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Paulson Wealth Management Inc.

Updated 3 days ago

Managed by Paulson Wealth Management Inc. • Latest filing Q3 2026

Portfolio value
$481M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$423M
Q4 2025$432.9M
Q1 2026$426.7M
Q2 2026$471.4M
Q3 2026$481M

Top holdings

140 positions as of Q3 2026

View filing
E

ISHARES TR

Value
$68.5M
Shares
546.7K
% Port
14.24%
E

ISHARES TR

Value
$61.8M
Shares
249.5K
% Port
12.86%
E

ISHARES TR

Value
$37.9M
Shares
136.5K
% Port
7.88%
E

ISHARES TR

Value
$36.6M
Shares
352.5K
% Port
7.61%
A

APPLE INC

Value
$31M
Shares
93.2K
% Port
6.45%
V

VANGUARD SCOTTSDALE FDS

Value
$21.1M
Shares
273.7K
% Port
4.40%
E

ISHARES TR

Value
$16.5M
Shares
145.4K
% Port
3.43%
E

ISHARES TR

Value
$16.1M
Shares
313.9K
% Port
3.34%
V

VANGUARD TAX-MANAGED FDS

Value
$14.6M
Shares
207.0K
% Port
3.04%
S

STATE STR SPDR S&P 500 ETF T

Value
$13.6M
Shares
17.8K
% Port
2.82%
I

INVESCO EXCHANGE TRADED FD T

Value
$11.6M
Shares
56.0K
% Port
2.42%
M

STATE STR SPDR S&P MIDCAP 40

Value
$10.7M
Shares
16.3K
% Port
2.22%
C

SPDR SERIES TRUST

Value
$9.9M
Shares
97.9K
% Port
2.06%
A

SPDR SERIES TRUST

Value
$9.6M
Shares
182.2K
% Port
2.00%
E

ISHARES TR

Value
$6.6M
Shares
222.5K
% Port
1.36%
?
16.N/A

BLACKROCK ETF TRUST II

Value
$5.5M
Shares
241.7K
% Port
1.15%
Q

INVESCO QQQ TR

Value
$5.4M
Shares
7.3K
% Port
1.12%
S

SCHWAB STRATEGIC TR

Value
$4.6M
Shares
152.0K
% Port
0.95%
P

PIMCO ETF TR

Value
$4.2M
Shares
97.8K
% Port
0.87%
P

PIMCO ETF TR

Value
$3.3M
Shares
66.6K
% Port
0.69%

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