Paradigm, Strategies in Wealth Management, LLC
Paradigm, Strategies in Wealth Management, LLC reported 61 holdings worth US$164M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Paradigm, Strategies in Wealth Management, LLC reported 61 holdings worth US$164M as of Jun 30, 2026. Largest: Apple Inc, Procter & Gamble Company (the) and Amazon.com, Inc. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 61
- Value as reported
- US$164M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 14,852 | US$4.3M | 2.6% |
| Procter & Gamble Company (the) | 26,217 | US$3.84M | 2.3% |
| Amazon.com, Inc. | 3,851 | US$918K | 0.56% |
| Berkshire Hathaway Inc. | 1,709 | US$855K | 0.52% |
| Alphabet Inc (google) Class C | 2,159 | US$772K | 0.47% |
| Nvidia Corporation | 3,539 | US$708K | 0.43% |
| Costco Wholesale Corporation | 592 | US$553K | 0.34% |
| Legacy Education Inc. | 40,933 | US$481K | 0.29% |
| Crowdstrike Holdings, Inc. | 567 | US$433K | 0.26% |
| Tesla, Inc. | 827 | US$348K | 0.21% |
| Unitedhealth Group Incorporated | 773 | US$321K | 0.20% |
| Altria Group, Inc. | 3,745 | US$269K | 0.16% |
| Microsoft Corp. | 684 | US$255K | 0.16% |
| Eli Lilly And Company | 175 | US$210K | 0.13% |
| Microvision, Inc. | 26,000 | US$8,502 | <0.01% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Northrop Grumman Corporation | 0 | US$0 | 0.00% |