Paulson Wealth Management Inc. Top Holdings and 13F Report (2026)

About Paulson Wealth Management Inc.

Investment Activity

Paulson Wealth Management Inc. has $471.43 million in total holdings as of June 30, 2026.
Paulson Wealth Management Inc. owns shares of 146 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 16.13% of the portfolio was purchased this quarter.
About 5.89% of the portfolio was sold this quarter.
This quarter, Paulson Wealth Management Inc. has purchased 137 new stocks and bought additional shares in 55 stocks.
Paulson Wealth Management Inc. sold shares of 47 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $69,460,671
iShares Russell 1000 Value ETF: $61,450,076
iShares Russell 2000 ETF: $41,310,918
iShares MSCI EAFE ETF: $36,630,774
Apple: $27,626,836

Largest New Holdings this Quarter

464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF: $13,208,578 Holding
007903107 - Advanced Micro Devices: $501,325 Holding
038222105 - Applied Materials: $252,327 Holding
886364801 - SP Funds S&P 500 Sharia Industry Exclusions ETF: $237,705 Holding
110122108 - Bristol Myers Squibb: $217,646 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 417,947 shares (about $51.90M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 252,024 shares (about $13.21M)
Invesco S&P 500 Equal Weight ETF: 9,382 shares (about $2.00M)
iShares 3-7 Year Treasury Bond ETF: 9,309 shares (about $1.09M)
SPDR S&P MidCap 400 ETF Trust: 1,422 shares (about $1.00M)

Largest Sales this Quarter

NEUBERGER BERMAN ETF TRUST: 277,328 shares (about $14.01M)
iShares Russell 1000 Value ETF: 20,070 shares (about $4.87M)
iShares Russell 2000 ETF: 10,869 shares (about $3.27M)
iShares MSCI EAFE ETF: 17,984 shares (about $1.87M)
SPDR Nuveen ICE Short Term Municipal Bond ETF: 11,838 shares (about $567.81K)

