Paulson Wealth Management Inc. Top Holdings and 13F Report (2026) About Paulson Wealth Management Inc.Investment ActivityPaulson Wealth Management Inc. has $481.00 million in total holdings as of September 30, 2026.Paulson Wealth Management Inc. owns shares of 139 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 4.60% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Paulson Wealth Management Inc. has purchased 146 new stocks and bought additional shares in 56 stocks.Paulson Wealth Management Inc. sold shares of 47 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares Russell 1000 Growth ETF $68,477,941iShares Russell 1000 Value ETF $61,846,445iShares Russell 2000 ETF $37,919,169iShares MSCI EAFE ETF $36,626,220Apple $31,847,599 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,180,413 Holding67092P607 - Nuveen ESG Small-Cap ETF $304,300 Holding53656F607 - Wahed FTSE USA Shariah ETF $213,067 Holding857477103 - State Street $204,619 Holding Largest Purchases this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 61,884 shares (about $3.17M)Invesco S&P 500 Equal Weight ETF 15,035 shares (about $3.13M)iShares 3-7 Year Treasury Bond ETF 21,586 shares (about $2.45M)Vanguard Short-Term Corporate Bond ETF 28,780 shares (about $2.22M)SPDR S&P MidCap 400 ETF Trust 2,404 shares (about $1.58M) Largest Sales this Quarter iShares Russell 1000 Growth ETF 12,714 shares (about $1.59M)SPDR Nuveen ICE Short Term Municipal Bond ETF 21,967 shares (about $1.02M)iShares Russell 1000 Value ETF 4,025 shares (about $997.92K)iShares Russell 2000 ETF 1,043 shares (about $289.84K)SPDR S&P 500 ETF Trust 340 shares (about $259.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPaulson Wealth Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIWFiShares Russell 1000 Growth ETF$68,477,941$1,592,557 ▼-2.3%546,68614.2%ETFIWDiShares Russell 1000 Value ETF$61,846,445$997,919 ▼-1.6%249,45112.9%ETFIWMiShares Russell 2000 ETF$37,919,169$289,839 ▼-0.8%136,4547.9%ETFEFAiShares MSCI EAFE ETF$36,626,220$8,103 ▼0.0%352,5487.6%ETFAAPLApple$31,847,599$52,284 ▲0.2%95,6336.6%TechnologyVCSHVanguard Short-Term Corporate Bond ETF$21,140,769$2,223,254 ▲11.8%273,6674.4%ETFIEIiShares 3-7 Year Treasury Bond ETF$16,498,940$2,448,716 ▲17.4%145,4423.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$16,081,507$3,170,317 ▲24.6%313,9083.3%ETFVEAVanguard FTSE Developed Markets ETF$14,618,925$1,255,373 ▲9.4%207,0383.0%ETFSPYSPDR S&P 500 ETF Trust$13,586,061$259,291 ▼-1.9%17,8152.8%ETFRSPInvesco S&P 500 Equal Weight ETF$11,648,080$3,127,581 ▲36.7%55,9952.