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CIK: 0001731878
Total reported value
$471.4M
$471.4M
136 檔
46.0%
As reported in its official Q3 2025 Form 13F filing, Paulson Wealth Management Inc.'s tracked investment portfolio stood at $471.4M with 136 total positions.
In Q3 2025, Paulson Wealth Management Inc. displayed an active expansion posture, initiating 8 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 15.67% | +0.60% | -0.24% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.54% | -0.67% | +0.12% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.21% | -0.67% | +0.08% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.97% | +0.14% | +0.68% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.84% | +0.19% | -4.72% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.09% | -0.25% | +9.08% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.46% | +0.13% | +12.82% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.05% | +0.10% | +0.11% | |
| 9 | NBSD | Neuberger Short Duration Inc | ETF-Other | 2.65% | -3.30% | +9.80% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.53% | -0.09% | +9.69% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.46% | +0.19% | +7.20% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.50% | +0.27% | +25.31% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.33% | +0.30% | +13.54% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.24% | -0.08% | — | |
| 15 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.16% | -0.13% | +36.13% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.10% | +0.02% | -6.05% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.12% | -14.53% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.01% | -0.31% | |
| 19 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.81% | -0.12% | +74.82% | |
| 20 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.74% | -0.11% | +3.42% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.74% | -0.04% | -2.24% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -1.15% | |
| 23 | LAZ | Lazard Inc | Stock-Financials | 0.61% | -0.06% | — | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.57% | +0.43% | +148.73% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.55% | -0.05% | -3.15% | |
| 26 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.50% | -0.22% | -5.20% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.04% | +2.56% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.01% | -0.04% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | +0.01% | -2.81% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.04% | -17.39% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.02% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.02% | +1.32% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.36% | +0.01% | -3.38% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.01% | -1.36% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.06% | +0.14% | |
| 36 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.32% | -0.05% | +37.34% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | -4.01% | |
| 38 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.31% | -0.05% | +37.67% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.01% | -6.03% | |
| 40 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.30% | — | +25.73% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | -0.01% | -5.85% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | +0.01% | -0.29% | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.27% | — | — | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.27% | +0.09% | -4.42% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.03% | -7.46% | |
| 46 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.26% | +0.02% | +126.31% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.26% | -0.01% | -2.43% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | +2.39% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.22% | +0.10% | -0.63% | |
| 50 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.21% | -0.04% | +46.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.5% | -0.24% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.6% | +0.68% | Add |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +148.73% | Add |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +12.82% | Add |
| 5 | MDY | State Street Spdr S&p Midcap | +0.3% | +25.31% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +2.56% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | — | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | -0.31% | Add |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +13.54% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | +1.32% | Add |
| 11 | LOW | Lowe's Cos Inc | +0.2% | -2.43% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.20% | Add |
| 13 | AVGO | Broadcom Inc | +0.1% | -17.39% | Trim |
| 14 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | +126.31% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | -2.24% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.36% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | -5.05% | Add |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | -0.29% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -9.04% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +2.58% | Add |
| 21 | AMZN | Amazon.com Inc | +0.1% | +2.39% | Add |
| 22 | JBL | Jabil Inc | +0.1% | +30.71% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -1.15% | Trim |
| 24 | LAZ | Lazard Inc | 0% | — | Unchanged |
| 25 | BSMR | Invesco Bulletshares 2027 Mb | 0% | +37.34% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +0.11% | Trim |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | +9.69% | Add |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | +9.08% | Add |
| 29 | UNH | Unitedhealth Group Inc | -0.3% | -7.57% | Trim |
| 30 | MMIN | Nyli Mackay Muni Insured ETF | -0.5% | +29.28% | Trim |
| 31 | AAPL | Apple Inc | -0.5% | -4.72% | Trim |
| 32 | MUB | Ishares National Muni Bond E | -0.6% | -8.87% | Trim |
| 33 | MINO | Pimco Municipal Income Oppor | -0.7% | +3.42% | Trim |
| 34 | IWD | Ishares Russell 1000 Value E | -0.9% | +0.12% | Add |
| 35 | EFA | Ishares Msci Eafe ETF | -1.1% | +0.08% | Trim |
| 36 | NBSD | Neuberger Short Duration Inc | — | NEW | New buy |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | — | EXIT | Sold out |
| 38 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 39 | INMU | Ishares Intermediate Muni In | — | NEW | New buy |
| 40 | ✓ | — | EXIT | Sold out | |
| 41 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
| 42 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 43 | PRF | Invesco Rafi US 1000 ETF | — | EXIT | Sold out |
| 44 | IUSG | Ishares Core S&p U.s. Growth | — | NEW | New buy |
| 45 | IJH | Ishares Core S&p Midcap ETF | — | EXIT | Sold out |
| 46 | USX1 | United States Steel CORP | — | EXIT | Sold out |
| 47 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 48 | PFFV | Global X Variable Rate Pref | — | EXIT | Sold out |
| 49 | C | Citigroup Inc | — | NEW | New buy |
| 50 | DBX | Dropbox Inc-class A | — | NEW | New buy |
According to official SEC Form 13F filings, Paulson Wealth Management Inc. reported a total U.S. public equity portfolio value of $471.4M across 136 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, EFA) accounted for 46.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
NBSD
市值: $11.2M
Top Position Liquidated / Trimmed
SHV
前期市值: $10.3M
During Q3 2025, Paulson Wealth Management Inc.'s top holdings by market value included IWF (15.7%)、IWD (13.5%)、EFA (8.2%). The largest single position, IWF, represented 15.7% of total portfolio value.
In Q3 2025, Paulson Wealth Management Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 25 positions, trimming 9 holdings, and fully liquidating 7 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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