Paradigm, Strategies in Wealth Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Paradigm, Strategies in Wealth Management, LLC opened 5 positions, added to 7, reduced 2, sold out of 2 and left 1 unchanged. The largest increase in value was AAPL (+$595,661); the largest decrease was NOC (-$235,373).
- LGCY: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 40,933.
- CRWD: Country of operation United States; Class CL A; Shares 2026-03-31 0; Shares 2026-06-30 567.
- TSLA: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 827.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 2026-03-31 0; Shares 2026-06-30 725.
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.
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