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
$14.1B
$321,000 0.09% of portfolio
3,980
Q2 2025 Added 1.76%
$141B
$326,000 0.09% of portfolio
4,710
Q1 2025 Reduced 23.68%
$16.9B
$350,000 0.09% of portfolio
1,118
Q2 2025 Added 5.27%
$7.74B
$304,000 0.08% of portfolio
2,454
Q2 2025 Added 1.32%
$7.16B
$280,000 0.08% of portfolio
4,573
Q4 2024 Added 7.35%
$12.5B
$311,000 0.08% of portfolio
1,569
Q2 2025 Added 4.46%
$7.82B
$283,000 0.08% of portfolio
9,909
Q2 2025 New
$141B
$283,000 0.08% of portfolio
7,937
Q2 2025 Reduced 0.82%
$13.8B
$294,000 0.08% of portfolio
1,802
Q2 2025 Reduced 0.61%
$4.97B
$306,000 0.08% of portfolio
5,772
Q2 2025 Added 10.09%
$70.9B
$254,000 0.07% of portfolio
2,796
Q1 2025 Reduced 24.74%
$14.4B
$277,000 0.07% of portfolio
2,047
Q2 2025 Reduced 0.39%
$229B
$271,000 0.07% of portfolio
1,999
Q2 2025 Added 29.64%
$4.25B
$246,000 0.07% of portfolio
31,712
Q2 2025 Added 1.7%
$13.5B
$252,000 0.07% of portfolio
1,689
Q2 2025 Reduced 2.99%
$44.4B
$216,000 0.06% of portfolio
19,917
Q2 2025 New
$11.7B
$234,000 0.06% of portfolio
6,088
Q2 2025 Added 3.66%
$10.1B
$213,000 0.06% of portfolio
498
Q2 2025 New
$185B
$215,000 0.06% of portfolio
2,532
Q2 2025 New
$86B
$217,000 0.06% of portfolio
796
Q2 2025 New
$14.5B
$216,000 0.06% of portfolio
1,716
Q2 2025 New
$12.3B
$235,000 0.06% of portfolio
1,189
Q2 2025 Added 12.59%
$6.5B
$228,000 0.06% of portfolio
4,674
Q2 2025 Added 5.15%
$2.72B
$202,000 0.05% of portfolio
3,027
Q2 2025 New
$39.1B
$205,000 0.05% of portfolio
1,911
Q2 2025 Reduced 0.31%
$254B
$205,000 0.05% of portfolio
290
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.47%

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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