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

About Paulson Wealth Management Inc.

Investment Activity

Paulson Wealth Management Inc. has $426.71 million in total holdings as of March 31, 2026.
Paulson Wealth Management Inc. owns shares of 137 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 4.65% of the portfolio was purchased this quarter.
About 4.05% of the portfolio was sold this quarter.
This quarter, Paulson Wealth Management Inc. has purchased 136 new stocks and bought additional shares in 54 stocks.
Paulson Wealth Management Inc. sold shares of 57 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

iShares Russell 1000 Growth ETF: $60,315,425
iShares Russell 1000 Value ETF: $58,448,656
iShares Russell 2000 ETF: $36,794,707
iShares MSCI EAFE ETF: $35,997,395
Apple: $24,191,420

Largest New Holdings this Quarter

060505104 - Bank of America: $252,841 Holding
20030N101 - Comcast: $248,085 Holding
N07059210 - ASML: $243,033 Holding
482480100 - KLA: $214,972 Holding
874039100 - Taiwan Semiconductor Manufacturing: $208,853 Holding

Largest Purchases this Quarter

iShares Russell 1000 Growth ETF: 7,486 shares (about $3.19M)
iShares 3-7 Year Treasury Bond ETF: 17,972 shares (about $2.13M)
NEUBERGER BERMAN ETF TRUST: 37,823 shares (about $1.92M)
Invesco S&P 500 Equal Weight ETF: 8,682 shares (about $1.67M)
iShares Russell 2000 ETF: 6,021 shares (about $1.49M)

Largest Sales this Quarter

SPDR Bloomberg Convertible Securities ETF: 65,591 shares (about $6.00M)
iShares Core S&P 500 ETF: 1,675 shares (about $1.09M)
Vanguard Short-Term Corporate Bond ETF: 11,348 shares (about $899.56K)
Lowe's Companies: 2,949 shares (about $696.82K)
SPDR Bloomberg 1-3 Month T-Bill ETF: 7,202 shares (about $659.99K)

