Paulson Wealth Management
Latest statistics and disclosures from Paulson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, IWD, IWM, EFA, AAPL, and represent 50.16% of Paulson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWF (+$52M), IGSB (+$13M), RSP, IEI, MDY, SPSM, VCSH, VEA, VO, AMD.
- Started 11 new stock positions in PM, FLEX, AMD, VNQ, IJR, MS, AMAT, BMY, IGSB, SPUS. ARW.
- Reduced shares in these 10 stocks: NBSD (-$14M), IWD, IWM, EFA, SHM, DIS, Spdr Ser Tr, UNH, MINT, MUNI.
- Sold out of its positions in DIS, Spdr Ser Tr.
- Paulson Wealth Management was a net buyer of stock by $48M.
- Paulson Wealth Management has $471M in assets under management (AUM), dropping by 10.48%.
- Central Index Key (CIK): 0001731878
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Portfolio Holdings for Paulson Wealth Management
Paulson Wealth Management holds 146 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 14.7 | $70M | +295% | 559k | 124.17 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 13.0 | $62M | -7% | 254k | 242.43 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.8 | $41M | -7% | 138k | 300.45 |
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| Ishares Tr Msci Eafe Etf (EFA) | 7.8 | $37M | -4% | 353k | 103.88 |
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| Apple (AAPL) | 5.9 | $28M | 96k | 289.36 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.1 | $19M | +4% | 245k | 79.03 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $15M | +8% | 124k | 117.45 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.9 | $14M | 18k | 746.79 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.9 | $14M | +6% | 189k | 71.25 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 2.8 | $13M | NEW | 252k | 52.41 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 2.3 | $11M | 100k | 107.82 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 2.1 | $9.8M | +11% | 14k | 703.32 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 1.9 | $9.0M | +10% | 157k | 57.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.8 | $8.7M | +29% | 41k | 212.77 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $6.0M | +3% | 196k | 30.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $5.5M | -2% | 7.4k | 736.41 |
|
| Blackrock Etf Trust Ii Ishar Inter Etf (INMU) | 1.2 | $5.5M | 225k | 24.25 |
|
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $4.5M | -2% | 153k | 29.43 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.9 | $4.3M | -11% | 90k | 47.97 |
|
| Pimco Etf Tr Muni Income Opp (MINO) | 0.9 | $4.1M | -2% | 90k | 45.76 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $3.4M | -6% | 64k | 52.60 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $3.0M | -2% | 4.0k | 748.86 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.6 | $2.9M | -7% | 29k | 100.81 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.6M | 7.8k | 327.31 |
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| Microsoft Corporation (MSFT) | 0.4 | $2.1M | 5.7k | 373.04 |
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| Lazard Ltd Shs -a - (LAZ) | 0.4 | $2.0M | 49k | 41.94 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $2.0M | 3.8k | 522.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.9M | 5.2k | 370.04 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.4 | $1.8M | 78k | 23.64 |
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| Broadcom (AVGO) | 0.4 | $1.8M | 4.7k | 377.75 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.4 | $1.7M | -2% | 72k | 23.55 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.7M | 8.4k | 200.09 |
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| Cisco Systems (CSCO) | 0.3 | $1.6M | 14k | 117.46 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 5.2k | 298.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.6M | 4.3k | 357.35 |
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| Caterpillar (CAT) | 0.3 | $1.6M | 1.5k | 1064.90 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.5M | 5.0k | 303.15 |
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| Visa Com Cl A (V) | 0.3 | $1.4M | 4.1k | 343.09 |
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| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.3 | $1.4M | 59k | 23.44 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.4M | +2% | 5.3k | 253.98 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.3M | +2% | 1.1k | 1199.43 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.3M | 37k | 36.13 |
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| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.3 | $1.3M | 57k | 23.03 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.3 | $1.3M | 14k | 90.79 |
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| Abbvie (ABBV) | 0.3 | $1.2M | -2% | 4.8k | 251.64 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.2 | $1.1M | 9.4k | 122.01 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | -3% | 1.2k | 935.47 |
