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%
$852B
$841,000 0.21% of portfolio
1,103
Q3 2025 Reduced 1.96%
$301B
$850,000 0.21% of portfolio
1,783
Q3 2025 Reduced 0.61%
$312B
$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%
$474B
$822,000 0.2% of portfolio
7,296
Q3 2025 Reduced 3.21%
$209B
$816,000 0.2% of portfolio
9,725
Q3 2025 Reduced 9.04%
$351B
$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%
$203B
$784,000 0.19% of portfolio
4,717
Q3 2025 Reduced 5.05%
$276B
$729,000 0.18% of portfolio
7,082
Q3 2025 Reduced 5.08%
$1.46T
$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%
$695B
$633,000 0.15% of portfolio
2,254
Q3 2025 Reduced 20.83%
$621B
$618,000 0.15% of portfolio
1,231
Q3 2025 Added 8.84%
$5.8B
$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%
$162B
$570,000 0.14% of portfolio
1,172
Q4 2024 Added 2.36%
$218B
$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%
$29.7B
$554,000 0.14% of portfolio
2,554
Q3 2025 Added 30.71%
$519B
$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%
$119B
$514,000 0.13% of portfolio
1,050
Q3 2025 Added 4.17%
$78.9B
$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%
$204B
$520,000 0.13% of portfolio
4,544
Q3 2025 Reduced 1.43%
$107B
$479,000 0.12% of portfolio
1,635
Q1 2025 Reduced 18.41%
$32.1B
$471,000 0.12% of portfolio
726
Q2 2025 Added 7.88%
$302B
$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%
$198B
$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%
$273B
$419,000 0.1% of portfolio
1,488
Q3 2025 Reduced 6.59%
$7.92B
$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%
$69.3B
$415,000 0.1% of portfolio
8,607
Q3 2025 Reduced 8.24%
$153B
$424,000 0.1% of portfolio
3,820
Q3 2025 Added 17.94%
$294B
$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%
$89.6B
$351,000 0.09% of portfolio
2,267
Q3 2025 Reduced 7.54%
$82.8B
$352,000 0.09% of portfolio
2,684
Q3 2025 Reduced 6.61%
$12.8B
$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
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