Q2 2026 13F · SEC CIK 1731878

Paulson Wealth Management Inc.

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $471.4M
Reported positions: 146
Top holdings a year, 3 yrs: +15.2%
Assets under management: $558.9M

Paulson Wealth Management Inc. is a wealth manager that reported 146 positions worth $471.4M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Ishares Russell 1000 Growth ETF (IWF, 14.7%), Ishares Russell 1000 Value ETF (IWD, 13.0%), Ishares (IWM, 8.8%). A portfolio copying its top holdings returned 15.2% a year over the last 3 years, against 20.4% for the S&P 500.

Paulson Wealth Management Inc. holdings largest 50 of 146 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Paulson Wealth Management Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWFIshares Russell 1000 Growth ETF	14.7%	14.1%	559,400	+295.5%	$69.5M
IWDIshares Russell 1000 Value ETF	13.0%	13.7%	253,476	-7.3%	$61.5M
IWMIshares	8.8%	8.6%	137,497	-7.3%	$41.3M
EFAiShs MSCI EAFE	7.8%	8.4%	352,626	-4.9%	$36.6M
AAPLApple Inc	5.9%	5.7%	95,476	+0.2%	$27.6M
VCSHVanguard Scottsdale Fds	4.1%	4.4%	244,887	+4.4%	$19.4M
IEIIshares	3.1%	3.2%	123,856	+8.1%	$14.5M
SPYSpdr S&p 500 ETF Tr	2.9%	2.8%	18,155	-0.6%	$13.6M
VEAVanguard Tax-Managed Fds	2.9%	2.7%	189,259	+6.4%	$13.5M
IGSBIshares 1-3 Yr Credit Bond ETF	2.8%	—	252,024	—	$13.2M
CWBSpdr Series Trust	2.3%	2.2%	99,629	-0.7%	$10.7M
MDYState Street Spdr S&p Midcap 400 ETF Tru	2.1%	1.8%	13,887	+11.4%	$9.8M
SPSMSpdr Series Trust	1.9%	1.6%	156,527	+10.0%	$9.0M
RSPInvesco S&p 500 Equal Weight ETF	1.8%	1.4%	40,960	+29.7%	$8.7M
PFFIshares Tr	1.3%	1.4%	196,400	+3.3%	$6.0M
QQQInvesco Qqq Tr	1.2%	1.0%	7,435	-2.9%	$5.5M
INMUBlackrock ETF Trust II	1.2%	1.3%	225,374	-1.7%	$5.5M
SCHXSchwab Stratgc Tr	1.0%	0.9%	153,028	-2.2%	$4.5M
SHMState Street ETF/USA	0.9%	1.1%	90,179	-11.6%	$4.3M
MINOPimco ETF Tr	0.9%	1.0%	90,065	-2.5%	$4.1M
MUNIInter Mun Bd Act	0.7%	0.8%	64,164	-6.5%	$3.4M
IVVIshares Core S&p 500 ETF	0.6%	0.6%	4,028	-2.3%	$3.0M
MINTPimco ETF Tr	0.6%	0.7%	28,699	-7.5%	$2.9M
JPMJpmorgan Chase & Co	0.5%	0.5%	7,845	+0.5%	$2.6M
MSFTMicrosoft Corp	0.4%	0.5%	5,664	+0.2%	$2.1M
LAZLazard Inc Com	0.4%	0.5%	48,762	+0.0%	$2.0M
DIAState Street Spdr Dow Jones Industrial A	0.4%	0.4%	3,766	-0.1%	$2.0M
VTIVanguard Index Fds	0.4%	0.4%	5,231	-1.2%	$1.9M
BSMRInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	77,726	-1.0%	$1.8M
AVGOBroadcom Inc	0.4%	0.3%	4,705	+1.3%	$1.8M
BSMQInvesco Exch Trd Slf Idx Fd	0.4%	0.4%	71,908	-2.3%	$1.7M
NVDANvidia Corporation Com	0.4%	0.3%	8,437	+0.0%	$1.7M
CSCOCisco Sys Inc	0.3%	0.2%	13,496	+1.2%	$1.6M
TXNTexas Instruments Inc	0.3%	0.2%	5,240	-0.6%	$1.6M
GOOGLAlphabet Inc	0.3%	0.3%	4,347	+0.2%	$1.6M
CATCaterpillar Inc Com	0.3%	0.2%	1,458	+0.4%	$1.6M
VBVanguard Indx Fd	0.3%	0.3%	5,046	-0.1%	$1.5M
VVisa Inc Com Cl A	0.3%	0.3%	4,130	+1.8%	$1.4M
BSMSInvesco Exch Trd Slf Idx Fd	0.3%	0.3%	58,752	-1.6%	$1.4M
JNJJohnson & Johnson	0.3%	0.3%	5,320	+2.2%	$1.4M
LLYLilly Eli & Co	0.3%	0.2%	1,118	+2.0%	$1.3M
SCHASchwab U.s. Small-Cap ETF	0.3%	0.3%	36,991	+0.0%	$1.3M
BSMTInvesco Exch Trd Slf Idx Fd	0.3%	0.3%	56,803	-1.3%	$1.3M
SPTMSpdr Series Trust	0.3%	0.3%	14,399	+0.0%	$1.3M
ABBVAbbvie Inc	0.3%	0.3%	4,841	-2.0%	$1.2M
QQQEDirexion Shares ETF Trust	0.2%	—	9,413	—	$1.1M
COSTCostco Whsl Corp New	0.2%	0.3%	1,221	-3.9%	$1.1M
HDHome Depot Inc Com	0.2%	0.2%	3,130	+1.0%	$1.1M
GOOGAlphabet Inc	0.2%	—	2,978	—	$1.1M
SCHDSchwab Strategic Tr	0.2%	0.2%	33,091	-0.1%	$1.0M

