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 49.99% of Paulson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MINT, SHM, VCSH, RSP, NBSD, IEI, IWM, MDY, MINO, CWB.
- Started 4 new stock positions in VTV, IVE, AXP, BSMU.
- Reduced shares in these 10 stocks: IWF, IWD, BSMP, GOOGL, GOOG, SPY, EFA, SCHX, BIL, AAPL.
- Sold out of its positions in CMCSA, BSMP, MTH, LIN.
- Paulson Wealth Management was a net buyer of stock by $1.6M.
- Paulson Wealth Management has $433M in assets under management (AUM), dropping by 2.34%.
- 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 14.6 | $63M | -5% | 134k | 473.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 13.1 | $57M | -3% | 271k | 210.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 8.1 | $35M | 365k | 96.03 |
|
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| Ishares Tr Russell 2000 Etf (IWM) | 8.1 | $35M | +2% | 142k | 246.16 |
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| Apple (AAPL) | 6.0 | $26M | 96k | 271.86 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.5 | $20M | +13% | 246k | 79.73 |
|
| Spdr Series Trust State Street Spd (CWB) | 3.4 | $15M | +2% | 166k | 89.20 |
|
| Neuberger Berman Etf Trust Short Duration I (NBSD) | 2.9 | $13M | +12% | 246k | 51.18 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.9 | $13M | -5% | 18k | 681.90 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 2.7 | $12M | +7% | 97k | 119.35 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $11M | 174k | 62.47 |
|
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.6 | $6.9M | +7% | 11k | 603.29 |
|
| Spdr Series Trust State Street Spd (SPSM) | 1.4 | $6.0M | +6% | 129k | 46.86 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $5.4M | +5% | 175k | 30.96 |
|
| Spdr Series Trust State Street Spd (SHM) | 1.2 | $5.1M | +144% | 106k | 47.99 |
|
| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 1.1 | $4.8M | 201k | 24.04 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $4.6M | 7.4k | 614.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $4.4M | +80% | 23k | 191.56 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $4.2M | -11% | 157k | 26.91 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $4.0M | -3% | 5.8k | 684.90 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $3.6M | +779% | 36k | 100.34 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.8 | $3.5M | +13% | 78k | 45.32 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.8 | $3.4M | -2% | 64k | 52.41 |
|
| Microsoft Corporation (MSFT) | 0.7 | $2.9M | 6.0k | 483.60 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $2.6M | -4% | 8.1k | 322.20 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.5 | $2.4M | 49k | 48.56 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.4 | $1.8M | 3.8k | 480.61 |
|
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| Spdr Series Trust State Street Spd (BIL) | 0.4 | $1.8M | -21% | 20k | 91.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.8M | 5.4k | 335.29 |
|
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| Broadcom (AVGO) | 0.4 | $1.7M | -6% | 4.9k | 346.10 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $1.7M | +2% | 9.0k | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.6M | -36% | 5.1k | 312.98 |
|
| Johnson & Johnson (JNJ) | 0.3 | $1.5M | -4% | 7.1k | 206.95 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.3 | $1.4M | +4% | 60k | 23.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.4M | -36% | 4.5k | 313.80 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.3 | $1.4M | +4% | 58k | 23.64 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.4M | -12% | 5.3k | 257.97 |
|
| Visa Com Cl A (V) | 0.3 | $1.4M | 3.9k | 350.71 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $1.2M | -5% | 14k | 82.50 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | 1.1k | 1074.68 |
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| Abbvie (ABBV) | 0.3 | $1.2M | -7% | 5.1k | 228.49 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $1.1M | 2.9k | 386.85 |
|
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| Amazon (AMZN) | 0.3 | $1.1M | 4.8k | 230.82 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.1M | -13% | 1.3k | 862.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.1M | -6% | 37k | 28.48 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.2 | $1.0M | -6% | 10k | 102.31 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | -2% | 5.9k | 173.49 |
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| Amgen (AMGN) | 0.2 | $1.0M | 3.1k | 327.31 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | -2% | 13k | 77.03 |
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| Home Depot (HD) | 0.2 | $1.0M | -4% | 2.9k | 344.10 |
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| Caterpillar (CAT) | 0.2 | $1.0M | 1.8k | 572.87 |
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| Lowe's Companies (LOW) | 0.2 | $1.0M | -5% | 4.2k | 241.16 |
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| Merck & Co (MRK) | 0.2 | $996k | -2% | 9.5k | 105.26 |
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| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.2 | $959k | +6% | 41k | 23.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $903k | 33k | 27.43 |
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| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.2 | $892k | +27% | 39k | 23.15 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $887k | 7.4k | 120.34 |
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| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.2 | $811k | -2% | 34k | 23.94 |
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| Qualcomm (QCOM) | 0.2 | $804k | 4.7k | 171.05 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $788k | 4.0k | 198.62 |
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| Wal-Mart Stores (WMT) | 0.2 | $730k | -7% | 6.6k | 111.41 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $703k | +11% | 7.4k | 95.09 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $686k | 2.0k | 342.97 |
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| UnitedHealth (UNH) | 0.2 | $662k | -19% | 2.0k | 330.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $633k | 2.2k | 290.27 |
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| Meta Platforms Cl A (META) | 0.1 | $617k | 935.00 | 660.18 |
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| S&p Global (SPGI) | 0.1 | $613k | 1.2k | 522.59 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $598k | +7% | 6.1k | 97.80 |
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| McDonald's Corporation (MCD) | 0.1 | $591k | 1.9k | 305.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $584k | -5% | 1.2k | 502.65 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $576k | 1.0k | 570.88 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $571k | 1.9k | 300.33 |
