Paradigm, Strategies in Wealth Management, LLC

RIA/Wealth

Paradigm, Strategies in Wealth Management, LLC is a RIA/Wealth based in Maple Grove, MN led by Kristina Marie Bentzen, reporting $295.8M in AUM as of Q3 2025 with 91% ETF concentration and 75% concentrated in top 10 holdings.

PresidentKristina Marie Bentzen

Portfolio Value: $156.1M
Positions: 53
Top Holding: SCHG at 14.34%
Last Reported: Q3 2025

Address11324 86th Avenue North, Maple Grove, MN, 55369, United States

Top Holdings

Largest long holdings in Paradigm, Strategies in Wealth Management, LLC's portfolio (75.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$22.4M	14.34%	-$856.1K Sold	— 701.6K shares	Q1 2021 Held for 4y 8m
2 Schwab US Dividend Equity SCHD	ETF ETF	$19.4M	12.45%	-$326.2K Sold	— 711.8K shares	Q1 2021 Held for 4y 8m
3 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$17.1M	10.95%	+$117.1K Bought	— 431.6K shares	Q1 2025 Held for 8 months
4 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$17.1M	10.92%	-$322.3K Sold	— 143.5K shares	Q1 2021 Held for 4y 8m
5 JPMorgan Ultra-Short Income JPST	ETF ETF	$16.1M	10.29%	-$328.2K Sold	— 316.8K shares	Q1 2021 Held for 4y 8m
6 Schwab International Equity SCHF	ETF ETF	$7.5M	4.83%	-$187.5K Sold	— 324.0K shares	Q1 2021 Held for 4y 8m
7 IBDZ iShares iBonds Dec 2034 Term Corporate IBDZ	ETF ETF	$5.8M	3.69%	-$227.3K Sold	— 217.9K shares	Q3 2024 Held for 1y 2m
8 Apple AAPL	Consumer Electronics Technology	$4.2M	2.69%	-$312.7K Sold	0.00% 16.5K shares	Q1 2021 Held for 4y 8m
9 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$4.1M	2.64%	+$460.9 Bought	0.00% 26.8K shares	Q1 2021 Held for 4y 8m
10 SPDR S&P 500 ETF Trust SPY	ETF ETF	$4.0M	2.59%	-$155.9K Sold	— 6.1K shares	Q1 2021 Held for 4y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Paradigm, Strategies in Wealth Management, LLC's latest filing

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Market Value

$156.1M

Prior: $152.7M

Q/Q Change

+2.22%

+$3.4M

Net Flows % of MV

-2.69%

Turnover Ratio

2.79%

New Purchases

2 stocks

$1.6M

Added To

14 stocks

+$501.8K

Sold Out Of

3 stocks

$1.6M

Reduced Holdings

27 stocks

-$4.7M

Increased Positions

Position	Shares Δ	Change
1 IBCA Intervest Bancshares Corp IBCA	New	0 → 50.0K +$1.3M
2 BSCY Invesco BulletShares 2034 Corporate Bond BSCY	New	0 → 16.3K +$342.9K
3 IBDY iShares iBonds Dec 2033 Term Corporate ETF IBDY	+21.28%	39.9K → 48.4K +$222.7K
4 iShares iBonds Dec 2029 Term Muni Bond IBMR	+6.7%	14.7K → 15.7K +$25.1K
5 iShares iBonds Dec 2031 Term Corporate IBDW	+4.91%	66.7K → 70.0K +$69.6K

Decreased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2025 Term Corporate IBDQ	Sold	42.5K → 0 −$1.1M
2 Starbucks SBUX	Sold	3.1K → 0 −$287.5K
3 Invesco BulletShares 2030 Corporate Bond ETF BSCU	Sold	15.0K → 0 −$251.0K
4 J.P. Morgan Nasdaq Equity Premium Income JEPQ	-57.52%	31.8K → 13.5K −$1.1M
5 Invesco QQQ Trust QQQ	-24.36%	940.0 → 711.0 −$137.4K