Paulson Wealth Management Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Paulson Wealth Management Inc. reported 138 stock positions worth $366.5 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.6% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.2%) and iShares MSCI Eafe ETF (EFA, 8.1%). Compared with Q3 2024, it opened 6 new positions, sold out of 17, added to 35 and reduced 85. The biggest buy was iShares Russell 1000 Growth (IWF, shares +2%) and the biggest sale iShares MSCI Eafe ETF (EFA, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $366.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000735 ↗ filed Feb 13, 2025
Holdings Value
Holdings 138 stocks · $366.5M
| IWF iShares Russell 1000 Growth | 14.61% | 133,357 | $53.6M | Add +2.4% |
| IWD iShares Russell 1000 Value E | 13.18% | 260,846 | $48.3M | Add +13.5% |
| EFA iShares MSCI Eafe ETF | 8.14% | 394,462 | $29.8M | Reduce -17.5% |
| IWM iShares Russell 2000 ETF | 7.52% | 124,747 | $27.6M | Add +12.1% |
| AAPL Apple Inc. | 7.16% | 104,764 | $26.2M | Reduce -1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.05% | 190,183 | $14.8M | Add +3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.17% | 19,804 | $11.6M | Reduce -4.1% |
| CWB SS SPDR BB Conv Sec ETF | 2.94% | 138,259 | $10.8M | Reduce -2.2% |
| SHV iShares 0-1 Year Treasury Bo | 2.74% | 91,280 | $10.1M | Add +5.8% |
| IEI iShares 3-7 Year Treasury Bo | 2.44% | 77,298 | $8.9M | Add +13.6% |
| VEA Vanguard Ftse Developed ETF | 2.15% | 164,762 | $7.9M | Reduce -6.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.56% | 11,180 | $5.7M | Reduce -5.6% |
| SCHX Schwab US Large-Cap ETF | 1.51% | 239,152 | $5.5M | Reduce -7.6% |
| MINO PIMCO Municipal Income Oppor | 1.41% | 114,989 | $5.2M | Reduce -7.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.22% | 99,422 | $4.5M | Reduce -5.4% |
| QPFF American Century Qual Pref | 1.21% | 122,905 | $4.4M | Add +23.2% |
| MDY State Street SPDR S&P Midcap | 1.07% | 6,871 | $3.9M | Add +3.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.84% | 33,605 | $3.1M | Reduce -21.4% |
| IVV iShares Core S&P 500 ETF | 0.79% | 4,939 | $2.9M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 0.78% | 26,828 | $2.9M | Reduce -5.7% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.71% | 108,503 | $2.6M | Reduce -2.0% |
| MSFT Microsoft Corp. | 0.70% | 6,057 | $2.6M | Reduce -7.9% |
| LAZ Lazard Inc. | 0.69% | 48,762 | $2.5M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.65% | 50,036 | $2.4M | Reduce -12.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 9,139 | $2.2M | Reduce -22.4% |
| JPM JPMorgan Chase & Co. | 0.56% | 8,625 | $2.1M | Reduce -12.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 6,460 | $1.9M | Reduce -8.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.49% | 4,193 | $1.8M | Reduce -19.4% |
| UNH Unitedhealth Group Inc. | 0.45% | 3,286 | $1.7M | Reduce -7.5% |
| AVGO Broadcom Inc. | 0.42% | 6,618 | $1.5M | Reduce -19.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.40% | 7,443 | $1.5M | Reduce -21.6% |
| V Visa Inc. Class A | 0.39% | 4,488 | $1.4M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.37% | 1,470 | $1.3M | No change |
| HD Home Depot Inc. | 0.37% | 3,459 | $1.3M | Reduce -5.2% |
| TXN Texas Instruments Inc. | 0.35% | 6,909 | $1.3M | Reduce -7.6% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 46,833 | $1.3M | Reduce -8.4% |
| SCHA Schwab US Small-Cap ETF | 0.34% | 47,509 | $1.2M | Reduce -7.8% |
| ABBV Abbvie Inc. | 0.30% | 6,088 | $1.1M | Reduce -4.8% |
| BSMP Invesco Bulletshares 2025 MB | 0.29% | 43,552 | $1.1M | Add +6.9% |
| BSMR Invesco Bulletshares 2027 MB | 0.28% | 43,627 | $1.0M | Add +6.2% |
| NVDA Nvidia Corp. | 0.28% | 7,595 | $1.0M | Reduce -1.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.28% | 42,816 | $1.0M | Add +8.9% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 34,981 | $969K | Reduce -15.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.26% | 3,722 | $945K | Reduce -31.1% |
| GOOGL Alphabet Inc. Class A | 0.25% | 4,814 | $911K | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.24% | 15,156 | $897K | Reduce -9.9% |
| PG The Procter & Gamble Co. | 0.24% | 5,190 | $870K | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.23% | 1,099 | $848K | Add +4.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 7,454 | $830K | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.22% | 3,718 | $816K | Reduce -11.3% |
