Paradigm, Strategies in Wealth Management, LLC
All 13F Filings
- Location
- Maple Grove, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 152,376
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 60.35 K | 39.6% | 0 | 1.218 K | -1.218 K |
| ETFs | 71.3 K | 46.8% | 0 | 1.783 K | -1.783 K |
| Debt | 20.73 K | 13.6% | 0 | 761 | -761 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
152,376
Holdings
49
QoQ value change ($000)
-3,760
(-2.4%)
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.