Paulson Wealth Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Paulson Wealth Management Inc. disclosed 145 stock positions valued at approximately $471.43M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 145
- Portfolio Value
- $471.43M
Holdings by Sector
Paulson Wealth Management Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 14.73% | 559,400 | +417,947 | +295.47% | $69,460,671 |
| ISHARES TR | IWD | Other | 13.03% | 253,476 | -20,070 | -7.34% | $61,450,076 |
| ISHARES TR | IWM | Other | 8.76% | 137,497 | -10,869 | -7.33% | $41,310,918 |
| ISHARES TR | EFA | Other | 7.77% | 352,626 | -17,984 | -4.85% | $36,630,774 |
| APPLE INC | AAPL | Technology | 5.86% | 95,476 | +155 | +0.16% | $27,626,836 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.11% | 244,887 | +10,336 | +4.41% | $19,353,390 |
| ISHARES TR | IEI | Other | 3.09% | 123,856 | +9,309 | +8.13% | $14,546,887 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.88% | 18,155 | -106 | -0.58% | $13,557,930 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.86% | 189,259 | +11,374 | +6.39% | $13,484,675 |
| ISHARES TR | IGSB | Other | 2.80% | 252,024 | +252,024 | +100.00% | $13,208,578 |
| SPDR SERIES TRUST | CWB | Other | 2.28% | 99,629 | -703 | -0.70% | $10,741,973 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 2.07% | 13,887 | +1,422 | +11.41% | $9,766,986 |
| SPDR SERIES TRUST | SPSM | Other | 1.91% | 156,527 | +14,279 | +10.04% | $9,026,912 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.85% | 40,960 | +9,382 | +29.71% | $8,715,059 |
| ISHARES TR | PFF | Other | 1.27% | 196,400 | +6,330 | +3.33% | $5,988,236 |
| INVESCO QQQ TR | QQQ | Other | 1.16% | 7,435 | -221 | -2.89% | $5,475,190 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.96% | 153,028 | -3,448 | -2.20% | $4,503,607 |
| SPDR SERIES TRUST | SHM | Other | 0.92% | 90,179 | -11,838 | -11.60% | $4,325,460 |
| PIMCO ETF TR | MINO | Other | 0.87% | 90,065 | -2,354 | -2.55% | $4,121,374 |
| PIMCO ETF TR | MUNI | Other | 0.72% | 64,164 | -4,488 | -6.54% | $3,375,026 |
| ISHARES TR | IVV | Other | 0.64% | 4,028 | -94 | -2.28% | $3,016,428 |
| PIMCO ETF TR | MINT | Other | 0.61% | 28,699 | -2,342 | -7.54% | $2,893,144 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.54% | 7,845 | +42 | +0.54% | $2,567,750 |
| MICROSOFT CORP | MSFT | Technology | 0.45% | 5,664 | +13 | +0.23% | $2,112,894 |
| LAZARD INC | LAZ | Financial Services | 0.43% | 48,762 | - | - | $2,045,078 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.42% | 3,766 | -5 | -0.13% | $1,967,273 |
| VANGUARD INDEX FDS | VTI | Other | 0.41% | 5,231 | -66 | -1.25% | $1,935,665 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 0.39% | 77,726 | -785 | -1.00% | $1,837,443 |
| BROADCOM INC | AVGO | Technology | 0.38% | 4,705 | +62 | +1.34% | $1,777,314 |
| INVESCO EXCH TRD SLF IDX FD | BSMQ | Other | 0.36% | 71,908 | -1,729 | -2.35% | $1,693,074 |
Showing 30 of 145 holdings in the latest reporting period.