Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Paulson Wealth Management Inc. has $355.25 million in total holdings as of March 31, 2025.
Paulson Wealth Management Inc. owns shares of 132 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 2.84% of the portfolio was purchased this quarter.
About 2.88% of the portfolio was sold this quarter.
This quarter, Paulson Wealth Management Inc. has purchased 138 new stocks and bought additional shares in 46 stocks.
Paulson Wealth Management Inc. sold shares of 63 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

iShares Russell 1000 Value ETF: $51,192,217
iShares Russell 1000 Growth ETF: $50,395,736
iShares MSCI EAFE ETF: $33,024,380
iShares Russell 2000 ETF: $26,088,339
Apple: $22,682,638

Largest New Holdings this Quarter

46432F842 - iShares Core MSCI EAFE ETF: $214,008 Holding
62482R107 - Mr. Cooper Group: $208,224 Holding
002824100 - Abbott Laboratories: $204,546 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 6,209 shares (about $2.24M)
iShares Russell 1000 Value ETF: 11,221 shares (about $2.11M)
iShares Russell 2000 ETF: 6,028 shares (about $1.20M)
iShares MSCI EAFE ETF: 9,605 shares (about $785.02K)
SPDR S&P MidCap 400 ETF Trust: 970 shares (about $517.46K)

Largest Sales this Quarter

Vanguard Small-Cap ETF: 3,237 shares (about $717.78K)
Apple: 2,650 shares (about $588.65K)
Invesco QQQ: 1,232 shares (about $577.68K)
Schwab U.S. Mid-Cap ETF: 20,212 shares (about $529.57K)
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF: 5,633 shares (about $516.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IWD iShares Russell 1000 Value ETF	$51,192,217	$2,111,347 ▲	4.3%	272,067	14.4%	ETF
IWF iShares Russell 1000 Growth ETF	$50,395,736	$2,242,001 ▲	4.7%	139,566	14.2%	ETF
EFA iShares MSCI EAFE ETF	$33,024,380	$785,016 ▲	2.4%	404,067	9.3%	Finance
IWM iShares Russell 2000 ETF	$26,088,339	$1,202,527 ▲	4.8%	130,775	7.3%	Finance
AAPL Apple	$22,682,638	$588,646 ▼	-2.5%	102,114	6.4%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$15,376,977	$363,914 ▲	2.4%	194,793	4.3%	ETF
SPY SPDR S&P 500 ETF Trust	$11,130,007	$52,022 ▲	0.5%	19,897	3.1%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$10,873,580	$280,199 ▲	2.6%	141,916	3.1%	ETF
SHV iShares Short Treasury Bond ETF	$10,347,368	$264,552 ▲	2.6%	93,675	2.9%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$9,469,511	$337,868 ▲	3.7%	80,158	2.7%	ETF
VEA Vanguard FTSE Developed Markets ETF	$8,274,506	$100,338 ▼	-1.2%	162,788	2.3%	ETF
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$5,152,136	$8,678 ▲	0.2%	115,183	1.5%	ETF
SCHX Schwab US Large-Cap ETF	$4,772,655	$507,818 ▼	-9.6%	216,153	1.3%	ETF
QQQ Invesco QQQ	$4,664,608	$577,684 ▼	-11.0%	9,948	1.3%	Finance
QPFF American Century Quality Preferred ETF	$4,483,885	$135,505 ▲	3.1%	126,735	1.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,182,870	$517,457 ▲	14.1%	7,841	1.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$4,153,184	$100,758 ▲	2.5%	101,894	1.2%	ETF
MUB iShares National Muni Bond ETF	$2,784,650	$44,074 ▼	-1.6%	26,410	0.8%	ETF
IVV iShares Core S&P 500 ETF	$2,767,421	$7,867 ▼	-0.3%	4,925	0.8%	ETF
