Paulson Wealth Management

Paulson Wealth Management as of Sept. 30, 2025

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