Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $373 Million
  • Q2 2025

Paulson Wealth Management Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $373 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $60.2M, Ishares Russell 1000 Val ETF with a value of $54.6M, Ishares Tr Msci Eafe ETF with a value of $33.2M, Ishares Russell 2000 ETF with a value of $29.9M, and Apple Inc. with a value of $20.9M.

Examining the 13F form we can see an increase of $20.1M in the current position value, from $353M to 373M.

Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $373 Million
ETFs: $295 Million
Technology: $33.5 Million
Financial Services: $8.6 Million
Healthcare: $6.86 Million
Consumer Cyclical: $5.82 Million
Communication Services: $4.87 Million
Consumer Defensive: $4.2 Million
Industrials: $3.2 Million
Other: $2.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.2 Million 16.15% of portfolio
141,890
Q2 2025 Added 1.67%
$0
$54.6 Million 14.63% of portfolio
280,992
Q2 2025 Added 3.28%
$0
$33.2 Million 8.9% of portfolio
371,578
Q2 2025 Reduced 8.04%
$0
$29.9 Million 8.0% of portfolio
138,354
Q2 2025 Added 5.8%
$3.82T
$20.9 Million 5.6% of portfolio
101,907
Q2 2025 Reduced 0.2%
$0
$15.8 Million 4.22% of portfolio
198,247
Q2 2025 Added 1.77%
$0
$11.9 Million 3.2% of portfolio
19,316
Q2 2025 Reduced 2.92%
$0
$11.9 Million 3.18% of portfolio
143,546
Q2 2025 Added 1.15%
$0
$9.72 Million 2.6% of portfolio
81,579
Q2 2025 Added 1.77%
$0
$9.23 Million 2.47% of portfolio
161,915
Q2 2025 Reduced 0.54%
$0
$4.81 Million 1.29% of portfolio
8,724
Q2 2025 Reduced 12.3%
$0
$4.81 Million 1.29% of portfolio
8,487
Q2 2025 Added 8.24%
$0
$4.62 Million 1.24% of portfolio
130,654
Q2 2025 Added 3.09%
$0
$4.59 Million 1.23% of portfolio
187,840
Q2 2025 Reduced 13.1%
$0
$4.56 Million 1.22% of portfolio
106,962
Q2 2025 Added 4.97%
$0
$3.75 Million 1.01% of portfolio
6,046
Q2 2025 Added 22.76%
$3.71T
$3.06 Million 0.82% of portfolio
6,150
Q2 2025 Added 5.06%
$0
$2.94 Million 0.79% of portfolio
66,506
Q2 2025 Reduced 42.26%
$859B
$2.48 Million 0.66% of portfolio
8,544
Q2 2025 Reduced 0.25%
$0
$2.41 Million 0.65% of portfolio
26,288
Q2 2025 Reduced 6.02%
$0
$2.19 Million 0.59% of portfolio
45,810
Q2 2025 Reduced 3.56%
$0
$1.93 Million 0.52% of portfolio
37,519
Q2 2025 New
$140B
$1.76 Million 0.47% of portfolio
6,378
Q2 2025 Added 9.23%
$0
$1.71 Million 0.46% of portfolio
3,875
Q2 2025 Added 0.03%
$0
$1.62 Million 0.43% of portfolio
5,338
Q2 2025 Reduced 14.06%
$0
$1.48 Million 0.4% of portfolio
6,245
Q2 2025 Added 5.81%
$560B
$1.44 Million 0.39% of portfolio
4,063
Q2 2025 Added 0.59%
$430B
$1.44 Million 0.39% of portfolio
1,456
Q2 2025 Added 0.69%
$419B
$1.38 Million 0.37% of portfolio
8,712
Q2 2025 Added 14.78%
$1.4T
$1.36 Million 0.36% of portfolio
7,727
Q2 2025 Added 82.71%
$1.43T
$1.26 Million 0.34% of portfolio
7,086
Q2 2025 Added 134.64%
$177B
$1.25 Million 0.33% of portfolio
6,404
Q2 2025 Reduced 0.76%
$430B
$1.19 Million 0.32% of portfolio
3,246
Q2 2025 Added 0.9%
$466B
$1.15 Million 0.31% of portfolio
7,499
Q2 2025 Added 40.85%
$0
$1.14 Million 0.31% of portfolio
15,206
Q2 2025 Added 28.33%
$0
$1.09 Million 0.29% of portfolio
43,102
Q2 2025 Reduced 0.51%
$371B
$1.09 Million 0.29% of portfolio
5,884
Q2 2025 Reduced 0.07%
$0
$1.05 Million 0.28% of portfolio
2,982
Q2 2025 New
$0
$1.01 Million 0.27% of portfolio
41,218
Q2 2025 Reduced 7.81%
$2.4T
$1.02 Million 0.27% of portfolio
4,649
Q2 2025 Added 28.11%
$169B
$1 Million 0.27% of portfolio
4,518
Q2 2025 Added 175.82%
$0
$972,000 0.26% of portfolio
41,456
Q2 2025 Reduced 6.87%
$0
$944,000 0.25% of portfolio
40,104
Q2 2025 Reduced 9.92%
$0
$927,000 0.25% of portfolio
5,106
Q2 2025 Added 66.64%
$275B
$942,000 0.25% of portfolio
13,587
Q2 2025 Reduced 5.96%
$0
$900,000 0.24% of portfolio
33,979
Q2 2025 Reduced 14.92%
$213B
$846,000 0.23% of portfolio
10,692
Q2 2025 Added 115.26%
$300B
$845,000 0.23% of portfolio
2,709
Q2 2025 Reduced 13.37%
$377B
$858,000 0.23% of portfolio
5,390
Q2 2025 Added 1.64%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $373 Million
  • Prior Value $353 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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