Paradigm, Strategies in Wealth Management, LLC
All 13F Filings
- Location
- Maple Grove, MN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 156,054
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/16/2026 | 56 | 156,054 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
| Q2 2026 | 7/21/2026 | 61 | 164,116 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
| Q1 2026 | 5/7/2026 | 55 | 147,407 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 49 | 152,376 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
| Q3 2025 | 10/22/2025 | 53 | 156,136 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
| Q2 2025 | 8/1/2025 | 53 | 152,739 | 13F-HR | Paradigm, Strategies in Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.52 K | 9.3% | 247 | 0 | 247 |
| ETFs | 122.9 K | 78.8% | 0 | 6.532 K | -6.532 K |
| Debt | 18.59 K | 11.9% | 0 | 1.777 K | -1.777 K |
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Fund Snapshot
Q3 2026
Latest filed
10/16/2026
Total value ($000)
156,054
Holdings
56
QoQ value change ($000)
-8,062
(-4.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.