Paulson Wealth Management

Paulson Wealth Management as of Dec. 31, 2025

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