Paulson Wealth Management Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$432.9M

Holdings

136

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (136 positions)

StockValue
MRKMERCK & CO INC
$996K
BSMYINVESCO EXCH TRD SLF IDX FD
$958K
SCHDSCHWAB STRATEGIC TR
$902K
BSMTINVESCO EXCH TRD SLF IDX FD
$891K
XOMEXXON MOBIL CORP
$886K
MMINNEW YORK LIFE INVTS ACTIVE E
$810K
QCOMQUALCOMM INC
$803K
QUALISHARES TR
$787K
WMTWALMART INC
$730K
ESGDISHARES TR
$703K
OEFISHARES TR
$685K
UNHUNITEDHEALTH GROUP INC
$661K
VOVANGUARD INDEX FDS
$632K
METAMETA PLATFORMS INC
$617K
SPGIS&P GLOBAL INC
$612K
NULGNUSHARES ETF TR
$597K
MCDMCDONALDS CORP
$590K
BRK/BBERKSHIRE HATHAWAY INC DEL
$583K
MAMASTERCARD INCORPORATED
$576K
VTHRVANGUARD SCOTTSDALE FDS
$570K
NULVNUSHARES ETF TR
$562K
VBRVANGUARD INDEX FDS
$561K
LMTLOCKHEED MARTIN CORP
$550K
IUSGISHARES TR
$540K
VIGVANGUARD SPECIALIZED FUNDS
$527K
DISDISNEY WALT CO
$516K
GPIGROUP 1 AUTOMOTIVE INC
$513K
SANMSANMINA CORPORATION
$511K
PGPROCTER AND GAMBLE CO
$507K
JBLJABIL INC
$502K
CITHE CIGNA GROUP
$494K
IWNISHARES TR
$489K
MUBISHARES TR
$480K
GILDGILEAD SCIENCES INC
$477K
USBUS BANCORP DEL
$468K
EMEEMCOR GROUP INC
$444K
CVXCHEVRON CORP NEW
$426K
ADPAUTOMATIC DATA PROCESSING IN
$420K
XLKSELECT SECTOR SPDR TR
$415K
IBMINTERNATIONAL BUSINESS MACHS
$397K
IVWISHARES TR
$394K
VOEVANGUARD INDEX FDS
$388K
VOTVANGUARD INDEX FDS
$387K
PEPPEPSICO INC
$372K
MMM3M CO
$362K
KOCOCA COLA CO
$351K
WF2WINTRUST FINL CORP
$343K
TRVCCITIGROUP INC
$334K
EMREMERSON ELEC CO
$329K
RSRELIANCE INC
$325K
SCHMSCHWAB STRATEGIC TR
$324K
RGAREINSURANCE GRP OF AMERICA I
$314K
BACVERIZON COMMUNICATIONS INC
$314K
UNMUNUM GROUP
$308K
ORCLORACLE CORP
$307K
ESIXSPDR SERIES TRUST
$305K
CMCCOMMERCIAL METALS CO
$301K
SCHBSCHWAB STRATEGIC TR
$297K
BSMUINVESCO EXCH TRD SLF IDX FD
$291K
SUXTD SYNNEX CORPORATION
$291K
WSMWILLIAMS SONOMA INC
$286K
TMHCTAYLOR MORRISON HOME CORP
$283K
ORIOLD REP INTL CORP
$277K
GNWGENWORTH FINL INC
$277K
FFORD MTR CO
$275K
ABTABBOTT LABS
$275K
DBXDROPBOX INC
$275K
CA8ACACI INTL INC
$268K
IVEISHARES TR
$263K
BNDVANGUARD BD INDEX FDS
$260K
VOOVANGUARD INDEX FDS
$258K
GSGOLDMAN SACHS GROUP INC
$257K
MARMARRIOTT INTL INC NEW
$246K
CRWDCROWDSTRIKE HLDGS INC
$242K
DKSDICKS SPORTING GOODS INC
$242K
TROWPRICE T ROWE GROUP INC
$233K
RDNRADIAN GROUP INC
$229K
TAT&T INC
$227K
VTVVANGUARD INDEX FDS
$226K
CLCOLGATE PALMOLIVE CO
$220K
AWGASBURY AUTOMOTIVE GROUP INC
$219K
AXPAMERICAN EXPRESS CO
$212K
AVTAVNET INC
$202K
XPOXPO INC
$202K
IWFISHARES TR
$63K
IWDISHARES TR
$57K
EFAISHARES TR
$35K
IWMISHARES TR
$35K
AAPLAPPLE INC
$26K
VCSHVANGUARD SCOTTSDALE FDS
$20K
CWBSPDR SERIES TRUST
$15K
NBSDNEUBERGER BERMAN ETF TRUST
$13K
SPYSPDR S&P 500 ETF TR
$12K
IEIISHARES TR
$12K
VEAVANGUARD TAX-MANAGED FDS
$11K
MDYSPDR S&P MIDCAP 400 ETF TR
$7K
SPSMSPDR SERIES TRUST
$6K
PFFISHARES TR
$5K
SHMSPDR SERIES TRUST
$5K
INMUBLACKROCK ETF TRUST II
$5K
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