3K | 0.87% | Added(+0.0%) |
| 21 | ? N/A ISHARES TR | $1.2M | 47.8K | 0.75% | Trimmed(-1.0%) |
| 22 | ? N/A ISHARES TR | $1.1M | 55.7K | 0.72% | Trimmed(-3.0%) |
| 23 | E ISHARES TR | $1M | 41.6K | 0.67% | Trimmed(-53.2%) |
| 24 | F GLOBAL X FDS | $991K | 15.2K | 0.64% | Unchanged |
| 25 | ? N/A ISHARES TR | $987K | 46.7K | 0.63% | Trimmed(-23.9%) |
| 26 | A AMAZON COM INC | $950K | 3.8K | 0.61% | Trimmed(-1.0%) |
| 27 | S SCHWAB STRATEGIC TR | $917K | 28.1K | 0.59% | Trimmed(-0.5%) |
| 28 | B BERKSHIRE HATHAWAY INC DEL | $851K | 1.7K | 0.55% | Unchanged |
| 29 | J J P MORGAN EXCHANGE TRADED F | $819K | 16.2K | 0.52% | Trimmed(-48.8%) |
| 30 | N NVIDIA CORPORATION | $812K | 3.6K | 0.52% | Added(+0.4%) |
| 31 | ? N/A ISHARES TR | $753K | 33.2K | 0.48% | Trimmed(-47.7%) |
| 32 | V VANGUARD INDEX FDS | $719K | 1.0K | 0.46% | Added(+0.9%) |
| 33 | E ISHARES TR | $654K | 1.6K | 0.42% | Unchanged |
| 34 | C CROWDSTRIKE HLDGS INC | $549K | 2.1K | 0.35% | Added(+265.6%) |
| 35 | S SELECT SECTOR SPDR TR | $531K | 13.5K | 0.34% | Trimmed(-1.6%) |
| 36 | C COSTCO WHOLESALE CORPORATION | $523K | 575 | 0.34% | Trimmed(-2.9%) |
| 37 | D STATE STR SPDR DOW JONES IND | $500K | 983 | 0.32% | Unchanged |
| 38 | E ISHARES TR | $490K | 20.3K | 0.31% | Trimmed(-54.3%) |
| 39 | G ALPHABET INC | $459K | 1.3K | 0.29% | Trimmed(-7.4%) |
| 40 | E ISHARES TR | $405K | 2.9K | 0.26% | Added(+7.0%) |
| 41 | L LEGACY ED INC | $396K | 40.9K | 0.25% | Trimmed(-0.1%) |
| 42 | I INVESCO EXCH TRD SLF IDX FD | $392K | 20.1K | 0.25% | Added(+6.8%) |
| 43 | E ISHARES TR | $373K | 1.6K | 0.24% | Added(+3.3%) |
| 44 | E ISHARES TR | $339K | 2.7K | 0.22% | Trimmed(-30.5%) |
| 45 | M MICROSOFT CORP | $332K | 648 | 0.21% | Trimmed(-5.3%) |
| 46 | Q INVESCO QQQ TR | $328K | 443 | 0.21% | Trimmed(-7.1%) |
| 47 | T TESLA INC | $293K | 827 | 0.19% | Unchanged |
| 48 | U UNITEDHEALTH GROUP INC | $284K | 774 | 0.18% | Added(+0.1%) |
| 49 | S SPDR SERIES TRUST | $273K | 2.7K | 0.18% | Trimmed(-1.4%) |
| 50 | G ALPHABET INC | $262K | 769 | 0.17% | Added(+6.1%) |