Paulson Wealth Management Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Paulson Wealth Management Inc. reported 146 stock positions worth $471.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.0%) and iShares Russell 2000 ETF (IWM, 8.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 54 and reduced 48. The biggest buy was a new position in iShares 1-5Y Inv Grade (IGSB) and the biggest sale Neuberger Short Duration (NBSD, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $471.4M (Q2 2026)
- SEC Filing
- 0001172661-26-003028 ↗ filed Aug 4, 2026
Holdings Value
Holdings 146 stocks · $471.4M
| IWF iShares Russell 1000 Growth | 14.73% | 559,400 | $69.5M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 13.03% | 253,476 | $61.5M | Reduce -7.3% |
| IWM iShares Russell 2000 ETF | 8.76% | 137,497 | $41.3M | Reduce -7.3% |
| EFA iShares MSCI Eafe ETF | 7.77% | 352,626 | $36.6M | Reduce -4.8% |
| AAPL Apple Inc. | 5.86% | 95,476 | $27.6M | Add +0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.11% | 244,887 | $19.4M | Add +4.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.09% | 123,856 | $14.5M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.88% | 18,155 | $13.6M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 2.86% | 189,259 | $13.5M | Add +6.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.80% | 252,024 | $13.2M | New |
| CWB SS SPDR BB Conv Sec ETF | 2.28% | 99,629 | $10.7M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 2.07% | 13,887 | $9.8M | Add +11.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.91% | 156,527 | $9.0M | Add +10.0% |
| RSP Invesco S&P 500 Equal Weight | 1.85% | 40,960 | $8.7M | Add +29.7% |
| PFF iShares Preferred & Income S | 1.27% | 196,400 | $6.0M | Add +3.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.16% | 7,435 | $5.5M | Reduce -2.9% |
| INMU iShares Intermediate Muni Inc. | 1.16% | 225,374 | $5.5M | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 0.96% | 153,028 | $4.5M | Reduce -2.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.92% | 90,179 | $4.3M | Reduce -11.6% |
| MINO PIMCO Municipal Income Oppor | 0.87% | 90,065 | $4.1M | Reduce -2.5% |
| MUNI PIMCO Intermediate Municipal | 0.72% | 64,164 | $3.4M | Reduce -6.5% |
| IVV iShares Core S&P 500 ETF | 0.64% | 4,028 | $3.0M | Reduce -2.3% |
| MINT PIMCO Enhanced Short Maturit | 0.61% | 28,699 | $2.9M | Reduce -7.5% |
| JPM JPMorgan Chase & Co. | 0.54% | 7,845 | $2.6M | Add +0.5% |
| MSFT Microsoft Corp. | 0.45% | 5,664 | $2.1M | Add +0.2% |
| LAZ Lazard Inc. | 0.43% | 48,762 | $2.0M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.42% | 3,766 | $2.0M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 5,231 | $1.9M | Reduce -1.3% |
| BSMR Invesco Bulletshares 2027 MB | 0.39% | 77,726 | $1.8M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.38% | 4,705 | $1.8M | Add +1.3% |
| BSMQ Invesco Bulletshares 2026 MB | 0.36% | 71,908 | $1.7M | Reduce -2.4% |
| NVDA Nvidia Corp. | 0.36% | 8,437 | $1.7M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.34% | 13,496 | $1.6M | Add +1.2% |
| TXN Texas Instruments Inc. | 0.33% | 5,240 | $1.6M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.33% | 4,347 | $1.6M | Add +0.2% |
| CAT Caterpillar Inc. | 0.33% | 1,458 | $1.6M | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 5,046 | $1.5M | Reduce -0.1% |
| V Visa Inc. Class A | 0.30% | 4,130 | $1.4M | Add +1.8% |
| BSMS Invesco Bulletshares 2028 MB | 0.29% | 58,752 | $1.4M | Reduce -1.6% |
