Paulson Wealth Management Inc.
CIK: 0001731878SEC EDGAR →
Portfolio Value
$402K
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 133,967 | $63K | 15.78% |
| 2 | ISHARES TR | 270,484 | $57K | 14.16% |
| 3 | ISHARES TR | 365,411 | $35K | 8.73% |
| 4 | ISHARES TR | 142,345 | $35K | 8.72% |
| 5 | APPLE INC | 95,553 | $26K | 6.47% |
| 6 | VANGUARD SCOTTSDALE FDS | 245,899 | $20K | 4.88% |
| 7 | SPDR SERIES TRUST | 165,923 | $15K | 3.68% |
| 8 | NEUBERGER BERMAN ETF TRUST | 245,967 | $13K | 3.13% |
| 9 | ISHARES TR | 96,575 | $12K | 2.87% |
| 10 | VANGUARD TAX-MANAGED FDS | 173,676 | $11K | 2.70% |
Quarterly Changes
New Positions (136)
$63K · 134K shares
$57K · 270K shares
$35K · 365K shares
$35K · 142K shares
$26K · 96K shares
$20K · 246K shares
$15K · 166K shares
$13K · 246K shares
$12K · 97K shares
$11K · 174K shares
$6K · 129K shares
$5K · 175K shares
$5K · 106K shares
$5K · 201K shares
$4K · 23K shares
$4K · 157K shares
$4K · 36K shares
$4K · 78K shares
$3K · 64K shares
$3K · 6K shares
$3K · 8K shares
$2K · 49K shares
$2K · 4K shares
$2K · 20K shares
$2K · 5K shares
$2K · 5K shares
$2K · 9K shares
$2K · 5K shares
$1K · 7K shares
$1K · 60K shares
$1K · 4K shares
$1K · 58K shares
$1K · 5K shares
$1K · 4K shares
$1K · 14K shares
$1K · 5K shares
$1K · 3K shares
$1K · 5K shares
$1K · 37K shares
$1K · 10K shares
$1K · 6K shares
$1K · 3K shares
$1K · 13K shares
$1K · 3K shares
$1K · 4K shares
$996 · 9K shares
$958 · 41K shares
$902 · 33K shares
$891 · 39K shares
$886 · 7K shares
$810 · 34K shares
$803 · 5K shares
$787 · 4K shares
$730 · 7K shares
$703 · 7K shares
$685 · 2K shares
$661 · 2K shares
$632 · 2K shares
$617 · 935 shares
$612 · 1K shares
$597 · 6K shares
$590 · 2K shares
$583 · 1K shares
$576 · 1K shares
$570 · 2K shares
$562 · 12K shares
$561 · 3K shares
$550 · 1K shares
$540 · 3K shares
$527 · 2K shares
$516 · 5K shares
$513 · 1K shares
$511 · 3K shares
$507 · 4K shares
$502 · 2K shares
$494 · 2K shares
$489 · 3K shares
$480 · 4K shares
$477 · 4K shares
$468 · 9K shares
$444 · 726 shares
$426 · 3K shares
$420 · 2K shares
$415 · 3K shares
$397 · 1K shares
$394 · 3K shares
$388 · 2K shares
$387 · 1K shares
$372 · 3K shares
$362 · 2K shares
$351 · 5K shares
$343 · 2K shares
$334 · 3K shares
$329 · 2K shares
$325 · 1K shares
$324 · 11K shares
$314 · 8K shares
$314 · 2K shares
$308 · 4K shares
$307 · 2K shares
$305 · 10K shares
$301 · 4K shares
$297 · 11K shares
$291 · 2K shares
$291 · 13K shares
$286 · 2K shares
$283 · 5K shares
$277 · 31K shares
$277 · 6K shares
$275 · 21K shares
$275 · 2K shares
$275 · 10K shares
$268 · 503 shares
$263 · 1K shares
$260 · 4K shares
$258 · 413 shares
$257 · 293 shares
$246 · 796 shares
$242 · 517 shares
$242 · 1K shares
$233 · 2K shares
$229 · 6K shares
$227 · 9K shares
$226 · 1K shares
$220 · 3K shares
$219 · 946 shares
$212 · 575 shares
$202 · 4K shares
$202 · 1K shares
$12 · 18K shares
$6 · 11K shares
$4 · 7K shares
$3 · 6K shares
$1 · 1K shares
$1 · 1K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 74 | $339K | 84.5% |
| Technology | 14 | $38K | 9.3% |
| Healthcare | 9 | $7K | 1.6% |
| Consumer Cyclical | 10 | $6K | 1.4% |
| Communication Services | 5 | $4K | 1.1% |
| Industrials | 7 | $2K | 0.6% |
| Consumer Defensive | 6 | $2K | 0.5% |
| Unknown | 7 | $2K | 0.5% |
| Energy | 2 | $1K | 0.3% |
| Basic Materials | 2 | $626 | 0.2% |