Paradigm Capital Management, Llc/nv
Paradigm Capital Management, LLC/NV is an independent investment advisory firm headquartered in Reno, Nevada. Founded in 1996, the firm is focused on portfolio management and wealth management services for individuals and families. Operating under a fiduciary standard and as a fee-only advisor, Paradigm Capital Management maintains independence from product-driven sales. The firm aims to deliver disciplined, patient, and long-term investment strategies and risk management for clients’ varied financial needs. The firm reports to the SEC as an institutional investment manager.
Investment Strategy
Paradigm Capital Management, LLC/NV employs a patient, disciplined investment approach that emphasizes fundamental analysis and risk management. The firm constructs customized portfolios for clients using a mix of low-cost exchange-traded funds, individual stocks, and bonds. They avoid attempting to time short-term market movements, instead focusing on fundamental value drivers and balancing clients’ long-term objectives with disciplined risk controls. The advisory is independent, allowing unbiased management focused solely on clients’ best interests and long-term relationship building.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 12.98% | $13.1M | 64,154 | $198.03 | $204.67 | +$31.0K |
J JPST | J P MORGAN EXCHANGE TRADED F | 10.53% | $10.7M | 210,232 | $50.68 | $50.68 | +$1.4M |
V VYM | VANGUARD WHITEHALL FDS | 8.58% | $8.7M | 65,114 | $128.19 | $133.31 | -$211.0K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.65% | $5.7M | 11,760 | $460.25 | $485.77 | -$594.0K |
S SCHD | SCHWAB STRATEGIC TR | 4.19% | $4.2M | 159,875 | $28.17 | $26.50 | -$1.4M |