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Paulson Wealth Management Inc.

Q3 2026 13F filing

Updated 3 days ago

140 disclosed positions worth $481M

Portfolio value
$481M
Total holdings
140
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-02

Full holdings

Every line item disclosed in Q3 2026

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
10.SPY

STATE STR SPDR S&P 500 ETF T

Value
$13.6M
Shares
17.8K
% Port
2.82%
I
11.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$11.6M
Shares
56.0K
% Port
2.42%
M
12.MDY

STATE STR SPDR S&P MIDCAP 40

Value
$10.7M
Shares
16.3K
% Port
2.22%
C
13.CW

SPDR SERIES TRUST

Value
$9.9M
Shares
97.9K
% Port
2.06%
A
14.ARCC

SPDR SERIES TRUST

Value
$9.6M
Shares
182.2K
% Port
2.00%
E
15.ETHA

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
17.QQQ

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
19.PDI

PIMCO ETF TR

Value
$4.2M
Shares
97.8K
% Port
0.87%
P
20.PDI

PIMCO ETF TR

Value
$3.3M
Shares
66.6K
% Port
0.69%
S

SPDR SERIES TRUST

Value
$3.2M
Shares
68.2K
% Port
0.66%
E
22.ETHA

ISHARES TR

Value
$3.1M
Shares
4.1K
% Port
0.65%
P
23.PDI

PIMCO ETF TR

Value
$2.8M
Shares
27.9K
% Port
0.58%
M
24.MSFT

MICROSOFT CORP

Value
$2.7M
Shares
5.3K
% Port
0.56%
J

JPMORGAN CHASE & CO

Value
$2.6M
Shares
7.7K
% Port
0.53%
S

SPDR SERIES TRUST

Value
$2.5M
Shares
27.5K
% Port
0.53%
D
27.DIA

STATE STR SPDR DOW JONES IND

Value
$1.9M
Shares
3.8K
% Port
0.40%
N
28.NVDA

NVIDIA CORPORATION

Value
$1.8M
Shares
8.0K
% Port
0.38%
V
29.VGES

VANGUARD INDEX FDS

Value
$1.8M
Shares
4.8K
% Port
0.38%
I
30.IVZ

INVESCO EXCH TRD SLF IDX FD

Value
$1.8M
Shares
77.4K
% Port
0.37%
L
31.LGI

LAZARD INC

Value
$1.8M
Shares
48.8K
% Port
0.37%
?
32.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$1.7M
Shares
74.6K
% Port
0.36%
A
33.AVGO

BROADCOM INC

Value
$1.6M
Shares
4.6K
% Port
0.34%
G

ALPHABET INC

Value
$1.5M
Shares
4.3K
% Port
0.31%
V
35.V

VISA INC

Value
$1.5M
Shares
4.1K
% Port
0.31%
S

SPDR SERIES TRUST

Value
$1.5M
Shares
15.9K
% Port
0.30%
I
37.IVZ

INVESCO EXCH TRD SLF IDX FD

Value
$1.4M
Shares
63.5K
% Port
0.30%
V
38.VGES

VANGUARD INDEX FDS

Value
$1.4M
Shares
5.0K
% Port
0.30%
T
39.TXN

TEXAS INSTRS INC

Value
$1.4M
Shares
5.1K
% Port
0.29%
L
40.LLY

ELI LILLY & CO

Value
$1.4M
Shares
1.2K
% Port
0.29%
J
41.JNJ

JOHNSON & JOHNSON

Value
$1.4M
Shares
5.2K
% Port
0.29%
I
42.IVZ

INVESCO EXCH TRD SLF IDX FD

Value
$1.4M
Shares
60.8K
% Port
0.28%
C
43.CSCO

CISCO SYS INC

Value
$1.3M
Shares
11.9K
% Port
0.27%
A
44.ABBV

ABBVIE INC

Value
$1.2M
Shares
4.7K
% Port
0.26%
C
45.CAT

CATERPILLAR INC

Value
$1.2M
Shares
1.5K
% Port
0.25%
X
46.XOM

EXXONMOBIL HOLDINGS CORP

Value
$1.2M
Shares
7.3K
% Port
0.25%
S

SCHWAB STRATEGIC TR

Value
$1.2M
Shares
35.3K
% Port
0.24%
C
48.COST

COSTCO WHOLESALE CORPORATION

Value
$1.1M
Shares
1.2K
% Port
0.23%
A
49.AMZN

AMAZON COM INC

Value
$1M
Shares
4.2K
% Port
0.22%
D
50.DIOD

DIREXION SHARES ETF TRUST

Value
$1M
Shares
8.6K
% Port
0.21%