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CIK: 0001731878
Total reported value
$471.4M
$471.4M
137 檔
45.8%
During the Q1 2026 filing period, Paulson Wealth Management Inc. (CIK: 0001731878) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $471.4M across 137 reported positions.
Paulson Wealth Management Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 6 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.13% | +0.60% | +5.59% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 13.70% | -0.67% | +1.13% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.62% | +0.14% | +4.23% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.44% | -0.67% | +1.42% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.67% | +0.19% | -0.24% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.36% | -0.25% | -4.61% | |
| 7 | NBSD | Neuberger Short Duration Inc | ETF-Other | 3.37% | -3.30% | +15.38% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.18% | -0.09% | +18.61% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.78% | +0.10% | -0.03% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.67% | +0.19% | +2.42% | |
| 11 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-Other | 2.15% | +0.13% | -39.53% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.80% | +0.27% | +9.14% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.61% | +0.30% | +10.30% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.42% | +0.43% | +37.92% | |
| 15 | PFF | Ishares Preferred & Income S | ETF-Other | 1.35% | -0.08% | +8.68% | |
| 16 | INMU | Ishares Intermediate Muni In | ETF-Other | 1.29% | -0.13% | +14.13% | |
| 17 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.14% | -0.22% | -3.92% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.12% | +2.92% | |
| 19 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.98% | -0.11% | +18.07% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.94% | +0.02% | -0.13% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.84% | -0.12% | +7.28% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.73% | -0.12% | -14.22% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | -28.89% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | — | -3.65% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.04% | -5.72% | |
| 26 | LAZ | Lazard Inc | Stock-Financials | 0.49% | -0.06% | — | |
| 27 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.44% | -0.05% | +31.56% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | +0.01% | -0.95% | |
| 29 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-Other | 0.41% | -0.05% | +27.30% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.40% | +0.01% | -2.54% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.02% | -6.43% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | +0.04% | -5.71% | |
| 33 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.33% | -0.04% | +46.37% | |
| 34 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.31% | -0.03% | +49.35% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-Other | 0.31% | +0.01% | -4.14% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | -0.01% | -26.17% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.06% | +0.39% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.04% | -14.13% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | +4.78% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.28% | -0.07% | -3.99% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.27% | -0.05% | -36.04% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.27% | +0.01% | +0.03% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | +0.03% | -0.50% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.25% | +0.01% | -3.65% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.24% | +0.10% | +1.61% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.09% | -17.08% | |
| 47 | TXN | Texas Instruments Inc | Stock-Tech | 0.24% | +0.09% | -11.34% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | +5.73% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.24% | -0.02% | +0.70% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | -0.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.6% | +1.13% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | +4.23% | Add |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | +0.5% | +18.61% | Add |
| 4 | NBSD | Neuberger Short Duration Inc | +0.5% | +15.38% | Add |
| 5 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +37.92% | Add |
| 6 | EFA | Ishares Msci Eafe ETF | +0.3% | +1.42% | Add |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +10.30% | Add |
| 8 | MDY | State Street Spdr S&p Midcap | +0.2% | +9.14% | Add |
| 9 | INMU | Ishares Intermediate Muni In | +0.2% | +14.13% | Add |
| 10 | MINO | Pimco Municipal Income Oppor | +0.2% | +18.07% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.42% | Add |
| 12 | BSMU | Invesco Bulletshares 2030 Mb | +0.1% | +158.82% | Add |
| 13 | BSMR | Invesco Bulletshares 2027 Mb | +0.1% | +31.56% | Add |
| 14 | BSMS | Invesco Bulletshares 2028 Mb | +0.1% | +46.37% | Add |
| 15 | BSMT | Invesco Bulletshares 2029 Mb | +0.1% | +49.35% | Add |
| 16 | PFF | Ishares Preferred & Income S | +0.1% | +8.68% | Add |
| 17 | BSMQ | Invesco Bulletshares 2026 Mb | +0.1% | +27.30% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -3.99% | Trim |
| 19 | MUNI | Pimco Intermediate Municipal | +0.1% | +7.28% | Add |
| 20 | COST | Costco Wholesale CORP | +0.1% | +0.39% | Add |
| 21 | VZ | Verizon Communications Inc | 0% | +22.75% | Add |
| 22 | T | At&t Inc | 0% | +34.65% | Add |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.70% | Add |
| 24 | EME | Emcor Group Inc | 0% | — | Unchanged |
| 25 | MCD | Mcdonald's CORP | 0% | +13.72% | Add |
| 26 | XPO | Xpo Inc | 0% | — | Unchanged |
| 27 | WMT | Walmart Inc | 0% | -0.82% | Trim |
| 28 | GILD | Gilead Sciences Inc | 0% | -1.23% | Trim |
| 29 | IWN | Ishares Russell 2000 Value E | 0% | +5.81% | Add |
| 30 | JBL | Jabil Inc | 0% | -3.04% | Trim |
| 31 | LMT | Lockheed Martin CORP | 0% | -11.59% | Trim |
| 32 | PG | Procter & Gamble Co/the | 0% | +9.58% | Add |
| 33 | WTFC | Wintrust Financial CORP | 0% | +15.77% | Add |
| 34 | AVT | Avnet Inc | 0% | -3.17% | Trim |
| 35 | SNX | TD Synnex CORP | 0% | +0.51% | Add |
| 36 | CAT | Caterpillar Inc | 0% | -17.08% | Trim |
| 37 | CSCO | Cisco Systems Inc | 0% | +1.61% | Add |
| 38 | ABT | Abbott Laboratories | 0% | +31.86% | Add |
| 39 | CL | Colgate-palmolive Co | 0% | — | Unchanged |
| 40 | SCHA | Schwab US Small-cap ETF | 0% | -0.50% | Trim |
| 41 | HD | Home Depot Inc | 0% | +5.73% | Add |
| 42 | TROW | T Rowe Price Group Inc | 0% | +16.12% | Add |
| 43 | SCHM | Schwab US Mid Cap ETF | 0% | -2.11% | Trim |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | — | +0.03% | Add |
| 45 | VB | Vanguard Small-cap ETF | — | -4.14% | Trim |
| 46 | GNW | Genworth Financial Inc | — | -3.10% | Trim |
| 47 | RS | Reliance Inc | — | +3.99% | Add |
| 48 | QUAL | Ishares Msci USA Quality Fac | — | — | Unchanged |
| 49 | UNM | Unum Group | — | -3.09% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.52% | Add |
According to official SEC Form 13F filings, Paulson Wealth Management Inc. reported a total U.S. public equity portfolio value of $471.4M across 137 disclosed positions in Q1 2026.
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, IWM) accounted for 45.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
BAC
市值: $252.8K
Top Position Liquidated / Trimmed
IWV
前期市值: $1.1M
During Q1 2026, Paulson Wealth Management Inc.'s top holdings by market value included IWF (14.1%)、IWD (13.7%)、IWM (8.6%). The largest single position, IWF, represented 14.1% of total portfolio value.
In Q1 2026, Paulson Wealth Management Inc. made 124 total portfolio adjustments, initiating 7 new buys, adding to 54 positions, trimming 57 holdings, and fully liquidating 6 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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