Paulson Wealth Management Inc.
13F Reported Value
ⓘ$426.7M
Holdings
137
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Paulson Wealth Management Inc. disclosed 137 positions worth $426.7M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $BAC and a full exit from $F. The portfolio is most concentrated in Other (80.6% of disclosed assets). All figures are sourced directly from Paulson Wealth Management Inc.’s Form 13F-HR filing with the SEC under CIK 1731878.
AI Fund Analysis
Stable
$AAPL
$MDYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$60.3M141,453 shISHARES TR
—Quality
$58.4M273,546 shISHARES TR
—Quality
$36.8M148,366 shISHARES TR
—Quality
$36.0M370,610 sh- 76.1
Quality
$24.2M95,321 sh VANGUARD SCOTTSDALE FDS
—Quality
$18.6M234,551 shNEUBERGER BERMAN ETF TRUST
—Quality
$14.4M283,790 shISHARES TR
—Quality
$13.6M114,547 sh- —
Quality
$11.9M18,261 sh VANGUARD TAX-MANAGED FDS
—Quality
$11.4M177,885 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $60.3M | 141,453 |
| ISHARES TR | — | $58.4M | 273,546 |
| ISHARES TR | — | $36.8M | 148,366 |
| ISHARES TR | — | $36.0M | 370,610 |
| Apple Inc.$AAPL | 76.1 | $24.2M | 95,321 |
| VANGUARD SCOTTSDALE FDS | — | $18.6M | 234,551 |
| NEUBERGER BERMAN ETF TRUST | — | $14.4M | 283,790 |
| ISHARES TR | — | $13.6M | 114,547 |
 SPDR S&P 500 ETF TRUST$SPY | — | $11.9M | 18,261 |
| VANGUARD TAX-MANAGED FDS | — | $11.4M | 177,885 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Paulson Wealth Management Inc.'s 137 positions.
Showing top 10 of 137 holdings.
Sector Allocation
Other
$343.9M
Technology
$37.6M
Financials
$23.5M
Healthcare
$6.8M
Consumer Discretionary
$6.8M
Industrials
$3.0M
Energy
$1.6M
Communication Services
$1.5M
Full Holdings — Paulson Wealth Management Inc. (Q1 2026)
All 137 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $60.3M | 14.1% | +6% | — |
| 2 | — | ISHARES TR | $58.4M | 13.7% | +1% | — |
| 3 | — | ISHARES TR | $36.8M | 8.6% | +4% | — |
| 4 | — | ISHARES TR | $36.0M | 8.4% | +1% | — |
| 5 | $AAPL | Apple Inc. | $24.2M | 5.7% | -0% | 76.1 |
| 6 | — | VANGUARD SCOTTSDALE FDS | $18.6M | 4.4% | -5% | — |
| 7 | — | NEUBERGER BERMAN ETF TRUST | $14.4M | 3.4% | +15% | — |
| 8 | — | ISHARES TR | $13.6M | 3.2% | +19% | — |
| 9 | $SPY | SPDR S&P 500 ETF TRUST | $11.9M | 2.8% | -0% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $11.4M | 2.7% | +2% | — |
| 11 | — | SPDR SERIES TRUST | $9.2M | 2.1% | -40% | — |
| 12 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $7.7M | 1.8% | +9% | — |
| 13 | — | SPDR SERIES TRUST | $6.9M | 1.6% | +10% | — |
| 14 |  $IVZ | Invesco Ltd. | $6.1M | 1.4% | +38% | — |