What Paulson Wealth Management Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+295.5% shares
RSP Invesco S&p 500 Equal Weight ETF+29.7% shares
MDY State Street Spdr S&p Midcap 400 ETF Tru+11.4% shares
SPSM Spdr Series Trust+10.0% shares
IEI Ishares+8.1% shares
VEA Vanguard Tax-Managed Fds+6.4% shares

Reduced

SHM State Street ETF/USA-11.6% shares
MINT Pimco ETF Tr-7.5% shares
IWD Ishares Russell 1000 Value ETF-7.3% shares
IWM Ishares-7.3% shares
MUNI Inter Mun Bd Act-6.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.0% /yr; S&P 500 +20.1%
3 years: +15.2% /yr; S&P 500 +20.4%
5 years: +6.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$471.4M	146
Q1 2026	$426.7M	137
Q4 2025	$432.9M	136
Q3 2025	$423.0M	136
Q2 2025	$386.2M	142
Q1 2025	$355.2M	132
Q4 2024	$366.5M	138
Q3 2024	$373.8M	149
Q2 2024	$342.7M	142
Q1 2024	$340.1M	143
Q4 2023	$312.1M	134
Q3 2023	$286.0M	129

Questions about Paulson Wealth Management Inc.'s portfolio

What stocks does Paulson Wealth Management Inc. own?

Paulson Wealth Management Inc.'s latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 146 positions worth $471.4M. The largest are Ishares Russell 1000 Growth ETF (IWF) at 14.7%, Ishares Russell 1000 Value ETF (IWD) at 13.0%, Ishares (IWM) at 8.8%, iShs MSCI EAFE (EFA) at 7.8% and Apple Inc (AAPL) at 5.9%.

What did Paulson Wealth Management Inc. buy last quarter?

In Q2 2026, Paulson Wealth Management Inc. added Ishares Russell 1000 Growth ETF (IWF) (+295.5% shares), Invesco S&p 500 Equal Weight ETF (RSP) (+29.7% shares) and State Street Spdr S&p Midcap 400 ETF Tru (MDY) (+11.4% shares), compared with its Q1 2026 filing.

What did Paulson Wealth Management Inc. sell last quarter?

In Q2 2026, Paulson Wealth Management Inc. cut from its top 50 Neuberger Berman ETF Trust (NBSD), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 SPDR Brcy1-3 Ser (BIL), State Street ETF/USA (SHM) (-11.6% shares), Pimco ETF Tr (MINT) (-7.5% shares) and Ishares Russell 1000 Value ETF (IWD) (-7.3% shares), compared with its Q1 2026 filing.

How has Paulson Wealth Management Inc.'s portfolio performed?

A portfolio copying Paulson Wealth Management Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.0% against +20.1%. Over 5 years: +6.9% a year against +11.6%.

When is Paulson Wealth Management Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Paulson Wealth Management Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Paulson Wealth Management Inc. manage?

Paulson Wealth Management Inc. reported $558.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $471.4M.