| XOM Exxon Mobil Corp. | 0.22% | 7,574 | $815K | Reduce -5.6% |
| VOO Vanguard S&P 500 ETF | 0.22% | 1,485 | $800K | Reduce -22.7% |
| JNJ Johnson & Johnson | 0.22% | 5,491 | $794K | Reduce -11.1% |
| QUAL iShares MSCI USA Quality Fac | 0.21% | 4,222 | $752K | No change |
| CAT Caterpillar Inc. | 0.19% | 1,898 | $689K | Reduce -9.9% |
| WMT Walmart Inc. | 0.18% | 7,227 | $653K | Add +15.3% |
| PRF Invesco Rafi US 1000 ETF | 0.18% | 16,185 | $653K | No change |
| LMT Lockheed Martin Corp. | 0.18% | 1,328 | $645K | Reduce -1.7% |
| OEF iShares S&P 100 ETF | 0.17% | 2,188 | $632K | No change |
| MCD McDonald's Corp. | 0.17% | 2,156 | $625K | Add +7.4% |
| BSMS Invesco Bulletshares 2028 MB | 0.17% | 26,719 | $623K | Add +49.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,275 | $601K | Reduce -5.7% |
| ADP Automatic Data Processing | 0.16% | 2,004 | $587K | No change |
| GOOG Alphabet Inc. Class C | 0.16% | 3,076 | $586K | Add +0.5% |
| SPGI S&P Global Inc. | 0.16% | 1,172 | $584K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.15% | 968 | $567K | Add +0.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 7,624 | $545K | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 3,082 | $540K | Reduce -9.6% |
| GPI Group 1 Automotive Inc. | 0.15% | 1,267 | $534K | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,149 | $521K | Reduce -1.0% |
| CVX Chevron Corp. | 0.14% | 3,586 | $519K | Reduce -25.8% |
| MRK Merck & Co. Inc. | 0.14% | 5,109 | $508K | Reduce -19.2% |
| PEP Pepsico Inc. | 0.14% | 3,309 | $503K | Add +10.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 3,083 | $499K | Reduce -4.0% |
| MA Mastercard Inc. Class A | 0.14% | 942 | $496K | Reduce -2.3% |
| CI The Cigna Group | 0.14% | 1,796 | $496K | Reduce -0.2% |
| VTHR Vanguard Russell 3000 | 0.13% | 1,900 | $494K | No change |
| SCHB Schwab US Broad Market ETF | 0.13% | 21,607 | $490K | Reduce -9.3% |
| ORCL Oracle Corp. | 0.13% | 2,895 | $482K | Reduce -2.3% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.13% | 5,288 | $475K | Reduce -14.8% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 7,529 | $469K | Reduce -1.8% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 5,914 | $450K | Add +2.8% |
| IWN iShares Russell 2000 Value E | 0.12% | 2,714 | $446K | No change |
| NEE Nextera Energy Inc. | 0.12% | 6,171 | $442K | Reduce -1.4% |
| DVY iShares Select Dividend ETF | 0.12% | 3,358 | $441K | Reduce -31.7% |
| AMGN Amgen Inc. | 0.12% | 1,656 | $432K | Reduce -12.3% |
| USB US Bancorp | 0.12% | 8,824 | $422K | Reduce -2.5% |
| KO The Coca-Cola Co. | 0.11% | 6,721 | $418K | Add +8.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 4,872 | $418K | Add +2.6% |
| QCOM Qualcomm Inc. | 0.11% | 2,714 | $417K | Reduce -2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,854 | $408K | Reduce -9.3% |
| LOW Lowe's Cos Inc. | 0.11% | 1,638 | $404K | Reduce -7.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.10% | 9,704 | $382K | Add +2.9% |
| CMCSA Comcast Corp. Class A | 0.10% | 10,157 | $381K | Reduce -8.5% |
| XLK SS Technology Select Sector | 0.10% | 1,631 | $379K | Reduce -8.0% |
| MINT PIMCO Enhanced Short Maturit | 0.10% | 3,640 | $365K | New |
| MS Morgan Stanley | 0.09% | 2,727 | $343K | No change |
| CL Colgate-Palmolive Co. | 0.09% | 3,715 | $338K | No change |
| EMR Emerson Electric Co. | 0.09% | 2,682 | $332K | Add +0.3% |
| BND Vanguard Total Bond Market | 0.09% | 4,609 | $331K | Add +3.2% |
Portfolio Sells Q3 2024 → Q4 2024
| EFA iShares MSCI Eafe ETF | Reduce -17.5% | 8.14% | −2.56 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.2% | 2.15% | −0.33 |
| BSMO Invesco Bulletshares 2024 MB | Sold out | 0.00% | −0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -21.4% | 0.84% | −0.21 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -22.4% | 0.60% | −0.15 |
| MINO PIMCO Municipal Income Oppor | Reduce -7.5% | 1.41% | −0.12 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -21.6% | 0.40% | −0.11 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -19.4% | 0.49% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -7.5% | 0.45% | −0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -31.1% | 0.26% | −0.09 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -12.2% | 0.65% | −0.09 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.07 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.07 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.07 |
| ARW Arrow Electronics Inc. | Sold out | 0.00% | −0.07 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.07 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.07 |
| NSIT Insight Enterprises Inc. | Sold out | 0.00% | −0.07 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -7.9% | 0.70% | −0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -5.4% | 1.22% | −0.06 |
| TOL Toll Brothers Inc. | Sold out | 0.00% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -7.6% | 0.35% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -31.7% | 0.12% | −0.06 |
| LIN Linde PLC | Sold out | 0.00% | −0.06 |
| KBH KB Home | Sold out | 0.00% | −0.06 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.06 |
| PSX Phillips 66 | Sold out | 0.00% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.6% | 1.51% | −0.05 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -19.2% | 0.14% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -22.7% | 0.22% | −0.05 |
| JNJ Johnson & Johnson | Reduce -11.1% | 0.22% | −0.05 |
| CVX Chevron Corp. | Reduce -25.8% | 0.14% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -5.7% | 0.78% | −0.05 |
| AMGN Amgen Inc. | Reduce -12.3% | 0.12% | −0.04 |
| PFFV Global X Variable Rate Pref | Reduce -35.3% | 0.08% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -15.8% | 0.26% | −0.04 |
| ABBV Abbvie Inc. | Reduce -4.8% | 0.30% | −0.04 |
| UPS United Parcel Service Class B | Reduce -32.5% | 0.07% | −0.04 |
| SCHF Schwab Intl Equity ETF | Reduce -24.0% | 0.09% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.4% | 0.35% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -1.7% | 0.18% | −0.04 |
| DKS Dick's Sporting Goods Inc. | Reduce -41.1% | 0.06% | −0.03 |
| CAT Caterpillar Inc. | Reduce -9.9% | 0.19% | −0.03 |
| CI The Cigna Group | Reduce -0.2% | 0.14% | −0.03 |
| SXC Suncoke Energy Inc. | Sold out | 0.00% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.22% | −0.03 |
| HD Home Depot Inc. | Reduce -5.2% | 0.37% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| IWF iShares Russell 1000 Growth | Add +2.4% | 14.61% | +1.53 |
| IWD iShares Russell 1000 Value E | Add +13.5% | 13.18% | +1.51 |
| IWM iShares Russell 2000 ETF | Add +12.1% | 7.52% | +0.94 |
| IEI iShares 3-7 Year Treasury Bo | Add +13.6% | 2.44% | +0.26 |
| SHV iShares 0-1 Year Treasury Bo | Add +5.8% | 2.74% | +0.19 |
| QPFF American Century Qual Pref | Add +23.2% | 1.21% | +0.19 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +3.9% | 4.05% | +0.16 |
| MINT PIMCO Enhanced Short Maturit | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| BSMT Invesco Bulletshares 2029 MB | New | 0.07% | +0.07 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| XPO Xpo Inc. | New | 0.06% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.06% | +0.06 |
| BSMS Invesco Bulletshares 2028 MB | Add +49.6% | 0.17% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +3.2% | 1.07% | +0.05 |
| WMT Walmart Inc. | Add +15.3% | 0.18% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.25% | +0.04 |
| BSMQ Invesco Bulletshares 2026 MB | Add +8.9% | 0.28% | +0.03 |
| BSMP Invesco Bulletshares 2025 MB | Add +6.9% | 0.29% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.16% | +0.02 |
| BSMR Invesco Bulletshares 2027 MB | Add +6.2% | 0.28% | +0.02 |
| WSM Williams-Sonoma Inc. | Add +2.8% | 0.09% | +0.02 |
| EMR Emerson Electric Co. | Add +0.3% | 0.09% | +0.01 |
| PRU Prudential Financial Inc. | Add +18.0% | 0.06% | +0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +2.6% | 0.11% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +6.8% | 0.07% | +0.01 |
| SNX TD Synnex Corp. | Add +13.8% | 0.07% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.4% | 0.15% | +0.01 |
| MCD McDonald's Corp. | Add +7.4% | 0.17% | +0.01 |
| AVT Avnet Inc. | Add +6.3% | 0.07% | +0.00 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Add +3.0% | 0.06% | +0.00 |
| PEP Pepsico Inc. | Add +10.8% | 0.14% | +0.00 |
| SPGI S&P Global Inc. | Add +2.4% | 0.16% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.4% | 0.08% | +0.00 |
| BND Vanguard Total Bond Market | Add +3.2% | 0.09% | +0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +2.9% | 0.10% | −0.00 |
| TMHC Taylor Morrison Home Corp. | Add +7.3% | 0.08% | −0.00 |
| CMC Commercial Metals Co. | Add +1.4% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Add +8.3% | 0.11% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +2.8% | 0.12% | −0.01 |
| LLY Eli Lilly & Co. | Add +4.1% | 0.23% | −0.02 |
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 |