| 15 | — | ISHARES TR | $5.8M | 1.4% | +9% | — |
| 16 | — | BLACKROCK ETF TRUST II | $5.5M | 1.3% | +14% | — |
| 17 | — | SPDR SERIES TRUST | $4.9M | 1.1% | -4% | — |
| 18 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.4M | 1.0% | +3% | — |
| 19 | — | PIMCO ETF TR | $4.2M | 1.0% | +18% | — |
| 20 | — | SCHWAB STRATEGIC TR | $4.0M | 0.9% | -0% | — |
| 21 | — | PIMCO ETF TR | $3.6M | 0.8% | +7% | — |
| 22 | — | PIMCO ETF TR | $3.1M | 0.7% | -14% | — |
| 23 | — | ISHARES TR | $2.7M | 0.6% | -29% | — |
| 24 |  $JPM | JPMORGAN CHASE & CO | $2.3M | 0.5% | -4% | 35.6 |
| 25 |  $MSFT | MICROSOFT CORP | $2.1M | 0.5% | -6% | 83.7 |
| 26 |  $LAZ | Lazard, Inc. | $2.1M | 0.5% | +0% | 59.3 |
| 27 | $IVZ | Invesco Ltd. | $1.9M | 0.4% | +32% | — |
| 28 | — | STATE STR SPDR DOW JONES IND | $1.7M | 0.4% | -1% | — |
| 29 | $IVZ | Invesco Ltd. | $1.7M | 0.4% | +27% | — |
| 30 | — | VANGUARD INDEX FDS | $1.7M | 0.4% | -3% | — |
| 31 |  $NVDA | NVIDIA CORP | $1.5M | 0.3% | -6% | 90.2 |
| 32 |  $AVGO | Broadcom Inc. | $1.4M | 0.3% | -6% | 86.4 |
| 33 | $IVZ | Invesco Ltd. | $1.4M | 0.3% | +46% | — |
| 34 | $IVZ | Invesco Ltd. | $1.3M | 0.3% | +49% | — |
| 35 | — | VANGUARD INDEX FDS | $1.3M | 0.3% | -4% | — |
| 36 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.3% | -26% | 72.8 |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.3% | +0% | 67 |
| 38 |  $GOOG | Alphabet Inc. | $1.2M | 0.3% | -14% | 80.2 |
| 39 |  $V | VISA INC. | $1.2M | 0.3% | +5% | 83.5 |
| 40 |  $XOM | EXXON MOBIL CORP | $1.2M | 0.3% | -4% | 61.8 |
| 41 | — | SPDR SERIES TRUST | $1.2M | 0.3% | -36% | — |
| 42 | — | SPDR SERIES TRUST | $1.1M | 0.3% | +0% | — |
| 43 | — | SCHWAB STRATEGIC TR | $1.1M | 0.3% | -1% | — |
| 44 |  $ABBV | AbbVie Inc. | $1.1M | 0.3% | -4% | 59.3 |
| 45 |  $CSCO | CISCO SYSTEMS, INC. | $1.0M | 0.2% | +2% | 72.3 |
| 46 |  $CAT | CATERPILLAR INC | $1.0M | 0.2% | -17% | 67.8 |
| 47 |  $TXN | TEXAS INSTRUMENTS INC | $1.0M | 0.2% | -11% | 70.4 |
| 48 |  $HD | HOME DEPOT, INC. | $1.0M | 0.2% | +6% | 69.2 |
| 49 | — | SCHWAB STRATEGIC TR | $1.0M | 0.2% | +1% | — |
| 50 |  $LLY | ELI LILLY & Co | $1.0M | 0.2% | -1% | 89.3 |
| 51 | — | DIREXION SHARES ETF TRUST | $936,823 | 0.2% | -7% | — |
| 52 |  $GOOGL | Alphabet Inc. | $852,549 | 0.2% | -34% | 80.2 |
| 53 |  $AMZN | AMAZON COM INC | $847,451 | 0.2% | -15% | 74.6 |
| 54 |  $WMT | Walmart Inc. | $808,104 | 0.2% | -1% | 63.2 |
| 55 | — | ISHARES TR | $760,527 | 0.2% | +0% | — |
| 56 | $IVZ | Invesco Ltd. | $747,567 | 0.2% | +159% | — |
| 57 | — | NEW YORK LIFE INVTS ACTIVE E | $729,983 | 0.2% | -9% | — |
| 58 |  $MCD | MCDONALDS CORP | $682,806 | 0.2% | +14% | 73.9 |
