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CIK: 0001731878
Total reported value
$471.4M
$471.4M
136 檔
45.9%
At the close of Q4 2025, Paulson Wealth Management Inc. disclosed equity holdings valued at approximately $471.4M, spread across 136 reported holdings.
In Q4 2025, Paulson Wealth Management Inc. adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.65% | +0.60% | -5.36% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.14% | -0.67% | -3.85% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.11% | -0.67% | -1.74% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.09% | +0.14% | +2.19% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.00% | +0.19% | -1.59% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.53% | -0.25% | +13.71% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 3.42% | +0.13% | +2.45% | |
| 8 | NBSD | Neuberger Short Duration Inc | ETF-Other | 2.91% | -3.30% | +12.35% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.88% | +0.10% | -5.54% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.66% | -0.09% | +7.92% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.51% | +0.19% | +0.06% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.59% | +0.27% | +7.39% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.40% | +0.30% | +6.19% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.25% | -0.08% | +5.67% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.18% | -0.22% | +144.50% | |
| 16 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.12% | -0.13% | -1.83% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.06% | +0.12% | -0.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | +0.43% | +80.28% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | +0.02% | -11.22% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.01% | -3.82% | |
| 21 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.84% | -0.12% | +779.77% | |
| 22 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.82% | -0.11% | +13.80% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.77% | -0.12% | -2.43% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.04% | -0.30% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | — | -4.11% | |
| 26 | LAZ | Lazard Inc | Stock-Financials | 0.55% | -0.06% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.42% | +0.01% | +1.09% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.42% | -0.05% | -21.51% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.42% | +0.01% | +1.86% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.39% | +0.04% | -6.55% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.02% | +2.13% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.37% | +0.04% | -36.25% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.01% | -4.69% | |
| 34 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.33% | -0.05% | +4.81% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.02% | -36.55% | |
| 36 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.32% | -0.05% | +4.77% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.01% | -12.69% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.31% | +0.01% | -0.72% | |
| 39 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | +0.01% | -5.09% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.04% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | +0.01% | -7.25% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.26% | — | -1.48% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.25% | +0.01% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.06% | -13.17% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.24% | +0.03% | -6.82% | |
| 46 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.24% | +0.02% | -6.76% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.24% | +0.09% | -2.89% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.23% | -0.01% | +1.21% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | +0.10% | -2.79% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | -4.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | +0.7% | +779.77% | Add |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | +0.7% | +144.50% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +13.71% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +80.28% | Add |
| 5 | NBSD | Neuberger Short Duration Inc | +0.3% | +12.35% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -1.59% | Trim |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +7.92% | Add |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.19% | Add |
| 9 | MDY | State Street Spdr S&p Midcap | +0.1% | +7.39% | Add |
| 10 | MINO | Pimco Municipal Income Oppor | +0.1% | +13.80% | Add |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +6.19% | Add |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.06% | Add |
| 14 | BSMT | Invesco Bulletshares 2029 Mb | 0% | +27.40% | Add |
| 15 | MRK | Merck & Co. Inc. | 0% | -2.68% | Trim |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | +48.00% | Add |
| 17 | CAT | Caterpillar Inc | 0% | -1.79% | Trim |
| 18 | AMGN | Amgen Inc | 0% | +1.21% | Add |
| 19 | SANM | Sanmina CORP | 0% | -2.49% | Trim |
| 20 | PFF | Ishares Preferred & Income S | 0% | +5.67% | Add |
| 21 | ABBV | Abbvie Inc | 0% | -7.25% | Trim |
| 22 | VOT | Vanguard Mid-cap Growth ETF | 0% | -28.39% | Trim |
| 23 | MUB | Ishares National Muni Bond E | 0% | -26.00% | Trim |
| 24 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +2.45% | Add |
| 25 | UNH | Unitedhealth Group Inc | -0.1% | -19.93% | Trim |
| 26 | VB | Vanguard Small-cap ETF | -0.1% | -12.69% | Trim |
| 27 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -50.76% | Trim |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -28.83% | Trim |
| 29 | HD | Home Depot Inc | -0.1% | -4.09% | Trim |
| 30 | LAZ | Lazard Inc | -0.1% | — | Unchanged |
| 31 | VBR | Vanguard Small-cap Value ETF | -0.1% | -35.11% | Trim |
| 32 | COST | Costco Wholesale CORP | -0.1% | -13.17% | Trim |
| 33 | MSFT | Microsoft CORP | -0.1% | -0.30% | Trim |
| 34 | ORCL | Oracle CORP | -0.1% | -30.04% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -36.55% | Trim |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | -36.25% | Trim |
| 37 | EFA | Ishares Msci Eafe ETF | -0.1% | -1.74% | Trim |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -21.51% | Trim |
| 39 | SCHX | Schwab US Large-cap ETF | -0.1% | -11.22% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -5.54% | Trim |
| 41 | IWD | Ishares Russell 1000 Value E | -0.4% | -3.85% | Trim |
| 42 | IWF | Ishares Russell 1000 Growth | -1% | -5.36% | Trim |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | EXIT | Sold out |
| 44 | BSMU | Invesco Bulletshares 2030 Mb | — | NEW | New buy |
| 45 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 46 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | MTH | Meritage Homes CORP | — | EXIT | Sold out |
| 49 | LIN | Linde plc | — | EXIT | Sold out |
| 50 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
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 Q4 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 45.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSMU
市值: $291.6K
Top Position Liquidated / Trimmed
BSGT
前期市值: $1.3M
During Q4 2025, Paulson Wealth Management Inc.'s top holdings by market value included IWF (14.7%)、IWD (13.1%)、EFA (8.1%). The largest single position, IWF, represented 14.7% of total portfolio value.
In Q4 2025, Paulson Wealth Management Inc. made 48 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 24 holdings, and fully liquidating 4 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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