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| Home Depot (HD) | 0.2 | $1.1M | 3.1k | 352.68 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.1M | 3.0k | 353.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.0M | 33k | 31.71 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.2 | $1.0M | -13% | 11k | 91.64 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $988k | +2% | 7.2k | 136.72 |
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| Amazon (AMZN) | 0.2 | $986k | 4.1k | 238.34 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $870k | 4.0k | 219.43 |
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| Sanmina (SANM) | 0.2 | $840k | 3.3k | 253.08 |
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| Jabil Circuit (JBL) | 0.2 | $824k | 2.1k | 385.48 |
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| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.2 | $752k | 34k | 21.92 |
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| Wal-Mart Stores (WMT) | 0.2 | $736k | 6.5k | 113.27 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $735k | +3% | 7.1k | 102.81 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $732k | 2.0k | 365.87 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $727k | +6% | 6.2k | 117.06 |
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| Amgen (AMGN) | 0.2 | $713k | +2% | 2.0k | 362.12 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $713k | +303% | 8.9k | 80.57 |
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| UnitedHealth (UNH) | 0.1 | $688k | -25% | 1.7k | 415.63 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $650k | +4% | 13k | 49.99 |
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| Merck & Co (MRK) | 0.1 | $614k | +4% | 4.8k | 128.50 |
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| McDonald's Corporation (MCD) | 0.1 | $613k | +3% | 2.3k | 270.31 |
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| Emcor (EME) | 0.1 | $603k | 726.00 | 829.88 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $593k | -5% | 1.8k | 331.43 |
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| Procter & Gamble Company (PG) | 0.1 | $592k | +4% | 4.0k | 146.65 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $584k | 1.2k | 500.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $557k | 2.4k | 236.66 |
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| New York Life Invts Active E Mack Mu Insd Etf (MMIN) | 0.1 | $554k | -25% | 23k | 24.21 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $546k | -13% | 2.5k | 221.20 |
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| Meta Platforms Cl A (META) | 0.1 | $540k | 959.00 | 563.30 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $534k | 1.0k | 513.60 |
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| SYNNEX Corporation (SNX) | 0.1 | $532k | 2.0k | 267.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $520k | -3% | 2.1k | 242.94 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $513k | 1.0k | 509.46 |
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| Us Bancorp Com New (USB) | 0.1 | $507k | +2% | 8.4k | 60.40 |
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| Advanced Micro Devices (AMD) | 0.1 | $501k | NEW | 863.00 | 580.91 |
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| Qualcomm (QCOM) | 0.1 | $499k | +9% | 2.7k | 184.79 |
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| Cigna Corp (CI) | 0.1 | $495k | 1.8k | 275.68 |
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| Gilead Sciences (GILD) | 0.1 | $482k | 3.8k | 126.36 |
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| S&p Global (SPGI) | 0.1 | $477k | 1.2k | 407.26 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $466k | -15% | 2.4k | 190.52 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $465k | -3% | 4.3k | 107.62 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $459k | 2.9k | 160.72 |
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| Kla Corp Com New (KLAC) | 0.1 | $447k | +915% | 1.5k | 301.71 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $440k | 3.2k | 137.53 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $440k | 1.2k | 373.60 |
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| Verizon Communications (VZ) | 0.1 | $423k | +5% | 10k | 42.34 |
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| International Business Machines (IBM) | 0.1 | $420k | +3% | 1.5k | 281.21 |
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| Citigroup Com New (C) | 0.1 | $414k | 3.0k | 139.96 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $389k | 11k | 36.87 |
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| Group 1 Automotive (GPI) | 0.1 | $385k | 1.3k | 291.17 |
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| Coca-Cola Company (KO) | 0.1 | $378k | +5% | 4.7k | 81.27 |
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| Williams-Sonoma (WSM) | 0.1 | $373k | 1.6k | 233.10 |
