Institutions / Paulson Wealth Management Inc.
Paulson Wealth Management Inc.
CIK 1731878 · Institution · as of Dec 31, 2025
Portfolio value
$432.93M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $63.41M | 14.6% |
| iShares Tr | $56.89M | 13.1% |
| iShares Tr | $35.09M | 8.1% |
| iShares Tr | $35.04M | 8.1% |
| Apple Inc. | $25.98M | 6.0% |
| Vanguard Scottsdale Fds | $19.61M | 4.5% |
| SPDR Series Trust | $14.80M | 3.4% |
| Neuberger Berman ETF Trust | $12.59M | 2.9% |
| SPDR S&P 500 ETF Tr | $12.46M | 2.9% |
| iShares Tr | $11.53M | 2.7% |
| Vanguard Tax-Managed Fds | $10.85M | 2.5% |
| SPDR S&P Midcap 400 ETF Tr | $6.89M | 1.6% |
| SPDR Series Trust | $6.04M | 1.4% |
| iShares Tr | $5.41M | 1.3% |
| SPDR Series Trust | $5.10M | 1.2% |
| BlackRock ETF Trust II | $4.83M | 1.1% |
| Invesco Qqq Tr | $4.57M | 1.1% |
| Invesco Exchange Traded Fd T | $4.39M | 1.0% |
| Schwab Strategic Tr | $4.22M | 1.0% |
| iShares Tr | $3.97M | 0.9% |
| PIMCO ETF Tr | $3.63M | 0.8% |
| PIMCO ETF Tr | $3.55M | 0.8% |
| PIMCO ETF Tr | $3.35M | 0.8% |
| Microsoft Corp | $2.90M | 0.7% |
| JPMorgan Chase & Co | $2.61M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.