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$2,565,872	$516,715 ▼	-16.8%	27,972	0.7%	ETF
MMIN NYLI MacKay Municipal Insured ETF	$2,532,477	$31,452 ▼	-1.2%	107,172	0.7%	ETF
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$2,261,048	$120,666 ▼	-5.1%	47,501	0.6%	Finance
MSFT Microsoft	$2,197,660	$76,209 ▼	-3.4%	5,854	0.6%	Computer and Technology
LAZARD INC	$2,111,395		0.0%	48,762	0.6%	COM
JPM JPMorgan Chase & Co.	$2,100,995	$14,718 ▼	-0.7%	8,565	0.6%	Finance
VTI Vanguard Total Stock Market ETF	$1,707,009	$68,434 ▼	-3.9%	6,211	0.5%	ETF
UNH UnitedHealth Group	$1,637,766	$83,276 ▼	-4.8%	3,127	0.5%	Medical
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,626,811	$133,958 ▼	-7.6%	3,874	0.5%	Finance
V Visa	$1,415,508	$157,357 ▼	-10.0%	4,039	0.4%	Business Services
COST Costco Wholesale	$1,367,598	$22,699 ▼	-1.6%	1,446	0.4%	Retail/Wholesale
VB Vanguard Small-Cap ETF	$1,308,732	$717,785 ▼	-35.4%	5,902	0.4%	ETF
ABBV AbbVie	$1,233,654	$41,904 ▼	-3.3%	5,888	0.3%	Medical
HD Home Depot	$1,178,998	$88,691 ▼	-7.0%	3,217	0.3%	Retail/Wholesale
TXN Texas Instruments	$1,159,530	$81,938 ▼	-6.6%	6,453	0.3%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$1,116,658	$192,783 ▼	-14.7%	39,938	0.3%	ETF
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$1,094,550	$28,397 ▲	2.7%	44,712	0.3%	ETF
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$1,051,141	$40,255 ▲	4.0%	44,521	0.3%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$1,048,305	$20,889 ▲	2.0%	44,514	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,015,016	$98,125 ▼	-8.8%	43,321	0.3%	ETF
VBR Vanguard Small-Cap Value ETF	$1,010,334	$376,337 ▼	-27.1%	5,423	0.3%	ETF
AVGO Broadcom	$977,624	$130,428 ▼	-11.8%	5,839	0.3%	Computer and Technology
PG Procter & Gamble	$903,759	$19,258 ▲	2.2%	5,303	0.3%	Consumer Staples
CSCO Cisco Systems	$891,601	$43,691 ▼	-4.7%	14,448	0.3%	Computer and Technology
JNJ Johnson & Johnson	$882,932	$27,695 ▼	-3.0%	5,324	0.2%	Medical
XOM Exxon Mobil	$880,558	$20,218 ▼	-2.2%	7,404	0.2%	Energy
NVDA NVIDIA	$822,604	$542 ▼	-0.1%	7,590	0.2%	Computer and Technology
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$805,850	$287,342 ▲	55.4%	11,849	0.2%	ETF
LLY Eli Lilly and Company	$791,222	$116,453 ▼	-12.8%	958	0.2%	Medical
VOT Vanguard Mid-Cap Growth ETF	$742,651	$167,806 ▼	-18.4%	3,036	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$721,498		0.0%	4,222	0.2%	ETF
AMZN Amazon.com	$690,454	$16,933 ▼	-2.4%	3,629	0.2%	Retail/Wholesale
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$676,896	$57,683 ▲	9.3%	29,208	0.2%	ETF
PRF Invesco FTSE RAFI US 1000 ETF	$654,036		0.0%	16,185	0.2%	ETF
GOOGL Alphabet	$653,973	$90,464 ▼	-12.2%	4,229	0.2%	Computer and Technology
WMT Walmart	$650,699	$16,241 ▲	2.6%	7,412	0.2%	Retail/Wholesale
CAT Caterpillar	$619,035	$6,926 ▼	-1.1%	1,877	0.2%	Industrials
BRK.B Berkshire Hathaway	$602,348	$9,586 ▼	-1.6%	1,131	0.2%	Finance
LMT Lockheed Martin	$601,718	$8,487 ▲	1.4%	1,347	0.2%	Aerospace
SPGI S&P Global	$595,493		0.0%	1,172	0.2%	Business Services
MCD McDonald's	$592,878	$80,591 ▼	-12.0%	1,898	0.2%	Retail/Wholesale