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| Automatic Data Processing (ADP) | 0.1 | $366k | 1.6k | 223.95 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $366k | 184.00 | 1989.44 |
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| Avnet (AVT) | 0.1 | $359k | 4.0k | 88.82 |
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| Unum (UNM) | 0.1 | $345k | 3.9k | 89.40 |
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| Emerson Electric (EMR) | 0.1 | $341k | -5% | 2.4k | 143.17 |
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| T. Rowe Price (TROW) | 0.1 | $334k | +11% | 2.9k | 113.69 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $333k | 4.6k | 71.74 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $332k | -16% | 435.00 | 763.14 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $332k | 1.7k | 197.63 |
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| At&t (T) | 0.1 | $331k | +29% | 16k | 20.70 |
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| Pepsi (PEP) | 0.1 | $330k | 2.4k | 135.38 |
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| 3M Company (MMM) | 0.1 | $330k | 2.0k | 161.90 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $329k | 11k | 28.96 |
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| Bank of America Corporation (BAC) | 0.1 | $327k | +10% | 5.7k | 56.98 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 0.1 | $326k | -97% | 6.5k | 50.51 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $326k | 1.1k | 306.32 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $319k | 1.5k | 212.65 |
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| Goldman Sachs (GS) | 0.1 | $316k | 312.00 | 1011.12 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $297k | -3% | 1.4k | 205.29 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $297k | 621.00 | 477.57 |
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| Marriott Intl Cl A (MAR) | 0.1 | $295k | 796.00 | 370.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $292k | +2% | 426.00 | 686.09 |
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| Dick's Sporting Goods (DKS) | 0.1 | $286k | 1.3k | 226.81 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $282k | 30k | 9.47 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $278k | +4% | 3.8k | 73.42 |
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| Old Republic International Corporation (ORI) | 0.1 | $272k | 6.6k | 40.92 |
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| Commercial Metals Company (CMC) | 0.1 | $271k | 4.3k | 62.75 |
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| Ishares Msci World Etf (URTH) | 0.1 | $271k | +18% | 1.3k | 202.64 |
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| Lowe's Companies (LOW) | 0.1 | $265k | 1.2k | 220.50 |
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| Chevron Corporation (CVX) | 0.1 | $259k | -16% | 1.6k | 165.77 |
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| Colgate-Palmolive Company (CL) | 0.1 | $256k | 2.8k | 91.68 |
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| Radian (RDN) | 0.1 | $253k | 6.7k | 37.67 |
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| Applied Materials (AMAT) | 0.1 | $252k | NEW | 349.00 | 723.00 |
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| Abbott Laboratories (ABT) | 0.1 | $247k | -6% | 2.7k | 90.74 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $241k | -6% | 1.1k | 217.93 |
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| Tidal Trust I SP FDS S&P 500 (SPUS) | 0.1 | $238k | NEW | 4.1k | 57.50 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $231k | -18% | 1.0k | 227.06 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $229k | +7% | 9.3k | 24.55 |
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| Caci Intl Cl A (CACI) | 0.0 | $225k | 486.00 | 463.26 |
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| Linde SHS (LIN) | 0.0 | $218k | 420.00 | 518.94 |
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| Bristol Myers Squibb (BMY) | 0.0 | $218k | NEW | 3.8k | 57.62 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $217k | NEW | 2.3k | 96.44 |
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| Philip Morris International (PM) | 0.0 | $217k | NEW | 1.2k | 180.91 |
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| Oracle Corporation (ORCL) | 0.0 | $217k | 1.5k | 146.55 |
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| Flex Ord (FLEX) | 0.0 | $212k | NEW | 1.3k | 162.07 |
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| Arrow Electronics (ARW) | 0.0 | $211k | NEW | 987.00 | 213.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $209k | NEW | 1.4k | 148.31 |
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| Morgan Stanley Com New (MS) | 0.0 | $201k | NEW | 961.00 | 209.04 |
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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 2026 Q2 filed Aug. 4, 2026
- Paulson Wealth Management 2026 Q1 filed May 8, 2026
- 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