Paulson Wealth Management Inc.
Sector Allocation
- Other79.6%$375.2M
- Technology9.8%$46.4M
- Financials5.8%$27.3M
- Healthcare1.6%$7.7M
- Consumer Discretionary1.0%$4.7M
- Consumer Staples0.8%$3.7M
- Industrials0.8%$3.6M
- Energy0.3%$1.2M
- Communication Services0.2%$982,323
- Materials0.1%$488,910
AUM History
13fpro.ai/research/fund/paulson-wealth-management-inc-1731878
Conviction and streaks
Stable · top 10 = 65.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$69.5M
- ISHARES$61.5M
- ISHARES$41.3M
- ISHARES$36.6M
AAPL
$27.6M- VANGUARD$19.4M
- ISHARES$14.5M
SPY
$13.6M- VANGUARD$13.5M
- ISHARES$13.2M
- SPDR$10.7M
MDY
$9.8M- SPDR$9.0M
IVZ
$8.7M- ISHARES$6.0M
QQQ
$5.5M- BLACKROCK$5.5M
- SCHWAB$4.5M
- SPDR$4.3M
- PIMCO$4.1M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/paulson-wealth-management-inc-1731878
Paulson Wealth Management Inc. 13F holdings — Q2 2026
$471.4M portfolio (+10.5% QoQ) · 146 holdings · Q2 2026 13F · top 10 are 66% of the stock portfolio
- 1
ISHARES TR - RUS 1000 GRW ETF
$69.5M
14.7% of stocks
+295%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUS 1000 VAL ETF
$61.5M
13.0% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - RUSSELL 2000 ETF
$41.3M
8.8% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - MSCI EAFE ETF
$36.6M
7.8% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $27.6M
5.9% of stocks
+0.2%This quarter+11.2%Since filed10+ qtrsHeld- 6
VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD
$19.4M
4.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - 3 7 YR TREAS BD
$14.5M
3.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy— $13.6M
2.9% of stocks
-0.6%This quarter-0.8%Since filed10+ qtrsHeld- 9
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$13.5M
2.9% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - ISHS 1-5YR INVS
$13.2M
2.8% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - RUS 1000 GRW ETF | $69.5M | 14.7% | +295% | — | — | — | — | |
| 2 | ISHARES TR - RUS 1000 VAL ETF | $61.5M | 13.0% | -7% | — | — | — | — | |
| 3 | ISHARES TR - RUSSELL 2000 ETF | $41.3M | 8.8% | -7% | — | — | — | — | |
| 4 | ISHARES TR - MSCI EAFE ETF | $36.6M | 7.8% | -5% | — | — | — | — | |
| 5 | $27.6M | 5.9% | +0.2% | +11.2% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $19.4M | 4.1% | +4% | — | — | — | — | |
| 7 | ISHARES TR - 3 7 YR TREAS BD | $14.5M | 3.1% | +8% | — | — | — | — | |
| 8 | $13.6M | 2.9% | -0.6% | -0.8% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $13.5M | 2.9% | +6% | — | — | — | — | |
| 10 | ISHARES TR - ISHS 1-5YR INVS | $13.2M | 2.8% | New | — | New this quarter | — | — |
All holdings — Paulson Wealth Management Inc. (Q2 2026)
146 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR CONV ETFetf/fund | — | $10.7M | 2.3% | 100K | -0.7% | — | — | 13F |
| 12 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $9.8M | 2.1% | 14K | +11% | 10+ qtrsAdded 8 qtrs in a row | — | 13F | |
| 13 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $9.0M | 1.9% | 157K | +10% | — | — | 13F |
| 14 | Invesco Ltd. | Financials | $8.7M | 1.9% | 41K | +30% | 10+ qtrsAdded 4 qtrs in a row | — | 13F | |
| 15 | — | ISHARES TR - PFD AND INCM SECpreferred | — | $6.0M | 1.3% | 196K | +3% | — | — | 13F |
| 16 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.5M | 1.2% | 7,435 | -3% | 10+ qtrs | — | 13F | |
