Paulson Wealth Management Inc. Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$432.9M
Holdings
136
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (136 positions)
| Stock | Value |
|---|---|
IWFISHARES TR | $63.4M |
IWDISHARES TR | $56.9M |
EFAISHARES TR | $35.1M |
IWMISHARES TR | $35.0M |
AAPLAPPLE INC | $26.0M |
VCSHVANGUARD SCOTTSDALE FDS | $19.6M |
CWBSPDR SERIES TRUST | $14.8M |
NBSDNEUBERGER BERMAN ETF TRUST | $12.6M |
SPYSPDR S&P 500 ETF TR | $12.5M |
IEIISHARES TR | $11.5M |
VEAVANGUARD TAX-MANAGED FDS | $10.8M |
MDYSPDR S&P MIDCAP 400 ETF TR | $6.9M |
SPSMSPDR SERIES TRUST | $6.0M |
PFFISHARES TR | $5.4M |
SHMSPDR SERIES TRUST | $5.1M |
INMUBLACKROCK ETF TRUST II | $4.8M |
NDQINVESCO QQQ TR | $4.6M |
RSPINVESCO EXCHANGE TRADED FD T | $4.4M |
SCHXSCHWAB STRATEGIC TR | $4.2M |
IVVISHARES TR | $4.0M |
MINTPIMCO ETF TR | $3.6M |
MINOPIMCO ETF TR | $3.5M |
MUNIPIMCO ETF TR | $3.4M |
MSFTMICROSOFT CORP | $2.9M |
JPMJPMORGAN CHASE & CO. | $2.6M |
LAZLAZARD INC | $2.4M |
DONSPDR DOW JONES INDL AVERAGE | $1.8M |
BILSPDR SERIES TRUST | $1.8M |
VTIVANGUARD INDEX FDS | $1.8M |
AVGOBROADCOM INC | $1.7M |
NVDANVIDIA CORPORATION | $1.7M |
GOOGLALPHABET INC | $1.6M |
JNJJOHNSON & JOHNSON | $1.5M |
BSMRINVESCO EXCH TRD SLF IDX FD | $1.4M |
GOOGALPHABET INC | $1.4M |
BSMQINVESCO EXCH TRD SLF IDX FD | $1.4M |
VBVANGUARD INDEX FDS | $1.4M |
VVISA INC | $1.4M |
SPTMSPDR SERIES TRUST | $1.2M |
LLYELI LILLY & CO | $1.2M |
ABBVABBVIE INC | $1.2M |
IWVISHARES TR | $1.1M |
AMZNAMAZON COM INC | $1.1M |
COSTCOSTCO WHSL CORP NEW | $1.1M |
SCHASCHWAB STRATEGIC TR | $1.1M |
QQQEDIREXION SHS ETF TR | $1.0M |
TXNTEXAS INSTRS INC | $1.0M |
AMGNAMGEN INC | $1.0M |
CSCOCISCO SYS INC | $1.0M |
HDHOME DEPOT INC | $1.0M |
CATCATERPILLAR INC | $1.0M |
LOWLOWES COS INC | $1.0M |
MRKMERCK & CO INC | $996K |
BSMYINVESCO EXCH TRD SLF IDX FD | $958K |
SCHDSCHWAB STRATEGIC TR | $902K |
BSMTINVESCO EXCH TRD SLF IDX FD | $891K |
XOMEXXON MOBIL CORP | $886K |
MMINNEW YORK LIFE INVTS ACTIVE E | $810K |
QCOMQUALCOMM INC | $803K |
QUALISHARES TR | $787K |
WMTWALMART INC | $730K |
ESGDISHARES TR | $703K |
OEFISHARES TR | $685K |
UNHUNITEDHEALTH GROUP INC | $661K |
VOVANGUARD INDEX FDS | $632K |
METAMETA PLATFORMS INC | $617K |
SPGIS&P GLOBAL INC | $612K |
NULGNUSHARES ETF TR | $597K |
MCDMCDONALDS CORP | $590K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $583K |
MAMASTERCARD INCORPORATED | $576K |
VTHRVANGUARD SCOTTSDALE FDS | $570K |
NULVNUSHARES ETF TR | $562K |
VBRVANGUARD INDEX FDS | $561K |
LMTLOCKHEED MARTIN CORP | $550K |
IUSGISHARES TR | $540K |
VIGVANGUARD SPECIALIZED FUNDS | $527K |
DISDISNEY WALT CO | $516K |
GPIGROUP 1 AUTOMOTIVE INC | $513K |
SANMSANMINA CORPORATION | $511K |
PGPROCTER AND GAMBLE CO | $507K |
JBLJABIL INC | $502K |
CITHE CIGNA GROUP | $494K |
IWNISHARES TR | $489K |
MUBISHARES TR | $480K |
GILDGILEAD SCIENCES INC | $477K |
USBUS BANCORP DEL | $468K |
EMEEMCOR GROUP INC | $444K |
CVXCHEVRON CORP NEW | $426K |
ADPAUTOMATIC DATA PROCESSING IN | $420K |
XLKSELECT SECTOR SPDR TR | $415K |
IBMINTERNATIONAL BUSINESS MACHS | $397K |
IVWISHARES TR | $394K |
VOEVANGUARD INDEX FDS | $388K |
VOTVANGUARD INDEX FDS | $387K |
PEPPEPSICO INC | $372K |
MMM3M CO | $362K |
KOCOCA COLA CO | $351K |
WF2WINTRUST FINL CORP | $343K |
TRVCCITIGROUP INC | $334K |
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