Paulson Wealth Management Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Paulson Wealth Management Inc. 13F Holdings
CIK 0001731878 · WHEATON, IL
As of Sep 30, 2025, Paulson Wealth Management Inc. reported
136 positions worth $423.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 141,547 | $66.3M | 15.67% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 281,329 | $57.3M | 13.54% |
| ISHARES MSCI EAFE ETF | EFA | — | 371,886 | $34.7M | 8.21% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 139,295 | $33.7M | 7.97% |
| APPLE INC | AAPL | Technology | 97,097 | $24.7M | 5.84% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 216,247 |
|
7.3M4.09% |
| STATE STREET(R) SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | CWB | — | 161,948 |
4.7M | 3.46% |
| SPDR S&P 500 ETF TRUST | SPY | — | 19,337 |
2.9M | 3.05% |
| NEUBERGER BERMAN SHORT DURATION INCOME ETF | NBSD | — | 218,927 |
1.2M | 2.65% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 89,484 |
0.7M | 2.53% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 173,576 |
0.4M | 2.46% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 10,635 | $6.3M | 1.50% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 121,445 | $5.6M | 1.33% |
| ISHARES PREFERRED & INCOME S | PFF | — | 165,499 | $5.2M | 1.24% |
| ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF | INMU | — | 204,724 | $4.9M | 1.16% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 176,470 | $4.6M | 1.10% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 7,456 | $4.5M | 1.06% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,027 | $4.0M | 0.95% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 65,590 | $3.4M | 0.81% |
| PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND | MINO | — | 68,781 | $3.1M | 0.74% |
| MICROSOFT CORP | MSFT | Technology | 6,012 | $3.1M | 0.74% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 8,446 | $2.7M | 0.63% |
| LAZARD INC | LAZ | Financial Services | 48,762 | $2.6M | 0.61% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 12,700 | $2.4M | 0.57% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 25,459 | $2.3M | 0.55% |