| 17 | — | BLACKROCK ETF TRUST II - ISHAR INTER ETFetf/fund | — | $5.5M | 1.2% | 225K | -2% | — | — | 13F |
| 18 | — | SCHWAB STRATEGIC TR - US LRG CAP ETFetf/fund | — | $4.5M | 1.0% | 153K | -2% | — | — | 13F |
| 19 | — | SPDR SERIES TRUST - ST NUVE TERM ETFetf/fund | — | $4.3M | 0.9% | 90K | -12% | — | — | 13F |
| 20 | — | PIMCO ETF TR - MUNI INCOME OPPetf/fund | — | $4.1M | 0.9% | 90K | -3% | — | — | 13F |
| 21 | — | PIMCO ETF TR - INTER MUN BD ACTetf/fund | — | $3.4M | 0.7% | 64K | -7% | — | — | 13F |
| 22 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $3.0M | 0.6% | 4,028 | -2% | — | — | 13F |
| 23 | — | PIMCO ETF TR - ENHAN SHRT MA ACetf/fund | — | $2.9M | 0.6% | 29K | -8% | — | — | 13F |
| 24 | JPMORGAN CHASE & CO | Financials | $2.6M | 0.5% | 7,845 | +0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | MICROSOFT CORP | Technology | $2.1M | 0.5% | 5,664 | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $LAZ | Lazard, Inc. | Financials | $2.0M | 0.4% | 49K | — | |||
| 27 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.0M | 0.4% | 3,766 | -0.1% | |||
| 28 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.9M | 0.4% | 5,231 | -1% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $1.8M | 0.4% | 78K | -1.0% | |||
| 30 | $AVGO | Broadcom Inc. | Technology | $1.8M | 0.4% | 4,705 | +1% | |||
| 31 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.4% | 72K | -2% | |||
| 32 | $NVDA | NVIDIA CORP | Technology | $1.7M | 0.4% | 8,437 | +0.0% | |||
| 33 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.6M | 0.3% | 13K | +1% | |||
| 34 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.6M | 0.3% | 5,240 | -0.6% | |||
| 35 | $GOOGL | Alphabet Inc. | Technology | $1.6M | 0.3% | 4,347 | +0.2% | |||
| 36 | $CAT | CATERPILLAR INC | Industrials | $1.6M | 0.3% | 1,458 | +0.4% | |||
| 37 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.5M | 0.3% | 5,046 | -0.1% | |||
| 38 | $V | VISA INC. | Financials | $1.4M | 0.3% | 4,130 | +2% | |||
| 39 | $IVZ | Invesco Ltd. | Financials | $1.4M | 0.3% | 59K | -2% | |||
| 40 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.4M | 0.3% | 5,320 | +2% | |||
| 41 | $LLY | ELI LILLY & Co | Healthcare | $1.3M | 0.3% | 1,118 | +2% | |||
| 42 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $1.3M | 0.3% | 37K | +0.0% | |||
| 43 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.3% | 57K | -1% | |||
| 44 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.3M | 0.3% | 14K | +0.0% | |||
| 45 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.3% | 4,841 | -2% | |||
| 46 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | — | $1.1M | 0.2% | 9,413 | -1.0% | |||
| 47 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.1M | 0.2% | 1,221 | -4% | |||
| 48 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.1M | 0.2% | 3,130 | +1% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $1.1M | 0.2% | 2,978 | +0.2% | |||
| 50 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $1.0M | 0.2% | 33K | -0.1% | |||
| 51 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.0M | 0.2% | 11K | -13% | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $988K | 0.2% | 7,228 | +2% | |||
| 53 | $AMZN | AMAZON COM INC | Consumer Discretionary | $986K | 0.2% | 4,135 | +2% | |||
