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
$713B
$876,000 0.23% of portfolio
1,125
Q2 2025 Added 17.43%
$0
$873,000 0.23% of portfolio
4,481
Q2 2025 Reduced 17.37%
$150B
$832,000 0.22% of portfolio
2,981
Q2 2025 Added 86.9%
$0
$824,000 0.22% of portfolio
2,900
Q2 2025 Reduced 4.48%
$461B
$812,000 0.22% of portfolio
7,538
Q2 2025 Added 1.81%
$0
$771,000 0.21% of portfolio
4,222
Q1 2024 Reduced 0.17%
$178B
$791,000 0.21% of portfolio
4,968
Q2 2025 Added 81.45%
$278B
$729,000 0.2% of portfolio
7,461
Q2 2025 Added 0.66%
$221B
$696,000 0.19% of portfolio
1,794
Q2 2025 Reduced 4.42%
$0
$694,000 0.19% of portfolio
6,651
Q2 2025 Reduced 74.82%
$1.72T
$690,000 0.18% of portfolio
935
Q2 2025 Reduced 0.74%
$0
$684,000 0.18% of portfolio
16,185
Q3 2024 Reduced 14.07%
$0
$623,000 0.17% of portfolio
26,756
Q2 2025 Reduced 75.03%
$120B
$636,000 0.17% of portfolio
1,374
Q2 2025 Added 2.0%
$651B
$622,000 0.17% of portfolio
2,847
Q1 2025 Reduced 1.66%
$178B
$617,000 0.17% of portfolio
1,172
Q4 2024 Added 2.36%
$6.92B
$595,000 0.16% of portfolio
1,363
Q2 2025 Added 2.95%
$92.1B
$593,000 0.16% of portfolio
1,796
Q4 2024 Reduced 0.17%
$0
$582,000 0.16% of portfolio
2,188
Q4 2023 Reduced 5.97%
$0
$605,000 0.16% of portfolio
2,165
Q2 2025 Added 0.84%
$641B
$549,000 0.15% of portfolio
1,131
Q1 2025 Reduced 1.57%
$230B
$570,000 0.15% of portfolio
1,954
Q2 2025 Added 2.95%
$557B
$573,000 0.15% of portfolio
1,020
Q2 2025 Reduced 0.78%
$214B
$571,000 0.15% of portfolio
4,610
Q2 2025 Reduced 20.57%
$0
$569,000 0.15% of portfolio
6,381
Q2 2025 Added 2.0%
$91B
$513,000 0.14% of portfolio
1,008
Q2 2025 Reduced 0.98%
$123B
$504,000 0.14% of portfolio
1,635
Q1 2025 Reduced 18.41%
$0
$518,000 0.14% of portfolio
1,900
Q2 2025 Reduced 0.11%
$0
$486,000 0.13% of portfolio
5,180
Q2 2025 Added 1.11%
$0
$472,000 0.13% of portfolio
7,616
Q1 2025 Added 1.16%
$303B
$474,000 0.13% of portfolio
3,314
Q2 2025 Added 4.91%
$232B
$469,000 0.13% of portfolio
1,593
Q2 2025 Reduced 1.06%
$293B
$479,000 0.13% of portfolio
6,773
Q2 2025 Added 2.25%
$0
$484,000 0.13% of portfolio
3,221
Q2 2025 New
$0
$474,000 0.13% of portfolio
4,827
Q2 2025 Reduced 8.72%
$197B
$438,000 0.12% of portfolio
3,323
Q2 2025 Added 7.19%
$0
$446,000 0.12% of portfolio
10,643
Q2 2025 Added 1.02%
$0
$400,000 0.11% of portfolio
17,648
Q2 2025 Reduced 5.11%
$0
$428,000 0.11% of portfolio
2,714
Q1 2024 Reduced 7.02%
$28.2B
$426,000 0.11% of portfolio
1,954
Q2 2025 Added 1.3%
$0
$410,000 0.11% of portfolio
2,496
Q2 2025 Reduced 9.1%
$73.4B
$424,000 0.11% of portfolio
9,380
Q2 2025 Added 5.26%
$0
$413,000 0.11% of portfolio
1,631
Q2 2025 Reduced 0.12%
$0
$370,000 0.1% of portfolio
13,214
Q2 2025 Reduced 10.53%
$145B
$359,000 0.1% of portfolio
3,239
Q2 2025 Reduced 2.29%
$29.7B
$388,000 0.1% of portfolio
726
Q2 2025 Added 7.88%
$0
$365,000 0.1% of portfolio
3,640
Q4 2024 New
$78.1B
$383,000 0.1% of portfolio
2,874
Q1 2025 Added 7.16%
$84.6B
$373,000 0.1% of portfolio
2,452
Q1 2025 Reduced 4.26%

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