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CIK: 0001731878
Total reported value
$471.4M
$471.4M
142 檔
42.2%
The Q2 2025 SEC filing reveals that Paulson Wealth Management Inc. held a total portfolio value of $471.4M, covering 142 public equity positions.
During Q2 2025, Paulson Wealth Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.60% | +0.60% | +1.67% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 14.13% | -0.67% | +3.28% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.60% | -0.67% | -8.04% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.73% | +0.14% | +5.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.19% | -0.20% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.08% | -0.25% | +1.77% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.09% | +0.10% | -2.92% | |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.07% | +0.13% | +1.15% | |
| 9 | NBSD | Neuberger Short Duration Inc | ETF-Other | 2.63% | -3.30% | — | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.52% | -0.09% | +1.77% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.39% | +0.19% | -0.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.25% | +0.12% | -12.30% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.24% | +0.27% | +8.24% | |
| 14 | ✓ | Stock-Other | 1.20% | — | +3.09% | ||
| 15 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.19% | +0.02% | -13.10% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.18% | +0.30% | +4.97% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.01% | +22.76% | |
| 18 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.91% | -0.13% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.04% | +5.06% | |
| 20 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.76% | -0.11% | -42.26% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.64% | — | -0.25% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.05% | -6.02% | |
| 23 | LAZ | Lazard Inc | Stock-Financials | 0.61% | -0.06% | — | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.57% | -0.22% | -3.56% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.50% | -0.12% | — | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.04% | +9.23% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.44% | +0.01% | +0.03% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | -14.06% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-Other | 0.38% | +0.01% | +5.81% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.01% | +0.59% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.06% | +0.69% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.36% | +0.02% | +14.78% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.35% | +0.04% | +82.71% | |
| 34 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +0.09% | -0.76% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.02% | +134.64% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.01% | +0.90% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | +40.85% | |
| 38 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | +0.01% | +28.33% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.01% | -0.07% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | +0.03% | -0.51% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | — | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.01% | +28.11% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.26% | — | -7.81% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.01% | +175.82% | |
| 45 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.25% | -0.05% | -6.87% | |
| 46 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.24% | -0.05% | -9.92% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.10% | -5.96% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.24% | +0.43% | +66.64% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.23% | -0.02% | -14.92% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.23% | +0.04% | +17.43% |
According to official SEC Form 13F filings, Paulson Wealth Management Inc. reported a total U.S. public equity portfolio value of $471.4M across 142 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, EFA) accounted for 42.2% of total reported equity market value during Q2 2025.
During Q2 2025, Paulson Wealth Management Inc.'s top holdings by market value included IWF (15.6%)、IWD (14.1%)、EFA (8.6%). The largest single position, IWF, represented 15.6% of total portfolio value.
In Q2 2025, Paulson Wealth Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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