| 54 | — | ISHARES TR - MSCI USA QLT FCT | — | $870K | 0.2% | 3,965 | — | |||
| 55 | $SANM | SANMINA CORP | Technology | $839K | 0.2% | 3,317 | — | |||
| 56 | $JBL | JABIL INC | Technology | $824K | 0.2% | 2,137 | — | |||
| 57 | $IVZ | Invesco Ltd. | Financials | $751K | 0.2% | 34K | +0.0% | |||
| 58 | $WMT | Walmart Inc. | Consumer Staples | $736K | 0.2% | 6,498 | -0.1% | |||
| 59 | — | ISHARES TR - ESG AW MSCI EAFE | — | $735K | 0.2% | 7,145 | +4% | |||
| 60 | — | ISHARES TR - S&P 100 ETF | — | $732K | 0.2% | 2,000 | — | |||
| 61 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $726K | 0.1% | 6,206 | +7% | |||
| 62 | $AMGN | AMGEN INC | Healthcare | $713K | 0.1% | 1,970 | +2% | |||
| 63 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $713K | 0.1% | 8,851 | +303% | |||
| 64 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $688K | 0.1% | 1,656 | -26% | |||
| 65 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $650K | 0.1% | 13K | +4% | |||
| 66 | $MRK | Merck & Co., Inc. | Healthcare | $614K | 0.1% | 4,775 | +4% | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $613K | 0.1% | 2,266 | +3% | |||
| 68 | $EME | EMCOR Group, Inc. | Industrials | $602K | 0.1% | 726 | — | |||
| 69 | — | VANGUARD SCOTTSDALE FDS - VNG RUS3000IDX | — | $593K | 0.1% | 1,790 | -6% | |||
| 70 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $592K | 0.1% | 4,039 | +4% | |||
| 71 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $584K | 0.1% | 1,167 | — | |||
| 72 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $557K | 0.1% | 2,354 | -2% | |||
| 73 | — | NEW YORK LIFE INVTS ACTIVE E - MACK MU INSD ETF | — | $554K | 0.1% | 23K | -26% | |||
| 74 | — | ISHARES TR - RUS 2000 VAL ETF | — | $546K | 0.1% | 2,467 | -14% | |||
| 75 | $META | Meta Platforms, Inc. | Technology | $540K | 0.1% | 959 | +0.8% | |||
| 76 | $MA | Mastercard Inc | Financials | $534K | 0.1% | 1,040 | +2% | |||
| 77 | $SNX | TD SYNNEX CORP | Technology | $532K | 0.1% | 1,991 | +2% | |||
| 78 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $520K | 0.1% | 2,141 | -4% | |||
| 79 | $LMT | LOCKHEED MARTIN CORP | Industrials | $513K | 0.1% | 1,007 | — | |||
| 80 | $USB | US BANCORP DE | Financials | $507K | 0.1% | 8,392 | +3% | |||
| 81 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $501K | 0.1% | 863 | New | |||
| 82 | $QCOM | QUALCOMM INC/DE | Technology | $499K | 0.1% | 2,702 | +9% | |||
| 83 | $CI | Cigna Group | Healthcare | $495K | 0.1% | 1,796 | — | |||
| 84 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $482K | 0.1% | 3,818 | -0.5% | |||
| 85 | $SPGI | S&P Global Inc. | Financials | $477K | 0.1% | 1,172 | — | |||
| 86 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $466K | 0.1% | 2,446 | -15% | |||
| 87 | — | ISHARES TR - NATIONAL MUN ETF | — | $464K | 0.1% | 4,316 | -4% | |||
| 88 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $459K | 0.1% | 2,856 | +0.5% | |||
| 89 | $KLAC | KLA CORP | Technology | $447K | 0.1% | 1,483 | +916% | |||
| 90 | — | ISHARES TR - S&P 500 GRWT ETF | — | $440K | 0.1% | 3,200 | — | |||
| 91 | $RS | RELIANCE, INC. | Consumer Discretionary | $440K | 0.1% | 1,177 | +0.4% | |||
| 92 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $423K | 0.1% | 9,987 | +5% | |||
| 93 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $420K | 0.1% | 1,493 | +3% | |||
