Paradigm, Strategies in Wealth Management, LLC ETF holdings
Maple Grove, MN
Reported $149.8M in 45 ETFs in its Form 13F for June 30, 2026.
ETF value
$149.8M
ETFs held
45
Change from prior quarter
+10.4%
With price moves
ETFs as a share of its 13F
91.3%
of $164.1M
Top 10 of 45 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $22.0M | 649,198 | −5,185 shares |
| IJR | iShares Core S&P Small-Cap ETF | $19.4M | 131,057 | +482 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $19.3M | 610,039 | −29,791 shares |
| HEFA | iShares Currency Hedged MSCI EAFE ETF | $17.9M | 380,965 | −15,726 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $12.4M | 244,963 | −16,183 shares |
| SCHF | Schwab International Equity ETF | $8.6M | 310,280 | +46 shares |
| IBCA | iShares iBonds Dec 2035 Term Corporate ETF | $5.0M | 194,436 | +46,053 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $4.3M | 5,723 | −65 shares |
| IBDZ | iShares iBonds Dec 2034 Term Corporate ETF | $4.1M | 155,677 | −39,682 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $3.8M | 102,844 | +2,666 shares |
35 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001859579. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Paradigm, Strategies in Wealth Management, LLC own?
Paradigm, Strategies in Wealth Management, LLC reported 45 ETF positions worth $149.8M in its Form 13F for June 30, 2026. The largest was SCHG, at $22.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.