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	$69,460,671	$51,896,459 â–²	295.5%	559,400	14.7%	ETF
IWD iShares Russell 1000 Value ETF	$61,450,076	$4,865,561 â–¼	-7.3%	253,476	13.0%	ETF
IWM iShares Russell 2000 ETF	$41,310,918	$3,265,587 â–¼	-7.3%	137,497	8.8%	ETF
EFA iShares MSCI EAFE ETF	$36,630,774	$1,868,177 â–¼	-4.9%	352,626	7.8%	ETF
AAPL Apple	$27,626,836	$44,851 â–²	0.2%	95,476	5.9%	Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$19,353,390	$816,853 â–²	4.4%	244,887	4.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$14,546,887	$1,093,342 â–²	8.1%	123,856	3.1%	ETF
SPY SPDR S&P 500 ETF Trust	$13,557,930	$79,159 â–¼	-0.6%	18,155	2.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$13,484,675	$810,396 â–²	6.4%	189,259	2.9%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$13,208,578	$13,208,578 â–²	New Holding	252,024	2.8%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$10,741,973	$75,797 â–¼	-0.7%	99,629	2.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$9,766,986	$1,000,119 â–²	11.4%	13,887	2.1%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$9,026,912	$823,470 â–²	10.0%	156,527	1.9%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$8,715,059	$1,996,208 â–²	29.7%	40,960	1.8%	ETF
PFF iShares Preferred and Income Securities ETF	$5,988,236	$193,002 â–²	3.3%	196,400	1.3%	ETF
QQQ Invesco QQQ	$5,475,190	$162,746 â–¼	-2.9%	7,435	1.2%	ETF
INMU iShares Intermediate Muni Income Active ETF	$5,465,320	$96,758 â–¼	-1.7%	225,374	1.2%	ETF
SCHX Schwab US Large-Cap ETF	$4,503,607	$101,474 â–¼	-2.2%	153,028	1.0%	ETF
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$4,325,460	$567,813 â–¼	-11.6%	90,179	0.9%	ETF
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$4,121,374	$107,719 â–¼	-2.5%	90,065	0.9%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,375,026	$236,069 â–¼	-6.5%	64,164	0.7%	ETF
IVV iShares Core S&P 500 ETF	$3,016,428	$70,393 â–¼	-2.3%	4,028	0.6%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,893,144	$236,097 â–¼	-7.5%	28,699	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,567,750	$13,747 â–²	0.5%	7,845	0.5%	Finance
MSFT Microsoft	$2,112,894	$4,850 â–²	0.2%	5,664	0.4%	Technology
LAZARD INC	$2,045,078		0.0%	48,762	0.4%	COM
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,967,273	$2,612 â–¼	-0.1%	3,766	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$1,935,665	$24,422 â–¼	-1.2%	5,231	0.4%	ETF
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$1,837,443	$18,557 â–¼	-1.0%	77,726	0.4%	ETF
AVGO Broadcom	$1,777,314	$23,421 â–²	1.3%	4,705	0.4%	Technology
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$1,693,074	$40,709 â–¼	-2.3%	71,908	0.4%	ETF
NVDA NVIDIA	$1,688,186	$400 â–²	0.0%	8,437	0.4%	Technology
CSCO Cisco Systems	$1,585,270	$18,794 â–²	1.2%	13,496	0.3%	Technology
TXN Texas Instruments	$1,561,912	$8,942 â–¼	-0.6%	5,240	0.3%	Technology
GOOGL Alphabet	$1,553,402	$3,216 â–²	0.2%	4,347	0.3%	Communication Services
CAT Caterpillar	$1,552,624	$6,389 â–²	0.4%	1,458	0.3%	Industrials
VB Vanguard Small-Cap ETF	$1,529,672	$1,213 â–¼	-0.1%	5,046	0.3%	ETF
V Visa	$1,416,969	$25,046 â–²	1.8%	4,130	0.3%	Finance
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$1,377,147	$22,291 â–¼	-1.6%	58,752	0.3%	ETF
JNJ Johnson & Johnson	$1,351,153	$29,207 â–²	2.2%	5,320	0.3%	Healthcare
LLY Eli Lilly and Company	$1,340,963	$26,387 â–²	2.0%	1,118	0.3%	Healthcare
SCHA Schwab US Small-Cap ETF	$1,336,494	$397 â–²	0.0%	36,991	0.3%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$1,308,173	$16,881 â–¼	-1.3%	56,803	0.3%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,307,285	$272 â–²	0.0%	14,399	0.3%	ETF
ABBV AbbVie	$1,218,189	$25,164 â–¼	-2.0%	4,841	0.3%	Healthcare
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$1,148,480	$11,591 â–¼	-1.0%	9,413	0.2%	ETF
COST Costco Wholesale	$1,142,209	$46,774 â–¼	-3.9%	1,221	0.2%	Consumer Staples
