StockDriftsStockDriftsTop 50 Paradigm, Strategies in Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 13.39% | 649.2K | $22.0M | -0.79%(-5.18K) | $16.64(+114.07%) | 2026-06-30 | |
| IJR | ISHARES TR | 11.84% | 131.1K | $19.4M | +0.37%(+482) | $96.38(+55.60%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 11.79% | 610.0K | $19.3M | -4.66%(-29.79K) | $23.73(+44.79%) | 2026-06-30 | |
| HEFA | ISHARES TR | 10.89% | 381.0K | $17.9M | -3.96%(-15.73K) | $35.07(+36.32%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 7.55% | 245.0K | $12.4M | -6.20%(-16.18K) | $50.36(+0.29%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.24% | 310.3K | $8.6M | +0.01%(+46) | $15.14(+89.27%) | 2026-06-30 | |
| IBCA | ISHARES TR | 3.03% | 194.4K | $5.0M | +31.04%(+46.05K) | $25.31(-0.60%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.62% | 14.9K | $4.3M | +1.82%(+265) | $130.06(+134.80%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.6% | 5.7K | $4.3M | -1.12%(-65) | $396.31(+95.64%) | 2026-06-30 | |
| IBDZ | ISHARES TR | 2.47% | 155.7K | $4.1M | -20.31%(-39.68K) | $26.03(-1.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.86% | +32.59% | +6.12% | +34.61% |
| Top 20 Holdings Unweighted | +7.76% | +25.12% | +2.88% | +15.27% |
Paradigm, Strategies in Wealth Management, LLC reports $164.12M in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (13.4%), IJR (11.8%) and SCHD (11.8%). The top 20 holdings account for 85.57% of reported assets. Its disclosed equity book has returned +32.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paradigm, Strategies in Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1859579). View Paradigm, Strategies in Wealth Management, LLC’s 13F filings on SEC