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 50.56% of Paulson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWF, IEI, NBSD, RSP, IWM, INMU, IWD, MDY, SPSM, MINO.
- Started 7 new stock positions in LIN, TSM, ASML, CMCSA, KLAC, URTH, BAC.
- Reduced shares in these 10 stocks: CWB (-$6.0M), IWV, IVV, VCSH, LOW, BIL, MRK, IUSG, MINT, JNJ.
- Sold out of its positions in AXP, ABG, DBX, F, IUSG, IWV.
- Paulson Wealth Management was a net buyer of stock by $2.6M.
- Paulson Wealth Management has $427M in assets under management (AUM), dropping by -1.44%.
- Central Index Key (CIK): 0001731878
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Portfolio Holdings for Paulson Wealth Management
Paulson Wealth Management holds 137 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 14.1 | $60M | +5% | 142k | 426.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 13.7 | $58M | 274k | 213.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.6 | $37M | +4% | 148k | 248.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 8.4 | $36M | 371k | 97.13 |
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| Apple (AAPL) | 5.7 | $24M | 95k | 253.79 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 4.4 | $19M | -4% | 235k | 79.27 |
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| Neuberger Berman Etf Trust Short Duration I (NBSD) | 3.4 | $14M | +15% | 284k | 50.71 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.2 | $14M | +18% | 115k | 118.60 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.8 | $12M | 18k | 650.35 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.7 | $11M | +2% | 178k | 64.08 |
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| Spdr Series Trust State Street Spd (CWB) | 2.2 | $9.2M | -39% | 100k | 91.52 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.8 | $7.7M | +9% | 13k | 616.78 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.6 | $6.9M | +10% | 142k | 48.32 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $6.1M | +37% | 32k | 191.92 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.4 | $5.8M | +8% | 190k | 30.32 |
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| Blackrock Etf Trust Ii Ishares Intermed (INMU) | 1.3 | $5.5M | +14% | 229k | 23.91 |
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| Spdr Series Trust State Street Spd (SHM) | 1.1 | $4.9M | -3% | 102k | 47.83 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.4M | +2% | 7.7k | 577.19 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 1.0 | $4.2M | +18% | 92k | 45.17 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $4.0M | 157k | 25.64 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.8 | $3.6M | +7% | 69k | 52.19 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.7 | $3.1M | -14% | 31k | 100.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $2.7M | -28% | 4.1k | 653.28 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $2.3M | -3% | 7.8k | 294.14 |
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| Microsoft Corporation (MSFT) | 0.5 | $2.1M | -5% | 5.7k | 370.17 |
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| Lazard Ltd Shs -a - (LAZ) | 0.5 | $2.1M | 49k | 42.48 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.4 | $1.9M | +31% | 79k | 23.65 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.4 | $1.7M | 3.8k | 463.14 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.4 | $1.7M | +27% | 74k | 23.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.7M | -2% | 5.3k | 320.81 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.5M | -6% | 8.4k | 174.40 |
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| Broadcom (AVGO) | 0.3 | $1.4M | -5% | 4.6k | 309.51 |
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| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.3 | $1.4M | +46% | 60k | 23.40 |
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| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.3 | $1.3M | +49% | 58k | 23.02 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.3M | -4% | 5.1k | 261.94 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.3M | -26% | 5.2k | 244.45 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | 1.3k | 996.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | -14% | 4.3k | 287.54 |
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| Visa Com Cl A (V) | 0.3 | $1.2M | +4% | 4.1k | 302.24 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.2M | -3% | 7.1k | 169.66 |
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| Spdr Series Trust State Street Spd (BIL) | 0.3 | $1.2M | -36% | 13k | 91.64 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.3 | $1.1M | 14k | 79.06 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.1M | 37k | 29.08 |
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| Abbvie (ABBV) | 0.3 | $1.1M | -3% | 4.9k | 217.49 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | 13k | 77.59 |
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| Caterpillar (CAT) | 0.2 | $1.0M | -17% | 1.5k | 708.46 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.0M | -11% | 5.3k | 194.14 |
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| Home Depot (HD) | 0.2 | $1.0M | +5% | 3.1k | 328.89 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.0M | 33k | 30.68 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.0M | 1.1k | 919.77 |
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| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.2 | $937k | -6% | 9.5k | 98.53 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $853k | -33% | 3.0k | 286.86 |
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| Amazon (AMZN) | 0.2 | $848k | -14% | 4.1k | 208.27 |
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| Wal-Mart Stores (WMT) | 0.2 | $808k | 6.5k | 124.29 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $761k | 4.0k | 191.81 |
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| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.2 | $748k | +158% | 34k | 21.81 |
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| New York Life Invts Active E Nyli Mackay Muni (MMIN) | 0.2 | $730k | -9% | 31k | 23.71 |
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| McDonald's Corporation (MCD) | 0.2 | $683k | +13% | 2.2k | 310.79 |
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| Amgen (AMGN) | 0.2 | $678k | -37% | 1.9k | 351.85 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $660k | -6% | 6.9k | 95.62 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $636k | 2.0k | 318.07 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $630k | 2.2k | 287.15 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $609k | -11% | 1.0k | 604.39 |
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| UnitedHealth (UNH) | 0.1 | $604k | +11% | 2.2k | 270.59 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $568k | 13k | 45.50 |
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| Jabil Circuit (JBL) | 0.1 | $568k | -3% | 2.1k | 265.63 |
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| Procter & Gamble Company (PG) | 0.1 | $560k | +9% | 3.9k | 144.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $559k | 1.2k | 479.20 |
