Paulson Wealth Management Inc. Portfolio Holdings

Paulson Wealth Management Inc.

  • $409 Million
  • Q3 2025

Paulson Wealth Management Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $409 Million distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $66.3M, Ishares Russell 1000 Val ETF with a value of $57.3M, Ishares Tr Msci Eafe ETF with a value of $34.7M, Ishares Russell 2000 ETF with a value of $33.7M, and Apple Inc. with a value of $24.7M.

Examining the 13F form we can see an increase of $35.5M in the current position value, from $373M to 409M.

Below you can find more details about Paulson Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $409 Million
ETFs: $329 Million
Technology: $37.7 Million
Financial Services: $8.64 Million
Healthcare: $7.3 Million
Consumer Cyclical: $6.39 Million
Communication Services: $5.69 Million
Consumer Defensive: $3.86 Million
Industrials: $3.32 Million
Other: $1.87 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$1.74 Million 0.43% of portfolio
5,269
Q3 2025 Reduced 17.39%
$177B
$1.19 Million 0.29% of portfolio
6,121
Q3 2025 Reduced 4.42%
$140B
$1.11 Million 0.27% of portfolio
4,408
Q3 2025 Reduced 2.43%
$183B
$862,000 0.21% of portfolio
3,058
Q3 2025 Added 2.58%
$187B
$784,000 0.19% of portfolio
4,717
Q3 2025 Reduced 5.05%
$123B
$600,000 0.15% of portfolio
1,202
Q3 2025 Reduced 12.52%
$159B
$570,000 0.14% of portfolio
1,172
Q4 2024 Added 2.36%
$27.2B
$554,000 0.14% of portfolio
2,554
Q3 2025 Added 30.71%
$115B
$514,000 0.13% of portfolio
1,050
Q3 2025 Added 4.17%
$82.8B
$517,000 0.13% of portfolio
1,796
Q4 2024 Reduced 0.17%
$193B
$520,000 0.13% of portfolio
4,544
Q3 2025 Reduced 1.43%
$104B
$479,000 0.12% of portfolio
1,635
Q1 2025 Reduced 18.41%
$29.5B
$471,000 0.12% of portfolio
726
Q2 2025 Added 7.88%
$67.6B
$415,000 0.1% of portfolio
8,607
Q3 2025 Reduced 8.24%
$156B
$424,000 0.1% of portfolio
3,820
Q3 2025 Added 17.94%
$91.4B
$351,000 0.09% of portfolio
2,267
Q3 2025 Reduced 7.54%
$12.2B
$352,000 0.09% of portfolio
1,802
Q2 2025 Reduced 0.61%
$14B
$335,000 0.08% of portfolio
2,047
Q2 2025 Reduced 0.39%
$172B
$342,000 0.08% of portfolio
7,801
Q3 2025 Reduced 2.13%
$15.4B
$309,000 0.08% of portfolio
3,980
Q2 2025 Added 1.76%
$15.9B
$316,000 0.08% of portfolio
1,127
Q3 2025 Added 0.81%
$181B
$288,000 0.07% of portfolio
10,225
Q3 2025 Reduced 19.13%
$12B
$271,000 0.07% of portfolio
1,224
Q3 2025 Added 2.94%
$12.6B
$301,000 0.07% of portfolio
1,569
Q2 2025 Added 4.46%
$190B
$301,000 0.07% of portfolio
2,967
Q3 2025 Added 17.18%
$52.1B
$238,000 0.06% of portfolio
19,917
Q2 2025 New
$13.7B
$258,000 0.06% of portfolio
6,088
Q2 2025 Added 3.66%
$65.7B
$223,000 0.05% of portfolio
2,796
Q1 2025 Reduced 24.74%
$10.1B
$215,000 0.05% of portfolio
503
Q3 2025 Added 1.0%
$120B
$200,000 0.05% of portfolio
6,379
Q3 2025 Reduced 19.63%
$15.4B
$213,000 0.05% of portfolio
1,652
Q3 2025 Reduced 3.73%
$92.7B
$207,000 0.05% of portfolio
796
Q2 2025 New
$23B
$209,000 0.05% of portfolio
2,043
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $409 Million
  • Prior Value $373 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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