Paradigm, Strategies in Wealth Management, LLC
Q2 2026 13F Holdings
- Locationmaple grove, MN
- Num holdings
61
- Value ($000)
$164,116
- Date Filed 07/21/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $21.97M | 13 % | 649,198 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $19.44M | 12 % | 131,057 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $19.34M | 12 % | 610,039 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | $17.88M | 11 % | 380,965 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $12.39M | 8 % | 244,963 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.59M | 5 % | 310,280 | ||
ISHARES TR | IBONDS DEC 2035 | 46438G372 | $4.98M | 3 % | 194,436 | ||
APPLE INC | COM | 037833100 | $4.3M | 3 % | 14,852 | ||
STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | $4.27M | 3 % | 5,723 | ||
ISHARES TR | IBONDS DEC 2034 | 46438G653 | $4.06M | 3 % | 155,677 |
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