Paradigm, Strategies in Wealth Management, LLC
Q1 2026 13F Holdings
- Locationmaple grove, MN
- Num holdings
55
- Value ($000)
$147,407
- Date Filed 05/07/2026
- Form type13F-HR
- CIK 0001859579
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.63M | 13 % | 639,830 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $19.06M | 13 % | 654,383 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $16.86M | 11 % | 396,691 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $16.23M | 11 % | 130,575 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $13.22M | 9 % | 261,146 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $7.68M | 5 % | 310,234 | ||
ISHARES TR | IBONDS DEC 2034 | 46438G653 | $5.09M | 4 % | 195,359 | ||
ISHARES TR | IBONDS DEC 2035 | 46438G372 | $3.8M | 3 % | 148,383 | ||
PROCTER & GAMBLE CO | COM | 742718109 | $3.79M | 3 % | 26,215 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $3.76M | 3 % | 5,788 |
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