Paulson Wealth Management Inc.
CIK 0001731878 · WEST PALM BEACH, FL · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
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
Top Holdings
IWF
ISHARES TR
14.7%
IWD
ISHARES TR
13.0%
IWM
ISHARES TR
8.8%
EFA
ISHARES TR
7.8%
AAPL
APPLE INC
5.9%
VCSH
VANGUARD SCOTTSDALE FDS
4.1%
IEI
ISHARES TR
3.1%
SPY
STATE STR SPDR S&P 500 ETF T
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.