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Paradiem, LLC
Paradiem, LLC is a registered investment adviser headquartered in Covington, Louisiana. The firm offers personalized, faith- and family-focused financial planning and investment management, targeting high-net-worth, Kingdom-minded families seeking intentional, multi-generational wealth strategies aligned with personal values. Paradiem was founded in 2007, has approximately 10-20 employees, and has been recognized among Newsweek’s America’s Top Financial Advisory Firms for 2025. The firm supports family leaders with planning for generational abundance and charitable impact.
Investment Strategy
Paradiem, LLC employs a comprehensive and highly personalized investment approach that integrates financial strategies with family systems and values, particularly for faith-oriented, high-net-worth families. Their philosophy centers on optimizing relationships, stewardship, and intentional legacy impact—striving for generational abundance and lasting prosperity. Typical services include holistic financial planning, values-based portfolio management, inheritance planning, and guidance for business exits, all designed to align wealth with purpose, foster family unity, and support charitable goals over a 100-year horizon.
Latest 13F Filing Activity
Paradiem, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $429M. The fund increased holdings in Lockheed Martin Corp., Atmos Energy Corp., Black Hills Corp. among other positions. Paradiem, LLC reduced exposure to Ishares TR, Broadcom Inc., Paychex Inc. among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LRCX | LAM RESEARCH CORP | 6.40% | $27.4M | 204,930 | $97.34 | $133.90 | +$7.4M |
T TEL | TE CONNECTIVITY PLC | 4.55% | $19.5M | 88,948 | $142.14 | $219.53 | +$2.7M |
V VLO | VALERO ENERGY CORP | 4.17% | $17.9M | 104,939 | $135.78 | $170.26 | +$9.4M |
L LMT | LOCKHEED MARTIN CORP | 3.76% | $16.1M | 32,302 | $499.21 | $499.21 | +$16.1M |
C CAT | CATERPILLAR INC | 3.68% | $15.8M | 33,089 | $255.06 | $477.15 | +$3.5M |
Industry Allocation
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