Paulson Wealth Management

Paulson Wealth Management as of June 30, 2026

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