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%
$4.36T
$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%
$3.92T
$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%
$908B
$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
$152B
$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%
$564B
$1.44 Million 0.39% of portfolio
4,063
Q2 2025 Added 0.59%
$407B
$1.44 Million 0.39% of portfolio
1,456
Q2 2025 Added 0.69%
$506B
$1.38 Million 0.37% of portfolio
8,712
Q2 2025 Added 14.78%
$1.5T
$1.36 Million 0.36% of portfolio
7,727
Q2 2025 Added 82.71%
$1.72T
$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%
$389B
$1.19 Million 0.32% of portfolio
3,246
Q2 2025 Added 0.9%
$494B
$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%
$403B
$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%
$2.27T
$1.02 Million 0.27% of portfolio
4,649
Q2 2025 Added 28.11%
$149B
$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%
$299B
$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%
$219B
$846,000 0.23% of portfolio
10,692
Q2 2025 Added 115.26%
$322B
$845,000 0.23% of portfolio
2,709
Q2 2025 Reduced 13.37%
$354B
$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
Track This Portfolio

Track Paulson Wealth Management Inc. Portfolio

Follow Paulson Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paulson Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Paulson Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email