Institutional Manager · CIK 0001731878
Paulson Wealth Management Inc.
Wheaton, IL · File #028-18668
Latest AUM
$432.9M
Positions
136
Top-10 Concentration
73.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025136 pos · $432.9M
- 13F HOLDINGS REPORTQ/E Sep 2025136 pos · $423.0M
- 13F HOLDINGS REPORTQ/E Jun 2025142 pos · $386.2M
- 13F HOLDINGS REPORTQ/E Mar 2025132 pos · $355.2M
- 13F HOLDINGS REPORTQ/E Dec 2024138 pos · $366.5M
- 13F HOLDINGS REPORTQ/E Sep 2024149 pos · $373.8M
- 13F HOLDINGS REPORTQ/E Jun 2024142 pos · $342.7M
- 13F HOLDINGS REPORTQ/E Mar 2024143 pos · $340.1M
- 13F HOLDINGS REPORTQ/E Dec 2023129 pos · $286.0M
- 13F HOLDINGS REPORTQ/E Sep 2023128 pos · $292.9M
- 13F HOLDINGS REPORTQ/E Jun 202393 pos · $224.9M
- 13F HOLDINGS REPORTQ/E Mar 202386 pos · $204.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287614 | 133,967 | $63.4M | 16.10% |
| 2 | ISHARES TR | 464287598 | 270,484 | $56.9M | 14.44% |
| 3 | ISHARES TR | 464287465 | 365,411 | $35.1M | 8.91% |
| 4 | ISHARES TR | 464287655 | 142,345 | $35.0M | 8.90% |
| 5 | APPLE INC | AAPL | 95,553 | $26.0M | 6.59% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C409 | 245,899 | $19.6M | 4.98% |
| 7 | SPDR SERIES TRUST | 78464A359 | 165,923 | $14.8M | 3.76% |
| 8 | NEUBERGER BERMAN ETF TRUST | 64135A887 | 245,967 | $12.6M | 3.20% |
| 9 | SPDR S&P 500 ETF TR | SPY | 18,266 | $12.5M | 3.16% |
| 10 | ISHARES TR | 464288661 | 96,575 | $11.5M | 2.93% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 173,676 | $10.8M | 2.75% |
| 12 | SPDR S&P MIDCAP 400 ETF TR | MDY | 11,421 | $6.9M | 1.75% |
| 13 | SPDR SERIES TRUST | 78468R853 | 128,966 | $6.0M | 1.53% |
| 14 | ISHARES TR | 464288687 | 174,888 | $5.4M | 1.37% |
| 15 | SPDR SERIES TRUST | 78468R739 | 106,176 | $5.1M | 1.29% |
| 16 | BLACKROCK ETF TRUST II | BLK | 200,971 | $4.8M | 1.23% |
| 17 | INVESCO QQQ TR | IVZ | 7,439 | $4.6M | 1.16% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 22,896 | $4.4M | 1.11% |
| 19 | SCHWAB STRATEGIC TR | 808524201 | 156,674 | $4.2M | 1.07% |
| 20 | ISHARES TR | 464287200 | 5,797 | $4.0M | 1.01% |