| JNJ Johnson & Johnson | 0.29% | 5,320 | $1.4M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.28% | 1,118 | $1.3M | Add +2.0% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 36,991 | $1.3M | Add +0.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.28% | 56,803 | $1.3M | Reduce -1.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.28% | 14,399 | $1.3M | Add +0.0% |
| ABBV Abbvie Inc. | 0.26% | 4,841 | $1.2M | Reduce -2.0% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.24% | 9,413 | $1.1M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.24% | 1,221 | $1.1M | Reduce -3.9% |
| HD Home Depot Inc. | 0.23% | 3,130 | $1.1M | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,978 | $1.1M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 33,091 | $1.0M | Reduce -0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.22% | 11,104 | $1.0M | Reduce -13.1% |
| XOM Exxon Mobil Corp. | 0.21% | 7,228 | $988K | Add +2.2% |
| AMZN Amazon.com Inc. | 0.21% | 4,135 | $986K | Add +1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,965 | $870K | No change |
| SANM Sanmina Corp. | 0.18% | 3,317 | $839K | No change |
| JBL Jabil Inc. | 0.17% | 2,137 | $824K | No change |
| BSMU Invesco Bulletshares 2030 MB | 0.16% | 34,285 | $751K | Add +0.0% |
| WMT Walmart Inc. | 0.16% | 6,498 | $736K | Reduce -0.1% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 7,145 | $735K | Add +3.5% |
| OEF iShares S&P 100 ETF | 0.16% | 2,000 | $732K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.15% | 6,206 | $726K | Add +6.9% |
| AMGN Amgen Inc. | 0.15% | 1,970 | $713K | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 8,851 | $713K | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,656 | $688K | Reduce -25.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.14% | 13,005 | $650K | Add +4.2% |
| MRK Merck & Co. Inc. | 0.13% | 4,775 | $614K | Add +4.2% |
| MCD McDonald's Corp. | 0.13% | 2,266 | $613K | Add +3.1% |
| EME Emcor Group Inc. | 0.13% | 726 | $602K | No change |
| VTHR Vanguard Russell 3000 | 0.13% | 1,790 | $593K | Reduce -5.8% |
| PG The Procter & Gamble Co. | 0.13% | 4,039 | $592K | Add +4.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 1,167 | $584K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 2,354 | $557K | Reduce -1.9% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.12% | 22,886 | $554K | Reduce -25.7% |
| IWN iShares Russell 2000 Value E | 0.12% | 2,467 | $546K | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 0.11% | 959 | $540K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.11% | 1,040 | $534K | Add +1.7% |
| SNX TD Synnex Corp. | 0.11% | 1,991 | $532K | Add +1.9% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 2,141 | $520K | Reduce -3.6% |
| LMT Lockheed Martin Corp. | 0.11% | 1,007 | $513K | No change |
| USB US Bancorp | 0.11% | 8,392 | $507K | Add +2.8% |
| AMD Advanced Micro Devices | 0.11% | 863 | $501K | New |
| QCOM Qualcomm Inc. | 0.11% | 2,702 | $499K | Add +9.4% |
| CI The Cigna Group | 0.10% | 1,796 | $495K | No change |
| GILD Gilead Sciences Inc. | 0.10% | 3,818 | $482K | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.10% | 1,172 | $477K | No change |
| XLK SS Technology Select Sector | 0.10% | 2,446 | $466K | Reduce -15.2% |
| MUB iShares National Muni Bond E | 0.10% | 4,316 | $464K | Reduce -3.8% |
| WTFC Wintrust Financial Corp. | 0.10% | 2,856 | $459K | Add +0.5% |
| KLAC KLA Corp. | 0.09% | 1,483 | $447K | Add +1.6% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,200 | $440K | No change |
| RS Reliance Inc. | 0.09% | 1,177 | $440K | Add +0.4% |
| VZ Verizon Communications Inc. | 0.09% | 9,987 | $423K | Add +5.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,493 | $420K | Add +3.3% |
