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

About Paulson Wealth Management Inc.

Investment Activity

Paulson Wealth Management Inc. has $386.24 million in total holdings as of June 30, 2025.
Paulson Wealth Management Inc. owns shares of 142 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
Approximately 8.09% of the portfolio was purchased this quarter.
About 6.26% of the portfolio was sold this quarter.
This quarter, Paulson Wealth Management Inc. has purchased 132 new stocks and bought additional shares in 59 stocks.
Paulson Wealth Management Inc. sold shares of 46 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $60,243,491
iShares Russell 1000 Value ETF: $54,577,020
iShares MSCI EAFE ETF: $33,215,397
iShares Russell 2000 ETF: $29,855,461
Apple: $20,908,310

Largest New Holdings this Quarter

64135A887 - NEUBERGER BERMAN ETF TRUST: $10,157,181 Holding
092528207 - iShares Intermediate Muni Income Active ETF: $3,524,191 Holding
72201R866 - PIMCO Intermediate Municipal Bond Exchange-Traded Fund: $1,926,976 Holding
464287689 - iShares Russell 3000 ETF: $1,046,682 Holding
464287671 - iShares Core S&P U.S. Growth ETF: $484,438 Holding

Largest Purchases this Quarter

NEUBERGER BERMAN ETF TRUST: 199,395 shares (about $10.16M)
iShares Intermediate Muni Income Active ETF: 150,386 shares (about $3.52M)
PIMCO Intermediate Municipal Bond Exchange-Traded Fund: 37,519 shares (about $1.93M)
iShares Russell 1000 Value ETF: 8,925 shares (about $1.73M)
iShares Russell 2000 ETF: 7,579 shares (about $1.64M)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 32,489 shares (about $2.90M)
PIMCO Municipal Income Opportunities Active Exchange-Traded Fund: 48,677 shares (about $2.15M)
iShares National Muni Bond ETF: 19,759 shares (about $2.06M)
NYLI MacKay Municipal Insured ETF: 80,416 shares (about $1.87M)
Schwab US Large-Cap ETF: 28,313 shares (about $691.97K)

