Paradigm, Strategies in Wealth Management, LLC

13F filer · CIK 0001859579

Reported Jul 21, 2026

Net buyer this quarter

13F portfolio value$164MU.S. long equity reported on 13F

Positions235 new · 2 closed

Net flow last quarter+$3.94MBuys minus sells

Top 10 positions weight15.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 21, 202623 positions
IBCAIntervest Bancshares Corp	$4.98M	3.03%	0.88%	+31.0%	Q3 2025
AAPLApple Inc.	$4.3M	2.62%	0.00%	+1.8%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$4.27M	2.60%	Not reported	-1.1%	Q1 2021
PGPROCTER & GAMBLE Co	$3.84M	2.34%	0.00%	0.0%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.96M	1.19%	Not reported	-2.1%	Q1 2021
JIVEJive Software, Inc.	$1.82M	1.11%	0.02%	+195.9%	Q1 2026
AIQAlliance HealthCare Services, Inc	$998K	0.61%	0.14%	-0.3%	Q2 2024
AMZNAmazon Com Inc	$918K	0.56%	0.00%	+12.7%	Q1 2021
BRK.BBerkshire Hathaway Inc	$855K	0.52%	Not reported	Not reported	Q2 2021
NVDANvidia Corp	$708K	0.43%	0.00%	+14.6%	Q1 2021
COSTCostco Wholesale Corp	$553K	0.34%	0.00%	-3.9%	Q1 2021
GOOGLAlphabet Inc.	$515K	0.31%	0.00%	+3.4%	Q1 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$514K	0.31%	Not reported	-1.3%	Q1 2021
LGCYLegacy Education Inc.	$481K	0.29%	0.32%	New	Q2 2026
CRWDCrowdStrike Holdings, Inc.	$433K	0.26%	0.00%	Not reported	Q1 2021
QQQInvesco QQQ Trust, Series 1	$351K	0.21%	Not reported	-5.2%	Q1 2021
TSLATesla, Inc.	$348K	0.21%	0.00%	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$321K	0.20%	0.00%	-3.0%	Q1 2021
MOAltria Group, Inc.	$269K	0.16%	0.00%	+9.3%	Q1 2021
GOOGAlphabet Inc.	$256K	0.16%	Not reported	Not reported	Q1 2021
MSFTMicrosoft Corp	$255K	0.16%	0.00%	+1.2%	Q1 2021
LLYELI LILLY & Co	$210K	0.13%	0.00%	Not reported	Q1 2021
MVISMicrovision, Inc.	$8.5K	0.01%	0.11%	Not reported	Q1 2021
Q1 2026Reported May 7, 202620 positions
IBCAIntervest Bancshares Corp	$3.8M	2.58%	0.67%	+92.1%	Q3 2025
PGPROCTER & GAMBLE Co	$3.79M	2.57%	0.00%	0.0%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$3.76M	2.55%	Not reported	-2.4%	Q1 2021
AAPLApple Inc.	$3.7M	2.51%	0.00%	-6.0%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.75M	1.19%	Not reported	-2.9%	Q1 2021
BRK.BBerkshire Hathaway Inc	$819K	0.56%	Not reported	Not reported	Q2 2021
AIQAlliance HealthCare Services, Inc	$712K	0.48%	0.14%	+1.1%	Q2 2024
AMZNAmazon Com Inc	$712K	0.48%	0.00%	+9.2%	Q1 2021
COSTCostco Wholesale Corp	$614K	0.42%	0.00%	Not reported	Q1 2021
JIVEJive Software, Inc.	$574K	0.39%	0.01%	New	Q1 2026
NVDANvidia Corp	$538K	0.37%	0.00%	-0.2%	Q1 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$461K	0.31%	Not reported	Not reported	Q1 2021
GOOGLAlphabet Inc.	$401K	0.27%	0.00%	-7.9%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$290K	0.20%	Not reported	-17.0%	Q1 2021