| 94 | $C | CITIGROUP INC | Financials | $414K | 0.1% | 2,959 | — | |||
| 95 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $389K | 0.1% | 11K | — | |||
| 96 | $GPI | GROUP 1 AUTOMOTIVE INC | Consumer Discretionary | $385K | 0.1% | 1,322 | +0.3% | |||
| 97 | $KO | COCA COLA CO | Consumer Staples | $378K | 0.1% | 4,652 | +5% | |||
| 98 | $WSM | WILLIAMS SONOMA INC | Consumer Discretionary | $373K | 0.1% | 1,602 | — | |||
| 99 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $366K | 0.1% | 1,635 | — | |||
| 100 | $ASML | ASML HOLDING NV | Technology | $366K | 0.1% | 184 | — | |||
| 101 | $AVT | AVNET INC | Technology | $359K | 0.1% | 4,039 | -0.7% | |||
| 102 | $UNM | Unum Group | Financials | $345K | 0.1% | 3,857 | — | |||
| 103 | $EMR | EMERSON ELECTRIC CO | Industrials | $341K | 0.1% | 2,384 | -5% | |||
| 104 | $TROW | PRICE T ROWE GROUP INC | Financials | $334K | 0.1% | 2,935 | +11% | |||
| 105 | $TMHC | Taylor Morrison Home Corp | Industrials | $333K | 0.1% | 4,644 | — | |||
| 106 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $332K | 0.1% | 435 | -16% | |||
| 107 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $332K | 0.1% | 1,678 | — | |||
| 108 | $T | AT&T INC. | Communication Services | $331K | 0.1% | 16K | +30% | |||
| 109 | $PEP | PEPSICO INC | Consumer Staples | $330K | 0.1% | 2,439 | +0.2% | |||
| 110 | $MMM | 3M CO | Healthcare | $329K | 0.1% | 2,035 | — | |||
| 111 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $329K | 0.1% | 11K | — | |||
| 112 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $327K | 0.1% | 5,743 | +11% | |||
| 113 | — | NEUBERGER BERMAN ETF TRUST - SHORT DURATION I | — | $326K | 0.1% | 6,462 | -98% | |||
| 114 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | — | $326K | 0.1% | 1,063 | — | |||
| 115 | $RGA | REINSURANCE GROUP OF AMERICA INC | Financials | $319K | 0.1% | 1,500 | — | |||
| 116 | $GS | GOLDMAN SACHS GROUP INC | Financials | $315K | 0.1% | 312 | — | |||
| 117 | $XPO | XPO, Inc. | Industrials | $297K | 0.1% | 1,448 | -3% | |||
| 118 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $297K | 0.1% | 621 | +0.5% | |||
| 119 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $295K | 0.1% | 796 | — | |||
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $292K | 0.1% | 426 | +3% | |||
| 121 | $DKS | DICK'S SPORTING GOODS, INC. | Consumer Discretionary | $286K | 0.1% | 1,260 | — | |||
| 122 | $GNW | GENWORTH FINANCIAL INC | Financials | $282K | 0.1% | 30K | — | |||
| 123 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $278K | 0.1% | 3,785 | +4% | |||
| 124 | $ORI | OLD REPUBLIC INTERNATIONAL CORP | Financials | $272K | 0.1% | 6,644 | — | |||
| 125 | $CMC | COMMERCIAL METALS Co | Materials | $271K | 0.1% | 4,318 | -0.6% | |||
| 126 | — | ISHARES INC - MSCI WORLD ETF | — | $271K | 0.1% | 1,335 | +19% | |||
| 127 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $265K | 0.1% | 1,203 | — | |||
| 128 | $CVX | CHEVRON CORP | Energy | $259K | 0.1% | 1,562 | -16% | |||
| 129 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $256K | 0.1% | 2,796 | — | |||
| 130 | $RDN | RADIAN GROUP INC | Financials | $253K | 0.1% | 6,714 | -0.6% | |||
| 131 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $252K | 0.1% | 349 | New | |||