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
IWF iShares Russell 1000 Growth ETF	$60,243,491	$986,721 ▲	1.7%	141,890	15.6%	ETF
IWD iShares Russell 1000 Value ETF	$54,577,020	$1,733,501 ▲	3.3%	280,992	14.1%	ETF
EFA iShares MSCI EAFE ETF	$33,215,397	$2,904,195 ▼	-8.0%	371,578	8.6%	Finance
IWM iShares Russell 2000 ETF	$29,855,461	$1,635,475 ▲	5.8%	138,354	7.7%	Finance
AAPL Apple	$20,908,310	$42,470 ▼	-0.2%	101,907	5.4%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$15,760,655	$274,593 ▲	1.8%	198,247	4.1%	ETF
SPY SPDR S&P 500 ETF Trust	$11,934,542	$358,975 ▼	-2.9%	19,316	3.1%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$11,865,481	$134,735 ▲	1.1%	143,546	3.1%	ETF
NEUBERGER BERMAN ETF TRUST	$10,157,181	$10,157,181 ▲	New Holding	199,395	2.6%	SHORT DURATION I
IEI iShares 3-7 Year Treasury Bond ETF	$9,715,287	$169,228 ▲	1.8%	81,579	2.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,230,786	$49,770 ▼	-0.5%	161,915	2.4%	ETF
QQQ Invesco QQQ	$4,812,571	$675,216 ▼	-12.3%	8,724	1.2%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$4,807,703	$365,945 ▲	8.2%	8,487	1.2%	ETF
QPFF American Century Quality Preferred ETF	$4,619,195	$138,554 ▲	3.1%	130,654	1.2%	ETF
SCHX Schwab US Large-Cap ETF	$4,590,818	$691,971 ▼	-13.1%	187,840	1.2%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$4,556,600	$215,898 ▲	5.0%	106,962	1.2%	ETF
IVV iShares Core S&P 500 ETF	$3,753,757	$695,991 ▲	22.8%	6,046	1.0%	ETF
INMU iShares Intermediate Muni Income Active ETF	$3,524,191	$3,524,191 ▲	New Holding	150,386	0.9%	ETF
MSFT Microsoft	$3,058,831	$147,222 ▲	5.1%	6,150	0.8%	Computer and Technology
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$2,941,614	$2,153,023 ▼	-42.3%	66,506	0.8%	ETF
JPM JPMorgan Chase & Co.	$2,476,991	$6,088 ▼	-0.2%	8,544	0.6%	Finance
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$2,411,398	$154,473 ▼	-6.0%	26,288	0.6%	ETF
LAZARD INC	$2,339,601		0.0%	48,762	0.6%	COM
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$2,191,092	$80,881 ▼	-3.6%	45,810	0.6%	Finance
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,926,976	$1,926,976 ▲	New Holding	37,519	0.5%	ETF
AVGO Broadcom	$1,758,096	$148,575 ▲	9.2%	6,378	0.5%	Computer and Technology
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,707,431	$441 ▲	0.0%	3,875	0.4%	Finance
VTI Vanguard Total Stock Market ETF	$1,622,398	$265,334 ▼	-14.1%	5,338	0.4%	ETF
VB Vanguard Small-Cap ETF	$1,479,908	$81,282 ▲	5.8%	6,245	0.4%	ETF
V Visa	$1,442,568	$8,521 ▲	0.6%	4,063	0.4%	Business Services
COST Costco Wholesale	$1,441,353	$9,899 ▲	0.7%	1,456	0.4%	Retail/Wholesale
NVDA NVIDIA	$1,376,409	$177,265 ▲	14.8%	8,712	0.4%	Computer and Technology
GOOGL Alphabet	$1,361,729	$616,452 ▲	82.7%	7,727	0.4%	Computer and Technology
TXN Texas Instruments	$1,329,512	$10,173 ▼	-0.8%	6,404	0.3%	Computer and Technology
GOOG Alphabet	$1,256,986	$721,268 ▲	134.6%	7,086	0.3%	Computer and Technology
HD Home Depot	$1,190,113	$10,633 ▲	0.9%	3,246	0.3%	Retail/Wholesale
JNJ Johnson & Johnson	$1,145,472	$332,231 ▲	40.9%	7,499	0.3%	Medical
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,138,777	$251,406 ▲	28.3%	15,206	0.3%	ETF
ABBV AbbVie	$1,092,188	$742 ▼	-0.1%	5,884	0.3%	Medical
SCHA Schwab US Small-Cap ETF	$1,090,486	$5,541 ▼	-0.5%	43,102	0.3%	ETF
IWV iShares Russell 3000 ETF	$1,046,682	$1,046,682 ▲	New Holding	2,982	0.3%	ETF
AMZN Amazon.com	$1,019,944	$223,778 ▲	28.1%	4,649	0.3%	Retail/Wholesale
BSMP Invesco BulletShares 2025 Municipal Bond ETF	$1,011,490	$85,743 ▼	-7.8%	41,218	0.3%	ETF
LOW Lowe's Companies	$1,002,419	$638,992 ▲	175.8%	4,518	0.3%	Retail/Wholesale
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$972,972	$71,771 ▼	-6.9%	41,456	0.3%	ETF
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$944,850	$104,064 ▼	-9.9%	40,104	0.2%	ETF
