Paulson Wealth Management
Latest statistics and disclosures from Paulson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, IWD, EFA, IWM, AAPL, and represent 51.23% of Paulson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PFF (+$5.2M), CWB, MUNI, RSP, VCSH, INMU, MDY, NBSD, IEI, VEA.
- Started 3 new stock positions in TROW, PFF, ABG.
- Reduced shares in these 10 stocks: American Centy Etf Tr, AAPL, QQQ, PRF, IJH, AVGO, , SCHX, PFFV, IJR.
- Sold out of its positions in American Centy Etf Tr, PFFV, PRF, IJH, IJR, Mr Cooper Group, NEE, PRU, SCHF.
- Paulson Wealth Management was a net buyer of stock by $8.3M.
- Paulson Wealth Management has $423M in assets under management (AUM), dropping by 9.52%.
- Central Index Key (CIK): 0001731878
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Portfolio Holdings for Paulson Wealth Management
Paulson Wealth Management holds 136 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 15.7 | $66M | 142k | 468.41 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 13.5 | $57M | 281k | 203.59 |
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| Ishares Tr Msci Eafe Etf (EFA) | 8.2 | $35M | 372k | 93.37 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.0 | $34M | 139k | 241.96 |
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| Apple (AAPL) | 5.8 | $25M | -4% | 97k | 254.63 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $17M | +9% | 216k | 79.93 |
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| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 3.5 | $15M | +12% | 162k | 90.50 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.0 | $13M | 19k | 666.17 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 2.6 | $11M | +9% | 219k | 51.16 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.5 | $11M | +9% | 90k | 119.51 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $10M | +7% | 174k | 59.92 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.5 | $6.3M | +25% | 11k | 596.03 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 1.3 | $5.6M | +13% | 121k | 46.32 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.2 | $5.2M | NEW | 166k | 31.62 |
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| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 1.2 | $4.9M | +36% | 205k | 23.93 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.1 | $4.6M | -6% | 177k | 26.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $4.5M | -14% | 7.5k | 600.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $4.0M | 6.0k | 669.29 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.8 | $3.4M | +74% | 66k | 52.28 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 0.7 | $3.1M | +3% | 69k | 45.31 |
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| Microsoft Corporation (MSFT) | 0.7 | $3.1M | -2% | 6.0k | 517.91 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.7M | 8.4k | 315.41 |
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| Lazard Ltd Shs -a - (LAZ) | 0.6 | $2.6M | 49k | 52.78 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $2.4M | +148% | 13k | 189.70 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.6 | $2.3M | -3% | 26k | 91.75 |
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| Spdr Series Trust Nuveen Ice Short (SHM) | 0.5 | $2.1M | -5% | 43k | 48.22 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.9M | +2% | 7.9k | 243.09 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.8M | 5.3k | 328.20 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $1.7M | -2% | 3.8k | 463.74 |
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| Broadcom (AVGO) | 0.4 | $1.7M | -17% | 5.3k | 329.91 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 7.1k | 243.55 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.6M | 8.8k | 186.58 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $1.5M | -3% | 6.0k | 254.27 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | 7.4k | 185.42 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | 1.5k | 925.63 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.3 | $1.3M | +37% | 57k | 23.66 |
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| Visa Com Cl A (V) | 0.3 | $1.3M | -4% | 3.9k | 341.38 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.3 | $1.3M | +37% | 55k | 23.62 |
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| Abbvie (ABBV) | 0.3 | $1.3M | -6% | 5.5k | 231.54 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.3 | $1.3M | +25% | 52k | 24.52 |
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| Home Depot (HD) | 0.3 | $1.2M | -5% | 3.1k | 405.19 |
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.3 | $1.2M | 15k | 80.65 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.1M | 3.0k | 378.94 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.1M | -4% | 6.1k | 183.72 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.1M | -7% | 40k | 27.90 |
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| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.3 | $1.1M | +126% | 11k | 101.61 |
