Paradigm, Strategies in Wealth Management, LLC
•CIK: 1859579•Filing: Q4 2025
**Paradigm, Strategies in Wealth Management, LLC** manages $152M across a diversified portfolio of 49 positions. The strategy exhibits a notable tilt toward core equity exposure, evidenced by top holdings including SCHG ($22.4M) and SCHD ($18.8M). Significant allocations are also maintained in HEFA ($18.0M) and IJR ($16.8M), suggesting a focus on growth and dividend-oriented market segments. This positioning reflects a tactical approach within the wealth management sector.
Total AUM
$152.4M
QoQ Performance
-2.4%
Positions
21
Top 10 Concentration
76.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
SCHD
HEFA
IJR
JPST
SCHF
SCHG14.7%
SCHD12.3%
HEFA11.8%
IJR11.0%
JPST9.7%
SCHF5.0%
IBDZ3.8%
AAPL2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.3%
Technology3.5%
ETF2.7%
Consumer0.8%
Financial0.6%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW2 new positions
↑13 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023