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	$60,315,425	$3,192,023 â–²	5.6%	141,453	14.1%	ETF
IWD iShares Russell 1000 Value ETF	$58,448,656	$654,258 â–²	1.1%	273,546	13.7%	ETF
IWM iShares Russell 2000 ETF	$36,794,707	$1,493,206 â–²	4.2%	148,366	8.6%	Finance
EFA iShares MSCI EAFE ETF	$35,997,395	$504,980 â–²	1.4%	370,610	8.4%	Finance
AAPL Apple	$24,191,420	$58,879 â–¼	-0.2%	95,321	5.7%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$18,592,888	$899,557 â–¼	-4.6%	234,551	4.4%	ETF
NEUBERGER BERMAN ETF TRUST	$14,390,991	$1,918,004 â–²	15.4%	283,790	3.4%	SHORT DURATION I
IEI iShares 3-7 Year Treasury Bond ETF	$13,585,274	$2,131,479 â–²	18.6%	114,547	3.2%	ETF
SPY SPDR S&P 500 ETF Trust	$11,876,031	$3,252 â–¼	0.0%	18,261	2.8%	Finance
VEA Vanguard FTSE Developed Markets ETF	$11,398,845	$269,712 â–²	2.4%	177,885	2.7%	ETF
CWB SPDR Bloomberg Convertible Securities ETF	$9,182,361	$6,002,873 â–¼	-39.5%	100,332	2.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$7,688,159	$643,918 â–²	9.1%	12,465	1.8%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$6,873,423	$641,786 â–²	10.3%	142,248	1.6%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$6,060,450	$1,666,250 â–²	37.9%	31,578	1.4%	ETF
PFF iShares Preferred and Income Securities ETF	$5,762,922	$460,318 â–²	8.7%	190,070	1.4%	ETF
INMU iShares Intermediate Muni Income Active ETF	$5,484,093	$678,877 â–²	14.1%	229,364	1.3%	ETF
SHM SPDR Nuveen ICE Short Term Municipal Bond ETF	$4,879,497	$198,926 â–¼	-3.9%	102,017	1.1%	Finance
QQQ Invesco QQQ	$4,418,934	$125,249 â–²	2.9%	7,656	1.0%	Finance
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$4,174,566	$639,020 â–²	18.1%	92,419	1.0%	ETF
SCHX Schwab US Large-Cap ETF	$4,012,039	$5,077 â–¼	-0.1%	156,476	0.9%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$3,582,948	$243,049 â–²	7.3%	68,652	0.8%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$3,121,791	$517,332 â–¼	-14.2%	31,041	0.7%	ETF
IVV iShares Core S&P 500 ETF	$2,692,808	$1,094,239 â–¼	-28.9%	4,122	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,295,190	$87,066 â–¼	-3.7%	7,803	0.5%	Finance
MSFT Microsoft	$2,091,845	$126,969 â–¼	-5.7%	5,651	0.5%	Computer and Technology
LAZARD INC	$2,071,410		0.0%	48,762	0.5%	COM
BSMR Invesco BulletShares 2027 Municipal Bond ETF	$1,857,099	$445,523 â–²	31.6%	78,511	0.4%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,746,498	$16,673 â–¼	-0.9%	3,771	0.4%	Finance
BSMQ Invesco BulletShares 2026 Municipal Bond ETF	$1,739,674	$373,086 â–²	27.3%	73,637	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$1,699,318	$44,271 â–¼	-2.5%	5,297	0.4%	ETF
NVDA NVIDIA	$1,471,067	$101,152 â–¼	-6.4%	8,435	0.3%	Computer and Technology
AVGO Broadcom	$1,437,055	$86,972 â–¼	-5.7%	4,643	0.3%	Computer and Technology
BSMS Invesco BulletShares 2028 Municipal Bond ETF	$1,396,764	$442,520 â–²	46.4%	59,703	0.3%	ETF
BSMT Invesco BulletShares 2029 Municipal Bond ETF	$1,324,697	$437,751 â–²	49.4%	57,536	0.3%	ETF
VB Vanguard Small-Cap ETF	$1,322,807	$57,103 â–¼	-4.1%	5,050	0.3%	ETF
JNJ Johnson & Johnson	$1,272,341	$451,003 â–¼	-26.2%	5,205	0.3%	Medical
COST Costco Wholesale	$1,266,463	$4,982 â–²	0.4%	1,271	0.3%	Retail/Wholesale
GOOGL Alphabet	$1,247,363	$205,306 â–¼	-14.1%	4,338	0.3%	Computer and Technology
V Visa	$1,226,194	$55,915 â–²	4.8%	4,057	0.3%	Business Services
XOM ExxonMobil	$1,200,159	$49,879 â–¼	-4.0%	7,074	0.3%	Energy
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$1,171,159	$659,991 â–¼	-36.0%	12,780	0.3%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$1,138,148	$395 â–²	0.0%	14,396	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,075,386	$5,438 â–¼	-0.5%	36,980	0.3%	ETF
ABBV AbbVie	$1,074,618	$40,671 â–¼	-3.6%	4,941	0.3%	Medical
CSCO Cisco Systems	$1,034,760	$16,372 â–²	1.6%	13,336	0.2%	Computer and Technology
CAT Caterpillar	$1,028,684	$211,830 â–¼	-17.1%	1,452	0.2%	Industrials
