Paulson Wealth Management Inc.

CIK 0001731878 · WEST PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

Paulson Wealth Management Inc. reported 146 positions worth $471.4M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: IWF (14.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$471.4M
2026 Q2
Positions
146
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.9%
Est. Net Flow (Q)
2026 Q2
10 / 146 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IWFISHARES TRSH$69.5M14.73%559,400
2IWDISHARES TRSH$61.5M13.03%253,476
3IWMISHARES TRSH$41.3M8.76%137,497
4EFAISHARES TRSH$36.6M7.77%352,626
5AAPLAPPLE INCSH$27.6M5.86%95,476
6VCSHVANGUARD SCOTTSDALE FDSSH$19.4M4.11%244,887
7IEIISHARES TRSH$14.5M3.09%123,856
8SPYSTATE STR SPDR S&P 500 ETF TSH$13.6M2.88%18,155
9VEAVANGUARD TAX-MANAGED FDSSH$13.5M2.86%189,259
10IGSBISHARES TRSH$13.2M2.80%252,024

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Paulson Wealth Management Inc. hold as of Q2 2026?

Paulson Wealth Management Inc. reported 146 positions worth $471.4M in its Q2 2026 13F filing. Largest positions: IWF (14.7%), IWD (13.0%), IWM (8.8%), EFA (7.8%) and AAPL (5.9%).

What did Paulson Wealth Management Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Paulson Wealth Management Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.