Paradigm, Strategies in Wealth Management, LLC - Portfolio overview

Paradigm, Strategies in Wealth Management, LLC has 58 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SCHD - SCHWAB STRATEGIC TR, 13.24%
2. SCHG - SCHWAB STRATEGIC TR, 12.86%
3. HEFA - ISHARES TR, 11.37%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.