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| Lowe's Companies (LOW) | 0.3 | $1.1M | -2% | 4.4k | 251.31 |
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| Amazon (AMZN) | 0.2 | $1.0M | +2% | 4.8k | 219.57 |
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| Cisco Systems (CSCO) | 0.2 | $924k | 14k | 68.42 |
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| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.2 | $900k | +46% | 38k | 23.41 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $897k | -3% | 33k | 27.30 |
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| UnitedHealth (UNH) | 0.2 | $865k | -7% | 2.5k | 345.30 |
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| Amgen (AMGN) | 0.2 | $863k | +2% | 3.1k | 282.20 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $852k | -8% | 4.1k | 208.71 |
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| Caterpillar (CAT) | 0.2 | $851k | 1.8k | 477.15 |
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| Eli Lilly & Co. (LLY) | 0.2 | $842k | 1.1k | 763.00 |
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| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.2 | $824k | +29% | 35k | 23.81 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $823k | -3% | 7.3k | 112.75 |
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| Merck & Co (MRK) | 0.2 | $816k | -9% | 9.7k | 83.93 |
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| Qualcomm (QCOM) | 0.2 | $785k | -5% | 4.7k | 166.36 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $771k | -6% | 4.0k | 194.50 |
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| Procter & Gamble Company (PG) | 0.2 | $764k | -7% | 5.0k | 153.65 |
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| Wal-Mart Stores (WMT) | 0.2 | $730k | -5% | 7.1k | 103.06 |
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| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.2 | $699k | +71% | 30k | 23.10 |
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| Meta Platforms Cl A (META) | 0.2 | $689k | 938.00 | 734.48 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $666k | -8% | 2.0k | 332.84 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $645k | -8% | 6.1k | 106.49 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $635k | 2.2k | 293.74 |
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| Oracle Corporation (ORCL) | 0.1 | $634k | -20% | 2.3k | 281.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $619k | +8% | 1.2k | 502.74 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $616k | +3% | 6.6k | 92.98 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $600k | -12% | 1.2k | 499.21 |
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| Group 1 Automotive (GPI) | 0.1 | $596k | 1.4k | 437.51 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $583k | 1.0k | 568.81 |
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| McDonald's Corporation (MCD) | 0.1 | $582k | 1.9k | 303.89 |
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| S&p Global (SPGI) | 0.1 | $570k | 1.2k | 486.71 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $569k | -33% | 1.9k | 293.76 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $567k | +10% | 5.7k | 99.45 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $559k | 1.9k | 294.32 |
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| Jabil Circuit (JBL) | 0.1 | $555k | +30% | 2.6k | 217.17 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $530k | 3.2k | 164.54 |
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| Walt Disney Company (DIS) | 0.1 | $520k | 4.5k | 114.50 |
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| Cigna Corp (CI) | 0.1 | $518k | 1.8k | 288.25 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $515k | +4% | 1.1k | 490.38 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $512k | +9% | 12k | 43.83 |
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| Chevron Corporation (CVX) | 0.1 | $485k | -5% | 3.1k | 155.29 |
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| Automatic Data Processing (ADP) | 0.1 | $480k | 1.6k | 293.50 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $480k | 2.7k | 176.81 |
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| Emcor (EME) | 0.1 | $472k | 726.00 | 649.54 |
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| Gilead Sciences (GILD) | 0.1 | $424k | +17% | 3.8k | 111.01 |
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| International Business Machines (IBM) | 0.1 | $420k | -6% | 1.5k | 282.16 |
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| Us Bancorp Del Com New (USB) | 0.1 | $416k | -8% | 8.6k | 48.33 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $414k | +12% | 4.1k | 100.69 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $408k | -6% | 2.3k | 174.55 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $406k | -11% | 1.4k | 281.86 |
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| Coca-Cola Company (KO) | 0.1 | $403k | -10% | 6.1k | 66.32 |