| C Citigroup Inc. | 0.09% | 2,959 | $414K | No change |
| SCHM Schwab US Mid Cap ETF | 0.08% | 10,557 | $389K | No change |
| GPI Group 1 Automotive Inc. | 0.08% | 1,322 | $385K | Add +0.3% |
| KO The Coca-Cola Co. | 0.08% | 4,652 | $378K | Add +5.2% |
| WSM Williams-Sonoma Inc. | 0.08% | 1,602 | $373K | No change |
| ADP Automatic Data Processing | 0.08% | 1,635 | $366K | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.08% | 184 | $366K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| NBSD Neuberger Short Duration Inc. | Reduce -97.7% | 0.07% | −3.30 |
| EFA iShares MSCI Eafe ETF | Reduce -4.8% | 7.77% | −0.67 |
| IWD iShares Russell 1000 Value E | Reduce -7.3% | 13.03% | −0.66 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -11.6% | 0.92% | −0.23 |
| INMU iShares Intermediate Muni Inc. | Reduce -1.7% | 1.16% | −0.13 |
| MUNI PIMCO Intermediate Municipal | Reduce -6.5% | 0.72% | −0.12 |
| MINT PIMCO Enhanced Short Maturit | Reduce -7.5% | 0.61% | −0.12 |
| MINO PIMCO Municipal Income Oppor | Reduce -2.5% | 0.87% | −0.10 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.10 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Sold out | 0.00% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -13.1% | 0.22% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -3.9% | 0.24% | −0.05 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -25.7% | 0.12% | −0.05 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -2.4% | 0.36% | −0.05 |
| BSMR Invesco Bulletshares 2027 MB | Reduce -1.0% | 0.39% | −0.05 |
| CVX Chevron Corp. | Reduce -16.1% | 0.05% | −0.04 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -1.6% | 0.29% | −0.04 |
| WMT Walmart Inc. | Reduce -0.1% | 0.16% | −0.03 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -1.3% | 0.28% | −0.03 |
| GILD Gilead Sciences Inc. | Reduce -0.6% | 0.10% | −0.02 |
| ABT Abbott Laboratories | Reduce -6.0% | 0.05% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.1% | 0.22% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -3.8% | 0.10% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -18.1% | 0.05% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -13.7% | 0.12% | −0.01 |
| CMC Commercial Metals Co. | Reduce -0.6% | 0.06% | −0.01 |
| XPO Xpo Inc. | Reduce -3.0% | 0.06% | −0.01 |
| EMR Emerson Electric Co. | Reduce -5.0% | 0.07% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -6.8% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.9% | 0.12% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -3.6% | 0.11% | −0.00 |
| VTHR Vanguard Russell 3000 | Reduce -5.8% | 0.13% | −0.00 |
| RDN Radian Group Inc. | Reduce -0.6% | 0.05% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -25.8% | 0.15% | +0.00 |
| ABBV Abbvie Inc. | Reduce -2.0% | 0.26% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.1% | 0.42% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -2.3% | 0.64% | +0.01 |
| XLK SS Technology Select Sector | Reduce -15.2% | 0.10% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 0.41% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.1% | 0.32% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.2% | 0.96% | +0.02 |
| AVT Avnet Inc. | Reduce -0.7% | 0.08% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -16.4% | 0.07% | +0.02 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -1.0% | 0.24% | +0.02 |
| TXN Texas Instruments Inc. | Reduce -0.6% | 0.33% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 2.88% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.9% | 1.16% | +0.13 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -0.7% | 2.28% | +0.13 |
| IWM iShares Russell 2000 ETF | Reduce -7.3% | 8.76% | +0.14 |
| IWF iShares Russell 1000 Growth | Reduce -1.1% | 14.73% | +0.60 |
Portfolio Buys Q1 2026 → Q2 2026
| IGSB iShares 1-5Y Inv Grade Corp. | New | 2.80% | +2.80 |
| RSP Invesco S&P 500 Equal Weight | Add +29.7% | 1.85% | +0.43 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +10.0% | 1.91% | +0.30 |
| MDY State Street SPDR S&P Midcap | Add +11.4% | 2.07% | +0.27 |
| AAPL Apple Inc. | Add +0.2% | 5.86% | +0.19 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 2.86% | +0.19 |
| AMD Advanced Micro Devices | New | 0.11% | +0.11 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.34% | +0.09 |
| CAT Caterpillar Inc. | Add +0.4% | 0.33% | +0.09 |
| AMAT Applied Materials Inc. | New | 0.05% | +0.05 |
| SPUS SP Funds S&P Sharia Indu Exc | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +2.0% | 0.28% | +0.05 |
| BMY Bristol-Myers Squibb Co. | New | 0.05% | +0.05 |
| PM Philip Morris International | New | 0.05% | +0.05 |
| VNQ Vanguard Real Estate ETF | New | 0.05% | +0.05 |
| FLEX Flex Ltd. | New | 0.04% | +0.04 |
| ARW Arrow Electronics Inc. | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +1.6% | 0.09% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| AVGO Broadcom Inc. | Add +1.3% | 0.38% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.33% | +0.04 |
| SNX TD Synnex Corp. | Add +1.9% | 0.11% | +0.04 |
| SCHA Schwab US Small-Cap ETF | Add +0.0% | 0.28% | +0.03 |
| QCOM Qualcomm Inc. | Add +9.4% | 0.11% | +0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +6.9% | 0.15% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.22% | +0.02 |
| TROW T Rowe Price Group Inc. | Add +11.1% | 0.07% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.5% | 0.06% | +0.01 |
| NVDA Nvidia Corp. | Add +0.0% | 0.36% | +0.01 |
| V Visa Inc. Class A | Add +1.8% | 0.30% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.0% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Add +1.6% | 0.21% | +0.01 |
| BAC Bank of America Corp. | Add +10.7% | 0.07% | +0.01 |
| URTH iShares MSCI World ETF | Add +18.7% | 0.06% | +0.01 |
| RS Reliance Inc. | Add +0.4% | 0.09% | +0.01 |
| USB US Bancorp | Add +2.8% | 0.11% | +0.01 |
| IBM Intl Business Machines Corp. | Add +3.3% | 0.09% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 0.54% | +0.01 |
| WTFC Wintrust Financial Corp. | Add +0.5% | 0.10% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +4.2% | 0.14% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.9% | 0.06% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.8% | 0.15% | +0.00 |
| KO The Coca-Cola Co. | Add +5.2% | 0.08% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +3.5% | 0.16% | +0.00 |
| MRK Merck & Co. Inc. | Add +4.2% | 0.13% | +0.00 |
| BND Vanguard Total Bond Market | Add +4.0% | 0.06% | −0.00 |
| HD Home Depot Inc. | Add +1.0% | 0.23% | −0.00 |
| PG The Procter & Gamble Co. | Add +4.2% | 0.13% | −0.01 |
| MA Mastercard Inc. Class A | Add +1.7% | 0.11% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 146 | $471.4M | IWF, IWD, IWM, EFA, AAPL |
| Q1 2026 | 137 | $426.7M | IWF, IWD, IWM, EFA, AAPL |
| Q4 2025 | 136 | $432.9M | IWF, IWD, EFA, IWM, AAPL |
| Q3 2025 | 136 | $423.0M | IWF, IWD, EFA, IWM, AAPL |
| Q2 2025 | 142 | $386.2M | IWF, IWD, EFA, IWM, AAPL |
| Q1 2025 | 132 | $355.2M | IWD, IWF, EFA, IWM, AAPL |
| Q4 2024 | 138 | $366.5M | IWF, IWD, EFA, IWM, AAPL |
| Q3 2024 | 149 | $373.8M | IWF, IWD, EFA, AAPL, IWM |
| Q2 2024 | 142 | $342.7M | IWF, IWD, EFA, AAPL, IWM |
| Q1 2024 | 143 | $340.1M | IWF, IWD, EFA, IWM, AAPL |