Paradigm, Strategies in Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Kristina Bentzen, Chief Compliance Officer, lists a total of 56 distinct equity positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with 40 of the 56 holdings being ETFs. The largest individual equity position is Apple Inc., with 14,257 shares. Other major individual stock holdings include Berkshire Hathaway Inc. Class B (1,709 shares), Procter & Gamble Co. (26,220 shares), and UnitedHealth Group Inc. (774 shares).
The filing also reveals significant exposure to various ETFs tracking broad market indices and sectors. The top ETF holdings include the iShares Core S&P 500 ETF (127,683 shares), the iShares Core S&P Small-Cap ETF (34,996 shares), and the Schwab Strategic Trust US Large Cap Growth ETF (578,342 shares). Additionally, the firm holds substantial positions in bond-focused ETFs, such as the iShares iBonds Dec 2035 ETF (187,270 shares) and the iShares iBonds Dec 2036 ETF (212,505 shares).