|
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $563k | +6% | 13k | 45.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $561k | -35% | 2.7k | 211.81 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $551k | -5% | 1.1k | 483.67 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $541k | 3.2k | 167.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $527k | +47% | 2.4k | 219.82 |
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| Walt Disney Company (DIS) | 0.1 | $517k | 4.5k | 113.77 |
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| Group 1 Automotive (GPI) | 0.1 | $514k | -4% | 1.3k | 393.30 |
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| Sanmina (SANM) | 0.1 | $511k | -2% | 3.4k | 150.07 |
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| Procter & Gamble Company (PG) | 0.1 | $507k | -28% | 3.5k | 143.32 |
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| Jabil Circuit (JBL) | 0.1 | $503k | -13% | 2.2k | 228.02 |
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| Cigna Corp (CI) | 0.1 | $494k | 1.8k | 275.23 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $489k | 2.7k | 181.21 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $480k | -26% | 4.5k | 107.11 |
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| Gilead Sciences (GILD) | 0.1 | $477k | 3.9k | 122.76 |
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| Us Bancorp Del Com New (USB) | 0.1 | $469k | +2% | 8.8k | 53.36 |
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| Emcor (EME) | 0.1 | $444k | 726.00 | 611.79 |
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| Chevron Corporation (CVX) | 0.1 | $426k | -10% | 2.8k | 152.41 |
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| Automatic Data Processing (ADP) | 0.1 | $421k | 1.6k | 257.23 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $415k | +100% | 2.9k | 143.97 |
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| International Business Machines (IBM) | 0.1 | $398k | -9% | 1.3k | 296.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $394k | 3.2k | 123.26 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $388k | -6% | 2.2k | 177.36 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $387k | -28% | 1.4k | 279.18 |
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| Pepsi (PEP) | 0.1 | $372k | -6% | 2.6k | 143.50 |
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| 3M Company (MMM) | 0.1 | $363k | 2.3k | 160.09 |
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| Coca-Cola Company (KO) | 0.1 | $351k | -17% | 5.0k | 69.90 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $343k | 2.5k | 139.82 |
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| Citigroup Com New (C) | 0.1 | $335k | -3% | 2.9k | 116.69 |
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| Emerson Electric (EMR) | 0.1 | $329k | -7% | 2.5k | 132.74 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $326k | 1.1k | 288.87 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $324k | -8% | 11k | 30.07 |
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| Reinsurance Grp Of America I Com New (RGA) | 0.1 | $315k | 1.5k | 203.46 |
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| Verizon Communications (VZ) | 0.1 | $314k | 7.7k | 40.73 |
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| Unum (UNM) | 0.1 | $309k | 4.0k | 77.50 |
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| Oracle Corporation (ORCL) | 0.1 | $307k | -30% | 1.6k | 194.91 |
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| Spdr Series Trust State Street Spd (ESIX) | 0.1 | $305k | +15% | 9.7k | 31.46 |
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| Commercial Metals Company (CMC) | 0.1 | $301k | 4.3k | 69.22 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $298k | 11k | 26.23 |
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| SYNNEX Corporation (SNX) | 0.1 | $292k | -5% | 1.9k | 150.23 |
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| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.1 | $292k | NEW | 13k | 22.02 |
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| Williams-Sonoma (WSM) | 0.1 | $286k | -11% | 1.6k | 178.59 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $283k | +5% | 4.8k | 58.87 |
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| Old Republic International Corporation (ORI) | 0.1 | $278k | 6.1k | 45.64 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $277k | -3% | 31k | 9.03 |
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| Ford Motor Company (F) | 0.1 | $276k | +5% | 21k | 13.12 |
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| Dropbox Cl A (DBX) | 0.1 | $276k | 9.9k | 27.80 |
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| Abbott Laboratories (ABT) | 0.1 | $275k | -9% | 2.2k | 125.29 |
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| Caci Intl Cl A (CACI) | 0.1 | $268k | 503.00 | 532.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $263k | NEW | 1.2k | 212.07 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $260k | +3% | 3.5k | 74.07 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $259k | -17% | 413.00 | 626.45 |
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| Goldman Sachs (GS) | 0.1 | $258k | -2% | 293.00 | 878.77 |
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| Marriott Intl Cl A (MAR) | 0.1 | $247k | 796.00 | 310.24 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $242k | -50% | 517.00 | 468.76 |
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| Dick's Sporting Goods (DKS) | 0.1 | $242k | 1.2k | 197.97 |
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| T. Rowe Price (TROW) | 0.1 | $233k | +11% | 2.3k | 102.38 |
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| Radian (RDN) | 0.1 | $229k | 6.4k | 35.99 |
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| At&t (T) | 0.1 | $227k | -10% | 9.2k | 24.84 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $227k | NEW | 1.2k | 190.99 |
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| Colgate-Palmolive Company (CL) | 0.1 | $221k | 2.8k | 79.02 |
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| Asbury Automotive (ABG) | 0.1 | $220k | -4% | 946.00 | 232.53 |
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| American Express Company (AXP) | 0.0 | $213k | NEW | 575.00 | 369.95 |
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| Xpo Logistics Inc equity (XPO) | 0.0 | $203k | -9% | 1.5k | 135.91 |
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| Avnet (AVT) | 0.0 | $202k | -11% | 4.2k | 48.08 |
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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 Q4 filed Feb. 5, 2026
- 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