Paulson Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Paulson Wealth Management Inc. held in its portfolio 131 assets valued at $432,928,920 (i.e. $432.93M).
The most valuable assets in the portfolio included: ISHARES TR ($63.41M), ISHARES TR ($56.89M), and ISHARES TR ($35.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 131 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Paulson Wealth Management Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 133967 | 63406420 | RUS 1000 GRW ETF |
| ISHARES TR | 270484 | 56893644 | RUS 1000 VAL ETF |
| ISHARES TR | 365411 | 35090464 | MSCI EAFE ETF |
| ISHARES TR | 142345 | 35039574 | RUSSELL 2000 ETF |
| SPDR SERIES TRUST | 445135 | 29257343 | STATE STREET SPD |
| APPLE INC | 95553 | 25977106 | COM |
| VANGUARD SCOTTSDALE FDS | 245899 | 19605544 | SHRT TRM CORP BD |
| NEUBERGER BERMAN ETF TRUST | 245967 | 12589575 | SHORT DURATION I |
| SPDR S&P 500 ETF TR | 18266 | 12455648 | TR UNIT |
| ISHARES TR | 96575 | 11526226 | 3 7 YR TREAS BD |
| VANGUARD TAX-MANAGED FDS | 173676 | 10849515 | VAN FTSE DEV MKT |
| SPDR S&P MIDCAP 400 ETF TR | 11421 | 6890137 | UTSER1 S&PDCRP |
| ISHARES TR | 174888 | 5414532 | PFD AND INCM SEC |
| BLACKROCK ETF TRUST II | 200971 | 4831343 | ISHARES INTERMED |
| INVESCO QQQ TR | 7439 | 4569896 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 22896 | 4385958 | S&P500 EQL WGT |
| SCHWAB STRATEGIC TR | 156674 | 4216093 | US LRG CAP ETF |
| ISHARES TR | 5797 | 3970357 | CORE S&P500 ETF |
| PIMCO ETF TR | 36185 | 3630800 | ENHAN SHRT MA AC |
| PIMCO ETF TR | 78272 | 3547287 | MUNI INCOME OPP |
| PIMCO ETF TR | 63995 | 3353978 | INTER MUN BD ACT |
| MICROSOFT CORP | 5994 | 2898690 | COM |
| JPMORGAN CHASE & CO. | 8099 | 2609502 | COM |
| LAZARD INC | 48762 | 2367883 | COM |
| SPDR DOW JONES INDL AVERAGE | 3807 | 1829667 | UT SER 1 |
| VANGUARD INDEX FDS | 5435 | 1822306 | TOTAL STK MKT |
| BROADCOM INC | 4924 | 1704196 | COM |
| NVIDIA CORPORATION | 9015 | 1681298 | COM |
| ALPHABET INC | 5052 | 1581178 | CAP STK CL A |
| JOHNSON & JOHNSON | 7050 | 1459024 | COM |
| INVESCO EXCH TRD SLF IDX FD | 59676 | 1412244 | BULSHS 2027 MUNI |
| ALPHABET INC | 4496 | 1410845 | CAP STK CL C |
| INVESCO EXCH TRD SLF IDX FD | 57845 | 1367745 | BULSHS 2026 MUNI |
| VANGUARD INDEX FDS | 5268 | 1358978 | SMALL CP ETF |
| VISA INC | 3872 | 1357949 | COM CL A |
| ELI LILLY & CO | 1103 | 1185372 | COM |
| ABBVIE INC | 5128 | 1171697 | COM |
| ISHARES TR | 2938 | 1136565 | RUSSELL 3000 ETF |
| AMAZON COM INC | 4760 | 1098703 | COM |
| COSTCO WHSL CORP NEW | 1266 | 1091722 | COM |
| SCHWAB STRATEGIC TR | 37167 | 1058517 | US SML CAP ETF |
| DIREXION SHS ETF TR | 10186 | 1042130 | NAS100 EQL WGT |
| TEXAS INSTRS INC | 5944 | 1031239 | COM |
| AMGEN INC | 3095 | 1013024 | COM |
| CISCO SYS INC | 13125 | 1011038 | COM |
| HOME DEPOT INC | 2931 | 1008557 | COM |
| CATERPILLAR INC | 1751 | 1003095 | COM |
| LOWES COS INC | 4152 | 1001308 | COM |
| MERCK & CO INC | 9464 | 996181 | COM |
| INVESCO EXCH TRD SLF IDX FD | 40788 | 958518 | BULSHS 2028 MUNI |
| SCHWAB STRATEGIC TR | 32900 | 902455 | US DIVIDEND EQ |
| INVESCO EXCH TRD SLF IDX FD | 38523 | 891807 | BULSHS 2029 MUNI |
| EXXON MOBIL CORP | 7368 | 886650 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 33870 | 810848 | NYLI MACKAY MUNI |
| QUALCOMM INC | 4699 | 803764 | COM |
| ISHARES TR | 3965 | 787528 | MSCI USA QLT FCT |
| WALMART INC | 6556 | 730435 | COM |
| ISHARES TR | 7394 | 703095 | ESG AW MSCI EAFE |
| ISHARES TR | 2000 | 685940 | S&P 100 ETF |
