Paulson Wealth Management Inc. Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Paulson Wealth Management Inc. disclosed 139 stock positions valued at approximately $480.21M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 139
- Portfolio Value
- $480.21M
Holdings by Sector
Paulson Wealth Management Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IWF | Other | 14.26% | 546,686 | -12,714 | -2.27% | $68,477,941 |
| ISHARES TR | IWD | Other | 12.88% | 249,451 | -4,025 | -1.59% | $61,846,445 |
| ISHARES TR | IWM | Other | 7.90% | 136,454 | -1,043 | -0.76% | $37,919,169 |
| ISHARES TR | EFA | Other | 7.63% | 352,548 | -78 | -0.02% | $36,626,220 |
| APPLE INC | AAPL | Technology | 6.47% | 93,233 | -2,243 | -2.35% | $31,048,351 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 4.40% | 273,667 | +28,780 | +11.75% | $21,140,769 |
| ISHARES TR | IEI | Other | 3.44% | 145,442 | +21,586 | +17.43% | $16,498,940 |
| ISHARES TR | IGSB | Other | 3.35% | 313,908 | +61,884 | +24.55% | $16,081,507 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.04% | 207,038 | +17,779 | +9.39% | $14,618,925 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.83% | 17,815 | -340 | -1.87% | $13,586,061 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.43% | 55,995 | +15,035 | +36.71% | $11,648,080 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 2.23% | 16,291 | +2,404 | +17.31% | $10,698,314 |
| SPDR SERIES TRUST | CWB | Other | 2.06% | 97,940 | -1,689 | -1.70% | $9,909,599 |
| SPDR SERIES TRUST | SPSM | Other | 2.01% | 182,161 | +25,634 | +16.38% | $9,629,030 |
| ISHARES TR | PFF | Other | 1.37% | 222,485 | +26,085 | +13.28% | $6,563,308 |
| BLACKROCK ETF TRUST II | INMU | Other | 1.15% | 241,673 | +16,299 | +7.23% | $5,531,895 |
| INVESCO QQQ TR | QQQ | Other | 1.12% | 7,252 | -183 | -2.46% | $5,364,869 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.95% | 152,035 | -993 | -0.65% | $4,561,054 |
| PIMCO ETF TR | MINO | Other | 0.87% | 97,782 | +7,717 | +8.57% | $4,164,535 |
| PIMCO ETF TR | MUNI | Other | 0.69% | 66,645 | +2,481 | +3.87% | $3,311,590 |
| SPDR SERIES TRUST | SHM | Other | 0.66% | 68,212 | -21,967 | -24.36% | $3,182,113 |
| ISHARES TR | IVV | Other | 0.65% | 4,066 | +38 | +0.94% | $3,114,214 |
| PIMCO ETF TR | MINT | Other | 0.58% | 27,859 | -840 | -2.93% | $2,801,220 |
| MICROSOFT CORP | MSFT | Technology | 0.57% | 5,297 | -367 | -6.48% | $2,717,084 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 7,721 | -124 | -1.58% | $2,554,184 |
| SPDR SERIES TRUST | SPTM | Other | 0.53% | 27,511 | +13,112 | +91.06% | $2,532,388 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.40% | 3,766 | - | - | $1,915,358 |
| NVIDIA CORPORATION | NVDA | Technology | 0.38% | 8,004 | -433 | -5.13% | $1,827,984 |
| VANGUARD INDEX FDS | VTI | Other | 0.38% | 4,831 | -400 | -7.65% | $1,807,939 |
| INVESCO EXCH TRD SLF IDX FD | BSMR | Other | 0.38% | 77,447 | -279 | -0.36% | $1,801,634 |
Showing 30 of 139 holdings in the latest reporting period.
Paulson Wealth Management Inc. Options Holdings in Q3 2026
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q3 2026 | AAPL | Apple Inc. | PUT | 2,400 | $799,248 |
Showing 1 of 1 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.