Risk Paradigm Group, LLC
Long book
$117.2M
Q1 2026
Positions
59
Top-10 weight
40%
concentration
Last quarter
+5.8%
SPY +14.8%
Turnover
12%
of book per quarter
Strategy in plain words
auto-generated from filingsRisk Paradigm Group, LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $117.2M US long book across 59 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANECK INT HIGH YIELD BOND, ISHARES 7-10 YEAR TREASURY B, ISHARES PREFERRED & INCOME S, ISHARES RUSSELL 2000 VALUE E, ALERIAN MLP ETN2044.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
+1.3%
Q1 2026
+5.8%
Sector allocation
No sector data
Long book by quarter
What does Risk Paradigm own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|