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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159B
$862,000 0.21% of portfolio
3,058
Q3 2025 Added 2.58%
$862B
$841,000 0.21% of portfolio
1,103
Q3 2025 Reduced 1.96%
$289B
$850,000 0.21% of portfolio
1,783
Q3 2025 Reduced 0.61%
$309B
$864,000 0.21% of portfolio
2,504
Q3 2025 Reduced 7.57%
$0
$823,000 0.2% of portfolio
34,591
Q3 2025 Added 29.28%
$476B
$822,000 0.2% of portfolio
7,296
Q3 2025 Reduced 3.21%
$212B
$816,000 0.2% of portfolio
9,725
Q3 2025 Reduced 9.04%
$349B
$763,000 0.19% of portfolio
4,971
Q3 2025 Reduced 7.77%
$0
$771,000 0.19% of portfolio
3,965
Q3 2025 Reduced 6.09%
$194B
$784,000 0.19% of portfolio
4,717
Q3 2025 Reduced 5.05%
$278B
$729,000 0.18% of portfolio
7,082
Q3 2025 Reduced 5.08%
$1.43T
$688,000 0.17% of portfolio
938
Q3 2025 Added 0.32%
$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%
$669B
$633,000 0.15% of portfolio
2,254
Q3 2025 Reduced 20.83%
$635B
$618,000 0.15% of portfolio
1,231
Q3 2025 Added 8.84%
$5.66B
$596,000 0.15% of portfolio
1,363
Q2 2025 Added 2.95%
$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%
$163B
$570,000 0.14% of portfolio
1,172
Q4 2024 Added 2.36%
$220B
$581,000 0.14% of portfolio
1,915
Q3 2025 Reduced 2.0%
$0
$559,000 0.14% of portfolio
1,900
Q2 2025 Reduced 0.11%
$28.2B
$554,000 0.14% of portfolio
2,554
Q3 2025 Added 30.71%
$527B
$583,000 0.14% of portfolio
1,025
Q3 2025 Added 0.49%
$0
$532,000 0.13% of portfolio
2,000
Q3 2025 Reduced 8.59%
$115B
$514,000 0.13% of portfolio
1,050
Q3 2025 Added 4.17%
$80.8B
$517,000 0.13% of portfolio
1,796
Q4 2024 Reduced 0.17%
$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%
$203B
$520,000 0.13% of portfolio
4,544
Q3 2025 Reduced 1.43%
$108B
$479,000 0.12% of portfolio
1,635
Q1 2025 Reduced 18.41%
$31.2B
$471,000 0.12% of portfolio
726
Q2 2025 Added 7.88%
$300B
$484,000 0.12% of portfolio
3,122
Q3 2025 Reduced 5.79%
$0
$479,000 0.12% of portfolio
2,714
Q1 2024 Reduced 7.02%
$197B
$391,000 0.1% of portfolio
2,785
Q3 2025 Reduced 16.19%
$0
$406,000 0.1% of portfolio
1,442
Q3 2025 Reduced 11.59%
$270B
$419,000 0.1% of portfolio
1,488
Q3 2025 Reduced 6.59%
$9.46B
$402,000 0.1% of portfolio
3,494
Q2 2025 Added 7.41%
$0
$407,000 0.1% of portfolio
2,335
Q3 2025 Reduced 6.45%
$69B
$415,000 0.1% of portfolio
8,607
Q3 2025 Reduced 8.24%
$154B
$424,000 0.1% of portfolio
3,820
Q3 2025 Added 17.94%
$297B
$403,000 0.1% of portfolio
6,082
Q3 2025 Reduced 10.2%
$0
$414,000 0.1% of portfolio
4,113
Q3 2025 Added 12.99%
$88.8B
$351,000 0.09% of portfolio
2,267
Q3 2025 Reduced 7.54%
$81.4B
$352,000 0.09% of portfolio
2,684
Q3 2025 Reduced 6.61%
$12.9B
$352,000 0.09% of portfolio
1,802
Q2 2025 Reduced 0.61%
$0
$348,000 0.09% of portfolio
11,769
Q3 2025 Reduced 10.94%

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
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