13F HOLDINGS REPORT
Paulson Wealth Management Inc.
Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001172661-25-004553
Total Value
$423.0M
Positions
136
Other Managers
0
Confidential Omitted
No
Holdings (136)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 141,547 | $66.3M | 15.67% |
| 2 | ISHARES TR | 464287598 | 281,329 | $57.3M | 13.54% |
| 3 | ISHARES TR | 464287465 | 371,886 | $34.7M | 8.21% |
| 4 | ISHARES TR | 464287655 | 139,295 | $33.7M | 7.97% |
| 5 | APPLE INC | AAPL | 97,097 | $24.7M | 5.84% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 216,247 | $17.3M | 4.09% |
| 7 | SPDR SERIES TRUST | 78464A359 | 161,948 | $14.7M | 3.46% |
| 8 | SPDR S&P 500 ETF TR | SPY | 19,337 | $12.9M | 3.05% |
| 9 | NEUBERGER BERMAN ETF TRUST | 64135A887 | 218,927 | $11.2M | 2.65% |
| 10 | ISHARES TR | 464288661 | 89,484 | $10.7M | 2.53% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 173,576 | $10.4M | 2.46% |
| 12 | SPDR S&P MIDCAP 400 ETF TR | MDY | 10,635 | $6.3M | 1.50% |
| 13 | SPDR SERIES TRUST | 78468R853 | 121,445 | $5.6M | 1.33% |
| 14 | ISHARES TR | 464288687 | 165,499 | $5.2M | 1.24% |
| 15 | BLACKROCK ETF TRUST II | BLK | 204,724 | $4.9M | 1.16% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 176,470 | $4.6M | 1.10% |
| 17 | INVESCO QQQ TR | IVZ | 7,456 | $4.5M | 1.06% |
| 18 | ISHARES TR | 464287200 | 6,027 | $4.0M | 0.95% |
| 19 | PIMCO ETF TR | 72201R866 | 65,590 | $3.4M | 0.81% |
| 20 | PIMCO ETF TR | 72201R635 | 68,781 | $3.1M | 0.74% |
| 21 | MICROSOFT CORP | MSFT | 6,012 | $3.1M | 0.74% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 8,446 | $2.7M | 0.63% |
| 23 | LAZARD INC | LAZ | 48,762 | $2.6M | 0.61% |
| 24 | INVESCO EXCHANGE TRADED FD T | IVZ | 12,700 | $2.4M | 0.57% |
| 25 | SPDR SERIES TRUST | 78468R663 | 25,459 | $2.3M | 0.55% |
| 26 | SPDR SERIES TRUST | 78468R739 | 43,426 | $2.1M | 0.50% |
| 27 | ALPHABET INC | GOOG | 7,925 | $1.9M | 0.46% |
| 28 | VANGUARD INDEX FDS | 922908769 | 5,336 | $1.8M | 0.41% |
| 29 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 3,766 | $1.7M | 0.41% |
| 30 | BROADCOM INC | AVGO | 5,269 | $1.7M | 0.41% |
| 31 | ALPHABET INC | GOOG | 7,086 | $1.7M | 0.41% |
| 32 | NVIDIA CORPORATION | NVDA | 8,827 | $1.6M | 0.39% |
| 33 | VANGUARD INDEX FDS | 922908751 | 6,034 | $1.5M | 0.36% |
| 34 | JOHNSON & JOHNSON | JNJ | 7,397 | $1.4M | 0.32% |
| 35 | COSTCO WHSL CORP NEW | 22160K105 | 1,458 | $1.3M | 0.32% |
| 36 | INVESCO EXCH TRD SLF IDX FD | IVZ | 56,937 | $1.3M | 0.32% |
| 37 | VISA INC | V | 3,900 | $1.3M | 0.31% |
| 38 | INVESCO EXCH TRD SLF IDX FD | IVZ | 55,210 | $1.3M | 0.31% |
| 39 | ABBVIE INC | ABBV | 5,529 | $1.3M | 0.30% |
| 40 | INVESCO EXCH TRD SLF IDX FD | IVZ | 51,825 | $1.3M | 0.30% |
| 41 | HOME DEPOT INC | HD | 3,056 | $1.2M | 0.29% |
| 42 | SPDR SERIES TRUST | 78464A805 | 15,162 | $1.2M | 0.29% |
| 43 | ISHARES TR | 464287689 | 2,982 | $1.1M | 0.27% |
