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Paulson Wealth Management Inc.

Portfolio Manager
Paulson Wealth Management Inc.
Performance
-2.07% (2026 Q1)
AUM (13F)
$426.71M
# of Holdings
137
Performance Rank
Allocation (Top 20)
80.64%

Paulson Wealth Management Inc. Holdings Map

Top 50 Paulson Wealth Management Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IWF
ISHARES TR
14.13%141.5K$60.3M
+5.59%(+7.49K)
2025-Q1: 139.6K shares2025-Q2: 141.9K shares2025-Q3: 141.5K shares2025-Q4: 134.0K shares2026-Q1: 141.5K shares
$159.37(-23.98%)
2026-03-31
IWD
ISHARES TR
13.7%273.5K$58.4M
+1.13%(+3.06K)
2025-Q1: 272.1K shares2025-Q2: 281.0K shares2025-Q3: 281.3K shares2025-Q4: 270.5K shares2026-Q1: 273.5K shares
$127.16(+94.09%)
2026-03-31
IWM
ISHARES TR
8.62%148.4K$36.8M
+4.23%(+6.02K)
2025-Q1: 130.8K shares2025-Q2: 138.4K shares2025-Q3: 139.3K shares2025-Q4: 142.3K shares2026-Q1: 148.4K shares
$184.29(+61.48%)
2026-03-31
EFA
ISHARES TR
8.44%370.6K$36.0M
+1.42%(+5.20K)
2025-Q1: 404.1K shares2025-Q2: 371.6K shares2025-Q3: 371.9K shares2025-Q4: 365.4K shares2026-Q1: 370.6K shares
$70.59(+47.85%)
2026-03-31
AAPL
APPLE INC
5.67%95.3K$24.2M
-0.24%(-232)
2025-Q1: 102.1K shares2025-Q2: 101.9K shares2025-Q3: 97.1K shares2025-Q4: 95.6K shares2026-Q1: 95.3K shares
$118.27(+160.95%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.36%234.6K$18.6M
-4.61%(-11.35K)
2025-Q1: 194.8K shares2025-Q2: 198.2K shares2025-Q3: 216.2K shares2025-Q4: 245.9K shares2026-Q1: 234.6K shares
$76.39(+3.15%)
2026-03-31
NBSD
NEUBERGER BERMAN ETF TRUST
3.37%283.8K$14.4M
+15.38%(+37.82K)
2025-Q1: 0 shares2025-Q2: 199.4K shares2025-Q3: 218.9K shares2025-Q4: 246.0K shares2026-Q1: 283.8K shares
$50.92(-0.71%)
2026-03-31
IEI
ISHARES TR
3.18%114.5K$13.6M
+18.61%(+17.97K)
2025-Q1: 80.2K shares2025-Q2: 81.6K shares2025-Q3: 89.5K shares2025-Q4: 96.6K shares2026-Q1: 114.5K shares
$116.81(+0.26%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.78%18.3K$11.9M
-0.03%(-5)
2025-Q1: 19.9K shares2025-Q2: 19.3K shares2025-Q3: 19.3K shares2025-Q4: 18.3K shares2026-Q1: 18.3K shares
$383.50(+94.21%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
2.67%177.9K$11.4M
+2.42%(+4.21K)
2025-Q1: 162.8K shares2025-Q2: 161.9K shares2025-Q3: 173.6K shares2025-Q4: 173.7K shares2026-Q1: 177.9K shares
$45.90(+54.25%)
2026-03-31

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