TXN Texas Instruments	$1,023,134	$130,852 â–¼	-11.3%	5,270	0.2%	Computer and Technology
HD Home Depot	$1,019,230	$55,254 â–²	5.7%	3,099	0.2%	Retail/Wholesale
SCHD Schwab US Dividend Equity ETF	$1,016,461	$7,087 â–²	0.7%	33,131	0.2%	ETF
LLY Eli Lilly and Company	$1,008,068	$6,438 â–¼	-0.6%	1,096	0.2%	Medical
QQQE Direxion NASDAQ-100 Equal Weighted Index Shares	$936,823	$66,803 â–¼	-6.7%	9,508	0.2%	ETF
GOOG Alphabet	$852,549	$437,175 â–¼	-33.9%	2,972	0.2%	Computer and Technology
AMZN Amazon.com	$847,451	$143,915 â–¼	-14.5%	4,069	0.2%	Retail/Wholesale
WALMART INC	$808,104	$6,711 â–¼	-0.8%	6,502	0.2%	COM
QUAL iShares MSCI USA Quality Factor ETF	$760,527		0.0%	3,965	0.2%	ETF
BSMU Invesco BulletShares 2030 Municipal Bond ETF	$747,567	$458,736 â–²	158.8%	34,271	0.2%	Manufacturing
MMIN NYLI MacKay Municipal Insured ETF	$729,983	$73,074 â–¼	-9.1%	30,788	0.2%	ETF
MCD McDonald's	$682,806	$82,359 â–²	13.7%	2,197	0.2%	Retail/Wholesale
AMGN Amgen	$678,015	$410,961 â–¼	-37.7%	1,927	0.2%	Medical
ESGD iShares ESG Aware MSCI EAFE ETF	$660,065	$46,949 â–¼	-6.6%	6,903	0.2%	Manufacturing
OEF iShares S&P 100 ETF	$636,140		0.0%	2,000	0.1%	ETF
VO Vanguard Mid-Cap ETF	$629,999	$4,020 â–²	0.6%	2,194	0.1%	ETF
LMT Lockheed Martin	$608,621	$79,780 â–¼	-11.6%	1,007	0.1%	Aerospace
UNH UnitedHealth Group	$604,227	$61,694 â–²	11.4%	2,233	0.1%	Medical
NULV Nuveen ESG Large-Cap Value ETF	$568,113		0.0%	12,486	0.1%	ETF
JBL Jabil	$567,651	$17,797 â–¼	-3.0%	2,137	0.1%	Computer and Technology
PG Procter & Gamble	$560,023	$48,968 â–²	9.6%	3,877	0.1%	Consumer Staples
BRK.B Berkshire Hathaway	$559,226	$2,875 â–²	0.5%	1,167	0.1%	Finance
MRK Merck & Co., Inc.	$551,409	$587,015 â–¼	-51.6%	4,584	0.1%	Medical
VTHR Vanguard Russell 3000 ETF	$546,392		0.0%	1,900	0.1%	ETF
META Meta Platforms	$544,099	$9,154 â–²	1.7%	951	0.1%	Computer and Technology
IWN iShares Russell 2000 Value ETF	$541,659	$29,766 â–²	5.8%	2,857	0.1%	ETF
EME EMCOR Group	$536,013		0.0%	726	0.1%	Construction
GILD Gilead Sciences	$535,109	$6,691 â–¼	-1.2%	3,839	0.1%	Medical
NULG Nuveen ESG Large-Cap Growth ETF	$527,998	$27,828 â–¼	-5.0%	5,806	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$516,012		0.0%	2,399	0.1%	ETF
MA Mastercard	$511,152	$6,995 â–²	1.4%	1,023	0.1%	Business Services
SPGI S&P Global	$498,498		0.0%	1,172	0.1%	Finance
VBR Vanguard Small-Cap Value ETF	$482,803	$92,997 â–¼	-16.2%	2,222	0.1%	ETF
CI Cigna Group	$479,083		0.0%	1,796	0.1%	Medical
MUB iShares National Muni Bond ETF	$476,084		0.0%	4,485	0.1%	ETF
VZ Verizon Communications	$475,659	$88,154 â–²	22.7%	9,475	0.1%	Computer and Technology
DIS Walt Disney	$439,143	$1,157 â–²	0.3%	4,556	0.1%	Consumer Discretionary
GPI Group 1 Automotive	$435,770	$3,968 â–²	0.9%	1,318	0.1%	Retail/Wholesale
SANM Sanmina	$430,016	$11,668 â–¼	-2.6%	3,317	0.1%	Computer and Technology
USB U.S. Bancorp	$424,558	$32,090 â–¼	-7.0%	8,163	0.1%	Finance
WTFC Wintrust Financial	$394,729	$53,770 â–²	15.8%	2,841	0.1%	Finance
CVX Chevron	$385,266	$193,254 â–¼	-33.4%	1,862	0.1%	Energy
XLK Technology Select Sector SPDR Fund	$383,284		0.0%	2,884	0.1%	ETF
PEP PepsiCo	$377,771	$24,998 â–¼	-6.2%	2,433	0.1%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$361,952		0.0%	3,200	0.1%	ETF
T AT&T	$357,205	$91,925 â–²	34.7%	12,322	0.1%	Computer and Technology
RS Reliance	$356,194	$13,676 â–²	4.0%	1,172	0.1%	Basic Materials
IBM International Business Machines	$350,254	$24,724 â–²	7.6%	1,445	0.1%	Computer and Technology
KO CocaCola	$336,298	$45,783 â–¼	-12.0%	4,422	0.1%	Consumer Staples
C Citigroup	$335,580	$10,434 â–²	3.2%	2,959	0.1%	Financial Services
ADP Automatic Data Processing	$332,199		0.0%	1,635	0.1%	Computer and Technology
SNX TD SYNNEX	$329,491	$1,687 â–²	0.5%	1,953	0.1%	Computer and Technology
EMR Emerson Electric	$328,914	$4,062 â–²	1.3%	2,510	0.1%	Industrials
SCHM Schwab U.S. Mid-Cap ETF	$326,845	$7,059 â–¼	-2.1%	10,557	0.1%	ETF

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