| 44 | TEXAS INSTRS INC | 882508104 | 6,121 | $1.1M | 0.27% |
| 45 | SCHWAB STRATEGIC TR | 808524607 | 39,887 | $1.1M | 0.26% |
| 46 | DIREXION SHS ETF TR | 25459Y207 | 10,924 | $1.1M | 0.26% |
| 47 | LOWES COS INC | 548661107 | 4,408 | $1.1M | 0.26% |
| 48 | AMAZON COM INC | AMZN | 4,760 | $1.0M | 0.25% |
| 49 | CISCO SYS INC | CSCO | 13,501 | $923,756 | 0.22% |
| 50 | INVESCO EXCH TRD SLF IDX FD | IVZ | 38,440 | $900,073 | 0.21% |
| 51 | SCHWAB STRATEGIC TR | 808524797 | 32,861 | $897,094 | 0.21% |
| 52 | UNITEDHEALTH GROUP INC | UNH | 2,504 | $864,631 | 0.20% |
| 53 | AMGEN INC | AMGN | 3,058 | $862,968 | 0.20% |
| 54 | VANGUARD INDEX FDS | 922908611 | 4,084 | $852,360 | 0.20% |
| 55 | CATERPILLAR INC | CAT | 1,783 | $850,758 | 0.20% |
| 56 | ELI LILLY & CO | LLY | 1,103 | $841,589 | 0.20% |
| 57 | NEW YORK LIFE INVTS ACTIVE E | 45409F843 | 34,591 | $823,612 | 0.19% |
| 58 | EXXON MOBIL CORP | XOM | 7,296 | $822,610 | 0.19% |
| 59 | MERCK & CO INC | MRK | 9,725 | $816,219 | 0.19% |
| 60 | QUALCOMM INC | QCOM | 4,717 | $784,720 | 0.19% |
| 61 | ISHARES TR | 46432F339 | 3,965 | $771,193 | 0.18% |
| 62 | PROCTER AND GAMBLE CO | 742718109 | 4,971 | $763,814 | 0.18% |
| 63 | WALMART INC | WMT | 7,082 | $729,900 | 0.17% |
| 64 | INVESCO EXCH TRD SLF IDX FD | IVZ | 30,237 | $698,475 | 0.17% |
| 65 | META PLATFORMS INC | META | 938 | $688,939 | 0.16% |
| 66 | ISHARES TR | 464287101 | 2,000 | $665,680 | 0.16% |
| 67 | ISHARES TR | 464288414 | 6,061 | $645,437 | 0.15% |
| 68 | VANGUARD INDEX FDS | 922908629 | 2,161 | $634,776 | 0.15% |
| 69 | ORACLE CORP | ORCL-PD | 2,254 | $633,915 | 0.15% |
| 70 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,231 | $618,873 | 0.15% |
| 71 | ISHARES TR | 46435G516 | 6,622 | $615,714 | 0.15% |
| 72 | LOCKHEED MARTIN CORP | LMT | 1,202 | $600,050 | 0.14% |
| 73 | GROUP 1 AUTOMOTIVE INC | GPI | 1,363 | $596,326 | 0.14% |
| 74 | MASTERCARD INCORPORATED | MA | 1,025 | $583,030 | 0.14% |
| 75 | MCDONALDS CORP | MCD | 1,915 | $581,949 | 0.14% |
| 76 | S&P GLOBAL INC | SPGI | 1,172 | $570,424 | 0.13% |
| 77 | VANGUARD INDEX FDS | 922908538 | 1,937 | $569,007 | 0.13% |
| 78 | NUSHARES ETF TR | NU | 5,701 | $566,964 | 0.13% |
| 79 | VANGUARD SCOTTSDALE FDS | 92206C599 | 1,900 | $559,207 | 0.13% |
| 80 | JABIL INC | JBL | 2,554 | $554,652 | 0.13% |
| 81 | ISHARES TR | 464287671 | 3,221 | $529,983 | 0.13% |
| 82 | DISNEY WALT CO | 254687106 | 4,544 | $520,294 | 0.12% |
| 83 | THE CIGNA GROUP | 125523100 | 1,796 | $517,697 | 0.12% |
| 84 | CROWDSTRIKE HLDGS INC | CRWD | 1,050 | $514,899 | 0.12% |
| 85 | NUSHARES ETF TR | NU | 11,689 | $512,294 | 0.12% |
| 86 | CHEVRON CORP NEW | CVX | 3,122 | $484,815 | 0.11% |
| 87 | AUTOMATIC DATA PROCESSING IN | ADP | 1,635 | $479,873 | 0.11% |
| 88 | ISHARES TR | 464287630 | 2,714 | $479,862 | 0.11% |
| 89 | EMCOR GROUP INC | EME | 726 | $471,566 | 0.11% |
| 90 | GILEAD SCIENCES INC | GILD | 3,820 | $424,074 | 0.10% |