| 132 | $ABT | ABBOTT LABORATORIES | Healthcare | $247K | 0.1% | 2,723 | -6% | |||
| 133 | — | VANGUARD INDEX FDS - VALUE ETF | — | $241K | 0.1% | 1,105 | -7% | |||
| 134 | — | TIDAL TRUST I - SP FDS S&P 500 | — | $238K | 0.1% | 4,134 | New | |||
| 135 | — | ISHARES TR - S&P 500 VAL ETF | — | $231K | 0.1% | 1,017 | -18% | |||
| 136 | $CCZ | COMCAST CORP | Communication Services | $229K | 0.1% | 9,323 | +8% | |||
| 137 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $225K | 0.1% | 486 | — | |||
| 138 | $LIN | LINDE PLC | Materials | $218K | 0.1% | 420 | — | |||
| 139 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $218K | 0.1% | 3,777 | New | |||
| 140 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $217K | 0.1% | 2,250 | New | |||
| 141 | $PM | Philip Morris International Inc. | Consumer Staples | $217K | 0.1% | 1,199 | New | |||
| 142 | $ORCL | ORACLE CORP | Technology | $216K | 0.1% | 1,477 | — | |||
| 143 | $FLEX | FLEX LTD. | Technology | $212K | 0.1% | 1,309 | New | |||
| 144 | $ARW | ARROW ELECTRONICS, INC. | Technology | $211K | 0.0% | 987 | New | |||
| 145 | — | ISHARES TR - CORE S&P SCP ETF | — | $209K | 0.0% | 1,410 | New | |||
| 146 | $MS | MORGAN STANLEY | Financials | $201K | 0.0% | 961 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 55 added to, 47 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- ISHARES TR - ISHS 1-5YR INVS$13.2M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$501K
first bought this quarter
$AMATAPPLIED MATERIALS INC /DE$252K
first bought this quarter
- TIDAL TRUST I - SP FDS S&P 500$238K
first bought this quarter
$BMYBRISTOL MYERS SQUIBB CO$218K
first bought this quarter
- VANGUARD INDEX FDS - REAL ESTATE ETF$217K
first bought this quarter
+5 more in the Excel export
Added to (55)
- ISHARES TR - RUS 1000 GRW ETF+295%
now $69.5M
now $8.7M · held 10+ qtrs, 4 adds in a row
- ISHARES TR - 3 7 YR TREAS BD+8%
now $14.5M
now $9.8M · held 10+ qtrs, 8 adds in a row
- SPDR SERIES TRUST - ST STR SP600 SML+10%
now $9.0M
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+4%
now $19.4M
+49 more in the Excel export
Trimmed (47)
- NEUBERGER BERMAN ETF TRUST - SHORT DURATION I-98%
now $326K
- ISHARES TR - RUS 1000 VAL ETF-7%
now $61.5M
- ISHARES TR - RUSSELL 2000 ETF-7%
now $41.3M
- ISHARES TR - MSCI EAFE ETF-5%
now $36.6M
- SPDR SERIES TRUST - ST NUVE TERM ETF-12%
now $4.3M
$UNHUNITEDHEALTH GROUP INC-26%
now $688K · held 10+ qtrs
+41 more in the Excel export
Sold out (2)
$DISWalt Disney Cowas $439K
held 9+ qtrs
- SPDR SERIES TRUSTwas $311K
Holdings by quarter
Every 13F Paulson Wealth Management Inc. has filed, 34 earlier quarters. Pick one to see what it held then.
Is it too late to follow Paulson Wealth Management?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Paulson Wealth Management's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 17% over the last 4
Top 10 weight
66%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Paulson Wealth Management Inc. disclosed 146 positions worth $471.4M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 2 and a full exit from $DIS. The portfolio is most concentrated in Other (79.6% of disclosed assets). All figures are sourced directly from Paulson Wealth Management Inc.’s Form 13F-HR filing with the SEC under CIK 1731878.
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