HD Home Depot	$1,103,888	$10,933 â–²	1.0%	3,130	0.2%	Consumer Discretionary
GOOG Alphabet	$1,052,218	$2,120 â–²	0.2%	2,978	0.2%	Communication Services
SCHD Schwab US Dividend Equity ETF	$1,049,300	$1,268 â–¼	-0.1%	33,091	0.2%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,017,571	$153,589 â–¼	-13.1%	11,104	0.2%	ETF
XOM ExxonMobil	$988,201	$21,055 â–²	2.2%	7,228	0.2%	Energy
AMZN Amazon.com	$985,536	$15,730 â–²	1.6%	4,135	0.2%	Consumer Discretionary
QUAL iShares MSCI USA Quality Factor ETF	$870,040		0.0%	3,965	0.2%	ETF
SANM Sanmina	$839,466		0.0%	3,317	0.2%	Technology
JBL Jabil	$823,771		0.0%	2,137	0.2%	Technology
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$751,476	$307 â–²	0.0%	34,285	0.2%	ETF
WALMART INC	$735,997	$453 â–¼	-0.1%	6,498	0.2%	COM
ESGD iShares ESG Aware MSCI EAFE ETF	$734,577	$24,880 â–²	3.5%	7,145	0.2%	ETF
OEF iShares S&P 100 ETF	$731,740		0.0%	2,000	0.2%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$726,474	$46,824 â–²	6.9%	6,206	0.2%	ETF
AMGN Amgen	$713,376	$15,571 â–²	2.2%	1,970	0.2%	Healthcare
VO Vanguard Mid-Cap ETF	$713,161	$536,382 â–²	303.4%	8,851	0.2%	ETF
UNH UnitedHealth Group	$688,283	$239,818 â–¼	-25.8%	1,656	0.1%	Healthcare
NULV Nuveen ESG Large-Cap Value ETF	$650,120	$25,945 â–²	4.2%	13,005	0.1%	ETF
MRK Merck & Co., Inc.	$613,588	$24,544 â–²	4.2%	4,775	0.1%	Healthcare
MCD McDonald's	$612,522	$18,651 â–²	3.1%	2,266	0.1%	Consumer Discretionary
EME EMCOR Group	$602,493		0.0%	726	0.1%	Industrials
VTHR Vanguard Russell 3000 ETF	$593,253	$36,457 â–¼	-5.8%	1,790	0.1%	ETF
PG Procter & Gamble	$592,310	$23,757 â–²	4.2%	4,039	0.1%	Consumer Staples
BRK.B Berkshire Hathaway	$583,955		0.0%	1,167	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$557,095	$10,650 â–¼	-1.9%	2,354	0.1%	ETF
MMIN NYLI MacKay Municipal Insured ETF	$554,070	$191,307 â–¼	-25.7%	22,886	0.1%	ETF
IWN iShares Russell 2000 Value ETF	$545,700	$86,268 â–¼	-13.7%	2,467	0.1%	ETF
META Meta Platforms	$540,200	$4,506 â–²	0.8%	959	0.1%	Communication Services
MA Mastercard	$534,144	$8,731 â–²	1.7%	1,040	0.1%	Finance
SNX TD SYNNEX	$532,274	$10,159 â–²	1.9%	1,991	0.1%	Technology
VBR Vanguard Small-Cap Value ETF	$520,130	$19,678 â–¼	-3.6%	2,141	0.1%	ETF
LMT Lockheed Martin	$513,026		0.0%	1,007	0.1%	Industrials
USB U.S. Bancorp	$506,877	$13,832 â–²	2.8%	8,392	0.1%	Finance
AMD Advanced Micro Devices	$501,325	$501,325 â–²	New Holding	863	0.1%	Technology
QCOM Qualcomm	$499,303	$43,056 â–²	9.4%	2,702	0.1%	Technology
CI Cigna Group	$495,121		0.0%	1,796	0.1%	Healthcare
GILD Gilead Sciences	$482,427	$2,653 â–¼	-0.5%	3,818	0.1%	Healthcare
SPGI S&P Global	$477,309		0.0%	1,172	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$466,012	$83,448 â–¼	-15.2%	2,446	0.1%	ETF
MUB iShares National Muni Bond ETF	$464,489	$18,188 â–¼	-3.8%	4,316	0.1%	ETF
WTFC Wintrust Financial	$459,016	$2,411 â–²	0.5%	2,856	0.1%	Finance
KLAC KLA	$447,436	$403,386 â–²	915.8%	1,483	0.1%	Technology
IVW iShares S&P 500 Growth ETF	$440,096		0.0%	3,200	0.1%	ETF
RS Reliance	$439,727	$1,868 â–²	0.4%	1,177	0.1%	Industrials
VZ Verizon Communications	$422,845	$21,678 â–²	5.4%	9,987	0.1%	Communication Services
IBM International Business Machines	$419,847	$13,498 â–²	3.3%	1,493	0.1%	Technology
C Citigroup	$414,142		0.0%	2,959	0.1%	Finance
SCHM Schwab U.S. Mid-Cap ETF	$389,237		0.0%	10,557	0.1%	ETF
GPI Group 1 Automotive	$384,927	$1,165 â–²	0.3%	1,322	0.1%	Consumer Discretionary
KO CocaCola	$378,075	$18,692 â–²	5.2%	4,652	0.1%	Consumer Staples
WSM Williams-Sonoma	$373,426		0.0%	1,602	0.1%	Consumer Discretionary
ADP Automatic Data Processing	$366,158		0.0%	1,635	0.1%	Industrials
ASML ASML	$366,057		0.0%	184	0.1%	Technology

Showing largest 100 holdings. View all holdings.

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Paulson Wealth Management Inc. Top Holdings and 13F Report (2026)

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 (2026)

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