Paulson Wealth Management Inc. 13F Holdings · Q2 2026
Paulson Wealth Management Inc. reported 146 securities worth $471.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWF (14.73%), IWD (13.03%), IWM (8.76%). Among its top 25 positions this quarter: 1 new, 11 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $69.5M | 14.73% | 559,400 | Added |
| 2 | IWD | ISHARES TR | $61.5M | 13.03% | 253,476 | Trimmed |
| 3 | IWM | ISHARES TR | $41.3M | 8.76% | 137,497 | Trimmed |
| 4 | EFA | ISHARES TR | $36.6M | 7.77% | 352,626 | Trimmed |
| 5 | AAPL | APPLE INC | $27.6M | 5.86% | 95,476 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $19.4M | 4.11% | 244,887 | Added |
| 7 | IEI | ISHARES TR | $14.5M | 3.09% | 123,856 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $13.6M | 2.88% | 18,155 | Trimmed |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $13.5M | 2.86% | 189,259 | Added |
| 10 | IGSB | ISHARES TR | $13.2M | 2.80% | 252,024 | New |
| 11 | CWB | SPDR SERIES TRUST | $10.7M | 2.28% | 99,629 | Trimmed |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $9.8M | 2.07% | 13,887 | Added |
| 13 | SPSM | SPDR SERIES TRUST | $9.0M | 1.91% | 156,527 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $8.7M | 1.85% | 40,960 | Added |
| 15 | PFF | ISHARES TR | $6.0M | 1.27% | 196,400 | Added |
| 16 | INMU | BLACKROCK ETF TRUST II | $5.5M | 1.16% | 225,374 | Trimmed |
| 17 | QQQ | INVESCO QQQ TR | $5.5M | 1.16% | 7,435 | Trimmed |
| 18 | SCHX | SCHWAB STRATEGIC TR | $4.5M | 0.96% | 153,028 | Trimmed |
| 19 | SHM | SPDR SERIES TRUST | $4.3M | 0.92% | 90,179 | Trimmed |
| 20 | MINO | PIMCO ETF TR | $4.1M | 0.87% | 90,065 | Trimmed |
| 21 | MUNI | PIMCO ETF TR | $3.4M | 0.72% | 64,164 | Trimmed |
| 22 | IVV | ISHARES TR | $3.0M | 0.64% | 4,028 | Trimmed |
| 23 | MINT | PIMCO ETF TR | $2.9M | 0.61% | 28,699 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $2.6M | 0.54% | 7,845 | Added |
| 25 | MSFT | MICROSOFT CORP | $2.1M | 0.45% | 5,664 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR