Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Paradigm, Strategies in Wealth Management, LLC (CIK 1859579) reported $147.4M across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($19.6M, 13.32%), SCHG ($19.1M, 12.93%), HEFA ($16.9M, 11.44%), IJR ($16.2M, 11.01%), JPST ($13.2M, 8.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $19.6M | 13.32% | 639,830 | Trimmed |
| 2 | SCHG | SCHWAB STRATEGIC TR | $19.1M | 12.93% | 654,383 | Trimmed |
| 3 | HEFA | ISHARES TR | $16.9M | 11.44% | 396,691 | Trimmed |
| 4 | IJR | ISHARES TR | $16.2M | 11.01% | 130,575 | Trimmed |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $13.2M | 8.97% | 261,146 | Trimmed |
| 6 | SCHF | SCHWAB STRATEGIC TR | $7.7M | 5.21% | 310,234 | Trimmed |
| 7 | IBDZ | ISHARES TR | $5.1M | 3.45% | 195,359 | Trimmed |
| 8 | IBCA | ISHARES TR | $3.8M | 2.58% | 148,383 | Added |
| 9 | PG | PROCTER & GAMBLE CO | $3.8M | 2.57% | 26,215 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $3.8M | 2.55% | 5,788 | Trimmed |
| 11 | AAPL | APPLE INC | $3.7M | 2.51% | 14,587 | Trimmed |
| 12 | SCHM | SCHWAB STRATEGIC TR | $3.1M | 2.10% | 100,178 | Trimmed |
| 13 | IBDX | ISHARES TR | $3.0M | 2.07% | 120,584 | Trimmed |
| 14 | IBDT | ISHARES TR | $2.6M | 1.75% | 101,696 | Trimmed |
| 15 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.8M | 1.19% | 2,845 | Trimmed |
| 16 | IBDU | ISHARES TR | $1.5M | 0.99% | 62,774 | Trimmed |
| 17 | JEPQ | J P MORGAN EXCHANGE TRADED F | $1.4M | 0.96% | 25,526 | Added |
| 18 | IBDV | ISHARES TR | $1.4M | 0.93% | 62,562 | Trimmed |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.91% | 23,652 | Trimmed |
| 20 | IBDS | ISHARES TR | $1.3M | 0.91% | 55,277 | Trimmed |
| 21 | JMST | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.87% | 25,163 | Trimmed |
| 22 | IBDW | ISHARES TR | $1.3M | 0.85% | 60,064 | Trimmed |
| 23 | IBDY | ISHARES TR | $1.2M | 0.82% | 46,958 | Added |
| 24 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $818,953 | 0.56% | 1,709 | Hold |
| 25 | SCHA | SCHWAB STRATEGIC TR | $816,027 | 0.55% | 28,061 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31