Paulson Wealth Management Inc.
CIK: 0001731878Latest portfolio: $432.9M · Q4 2025
Holdings
136
Total Value
$432.9M
New Positions
136
Closed Positions
0
Top Holdings
View All 136 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 133,967 | $63.4M | 14.65% | NEW | |
| 2 | IWDISHARES TR | 270,484 | $56.9M | 13.14% | NEW | |
| 3 | EFAISHARES TR | 365,411 | $35.1M | 8.11% | NEW | |
| 4 | IWMISHARES TR | 142,345 | $35.0M | 8.09% | NEW | |
| 5 | AAPLAPPLE INC | 95,553 | $26.0M | 6.00% | NEW | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 245,899 | $19.6M | 4.53% | NEW | |
| 7 | CWBSPDR SERIES TRUST | 165,923 | $14.8M | 3.42% | NEW | |
| 8 | NBSDNEUBERGER BERMAN ETF TRUST | 245,967 | $12.6M | 2.91% | NEW | |
| 9 | SPYSPDR S&P 500 ETF TR | 18,266 | $12.5M | 2.88% | NEW | |
| 10 | IEIISHARES TR | 96,575 | $11.5M | 2.66% | NEW | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 173,676 | $10.8M | 2.51% | NEW | |
| 12 | MDYSPDR S&P MIDCAP 400 ETF TR | 11,421 | $6.9M | 1.59% | NEW | |
| 13 | SPSMSPDR SERIES TRUST | 128,966 | $6.0M | 1.40% | NEW | |
| 14 | PFFISHARES TR | 174,888 | $5.4M | 1.25% | NEW | |
| 15 | SHMSPDR SERIES TRUST | 106,176 | $5.1M | 1.18% | NEW | |
| 16 | INMUBLACKROCK ETF TRUST II | 200,971 | $4.8M | 1.12% | NEW | |
| 17 | NDQINVESCO QQQ TR | 7,439 | $4.6M | 1.06% | NEW | |
| 18 | RSPINVESCO EXCHANGE TRADED FD T | 22,896 | $4.4M | 1.01% | NEW | |
| 19 | SCHXSCHWAB STRATEGIC TR | 156,674 | $4.2M | 0.97% | NEW | |
| 20 | IVVISHARES TR | 5,797 | $4.0M | 0.92% | NEW | |
| 21 | MINTPIMCO ETF TR | 36,185 | $3.6M | 0.84% | NEW | |
| 22 | MINOPIMCO ETF TR | 78,272 | $3.5M | 0.82% | NEW | |
| 23 | MUNIPIMCO ETF TR | 63,995 | $3.4M | 0.77% | NEW | |
| 24 | MSFTMICROSOFT CORP | 5,994 | $2.9M | 0.67% | NEW | |
| 25 | JPMJPMORGAN CHASE & CO. | 8,099 | $2.6M | 0.60% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($6.340656893350904e+256T)
Technology0.0% ($2.5977289817041683e+39T)
Consumer Cyclical0.0% ($1.0981008100159052e+23T)
Healthcare0.0% ($1.4591185117110138e+21T)
Unknown0.0% ($4569583343334.3T)
Industrials0.0% ($1003550444420.4T)
Consumer Defensive0.0% ($1091730507.4T)
Communication Services0.0% ($15811410.6T)
Energy0.0% ($886.4M)
Basic Materials0.0% ($325.3M)
Filing History
Fund Information
Paulson Wealth Management Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $432.9M across 136 holdings. The largest position is ISHARES TR (IWF), representing 14.6% of the portfolio. Compared to the previous quarter, the fund opened 136 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.