| UNITEDHEALTH GROUP INC | 2005 | 661871 | COM |
| VANGUARD INDEX FDS | 2180 | 632780 | MID CAP ETF |
| META PLATFORMS INC | 935 | 617266 | CL A |
| S&P GLOBAL INC | 1172 | 612475 | COM |
| NUSHARES ETF TR | 6112 | 597754 | NUVEEN ESG LRGCP |
| MCDONALDS CORP | 1932 | 590477 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1161 | 583577 | CL B NEW |
| MASTERCARD INCORPORATED | 1009 | 576018 | CL A |
| VANGUARD SCOTTSDALE FDS | 1900 | 570627 | VNG RUS3000IDX |
| NUSHARES ETF TR | 12486 | 562494 | NUVEEN ESG LRGVL |
| VANGUARD INDEX FDS | 2650 | 561285 | SM CP VAL ETF |
| LOCKHEED MARTIN CORP | 1139 | 550900 | COM |
| ISHARES TR | 3221 | 540935 | CORE S&P US GWT |
| VANGUARD SPECIALIZED FUNDS | 2399 | 527337 | DIV APP ETF |
| DISNEY WALT CO | 4544 | 516976 | COM |
| GROUP 1 AUTOMOTIVE INC | 1306 | 513650 | COM |
| SANMINA CORPORATION | 3407 | 511288 | COM |
| PROCTER AND GAMBLE CO | 3538 | 507049 | COM |
| JABIL INC | 2204 | 502556 | COM |
| THE CIGNA GROUP | 1796 | 494313 | COM |
| ISHARES TR | 2700 | 489267 | RUS 2000 VAL ETF |
| ISHARES TR | 4485 | 480389 | NATIONAL MUN ETF |
| GILEAD SCIENCES INC | 3887 | 477150 | COM |
| US BANCORP DEL | 8780 | 468501 | COM NEW |
| EMCOR GROUP INC | 726 | 444160 | COM |
| CHEVRON CORP NEW | 2796 | 426138 | COM |
| AUTOMATIC DATA PROCESSING IN | 1635 | 420571 | COM |
| SELECT SECTOR SPDR TR | 2884 | 415209 | STATE STREET TEC |
| INTERNATIONAL BUSINESS MACHS | 1343 | 397810 | COM |
| ISHARES TR | 3200 | 394432 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 2189 | 388241 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 1387 | 387228 | MCAP GR IDXVIP |
| PEPSICO INC | 2594 | 372245 | COM |
| 3M CO | 2267 | 362932 | COM |
| COCA COLA CO | 5024 | 351200 | COM |
| WINTRUST FINL CORP | 2454 | 343118 | COM |
| CITIGROUP INC | 2867 | 334550 | COM NEW |
| EMERSON ELEC CO | 2479 | 329067 | COM |
| RELIANCE INC | 1127 | 325556 | COM |
| SCHWAB STRATEGIC TR | 10785 | 324305 | US MID-CAP ETF |
| REINSURANCE GRP OF AMERICA I | 1546 | 314549 | COM NEW |
| VERIZON COMMUNICATIONS INC | 7719 | 314405 | COM |
| UNUM GROUP | 3980 | 308450 | COM |
| ORACLE CORP | 1577 | 307373 | COM |
| COMMERCIAL METALS CO | 4349 | 301038 | COM |
| SCHWAB STRATEGIC TR | 11357 | 297906 | US BRD MKT ETF |
| TD SYNNEX CORPORATION | 1943 | 291897 | COM |
| INVESCO EXCH TRD SLF IDX FD | 13241 | 291633 | INVSC 30 MUNI BD |
| WILLIAMS SONOMA INC | 1602 | 286101 | COM |
| TAYLOR MORRISON HOME CORP | 4811 | 283224 | COM |
| OLD REP INTL CORP | 6088 | 277856 | COM |
| GENWORTH FINL INC | 30712 | 277329 | COM SHS |
| FORD MTR CO | 21003 | 275559 | COM |
| DROPBOX INC | 9909 | 275470 | CL A |
| ABBOTT LABS | 2197 | 275262 | COM |
| CACI INTL INC | 503 | 268003 | CL A |
| ISHARES TR | 1242 | 263391 | S&P 500 VAL ETF |
| VANGUARD BD INDEX FDS | 3513 | 260193 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 413 | 258725 | S&P 500 ETF SHS |
| GOLDMAN SACHS GROUP INC | 293 | 257479 | COM |
| MARRIOTT INTL INC NEW | 796 | 246951 | CL A |
| CROWDSTRIKE HLDGS INC | 517 | 242349 | CL A |
| DICKS SPORTING GOODS INC | 1224 | 242315 | COM |
| PRICE T ROWE GROUP INC | 2276 | 233017 | COM |
| RADIAN GROUP INC | 6369 | 229220 | COM |
| AT&T INC | 9151 | 227301 | COM |
| VANGUARD INDEX FDS | 1186 | 226514 | VALUE ETF |
| COLGATE PALMOLIVE CO | 2796 | 220940 | COM |
| ASBURY AUTOMOTIVE GROUP INC | 946 | 219973 | COM |
| AMERICAN EXPRESS CO | 575 | 212721 | COM |
| XPO INC | 1493 | 202914 | COM |
| AVNET INC | 4202 | 202032 | COM |
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