MSFTMicrosoft Corp	$250K	0.17%	0.00%	Not reported	Q1 2021
NOCNorthrop Grumman Corp	$235K	0.16%	0.00%	Not reported	Q1 2021
MOAltria Group, Inc.	$226K	0.15%	0.00%	Not reported	Q1 2021
TAt&T Inc.	$225K	0.15%	0.00%	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$216K	0.15%	0.00%	+10.5%	Q1 2021
MVISMicrovision, Inc.	$16.7K	0.01%	0.01%	Not reported	Q1 2021
Q4 2025Reported Jan 22, 202616 positions
AAPLApple Inc.	$4.22M	2.77%	0.00%	-5.9%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$4.04M	2.65%	Not reported	-2.3%	Q1 2021
PGPROCTER & GAMBLE Co	$3.76M	2.47%	0.00%	-2.2%	Q1 2021
IBCAIntervest Bancshares Corp	$2M	1.31%	0.35%	+54.6%	Q3 2025
MDYSPDR S&P Midcap 400 ETF Trust	$1.77M	1.16%	Not reported	+0.1%	Q1 2021
BRK.BBerkshire Hathaway Inc	$859K	0.56%	Not reported	Not reported	Q2 2021
AIQAlliance HealthCare Services, Inc	$768K	0.50%	0.14%	+2.3%	Q2 2024
AMZNAmazon Com Inc	$722K	0.47%	0.00%	+2.5%	Q1 2021
NVDANvidia Corp	$577K	0.38%	0.00%	+2.8%	Q1 2021
COSTCostco Wholesale Corp	$532K	0.35%	0.00%	+0.2%	Q1 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$479K	0.31%	Not reported	Not reported	Q1 2021
GOOGLAlphabet Inc.	$474K	0.31%	0.00%	-18.7%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$372K	0.24%	Not reported	-14.8%	Q1 2021
UNHUnitedhealth Group Inc	$238K	0.16%	0.00%	-17.7%	Q1 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$205K	0.13%	Not reported	New	Q4 2025
MVISMicrovision, Inc.	$21.5K	0.01%	0.13%	Not reported	Q1 2021
Q3 2025Reported Oct 22, 202520 positions
AAPLApple Inc.	$4.2M	2.69%	0.00%	-6.9%	Q1 2021
PGPROCTER & GAMBLE Co	$4.12M	2.64%	0.00%	0.0%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$4.04M	2.59%	Not reported	-3.7%	Q1 2021
MDYSPDR S&P Midcap 400 ETF Trust	$1.74M	1.12%	Not reported	-0.1%	Q1 2021
IBCAIntervest Bancshares Corp	$1.3M	0.83%	0.23%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$859K	0.55%	Not reported	Not reported	Q2 2021
AIQAlliance HealthCare Services, Inc	$729K	0.47%	0.14%	+0.1%	Q2 2024
AMZNAmazon Com Inc	$671K	0.43%	0.00%	-1.3%	Q1 2021
COSTCostco Wholesale Corp	$570K	0.36%	0.00%	-3.9%	Q1 2021
NVDANvidia Corp	$561K	0.36%	0.00%	+0.8%	Q1 2021
DIASPDR Dow Jones Industrial Average ETF Trust	$462K	0.30%	Not reported	Not reported	Q1 2021
GOOGLAlphabet Inc.	$452K	0.29%	0.00%	Not reported	Q1 2021
QQQInvesco QQQ Trust, Series 1	$427K	0.27%	Not reported	-24.4%	Q1 2021
UNHUnitedhealth Group Inc	$302K	0.19%	0.00%	-21.9%	Q1 2021
TAt&T Inc.	$232K	0.15%	0.00%	+0.7%	Q1 2021
DISWalt Disney Co	$227K	0.15%	0.00%	-6.8%	Q1 2021
MOAltria Group, Inc.	$225K	0.14%	0.00%	-10.7%	Q1 2021
ADPAutomatic Data Processing Inc	$222K	0.14%	0.00%	+0.4%	Q1 2021
NOCNorthrop Grumman Corp	$210K	0.13%	0.00%	Not reported	Q1 2021
MVISMicrovision, Inc.	$32.2K	0.02%	0.01%	Not reported	Q1 2021

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