Paradigm, Strategies in Wealth Management
Paradigm, Strategies in Wealth Management reported 56 stocks worth $156M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SCHG (13.3%), IJR (11.1%) and SCHD (10.6%). Compared with Q2 2026, the fund opened new positions in IBCB, added to EQWL, JIVE and JTEK, trimmed SCHG, IJR and SCHD and sold out of IBMQ, IBMT and IBMR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHG Schwab Strategic TR | $20.8M | 13.3% | 578K | −71K (−11%) | 8 of 8 | |
| 2 |  IJR Ishares TR | $17.4M | 11.1% | 128K | −3,374 (−3%) | 8 of 8 | |
| 3 |  SCHD Schwab US Dividend Equity ETF | $16.5M | 10.6% | 506K | −104K (−17%) | 8 of 8 | |
| 4 |  HEFA Ishares TR | $14.5M | 9.3% | 312K | −69K (−18%) | 7 of 8 | |
| 5 |  JPST J P Morgan Exchange Traded F | $10.4M | 6.7% | 207K | −38K (−15%) | 8 of 8 | |
| 6 |  SCHF Schwab International | $8.3M | 5.3% | 301K | −9,049 (−3%) | 8 of 8 | |
| 7 |  IBCB Ishares TR | $5M | 3.2% | 213K | New position | 1 of 8 | |
| 8 |  EQWL Invesco Exchange Traded FD T | $4.9M | 3.1% | 38K | +22K (+143%) | 3 of 8 | |
| 9 |  AAPL Apple Inc | $4.7M | 3.0% | 14K | −595 (−4%) | 8 of 8 | |
| 10 |  JIVE J P Morgan Exchange Traded F | $4.7M | 3.0% | 49K | +29K (+148%) | 3 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBMQ Ishares TR | $627K | 25K |
 IBMT Ishares Ibonds | $514K | 20K |
 IBMR Ishares Ibonds | $512K | 20K |
 IBMS Ishares Ibonds | $429K | 17K |
 LLY Eli Lilly & Co | $210K | 175 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Paradigm, Strategies in Wealth Management 13F FAQ
What does Paradigm, Strategies in Wealth Management own?
Paradigm, Strategies in Wealth Management reported 56 stocks worth $156M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are SCHG (13.3%), IJR (11.1%) and SCHD (10.6%). The table above lists every position in the filing (the top 10 without an account).
What did Paradigm, Strategies in Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 14 added to, 32 trimmed and 6 sold out. New positions include IBCB. It sold all of IBMQ, IBMT and IBMR.
When will Paradigm, Strategies in Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Paradigm, Strategies in Wealth Management's portfolio worth?
The Q3 2026 filing reports $156M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.