Paulson Wealth Management Inc.
CIK: 0001731878SEC EDGAR →
Portfolio Value
$432.9M
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 133,967 | $63.4M | 14.65% |
| 2 | ISHARES TR | 270,484 | $56.9M | 13.14% |
| 3 | ISHARES TR | 365,411 | $35.1M | 8.11% |
| 4 | ISHARES TR | 142,345 | $35.0M | 8.09% |
| 5 | APPLE INC | 95,553 | $26.0M | 6.00% |
| 6 | VANGUARD SCOTTSDALE FDS | 245,899 | $19.6M | 4.53% |
| 7 | SPDR SERIES TRUST | 165,923 | $14.8M | 3.42% |
| 8 | NEUBERGER BERMAN ETF TRUST | 245,967 | $12.6M | 2.91% |
| 9 | SPDR S&P 500 ETF TR | 18,266 | $12.5M | 2.88% |
| 10 | ISHARES TR | 96,575 | $11.5M | 2.66% |
Quarterly Changes
New Positions (136)
$63.4M · 134K shares
$56.9M · 270K shares
$35.1M · 365K shares
$35.0M · 142K shares
$26.0M · 96K shares
$19.6M · 246K shares
$14.8M · 166K shares
$12.6M · 246K shares
$12.5M · 18K shares
$11.5M · 97K shares
$10.8M · 174K shares
$6.9M · 11K shares
$6.0M · 129K shares
$5.4M · 175K shares
$5.1M · 106K shares
$4.8M · 201K shares
$4.6M · 7K shares
$4.4M · 23K shares
$4.2M · 157K shares
$4.0M · 6K shares
$3.6M · 36K shares
$3.5M · 78K shares
$3.4M · 64K shares
$2.9M · 6K shares
$2.6M · 8K shares
$2.4M · 49K shares
$1.8M · 4K shares
$1.8M · 20K shares
$1.8M · 5K shares
$1.7M · 5K shares
$1.7M · 9K shares
$1.6M · 5K shares
$1.5M · 7K shares
$1.4M · 60K shares
$1.4M · 4K shares
$1.4M · 58K shares
$1.4M · 5K shares
$1.4M · 4K shares
$1.2M · 14K shares
$1.2M · 1K shares
$1.2M · 5K shares
$1.1M · 3K shares
$1.1M · 5K shares
$1.1M · 1K shares
$1.1M · 37K shares
$1.0M · 10K shares
$1.0M · 6K shares
$1.0M · 3K shares
$1.0M · 13K shares
$1.0M · 3K shares
$1.0M · 2K shares
$1.0M · 4K shares
$996K · 9K shares
$958K · 41K shares
$902K · 33K shares
$891K · 39K shares
$886K · 7K shares
$810K · 34K shares
$803K · 5K shares
$787K · 4K shares
$730K · 7K shares
$703K · 7K shares
$685K · 2K shares
$661K · 2K shares
$632K · 2K shares
$617K · 935 shares
$612K · 1K shares
$597K · 6K shares
$590K · 2K shares
$583K · 1K shares
$576K · 1K shares
$570K · 2K shares
$562K · 12K shares
$561K · 3K shares
$550K · 1K shares
$540K · 3K shares
$527K · 2K shares
$516K · 5K shares
$513K · 1K shares
$511K · 3K shares
$507K · 4K shares
$502K · 2K shares
$494K · 2K shares
$489K · 3K shares
$480K · 4K shares
$477K · 4K shares
$468K · 9K shares
$444K · 726 shares
$426K · 3K shares
$420K · 2K shares
$415K · 3K shares
$397K · 1K shares
$394K · 3K shares
$388K · 2K shares
$387K · 1K shares
$372K · 3K shares
$362K · 2K shares
$351K · 5K shares
$343K · 2K shares
$334K · 3K shares
$329K · 2K shares
$325K · 1K shares
$324K · 11K shares
$314K · 2K shares
$314K · 8K shares
$308K · 4K shares
$307K · 2K shares
$305K · 10K shares
$301K · 4K shares
$297K · 11K shares
$291K · 13K shares
$291K · 2K shares
$286K · 2K shares
$283K · 5K shares
$277K · 31K shares
$277K · 6K shares
$275K · 21K shares
$275K · 10K shares
$275K · 2K shares
$268K · 503 shares
$263K · 1K shares
$260K · 4K shares
$258K · 413 shares
$257K · 293 shares
$246K · 796 shares
$242K · 517 shares
$242K · 1K shares
$233K · 2K shares
$229K · 6K shares
$227K · 9K shares
$226K · 1K shares
$220K · 3K shares
$219K · 946 shares
$212K · 575 shares
$202K · 1K shares
$202K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $362.6M | 83.8% |
| Technology | 14 | $37.5M | 8.7% |
| Healthcare | 9 | $7.7M | 1.8% |
| Unknown | 7 | $6.6M | 1.5% |
| Consumer Cyclical | 10 | $5.5M | 1.3% |
| Communication Services | 5 | $4.4M | 1.0% |
| Industrials | 7 | $3.3M | 0.8% |
| Consumer Defensive | 6 | $3.3M | 0.8% |
| Energy | 2 | $1.3M | 0.3% |
| Basic Materials | 2 | $626K | 0.1% |