| 59 |  $AMGN | AMGEN INC | $678,015 | 0.2% | -38% | 79.5 |
| 60 | — | ISHARES TR | $660,065 | 0.1% | -7% | — |
| 61 | — | ISHARES TR | $636,140 | 0.1% | +0% | — |
| 62 | — | VANGUARD INDEX FDS | $629,999 | 0.1% | +1% | — |
| 63 |  $LMT | LOCKHEED MARTIN CORP | $608,621 | 0.1% | -12% | 65 |
| 64 |  $UNH | UNITEDHEALTH GROUP INC | $604,227 | 0.1% | +11% | 66.8 |
| 65 | — | NUSHARES ETF TR | $568,113 | 0.1% | +0% | — |
| 66 |  $JBL | JABIL INC | $567,651 | 0.1% | -3% | 51.9 |
| 67 |  $PG | PROCTER & GAMBLE Co | $560,023 | 0.1% | +10% | 72.9 |
| 68 |  $BRK.B | BERKSHIRE HATHAWAY INC | $559,226 | 0.1% | +1% | 64.5 |
| 69 |  $MRK | Merck & Co., Inc. | $551,409 | 0.1% | -52% | 70.9 |
| 70 | — | VANGUARD SCOTTSDALE FDS | $546,392 | 0.1% | +0% | — |
| 71 |  $META | Meta Platforms, Inc. | $544,099 | 0.1% | +2% | 80.9 |
| 72 | — | ISHARES TR | $541,659 | 0.1% | +6% | — |
| 73 |  $EME | EMCOR Group, Inc. | $536,013 | 0.1% | +0% | 71.7 |
| 74 |  $GILD | GILEAD SCIENCES, INC. | $535,109 | 0.1% | -1% | 77.8 |
| 75 | — | NUSHARES ETF TR | $527,998 | 0.1% | -5% | — |
| 76 | — | VANGUARD SPECIALIZED FUNDS | $516,012 | 0.1% | +0% | — |
| 77 |  $MA | Mastercard Inc | $511,152 | 0.1% | +1% | 81.7 |
| 78 |  $SPGI | S&P Global Inc. | $498,498 | 0.1% | +0% | 79.4 |
| 79 | — | VANGUARD INDEX FDS | $482,803 | 0.1% | -16% | — |
| 80 |  $CI | Cigna Group | $479,083 | 0.1% | +0% | 66.8 |
| 81 | — | ISHARES TR | $476,084 | 0.1% | +0% | — |
| 82 |  $VZ | VERIZON COMMUNICATIONS INC | $475,659 | 0.1% | +23% | 71.6 |
| 83 |  $DIS | Walt Disney Co | $439,143 | 0.1% | +0% | 68.9 |
| 84 |  $GPI | GROUP 1 AUTOMOTIVE INC | $435,770 | 0.1% | +1% | 57.1 |
| 85 |  $SANM | SANMINA CORP | $430,016 | 0.1% | -3% | 61 |
| 86 |  $USB | US BANCORP DE | $424,558 | 0.1% | -7% | 71.4 |
| 87 |  $WTFC | WINTRUST FINANCIAL CORP | $394,729 | 0.1% | +16% | 34.1 |
| 88 |  $CVX | CHEVRON CORP | $385,266 | 0.1% | -33% | 54.7 |
| 89 | — | SELECT SECTOR SPDR TR | $383,284 | 0.1% | +0% | — |
| 90 |  $PEP | PEPSICO INC | $377,771 | 0.1% | -6% | 62.7 |
| 91 | — | ISHARES TR | $361,952 | 0.1% | +0% | — |
| 92 |  $T | AT&T INC. | $357,205 | 0.1% | +35% | 71.9 |
| 93 |  $RS | RELIANCE, INC. | $356,194 | 0.1% | +4% | 55.4 |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $350,254 | 0.1% | +8% | 66.7 |
| 95 |  $KO | COCA COLA CO | $336,298 | 0.1% | -12% | 74 |
| 96 |  $C | CITIGROUP INC | $335,580 | 0.1% | +3% | 54.8 |
| 97 |  $ADP | AUTOMATIC DATA PROCESSING INC | $332,199 | 0.1% | +0% | 77.9 |
| 98 |  $SNX | TD SYNNEX CORP | $329,491 | 0.1% | +1% | 55.2 |
| 99 |  $EMR | EMERSON ELECTRIC CO | $328,914 | 0.1% | +1% | 65.9 |