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| Merck & Co (MRK) | 0.1 | $551k | -51% | 4.6k | 120.29 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $546k | 1.9k | 287.57 |
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| Meta Platforms Cl A (META) | 0.1 | $544k | 951.00 | 572.13 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $542k | +5% | 2.9k | 189.59 |
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| Emcor (EME) | 0.1 | $536k | 726.00 | 738.31 |
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| Gilead Sciences (GILD) | 0.1 | $535k | 3.8k | 139.39 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.1 | $528k | -5% | 5.8k | 90.94 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $516k | 2.4k | 215.09 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $511k | 1.0k | 499.66 |
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| S&p Global (SPGI) | 0.1 | $499k | 1.2k | 425.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $483k | -16% | 2.2k | 217.28 |
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| Cigna Corp (CI) | 0.1 | $479k | 1.8k | 266.75 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $476k | 4.5k | 106.15 |
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| Verizon Communications (VZ) | 0.1 | $476k | +22% | 9.5k | 50.20 |
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| Walt Disney Company (DIS) | 0.1 | $439k | 4.6k | 96.39 |
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| Group 1 Automotive (GPI) | 0.1 | $436k | 1.3k | 330.63 |
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| Sanmina (SANM) | 0.1 | $430k | -2% | 3.3k | 129.64 |
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| Us Bancorp Com New (USB) | 0.1 | $425k | -7% | 8.2k | 52.01 |
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| Wintrust Financial Corporation (WTFC) | 0.1 | $395k | +15% | 2.8k | 138.94 |
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| Chevron Corporation (CVX) | 0.1 | $385k | -33% | 1.9k | 206.91 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $383k | 2.9k | 132.90 |
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| Pepsi (PEP) | 0.1 | $378k | -6% | 2.4k | 155.27 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $362k | 3.2k | 113.11 |
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| At&t (T) | 0.1 | $357k | +34% | 12k | 28.99 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $356k | +3% | 1.2k | 303.92 |
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| International Business Machines (IBM) | 0.1 | $350k | +7% | 1.4k | 242.39 |
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| Coca-Cola Company (KO) | 0.1 | $336k | -11% | 4.4k | 76.05 |
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| Citigroup Com New (C) | 0.1 | $336k | +3% | 3.0k | 113.41 |
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| Automatic Data Processing (ADP) | 0.1 | $332k | 1.6k | 203.18 |
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| SYNNEX Corporation (SNX) | 0.1 | $330k | 2.0k | 168.71 |
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| Emerson Electric (EMR) | 0.1 | $329k | 2.5k | 131.04 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $327k | -2% | 11k | 30.96 |
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| Qualcomm (QCOM) | 0.1 | $318k | -47% | 2.5k | 128.78 |
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| Spdr Series Trust State Street Spd (ESIX) | 0.1 | $311k | 9.8k | 31.73 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $309k | -23% | 1.7k | 184.31 |
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| Reinsurance Group Amer Com New (RGA) | 0.1 | $306k | -2% | 1.5k | 204.16 |
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| Abbott Laboratories (ABT) | 0.1 | $297k | +31% | 2.9k | 102.67 |
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| 3M Company (MMM) | 0.1 | $296k | -10% | 2.0k | 145.22 |
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| Williams-Sonoma (WSM) | 0.1 | $292k | 1.6k | 182.33 |
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| Xpo Logistics Inc equity (XPO) | 0.1 | $291k | 1.5k | 194.55 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $285k | 11k | 25.10 |
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| Lowe's Companies (LOW) | 0.1 | $284k | -71% | 1.2k | 236.29 |
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| Unum (UNM) | 0.1 | $282k | -3% | 3.9k | 73.03 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $274k | -23% | 1.1k | 257.37 |
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| Taylor Morrison Hom (TMHC) | 0.1 | $271k | -3% | 4.6k | 58.24 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $268k | +3% | 3.6k | 73.65 |
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| Commercial Metals Company (CMC) | 0.1 | $267k | 4.3k | 61.43 |
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| Old Republic International Corporation (ORI) | 0.1 | $265k | +9% | 6.6k | 39.90 |
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| Caci Intl Cl A (CACI) | 0.1 | $264k | -3% | 486.00 | 543.87 |
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| Goldman Sachs (GS) | 0.1 | $264k | +6% | 312.00 | 845.78 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $262k | 1.2k | 211.15 |
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| Marriott Intl Cl A (MAR) | 0.1 | $260k | 796.00 | 327.07 |
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| Bank of America Corporation (BAC) | 0.1 | $253k | NEW | 5.2k | 48.75 |
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| Avnet (AVT) | 0.1 | $251k | -3% | 4.1k | 61.62 |
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| Dick's Sporting Goods (DKS) | 0.1 | $250k | +2% | 1.3k | 198.29 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $248k | NEW | 8.6k | 28.71 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $247k | 414.00 | 596.93 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $243k | NEW | 184.00 | 1320.83 |
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| Genworth Finl Com Shs (GNW) | 0.1 | $242k | -3% | 30k | 8.12 |
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| Colgate-Palmolive Company (CL) | 0.1 | $238k | 2.8k | 85.23 |
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| T. Rowe Price (TROW) | 0.1 | $238k | +16% | 2.6k | 90.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $233k | 1.2k | 196.20 |
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| Radian (RDN) | 0.1 | $223k | +6% | 6.8k | 33.08 |
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| Oracle Corporation (ORCL) | 0.1 | $217k | -6% | 1.5k | 147.11 |
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| Kla Corp Com New (KLAC) | 0.1 | $215k | NEW | 146.00 | 1472.41 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $209k | NEW | 618.00 | 337.95 |
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| Linde SHS (LIN) | 0.0 | $208k | NEW | 420.00 | 495.76 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $203k | 520.00 | 390.41 |
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| Ishares Msci World Etf (URTH) | 0.0 | $203k | NEW | 1.1k | 180.02 |
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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 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
- Paulson Wealth Management 2022 Q1 filed May 2, 2022