MondegarAI
Risk Paradigm Group, LLC

Q4 2025 · 13F-HR

Risk Paradigm Group, LLCholdings as filed

Filed 2026-02-17 · accession 0001569886-26-000002

$103.9M
Reported value
52
Positions
2025-12-31
Period end
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The Brief · Risk Paradigm Group, LLC · Q4 2025

AI · grounded in 13F

Risk Paradigm Group, LLC established a new position in IHY worth $8.1M. The fund also opened new stakes in IEF for $6.6M and XLC for $3.3M. On the sell side, the fund closed its positions in TIP and AAXJ, reducing exposure by $3.2M and $2.4M respectively.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92189F445IHYVanEck Vectors Intl Hi Yld Bd ETF$8.1M7.84%370,304CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY BOND ETF$6.6M6.31%68,209CommonNONE
464288687PFFiShares US Preferred Stock$5.8M5.58%187,360CommonNONE
464287630IWNiShares Russell 2000 Value Index Fund$4.0M3.87%22,164CommonNONE
78463X756EWXSPDR S&P Emerging Markets Small Cap ETF$3.6M3.42%54,192CommonNONE
81369Y852XLCSelect Sector Spdr Tr Communication$3.3M3.18%28,096CommonNONE
464288760ITAISHARES TR US AER DEF ETF$3.2M3.07%14,845CommonNONE
500767306KWEBKraneShares CSI China Internet ETF$3.1M3.01%91,800CommonNONE
48133Q309AMJBJPMORGAN CHASE FINL CO LLC ALERIAN MLP I$3.0M2.91%101,073CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR HEALTH CARE FORMER$2.9M2.83%18,975CommonNONE
032108649SILJAMPLIFY ETF TR AMPLIFY JUNIOR S$2.9M2.78%104,554CommonNONE
81369Y605XLFSECTOR SPDR TR SHS BEN INT FINANCIAL$2.8M2.74%51,897CommonNONE
81369Y100XLBSELECT SECTOR SPDR TR SHS BEN INT MATERI$2.8M2.71%62,033CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR CONSUMER DISCRETIO$2.8M2.70%23,471CommonNONE
81369Y506XLEEnergy Select Sector SPDR ETF$2.8M2.68%62,263CommonNONE
81369Y704XLISECTOR SPDR TR SHS BEN INT INDUSTRIAL$2.8M2.68%17,934CommonNONE
81369Y803XLKTechnology Select Sector SPDR ETF$2.7M2.64%19,023CommonNONE
81369Y886XLUSECTOR SPDR TR SHS BEN INT UTILITIES$2.6M2.52%61,283CommonNONE
78463X863RWXSPDR Dow Jones International Real Estate ETF$2.6M2.51%93,257CommonNONE
78467V608SRLNSPDR Blackstone / GSO Senior Loan ETF$2.6M2.48%62,548CommonNONE
464289131EWZSiShares MSCI Brazil Small-Cap ETF$2.3M2.22%178,515CommonNONE
78464A870XBISPDR S&P Biotech ETF$2.2M2.14%18,205CommonNONE
78464A755XMESPDR S&P Metals and Mining ETF$2.1M2.05%20,561CommonNONE
464287614IWFiShares Russell 1000 Growth$2.1M2.04%4,480CommonNONE
464287432TLTiShares 20 Plus Year Treasury Bond$2.0M1.90%22,659CommonNONE
464288877EFVISHARES TR EAFE VALUE ETF$1.9M1.87%27,280CommonNONE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.9M1.85%35,129CommonNONE
46140H700DBBInvesco DB Base Metals Fund$1.9M1.83%82,992CommonNONE
301505889EMQQEMQQ Emerging Markets Intrnt & Ecmrc ETF$1.7M1.68%43,305CommonNONE
464288273SCZiShares MSCI EAFE Small-Cap ETF$1.7M1.62%21,723CommonNONE
464287648IWOiShares Russell 2000 Growth Index Fund$1.7M1.61%5,166CommonNONE
464287473IWSiShares Russell Mid-Cap Value$1.6M1.53%11,257CommonNONE
26922A842JETSETF SER SOLUTIONS US GLB JETS$961,5940.93%34,257CommonNONE
464287655IWMiShares Russell 2000$949,4390.91%3,857CommonNONE
33737J117FEPFIRST TR EXCH TRADED ALPHADEX FD II EURO$803,5240.77%14,948CommonNONE
33737J109FPAFIRST TR EXCH TRADED ALPHADEX FD II ASIA$722,6290.70%19,337CommonNONE
33734X168FXZFIRST TR EXCHANGE TRADED FD II MATERIALS$509,1190.49%7,854CommonNONE
33734X101FXDFIRST TR EXCHANGE TRADED FD II CONSUMER$504,3650.49%7,377CommonNONE
33734X135FXOFIRST TR EXCHANGE TRADED FD II FINANCIAL$502,3530.48%8,324CommonNONE
33734X127FXNFIRST TR EXCHANGE TRADED FD II ENERGY AL$500,4570.48%30,386CommonNONE
33734X143FXHFIRST TR EXCHANGE TRADED FD II HEALTH CA$492,2770.47%4,325CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD II TECHNOLOG$481,1130.46%2,859CommonNONE
33734X184FXUFIRST TR EXCHANGE TRADED FD II UTILS ALP$475,5760.46%10,566CommonNONE
46138G870VRPInvesco Variable Rate Preferred ETF$415,5380.40%17,079CommonNONE
33738D101EMLPFirst Trust North Amer Engy InfrasETF$318,3920.31%8,408CommonNONE
33734K109FEXFIRST TR LARGE CAP CORE ALPHADEX FD COM$313,7410.30%2,645CommonNONE
78464A151IBNDSPDR SER TR BARCLAYS INTL CORP BD ETF$283,2740.27%8,822CommonNONE
46138E784PCYInvesco Emerging Markets Sov Debt ETF$276,4030.27%12,761CommonNONE
33739E108FPEFirst Trust Preferred Securities and Income ETF$272,1430.26%14,936CommonNONE
464288513HYGISHARES IBOXX HIGH YIELD CORPORATE BOND$272,0460.26%3,374CommonNONE
78464A516BWXSPDR SERIES TRUST BARCLAYS INTL ETF$266,4850.26%11,828CommonNONE
464287242LQDISHARES IBOXX INVESTMENT GRADE CORPORATE$249,4700.24%2,264CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.