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$10,698,314$1,578,709 ▲17.3%16,2912.2%ETFCWBSPDR Bloomberg Convertible Securities ETF$9,909,599$170,894 ▼-1.7%97,9402.1%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$9,629,030$1,355,013 ▲16.4%182,1612.0%ETFPFFiShares Preferred and Income Securities ETF$6,563,308$769,508 ▲13.3%222,4851.4%ETFINMUiShares Intermediate Muni Income Active ETF$5,531,895$373,084 ▲7.2%241,6731.2%ETFQQQInvesco QQQ$5,364,869$135,379 ▼-2.5%7,2521.1%ETFSCHXSchwab US Large-Cap ETF$4,561,054$29,790 ▼-0.6%152,0350.9%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$4,164,535$328,667 ▲8.6%97,7820.9%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$3,311,590$123,281 ▲3.9%66,6450.7%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$3,182,113$1,024,768 ▼-24.4%68,2120.7%ETFIVViShares Core S&P 500 ETF$3,114,214$29,105 ▲0.9%4,0660.6%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$2,801,220$84,462 ▼-2.9%27,8590.6%ETFMSFTMicrosoft$2,717,084$188,252 ▼-6.5%5,2970.6%TechnologyJPMJPMorgan Chase & Co.$2,554,184$41,020 ▼-1.6%7,7210.5%FinanceSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$2,532,388$1,206,960 ▲91.1%27,5110.5%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,915,3580.0%3,7660.4%ETFNVDANVIDIA$1,827,984$98,890 ▼-5.1%8,0040.4%TechnologyVTIVanguard Total Stock Market ETF$1,807,939$149,695 ▼-7.6%4,8310.4%ETFBSMRInvesco BulletShares 2027 Municipal Bond ETF$1,801,634$6,490 ▼-0.4%77,4470.4%ETFLAZARD INC$1,766,6470.0%48,7620.4%COMBSMQInvesco BulletShares 2026 Municipal Bond ETF$1,747,940$63,618 ▲3.8%74,6240.4%ETFAVGOBroadcom$1,628,819$23,530 ▼-1.4%4,6380.3%TechnologyGOOGLAlphabet$1,492,540$3,097 ▼-0.2%4,3380.3%Communication ServicesVVisa$1,479,370$4,671 ▼-0.3%4,1170.3%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$1,457,076$439,505 ▲43.2%15,9000.3%ETFBSMSInvesco BulletShares 2028 Municipal Bond ETF$1,447,202$107,598 ▲8.0%63,4710.3%ETFVBVanguard Small-Cap ETF$1,422,855$12,803 ▼-0.9%5,0010.3%ETFTXNTexas Instruments$1,416,719$50,977 ▼-3.5%5,0580.3%TechnologyLLYEli Lilly and Company$1,376,925$83,310 ▲6.4%1,1900.3%HealthcareJNJJohnson & Johnson$1,372,711$35,741 ▼-2.5%5,1850.3%HealthcareBSMTInvesco BulletShares 2029 Municipal Bond ETF$1,354,700$90,077 ▲7.1%60,8490.3%ETFCSCOCisco Systems$1,283,515$169,090 ▼-11.6%11,9250.3%TechnologyABBVAbbVie$1,240,198$26,159 ▼-2.1%4,7410.3%HealthcareCATCaterpillar$1,182,1320.0%1,4580.2%IndustrialsEXXONMOBIL HOLDINGS CORP$1,180,413$1,180,413 ▲New Holding7,2530.2%COM SHSSCHASchwab US Small-Cap ETF$1,153,117$53,905 ▼-4.5%35,3390.2%ETFCOSTCostco Wholesale$1,103,332$8,193 ▼-0.7%1,2120.2%Consumer StaplesAMZNAmazon.com$1,034,969$4,734 ▲0.5%4,1540.2%Consumer DiscretionaryQQQEDirexion NASDAQ-100 Equal Weighted Index ETF$1,029,102$101,493 ▼-9.0%8,5680.2%ETFSCHDSchwab US Dividend Equity ETF$1,020,075$56,374 ▼-5.2%31,3580.2%ETFGOOGAlphabet$1,014,7250.0%2,9780.2%Communication ServicesAMGNAmgen$955,985$125,610 ▲15.1%2,2680.2%HealthcareHDHome Depot$888,178$2,276 ▼-0.3%3,1220.2%Consumer DiscretionaryQUALiShares MSCI USA Quality Factor ETF$881,1820.0%3,9650.2%ETFBSMUInvesco BulletShares 2030 Municipal Bond ETF$821,263$104,909 ▲14.6%39,3060.2%ETFESGDiShares ESG Aware MSCI EAFE ETF$779,985$43,693 ▲5.9%7,5690.2%ETFOEFiShares S&P 100 ETF$764,1600.0%2,0000.2%ETFWALMART INC$759,478$84,179 ▲12.5%7,3080.2%COMNULGNuveen ESG Large-Cap Growth ETF$723,637$18,077 ▲2.6%6,3650.2%ETFNULVNuveen ESG Large-Cap Value ETF$718,251$33,538 ▲4.9%13,6420.1%ETFMRKMerck & Co., Inc.$708,386$14,531 ▲2.1%4,8750.1%HealthcareMETAMeta Platforms$700,532$5,076 ▲0.7%9660.1%Communication ServicesVOVanguard Mid-Cap ETF$693,923$157 ▼0.0%8,8490.1%ETFSANMSanmina$634,844$78,012 ▼-10.9%2,9540.1%TechnologyQCOMQualcomm$628,313$131,037 ▲26.4%3,4140.1%TechnologyPGProcter & Gamble$623,866$37,048 ▲6.3%4,2940.1%Consumer StaplesJBLJabil$613,0200.0%2,1370.1%TechnologyVTHRVanguard Russell 3000 ETF$600,5460.0%1,7900.1%ETFUNHUnitedHealth Group$597,239$10,645 ▼-1.8%1,6270.1%HealthcareBRK.BBerkshire Hathaway$581,1080.0%1,1670.1%FinanceAMDAdvanced Micro Devices$578,113$50,164 ▲9.5%9450.1%TechnologyMAMastercard$577,389$3,860 ▲0.7%1,0470.1%FinanceGILDGilead Sciences$557,817$11,329 ▼-2.0%3,7420.1%HealthcareVIGVanguard Dividend Appreciation ETF$549,3020.0%2,3540.1%ETFEMEEMCOR Group$547,7600.0%7260.1%IndustrialsMCDMcDonald's$531,624$8,314 ▲1.6%2,3020.1%Consumer DiscretionarySNXTD SYNNEX$521,149$9,760 ▲1.9%2,0290.1%TechnologyUSBU.S. Bancorp$517,703$32,981 ▲6.8%8,9630.1%FinanceIWNiShares Russell 2000 Value ETF$516,7130.0%2,4670.1%ETFLMTLockheed Martin$513,833$1,018 ▲0.2%1,0090.1%IndustrialsCICigna Group$488,2070.0%1,7960.1%HealthcareXLKTechnology Select Sector SPDR Fund$478,8050.0%2,4460.1%ETFSPGIS&P Global$462,3190.0%1,1720.1%FinanceRSReliance$460,931$8,080 ▲1.8%1,1980.1%IndustrialsCRWDCrowdStrike$460,665$345,499 ▲300.0%1,7400.1%TechnologyKOCoca-Cola$458,041$57,589 ▲14.4%5,3210.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$455,2320.0%3,2000.1%ETFMMINNYLIM MacKay Municipal Insured ETF$438,967$70,475 ▼-13.8%19,7200.1%ETFMUBiShares National Muni Bond ETF$427,755$8,594 ▼-2.0%4,2310.1%ETFWTFCWintrust Financial$405,0380.0%2,8560.1%FinanceADPAutomatic Data Processing$396,122$25,806 ▼-6.1%1,5350.1%IndustrialsTAT&T$395,947$6,247 ▲1.6%16,2270.1%Communication ServicesAVTAvnet$392,804$10,895 ▼-2.7%3,9300.1%TechnologyPEPPepsiCo$386,709$77,671 ▲25.1%3,0520.1%Consumer StaplesCCitigroup$383,1310.0%2,9590.1%FinanceRGAReinsurance Group of America$379,702$10,342 ▲2.8%1,5420.1%FinanceVBRVanguard Small-Cap Value ETF$370,616$124,078 ▼-25.1%1,6040.1%ETFWSMWilliams-Sonoma$365,1600.0%1,6020.1%Consumer DiscretionarySCHMSchwab U.S. Mid-Cap ETF$359,1490.0%10,5570.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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