Paradigm, Strategies in Wealth Management, LLC quarter change: Foreign Funds, New
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Paradigm, Strategies in Wealth Management, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1859579): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Campion Asset Management | United States | $0.147B | 82 |
| JP Wealth Management, Inc. | United States | $0.147B | 15 |
| SwitchPoint Financial Planning, LLC | United States | $0.147B | 102 |
| Entruity Wealth, LLC | United States | $0.147B | 46 |
| WYNNEFIELD CAPITAL INC | United States | $0.148B | 9 |
| Processus Wealth & Capital Management, LLC | United States | $0.147B | 35 |
| Davis Capital Management | United States | $0.148B | 589 |
| Strategent Financial, LLC | United States | $0.147B | 41 |
| Northern Lights Advisors, Inc. | United States | $0.148B | 57 |
| BRIAN LOW FINANCIAL GROUP, LLC | United States | $0.147B | 116 |