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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.71B
$596,000 0.15% of portfolio
1,363
Q2 2025 Added 2.95%
$9.27B
$402,000 0.1% of portfolio
3,494
Q2 2025 Added 7.41%
$7.79B
$325,000 0.08% of portfolio
2,454
Q2 2025 Added 1.32%
$4.3B
$282,000 0.07% of portfolio
31,712
Q2 2025 Added 1.7%
$6.47B
$301,000 0.07% of portfolio
4,573
Q4 2024 Added 7.35%
$8.69B
$299,000 0.07% of portfolio
9,909
Q2 2025 New
$4.32B
$248,000 0.06% of portfolio
4,753
Q3 2025 Reduced 17.65%
$4.92B
$241,000 0.06% of portfolio
986
Q3 2025 New
$5.7B
$230,000 0.06% of portfolio
6,369
Q2 2025 New
$6.92B
$249,000 0.06% of portfolio
4,349
Q3 2025 Reduced 6.95%
$2.44B
$208,000 0.05% of portfolio
2,882
Q3 2025 Reduced 4.79%

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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