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| Sanmina (SANM) | 0.1 | $402k | 3.5k | 115.11 |
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| Pepsi (PEP) | 0.1 | $391k | -16% | 2.8k | 140.42 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $386k | 3.2k | 120.72 |
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| Williams-Sonoma (WSM) | 0.1 | $352k | 1.8k | 195.45 |
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| Emerson Electric (EMR) | 0.1 | $352k | -6% | 2.7k | 131.20 |
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| 3M Company (MMM) | 0.1 | $352k | -7% | 2.3k | 155.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $350k | 1.6k | 215.84 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $349k | -10% | 12k | 29.64 |
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| Verizon Communications (VZ) | 0.1 | $343k | -2% | 7.8k | 43.95 |
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| SYNNEX Corporation (SNX) | 0.1 | $335k | 2.0k | 163.75 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $325k | 2.5k | 132.44 |
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| Abbott Laboratories (ABT) | 0.1 | $324k | +21% | 2.4k | 133.94 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $317k | 1.1k | 280.83 |
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| Unum (UNM) | 0.1 | $310k | 4.0k | 77.78 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $305k | -10% | 498.00 | 611.82 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $302k | 4.6k | 66.01 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $302k | 1.6k | 192.13 |
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| Citigroup Com New (C) | 0.1 | $301k | +17% | 3.0k | 101.50 |
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| Dropbox Cl A (DBX) | 0.1 | $299k | 9.9k | 30.21 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $292k | 11k | 25.71 |
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| At&t (T) | 0.1 | $289k | -19% | 10k | 28.24 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $282k | 32k | 8.90 |
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| Dick's Sporting Goods (DKS) | 0.1 | $272k | +2% | 1.2k | 222.22 |
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| Spdr Series Trust Spdr S&p Smallca (ESIX) | 0.1 | $264k | +16% | 8.4k | 31.37 |
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| Old Republic International Corporation (ORI) | 0.1 | $259k | 6.1k | 42.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $252k | -8% | 3.4k | 74.36 |
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| Caci Intl Cl A (CACI) | 0.1 | $251k | 503.00 | 498.78 |
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| Commercial Metals Company (CMC) | 0.1 | $249k | -6% | 4.3k | 57.28 |
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| Avnet (AVT) | 0.1 | $249k | -17% | 4.8k | 52.28 |
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| Asbury Automotive (ABG) | 0.1 | $241k | NEW | 986.00 | 244.45 |
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| Goldman Sachs (GS) | 0.1 | $240k | +3% | 301.00 | 796.14 |
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| Ford Motor Company (F) | 0.1 | $238k | 20k | 11.96 |
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| Radian (RDN) | 0.1 | $231k | 6.4k | 36.22 |
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| Colgate-Palmolive Company (CL) | 0.1 | $224k | 2.8k | 79.94 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $214k | -3% | 1.7k | 129.27 |
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| T. Rowe Price (TROW) | 0.0 | $210k | NEW | 2.0k | 102.64 |
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| Meritage Homes Corporation (MTH) | 0.0 | $209k | -4% | 2.9k | 72.43 |
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| Marriott Intl Cl A (MAR) | 0.0 | $207k | 796.00 | 260.44 |
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| Linde SHS (LIN) | 0.0 | $203k | 428.00 | 475.00 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $200k | -19% | 6.4k | 31.42 |
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Past Filings by Paulson Wealth Management
SEC 13F filings are viewable for Paulson Wealth Management going back to 2017
- Paulson Wealth Management 2025 Q3 filed Nov. 3, 2025
- Paulson Wealth Management 2025 Q2 filed Aug. 6, 2025
- Paulson Wealth Management 2025 Q1 filed May 12, 2025
- Paulson Wealth Management 2024 Q4 filed Feb. 13, 2025
- Paulson Wealth Management 2024 Q3 filed Nov. 5, 2024
- Paulson Wealth Management 2024 Q2 filed July 25, 2024
- Paulson Wealth Management 2024 Q1 filed May 3, 2024
- Paulson Wealth Management 2023 Q3 filed Nov. 1, 2023
- Paulson Wealth Management 2023 Q2 filed Aug. 1, 2023
- Paulson Wealth Management 2023 Q1 filed May 9, 2023
- Paulson Wealth Management 2022 Q4 filed Jan. 26, 2023
- Paulson Wealth Management 2022 Q3 filed Nov. 3, 2022
- Paulson Wealth Management 2022 Q2 filed Aug. 5, 2022
- Paulson Wealth Management 2022 Q1 filed May 2, 2022
- Paulson Wealth Management 2021 Q4 filed Jan. 28, 2022
- Paulson Wealth Management 2021 Q3 filed Oct. 22, 2021