OEF iShares S&P 100 ETF	$592,576		0.0%	2,188	0.2%	ETF
CI The Cigna Group	$590,884		0.0%	1,796	0.2%	Medical
DIS Walt Disney	$572,855	$162,855 ▼	-22.1%	5,804	0.2%	Consumer Discretionary
MA Mastercard	$563,467	$47,138 ▲	9.1%	1,028	0.2%	Business Services
VO Vanguard Mid-Cap ETF	$555,344	$33,109 ▼	-5.6%	2,147	0.2%	ETF
META Meta Platforms	$543,002	$14,987 ▼	-2.7%	942	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$530,777	$3,118 ▼	-0.6%	3,064	0.1%	ETF
CVX Chevron	$528,469	$71,433 ▼	-11.9%	3,159	0.1%	Energy
ESGD iShares ESG Aware MSCI EAFE ETF	$511,053	$27,938 ▲	5.8%	6,256	0.1%	Manufacturing
GPI Group 1 Automotive	$505,702	$21,771 ▲	4.5%	1,324	0.1%	Retail/Wholesale
ADP Automatic Data Processing	$499,542	$112,741 ▼	-18.4%	1,635	0.1%	Business Services
AMGN Amgen	$496,922	$19,005 ▼	-3.7%	1,595	0.1%	Medical
KO Coca-Cola	$474,382	$6,947 ▼	-1.4%	6,624	0.1%	Consumer Staples
GOOG Alphabet	$471,815	$8,749 ▼	-1.8%	3,020	0.1%	Computer and Technology
VTHR Vanguard Russell 3000 ETF	$469,338	$494 ▲	0.1%	1,902	0.1%	ETF
PEP PepsiCo	$464,766	$31,334 ▼	-6.3%	3,100	0.1%	Consumer Staples
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$461,061		0.0%	5,288	0.1%	ETF
MRK Merck & Co., Inc.	$445,838	$12,746 ▼	-2.8%	4,967	0.1%	Medical
IJH iShares Core S&P Mid-Cap ETF	$444,394	$5,076 ▲	1.2%	7,616	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$440,898	$54,109 ▼	-10.9%	2,746	0.1%	ETF
NULV Nuveen ESG Large-Cap Value ETF	$426,603	$33,688 ▲	8.6%	10,536	0.1%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$422,941	$162,909 ▲	62.6%	18,599	0.1%	ETF
QCOM QUALCOMM	$420,584	$3,687 ▲	0.9%	2,738	0.1%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$409,760		0.0%	2,714	0.1%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$401,028	$19,648 ▲	5.2%	5,123	0.1%	ETF
IBM International Business Machines	$400,343	$60,673 ▼	-13.2%	1,610	0.1%	Computer and Technology
ORCL Oracle	$398,039	$6,711 ▼	-1.7%	2,847	0.1%	Computer and Technology
SCHM Schwab U.S. Mid-Cap ETF	$386,961	$529,572 ▼	-57.8%	14,769	0.1%	ETF
LOW Lowe's Companies	$382,042		0.0%	1,638	0.1%	Retail/Wholesale
USB U.S. Bancorp	$376,222	$3,673 ▲	1.0%	8,911	0.1%	Finance
GILD Gilead Sciences	$371,446		0.0%	3,315	0.1%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$366,257		0.0%	3,640	0.1%	ETF
BND Vanguard Total Bond Market ETF	$363,043	$24,531 ▲	7.2%	4,943	0.1%	ETF
MMM 3M	$360,101	$16,008 ▼	-4.3%	2,452	0.1%	Multi-Sector Conglomerates
CRWD CrowdStrike	$358,926	$129,044 ▲	56.1%	1,018	0.1%	Computer and Technology
X United States Steel	$358,914		0.0%	8,493	0.1%	Basic Materials
VZ Verizon Communications	$349,891	$14,968 ▼	-4.1%	7,714	0.1%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$337,182	$413 ▲	0.1%	1,633	0.1%	ETF
T AT&T	$334,653	$4,327 ▲	1.3%	11,834	0.1%	Computer and Technology
NEE NextEra Energy	$333,892	$103,570 ▼	-23.7%	4,710	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Paulson Wealth Management Inc. Top Holdings and 13F Report (2025)

About Paulson Wealth Management Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPaulson Wealth Management Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools