Top 50 Paulson Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 14.13% | 141.5K | $60.3M | +5.59%(+7.49K) | $159.37(-23.98%) | 2026-03-31 | |
| IWD | ISHARES TR | 13.7% | 273.5K | $58.4M | +1.13%(+3.06K) | $127.16(+94.09%) | 2026-03-31 | |
| IWM | ISHARES TR | 8.62% | 148.4K | $36.8M | +4.23%(+6.02K) | $184.29(+61.48%) | 2026-03-31 | |
| EFA | ISHARES TR | 8.44% | 370.6K | $36.0M | +1.42%(+5.20K) | $70.59(+47.85%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.67% | 95.3K | $24.2M | -0.24%(-232) | $118.27(+160.95%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.36% | 234.6K | $18.6M | -4.61%(-11.35K) | $76.39(+3.15%) | 2026-03-31 | |
| NBSD | NEUBERGER BERMAN ETF TRUST | 3.37% | 283.8K | $14.4M | +15.38%(+37.82K) | $50.92(-0.71%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.18% | 114.5K | $13.6M | +18.61%(+17.97K) | $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) | $383.50(+94.21%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.67% | 177.9K | $11.4M | +2.42%(+4.21K) | $45.90(+54.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.76% | +39.58% |
| Top 20 Holdings Unweighted | +8.94% | +29.28% |
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