CSCO Cisco Systems	$942,683	$59,737 ▼	-6.0%	13,587	0.2%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$927,964	$371,113 ▲	66.6%	5,106	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$900,447	$157,914 ▼	-14.9%	33,979	0.2%	ETF
LLY Eli Lilly and Company	$876,971	$130,181 ▲	17.4%	1,125	0.2%	Medical
VBR Vanguard Small-Cap Value ETF	$873,807	$183,693 ▼	-17.4%	4,481	0.2%	ETF
PG Procter & Gamble	$858,755	$13,861 ▲	1.6%	5,390	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$846,379	$453,191 ▲	115.3%	10,692	0.2%	Medical
UNH UnitedHealth Group	$845,143	$130,406 ▼	-13.4%	2,709	0.2%	Medical
AMGN Amgen	$832,325	$386,985 ▲	86.9%	2,981	0.2%	Medical
VOT Vanguard Mid-Cap Growth ETF	$824,653	$38,673 ▼	-4.5%	2,900	0.2%	ETF
XOM Exxon Mobil	$812,596	$14,445 ▲	1.8%	7,538	0.2%	Energy
QCOM QUALCOMM	$791,204	$355,150 ▲	81.4%	4,968	0.2%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$771,866		0.0%	4,222	0.2%	ETF
WMT Walmart	$729,537	$4,791 ▲	0.7%	7,461	0.2%	Retail/Wholesale
CAT Caterpillar	$696,449	$32,221 ▼	-4.4%	1,794	0.2%	Industrials
MUB iShares National Muni Bond ETF	$694,898	$2,064,425 ▼	-74.8%	6,651	0.2%	ETF
META Meta Platforms	$690,205	$5,167 ▼	-0.7%	935	0.2%	Computer and Technology
PRF Invesco RAFI US 1000 ETF	$684,140		0.0%	16,185	0.2%	ETF
OEF iShares S&P 100 ETF	$665,918		0.0%	2,188	0.2%	ETF
LMT Lockheed Martin	$636,354	$12,505 ▲	2.0%	1,374	0.2%	Aerospace
MMIN NYLI MacKay Municipal Insured ETF	$623,682	$1,874,496 ▼	-75.0%	26,756	0.2%	ETF
ORCL Oracle	$622,440		0.0%	2,847	0.2%	Computer and Technology
SPGI S&P Global	$617,984		0.0%	1,172	0.2%	Finance
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$611,042	$67,460 ▼	-9.9%	26,304	0.2%	ETF
VO Vanguard Mid-Cap ETF	$605,913	$5,038 ▲	0.8%	2,165	0.2%	ETF
GPI Group 1 Automotive	$595,236	$17,032 ▲	2.9%	1,363	0.2%	Retail/Wholesale
CI Cigna Group	$593,722		0.0%	1,796	0.2%	Medical
MA Mastercard	$573,179	$4,496 ▼	-0.8%	1,020	0.1%	Business Services
DIS Walt Disney	$571,686	$148,068 ▼	-20.6%	4,610	0.1%	Consumer Discretionary
MCD McDonald's	$570,900	$16,362 ▲	3.0%	1,954	0.1%	Retail/Wholesale
ESGD iShares ESG Aware MSCI EAFE ETF	$569,313	$11,153 ▲	2.0%	6,381	0.1%	Manufacturing
BRK.B Berkshire Hathaway	$549,406		0.0%	1,131	0.1%	Finance
VTHR Vanguard Russell 3000 ETF	$518,225	$546 ▼	-0.1%	1,900	0.1%	ETF
CRWD CrowdStrike	$513,384	$5,093 ▼	-1.0%	1,008	0.1%	Computer and Technology
ADP Automatic Data Processing	$504,234		0.0%	1,635	0.1%	Computer and Technology
NULG Nuveen ESG Large-Cap Growth ETF	$486,661	$5,355 ▲	1.1%	5,180	0.1%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$484,438	$484,438 ▲	New Holding	3,221	0.1%	Manufacturing
KO CocaCola	$479,162	$10,541 ▲	2.2%	6,773	0.1%	Consumer Staples
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$474,542	$45,321 ▼	-8.7%	4,827	0.1%	ETF
CVX Chevron	$474,532	$22,194 ▲	4.9%	3,314	0.1%	Energy
IJH iShares Core S&P Mid-Cap ETF	$472,344		0.0%	7,616	0.1%	ETF
IBM International Business Machines	$469,585	$5,011 ▼	-1.1%	1,593	0.1%	Computer and Technology
NULV Nuveen ESG Large-Cap Value ETF	$446,101	$4,485 ▲	1.0%	10,643	0.1%	ETF
PEP PepsiCo	$438,727	$29,442 ▲	7.2%	3,323	0.1%	Consumer Staples
IWN iShares Russell 2000 Value ETF	$428,161		0.0%	2,714	0.1%	ETF
JBL Jabil	$426,167	$5,452 ▲	1.3%	1,954	0.1%	Computer and Technology
USB U.S. Bancorp	$424,445	$21,222 ▲	5.3%	9,380	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$413,018	$506 ▼	-0.1%	1,631	0.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$410,432	$41,109 ▼	-9.1%	2,496	0.1%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$400,786	$21,597 ▼	-5.1%	17,648	0.1%	ETF
EME EMCOR Group	$388,330	$28,349 ▲	7.9%	726	0.1%	Construction
EMR Emerson Electric	$383,190		0.0%	2,874	0.1%	Industrials
MMM 3M	$373,292		0.0%	2,452	0.1%	Multi-Sector Conglomerates
SCHM Schwab U.S. Mid-Cap ETF	$370,660	$43,619 ▼	-10.5%	13,214	0.1%	ETF

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