| 91 | INTERNATIONAL BUSINESS MACHS | INTR | 1,488 | $419,854 | 0.10% |
| 92 | US BANCORP DEL | USB-PS | 8,607 | $415,976 | 0.10% |
| 93 | PIMCO ETF TR | 72201R833 | 4,113 | $414,135 | 0.10% |
| 94 | VANGUARD INDEX FDS | 922908512 | 2,335 | $407,577 | 0.10% |
| 95 | SELECT SECTOR SPDR TR | 81369Y803 | 1,442 | $406,442 | 0.10% |
| 96 | COCA COLA CO | KO | 6,082 | $403,332 | 0.10% |
| 97 | SANMINA CORPORATION | SANM | 3,494 | $402,194 | 0.10% |
| 98 | PEPSICO INC | PEP | 2,785 | $391,080 | 0.09% |
| 99 | ISHARES TR | 464287309 | 3,200 | $386,304 | 0.09% |
| 100 | WILLIAMS SONOMA INC | WSM | 1,802 | $352,201 | 0.08% |
| 101 | EMERSON ELEC CO | EMR | 2,684 | $352,141 | 0.08% |
| 102 | 3M CO | MMM | 2,267 | $351,779 | 0.08% |
| 103 | VANGUARD SPECIALIZED FUNDS | 921908844 | 1,621 | $349,879 | 0.08% |
| 104 | SCHWAB STRATEGIC TR | 808524508 | 11,769 | $348,844 | 0.08% |
| 105 | VERIZON COMMUNICATIONS INC | VZ | 7,801 | $342,863 | 0.08% |
| 106 | TD SYNNEX CORPORATION | SNX | 2,047 | $335,196 | 0.08% |
| 107 | WINTRUST FINL CORP | 97650W108 | 2,454 | $325,008 | 0.08% |
| 108 | ABBOTT LABS | ABLZF | 2,422 | $324,403 | 0.08% |
| 109 | RELIANCE INC | RS | 1,127 | $316,495 | 0.07% |
| 110 | UNUM GROUP | UNMA | 3,980 | $309,564 | 0.07% |
| 111 | VANGUARD INDEX FDS | 922908363 | 498 | $304,684 | 0.07% |
| 112 | TAYLOR MORRISON HOME CORP | TMHC | 4,573 | $301,864 | 0.07% |
| 113 | REINSURANCE GRP OF AMERICA I | 759351604 | 1,569 | $301,452 | 0.07% |
| 114 | CITIGROUP INC | C-PR | 2,967 | $301,151 | 0.07% |
| 115 | DROPBOX INC | DBX | 9,909 | $299,351 | 0.07% |
| 116 | SCHWAB STRATEGIC TR | 808524102 | 11,357 | $292,000 | 0.07% |
| 117 | AT&T INC | T-PC | 10,225 | $288,762 | 0.07% |
| 118 | GENWORTH FINL INC | 37247D106 | 31,712 | $282,237 | 0.07% |
| 119 | DICKS SPORTING GOODS INC | 253393102 | 1,224 | $271,997 | 0.06% |
| 120 | SPDR SERIES TRUST | 78468R481 | 8,400 | $263,473 | 0.06% |
| 121 | OLD REP INTL CORP | 680223104 | 6,088 | $258,557 | 0.06% |
| 122 | VANGUARD BD INDEX FDS | 921937835 | 3,394 | $252,381 | 0.06% |
| 123 | CACI INTL INC | 127190304 | 503 | $250,886 | 0.06% |
| 124 | COMMERCIAL METALS CO | CMC | 4,349 | $249,111 | 0.06% |
| 125 | AVNET INC | AVT | 4,753 | $248,487 | 0.06% |
| 126 | ASBURY AUTOMOTIVE GROUP INC | ABG | 986 | $241,028 | 0.06% |
| 127 | GOLDMAN SACHS GROUP INC | GSCE | 301 | $239,639 | 0.06% |
| 128 | FORD MTR CO | 345370860 | 19,917 | $238,207 | 0.06% |
| 129 | RADIAN GROUP INC | RDN | 6,369 | $230,685 | 0.05% |
| 130 | COLGATE PALMOLIVE CO | CL | 2,796 | $223,512 | 0.05% |
| 131 | XPO INC | XPO | 1,652 | $213,554 | 0.05% |
| 132 | PRICE T ROWE GROUP INC | TROW | 2,043 | $209,694 | 0.05% |
| 133 | MERITAGE HOMES CORP | MTH | 2,882 | $208,743 | 0.05% |
| 134 | MARRIOTT INTL INC NEW | 571903202 | 796 | $207,310 | 0.05% |
| 135 | LINDE PLC | LIN | 428 | $203,300 | 0.05% |
| 136 | COMCAST CORP NEW | CCZ | 6,379 | $200,428 | 0.05% |