Paradigm, Strategies in Wealth Management, LLC
Filing Date
Global Rank
#7,817
/ 8,607
▲ 85
· as of Mar 2026
Top Industry
Household & Personal Products
32.3%
3Y Alpha vs SPY
-7.6%
Period ended 3 months ago
Filed May 7, 2026 · 2mo
21 quarters · since Mar 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+43.7%
SPY
+75.2%
Annualised alpha
-7.7%
Max drawdown
−17.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
21.0%
−2.3 pts
Top 5
76.8%
−4.3 pts
Top 10
91.9%
−4.6 pts
HHI
1,475
Diversified−178
Portfolio Trend
21 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.8% | $6,270,507 |
| Consumer Defensive | 25.7% | $4,626,375 |
| Technology | 25.0% | $4,507,280 |
| Financial Services | 4.5% | $818,952 |
| Consumer Cyclical | 4.0% | $711,658 |
| Communication Services | 3.5% | $625,760 |
| Industrials | 1.3% | $235,372 |
| Healthcare | 1.2% | $215,660 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −925 | 14,587 | $3,702,034 | |
| SPY | Spdr S&P 500 ETF Trust | −143 | 5,788 | $3,764,167 | |
| GOOGL | Alphabet Inc. | −119 | 1,395 | $401,146 | |
| QQQ | Invesco Qqq Trust, Series 1 | −103 | 503 | $290,321 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −84 | 2,845 | $1,754,682 | |
| NVDA | Nvidia Corp | −5 | 3,087 | $538,372 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
17 positions ·
$18,011,564 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 26,215 | $3,786,494 | 21.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,788 | $3,764,167 | 20.90% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 14,587 | $3,702,034 | 20.55% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 2,845 | $1,754,682 | 9.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,709 | $818,952 | 4.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,417 | $711,658 | 3.95% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 616 | $613,800 | 3.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,087 | $538,372 | 2.99% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 996 | $461,337 | 2.56% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,395 | $401,146 | 2.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 503 | $290,321 | 1.61% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 676 | $250,234 | 1.39% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
NEW | 345 | $235,372 | 1.31% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 3,426 | $226,081 | 1.26% | |
| T |
At&T Inc.
Communication Services
|
NEW | 7,748 | $224,614 | 1.25% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 797 | $215,660 | 1.20% | |
| MVIS |
Microvision, Inc.
Technology
|
Held | 26,000 | $16,640 | 0.09% |