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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.36T
$20.9 Million 5.6% of portfolio
101,907
Q2 2025 Reduced 0.2%
$3.92T
$3.06 Million 0.82% of portfolio
6,150
Q2 2025 Added 5.06%
$908B
$2.48 Million 0.66% of portfolio
8,544
Q2 2025 Reduced 0.25%
$152B
$1.76 Million 0.47% of portfolio
6,378
Q2 2025 Added 9.23%
$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%
$403B
$1.09 Million 0.29% of portfolio
5,884
Q2 2025 Reduced 0.07%
$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%
$299B
$942,000 0.25% of portfolio
13,587
Q2 2025 Reduced 5.96%
$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%
$802B
$876,000 0.23% of portfolio
1,125
Q2 2025 Added 17.43%
$156B
$832,000 0.22% of portfolio
2,981
Q2 2025 Added 86.9%
$478B
$812,000 0.22% of portfolio
7,538
Q2 2025 Added 1.81%
$199B
$791,000 0.21% of portfolio
4,968
Q2 2025 Added 81.45%
$277B
$729,000 0.2% of portfolio
7,461
Q2 2025 Added 0.66%
$308B
$696,000 0.19% of portfolio
1,794
Q2 2025 Reduced 4.42%
$1.65T
$690,000 0.18% of portfolio
935
Q2 2025 Reduced 0.74%
$128B
$636,000 0.17% of portfolio
1,374
Q2 2025 Added 2.0%
$693B
$622,000 0.17% of portfolio
2,847
Q1 2025 Reduced 1.66%
$160B
$617,000 0.17% of portfolio
1,172
Q4 2024 Added 2.36%
$5.77B
$595,000 0.16% of portfolio
1,363
Q2 2025 Added 2.95%
$75.4B
$593,000 0.16% of portfolio
1,796
Q4 2024 Reduced 0.17%
$646B
$549,000 0.15% of portfolio
1,131
Q1 2025 Reduced 1.57%
$223B
$570,000 0.15% of portfolio
1,954
Q2 2025 Added 2.95%
$528B
$573,000 0.15% of portfolio
1,020
Q2 2025 Reduced 0.78%
$204B
$571,000 0.15% of portfolio
4,610
Q2 2025 Reduced 20.57%
$116B
$513,000 0.14% of portfolio
1,008
Q2 2025 Reduced 0.98%
$109B
$504,000 0.14% of portfolio
1,635
Q1 2025 Reduced 18.41%
$301B
$474,000 0.13% of portfolio
3,314
Q2 2025 Added 4.91%
$278B
$469,000 0.13% of portfolio
1,593
Q2 2025 Reduced 1.06%
$298B
$479,000 0.13% of portfolio
6,773
Q2 2025 Added 2.25%
$203B
$438,000 0.12% of portfolio
3,323
Q2 2025 Added 7.19%
$29.8B
$426,000 0.11% of portfolio
1,954
Q2 2025 Added 1.3%
$69.6B
$424,000 0.11% of portfolio
9,380
Q2 2025 Added 5.26%
$148B
$359,000 0.1% of portfolio
3,239
Q2 2025 Reduced 2.29%
$30.9B
$388,000 0.1% of portfolio
726
Q2 2025 Added 7.88%
$80.9B
$383,000 0.1% of portfolio
2,874
Q1 2025 Added 7.16%
$92B
$373,000 0.1% of portfolio
2,452
Q1 2025 Reduced 4.26%
$176B
$365,000 0.1% of portfolio
12,643
Q2 2025 Added 6.84%
$7.83B
$341,000 0.09% of portfolio
3,494
Q2 2025 Added 7.41%
$164B
$344,000 0.09% of portfolio
7,971
Q2 2025 Added 3.33%

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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