StockDriftsStockDriftsTop 50 Paulson Wealth Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | 14.73% | 559.4K | $69.5M | -1.13%(-6.41K) | $54.72(+125.48%) | 2026-06-30 | |
| IWD | ISHARES TR | 13.03% | 253.5K | $61.5M | -7.34%(-20.07K) | $127.16(+102.36%) | 2026-06-30 | |
| IWM | ISHARES TR | 8.76% | 137.5K | $41.3M | -7.33%(-10.87K) | $184.29(+64.83%) | 2026-06-30 | |
| EFA | ISHARES TR | 7.77% | 352.6K | $36.6M | -4.85%(-17.98K) | $70.59(+53.93%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.86% | 95.5K | $27.6M | +0.16%(+155) | $118.52(+157.67%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 4.11% | 244.9K | $19.4M | +4.41%(+10.34K) | $76.50(+2.80%) | 2026-06-30 | |
| IEI | ISHARES TR | 3.09% | 123.9K | $14.5M | +8.13%(+9.31K) | $116.89(-0.24%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.88% | 18.2K | $13.6M | -0.58%(-106) | $383.50(+102.18%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.86% | 189.3K | $13.5M | +6.39%(+11.37K) | $47.15(+56.96%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.8% | 252.0K | $13.2M | new | $52.41(-0.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.63% | +50.63% | +6.77% | +38.76% |
| Top 20 Holdings Unweighted | +11.81% | +39.78% | +4.31% | +23.50% |
Paulson Wealth Management Inc. reports $471.43M in US-listed equity holdings across 146 positions in its most recent 13F filing. Its largest disclosed positions are IWF (14.7%), IWD (13.0%) and IWM (8.8%). The top 20 holdings account for 80.34% of reported assets. Its disclosed equity book has returned +50.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Paulson Wealth Management Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731878). View Paulson Wealth Management Inc.’s 13F filings on SEC