Paulson Wealth Management Inc.

Est. AUM

$426.7M

13F long equity, this entity only

Positions

137

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 GRW ETF	$60.3M	141453	14.14%	SOLE
2	ISHARES TR	RUS 1000 VAL ETF	$58.4M	273546	13.70%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$36.8M	148366	8.62%	SOLE
4	ISHARES TR	MSCI EAFE ETF	$36.0M	370610	8.44%	SOLE
5	APPLE INC	COM	$24.2M	95321	5.67%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$18.6M	234551	4.36%	SOLE
7	NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$14.4M	283790	3.37%	SOLE
8	ISHARES TR	3 7 YR TREAS BD	$13.6M	114547	3.18%	SOLE
9	STATE STR SPDR S&P 500 ETF T	TR UNIT	$11.9M	18261	2.78%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$11.4M	177885	2.67%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$9.2M	100332	2.15%	SOLE
12	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$7.7M	12465	1.80%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$6.9M	142248	1.61%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$6.1M	31578	1.42%	SOLE
15	ISHARES TR	PFD AND INCM SEC	$5.8M	190070	1.35%	SOLE
16	BLACKROCK ETF TRUST II	ISHARES INTERMED	$5.5M	229364	1.29%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$4.9M	102017	1.14%	SOLE
18	INVESCO QQQ TR	UNIT SER 1	$4.4M	7656	1.04%	SOLE
19	PIMCO ETF TR	MUNI INCOME OPP	$4.2M	92419	0.98%	SOLE
20	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.0M	156476	0.94%	SOLE
21	PIMCO ETF TR	INTER MUN BD ACT	$3.6M	68652	0.84%	SOLE
22	PIMCO ETF TR	ENHAN SHRT MA AC	$3.1M	31041	0.73%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$2.7M	4122	0.63%	SOLE
24	JPMORGAN CHASE & CO	COM	$2.3M	7803	0.54%	SOLE
25	MICROSOFT CORP	COM	$2.1M	5651	0.49%	SOLE
26	LAZARD INC	COM	$2.1M	48762	0.49%	SOLE
27	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$1.9M	78511	0.44%	SOLE
28	STATE STR SPDR DOW JONES IND	UT SER 1	$1.7M	3771	0.41%	SOLE
29	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$1.7M	73637	0.41%	SOLE
30	VANGUARD INDEX FDS	TOTAL STK MKT	$1.7M	5297	0.40%	SOLE
31	NVIDIA CORPORATION	COM	$1.5M	8435	0.34%	SOLE
32	BROADCOM INC	COM	$1.4M	4643	0.34%	SOLE
33	INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$1.4M	59703	0.33%	SOLE
34	INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$1.3M	57536	0.31%	SOLE
35	VANGUARD INDEX FDS	SMALL CP ETF	$1.3M	5050	0.31%	SOLE
36	JOHNSON & JOHNSON	COM	$1.3M	5205	0.30%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$1.3M	1271	0.30%	SOLE
38	ALPHABET INC	CAP STK CL A	$1.2M	4338	0.29%	SOLE
39	VISA INC	COM CL A	$1.2M	4057	0.29%	SOLE
40	EXXON MOBIL CORP	COM	$1.2M	7074	0.28%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	12780	0.27%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	14396	0.27%	SOLE
43	ABBVIE INC	COM	$1.1M	4941	0.25%	SOLE
44	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	36980	0.25%	SOLE
45	CISCO SYS INC	COM	$1.0M	13336	0.24%	SOLE
46	CATERPILLAR INC	COM	$1.0M	1452	0.24%	SOLE
47	TEXAS INSTRS INC	COM	$1.0M	5270	0.24%	SOLE
48	HOME DEPOT INC	COM	$1.0M	3099	0.24%	SOLE
49	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.0M	33131	0.24%	SOLE
50	ELI LILLY & CO	COM	$1.0M	1096	0.24%	SOLE

1–50 of 137

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.