| 100 | — | SCHWAB STRATEGIC TR | $326,845 | 0.1% | -2% | — |
| 101 |  $QCOM | QUALCOMM INC/DE | $317,958 | 0.1% | -47% | 81.9 |
| 102 | — | SPDR SERIES TRUST | $311,150 | 0.1% | +1% | — |
| 103 | — | VANGUARD INDEX FDS | $309,276 | 0.1% | -23% | — |
| 104 |  $RGA | REINSURANCE GROUP OF AMERICA INC | $306,240 | 0.1% | -3% | 53.3 |
| 105 |  $ABT | ABBOTT LABORATORIES | $297,435 | 0.1% | +32% | 67 |
| 106 |  $MMM | 3M CO | $295,530 | 0.1% | -10% | 60.7 |
| 107 |  $WSM | WILLIAMS SONOMA INC | $292,093 | 0.1% | +0% | 65 |
| 108 |  $XPO | XPO, Inc. | $290,463 | 0.1% | +0% | 55.3 |
| 109 | — | SCHWAB STRATEGIC TR | $285,072 | 0.1% | +0% | — |
| 110 |  $LOW | LOWES COMPANIES INC | $284,256 | 0.1% | -71% | 63.5 |
| 111 |  $UNM | Unum Group | $281,677 | 0.1% | -3% | 49.5 |
| 112 | — | VANGUARD INDEX FDS | $273,582 | 0.1% | -23% | — |
| 113 |  $TMHC | Taylor Morrison Home Corp | $270,467 | 0.1% | -3% | 58 |
| 114 | — | VANGUARD BD INDEX FDS | $268,012 | 0.1% | +4% | — |
| 115 |  $CMC | COMMERCIAL METALS Co | $266,790 | 0.1% | -0% | 66 |
| 116 |  $ORI | OLD REPUBLIC INTERNATIONAL CORP | $265,096 | 0.1% | +9% | 70.4 |
| 117 |  $CACI | CACI INTERNATIONAL INC /DE/ | $264,321 | 0.1% | -3% | 66.7 |
| 118 |  $GS | GOLDMAN SACHS GROUP INC | $263,883 | 0.1% | +6% | — |
| 119 | — | ISHARES TR | $262,248 | 0.1% | +0% | — |
| 120 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $260,348 | 0.1% | +0% | 65.9 |
| 121 |  $BAC | BANK OF AMERICA CORP /DE/ | $252,841 | 0.1% | NEW | 68.4 |
| 122 |  $AVT | AVNET INC | $250,732 | 0.1% | -3% | 49.2 |
| 123 |  $DKS | DICK'S SPORTING GOODS, INC. | $249,845 | 0.1% | +3% | 67.9 |
| 124 |  $CCZ | COMCAST CORP | $248,085 | 0.1% | NEW | 70.4 |
| 125 | — | VANGUARD INDEX FDS | $247,127 | 0.1% | +0% | — |
| 126 |  $ASML | ASML HOLDING NV | $243,033 | 0.1% | NEW | — |
| 127 |  $GNW | GENWORTH FINANCIAL INC | $241,659 | 0.1% | -3% | 46.6 |
| 128 |  $CL | COLGATE PALMOLIVE CO | $238,303 | 0.1% | +0% | 72.4 |
| 129 |  $TROW | PRICE T ROWE GROUP INC | $238,240 | 0.1% | +16% | 75.8 |
| 130 | — | VANGUARD INDEX FDS | $232,497 | 0.1% | -0% | — |
| 131 |  $RDN | RADIAN GROUP INC | $223,389 | 0.1% | +6% | 57.6 |
| 132 |  $ORCL | ORACLE CORP | $217,281 | 0.1% | -6% | 67.2 |
| 133 |  $KLAC | KLA CORP | $214,972 | 0.1% | NEW | 84.4 |
| 134 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $208,853 | 0.1% | NEW | — |
| 135 |  $LIN | LINDE PLC | $208,219 | 0.1% | NEW | — |
| 136 |  $CRWD | CrowdStrike Holdings, Inc. | $203,013 | 0.1% | +1% | 55 |
| 137 | — | ISHARES INC | $202,523 | 0.1% | NEW | — |
New Positions (7)
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