Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025

Paulson Wealth Management Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Million distributed in 136 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 $66.3M, Ishares Russell 1000 Val ETF with a value of $57.3M, Ishares Tr Msci Eafe ETF with a value of $34.7M, Ishares Russell 2000 ETF with a value of $33.7M, and Apple Inc. with a value of $24.7M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $373M to 409M.

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

Portfolio value $409 Million
ETFs: $329 Million
Technology: $37.7 Million
Financial Services: $8.64 Million
Healthcare: $7.3 Million
Consumer Cyclical: $6.39 Million
Communication Services: $5.69 Million
Consumer Defensive: $3.86 Million
Industrials: $3.32 Million
Other: $1.87 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.3 Million 16.23% of portfolio
141,547
Q3 2025 Reduced 0.24%
$0
$57.3 Million 14.02% of portfolio
281,329
Q3 2025 Added 0.12%
$0
$34.7 Million 8.5% of portfolio
371,886
Q3 2025 Added 0.08%
$0
$33.7 Million 8.25% of portfolio
139,295
Q3 2025 Added 0.68%
$0
$17.3 Million 4.23% of portfolio
216,247
Q3 2025 Added 9.08%
$0
$14.7 Million 3.59% of portfolio
161,948
Q3 2025 Added 12.82%
$0
$12.9 Million 3.15% of portfolio
19,337
Q3 2025 Added 0.11%
$0
$10.7 Million 2.62% of portfolio
89,484
Q3 2025 Added 9.69%
$0
$10.4 Million 2.55% of portfolio
173,576
Q3 2025 Added 7.2%
$0
$6.34 Million 1.55% of portfolio
10,635
Q3 2025 Added 25.31%
$0
$5.63 Million 1.38% of portfolio
121,445
Q3 2025 Added 13.54%
$0
$5.23 Million 1.28% of portfolio
165,499
Q3 2025 New
$0
$4.9 Million 1.2% of portfolio
204,724
Q3 2025 Added 36.13%
$0
$4.65 Million 1.14% of portfolio
176,470
Q3 2025 Reduced 6.05%
$0
$4.48 Million 1.1% of portfolio
7,456
Q3 2025 Reduced 14.53%
$0
$4.03 Million 0.99% of portfolio
6,027
Q3 2025 Reduced 0.31%
$0
$3.12 Million 0.76% of portfolio
68,781
Q3 2025 Added 3.42%
$0
$2.41 Million 0.59% of portfolio
12,700
Q3 2025 Added 148.73%
$0
$2.34 Million 0.57% of portfolio
25,459
Q3 2025 Reduced 3.15%
$0
$2.09 Million 0.51% of portfolio
43,426
Q3 2025 Reduced 5.2%
$0
$1.75 Million 0.43% of portfolio
5,336
Q3 2025 Reduced 0.04%
$0
$1.75 Million 0.43% of portfolio
3,766
Q3 2025 Reduced 2.81%
$0
$1.53 Million 0.38% of portfolio
6,034
Q3 2025 Reduced 3.38%
$0
$1.35 Million 0.33% of portfolio
56,937
Q3 2025 Added 37.34%
$0
$1.3 Million 0.32% of portfolio
55,210
Q3 2025 Added 37.67%
$0
$1.27 Million 0.31% of portfolio
51,825
Q3 2025 Added 25.73%
$0
$1.22 Million 0.3% of portfolio
15,162
Q3 2025 Reduced 0.29%
$0
$1.13 Million 0.28% of portfolio
2,982
Q2 2025 New
$0
$1.11 Million 0.27% of portfolio
10,924
Q3 2025 Added 126.31%
$0
$1.11 Million 0.27% of portfolio
39,887
Q3 2025 Reduced 7.46%
$0
$897,000 0.22% of portfolio
32,861
Q3 2025 Reduced 3.29%
$0
$900,000 0.22% of portfolio
38,440
Q3 2025 Added 46.14%
$0
$852,000 0.21% of portfolio
4,084
Q3 2025 Reduced 8.86%
$0
$823,000 0.2% of portfolio
34,591
Q3 2025 Added 29.28%
$0
$771,000 0.19% of portfolio
3,965
Q3 2025 Reduced 6.09%
$0
$698,000 0.17% of portfolio
30,237
Q3 2025 Added 71.33%
$0
$634,000 0.16% of portfolio
2,161
Q3 2025 Reduced 0.18%
$0
$645,000 0.16% of portfolio
6,061
Q3 2025 Reduced 8.87%
$0
$615,000 0.15% of portfolio
6,622
Q3 2025 Added 3.78%
$0
$566,000 0.14% of portfolio
5,701
Q3 2025 Added 10.06%
$0
$569,000 0.14% of portfolio
1,937
Q3 2025 Reduced 33.21%
$0
$559,000 0.14% of portfolio
1,900
Q2 2025 Reduced 0.11%
$0
$532,000 0.13% of portfolio
2,000
Q3 2025 Reduced 8.59%
$0
$529,000 0.13% of portfolio
3,221
Q2 2025 New
$0
$512,000 0.13% of portfolio
11,689
Q3 2025 Added 9.83%
$0
$479,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%
$0
$406,000 0.1% of portfolio
1,442
Q3 2025 Reduced 11.59%
$0
$407,000 0.1% of portfolio
2,335
Q3 2025 Reduced 6.45%
$0
$414,000 0.1% of portfolio
4,113
Q3 2025 Added 12.99%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $409 Million
  • Prior Value $373 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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