Paulson Wealth Management Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Paulson Wealth Management Inc. reported 132 stock positions worth $355.2 million. Its top holding was iShares Russell 1000 Value E (IWD) at 14.4% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 14.2%) and iShares MSCI Eafe ETF (EFA, 9.3%). Compared with Q4 2024, it opened 3 new positions, sold out of 9, added to 46 and reduced 63. The biggest buy was iShares Russell 1000 Value E (IWD, shares +4%) and the biggest sale Apple (AAPL, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $355.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001699 ↗ filed May 12, 2025
Holdings Value
Holdings 132 stocks · $355.2M
| IWD iShares Russell 1000 Value E | 14.41% | 272,067 | $51.2M | Add +4.3% |
| IWF iShares Russell 1000 Growth | 14.19% | 139,566 | $50.4M | Add +4.7% |
| EFA iShares MSCI Eafe ETF | 9.30% | 404,067 | $33.0M | Add +2.4% |
| IWM iShares Russell 2000 ETF | 7.34% | 130,775 | $26.1M | Add +4.8% |
| AAPL Apple Inc. | 6.38% | 102,114 | $22.7M | Reduce -2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.33% | 194,793 | $15.4M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.13% | 19,897 | $11.1M | Add +0.5% |
| CWB SS SPDR BB Conv Sec ETF | 3.06% | 141,916 | $10.9M | Add +2.6% |
| SHV iShares 0-1 Year Treasury Bo | 2.91% | 93,675 | $10.3M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 2.67% | 80,158 | $9.5M | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 2.33% | 162,788 | $8.3M | Reduce -1.2% |
| MINO PIMCO Municipal Income Oppor | 1.45% | 115,183 | $5.2M | Add +0.2% |
| SCHX Schwab US Large-Cap ETF | 1.34% | 216,153 | $4.8M | Reduce -9.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.31% | 9,948 | $4.7M | Reduce -11.0% |
| QPFF American Century Qual Pref | 1.26% | 126,735 | $4.5M | Add +3.1% |
| MDY State Street SPDR S&P Midcap | 1.18% | 7,841 | $4.2M | Add +14.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.17% | 101,894 | $4.2M | Add +2.5% |
| MUB iShares National Muni Bond E | 0.78% | 26,410 | $2.8M | Reduce -1.6% |
| IVV iShares Core S&P 500 ETF | 0.78% | 4,925 | $2.8M | Reduce -0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.72% | 27,972 | $2.6M | Reduce -16.8% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.71% | 107,172 | $2.5M | Reduce -1.2% |
| SHM SS SPDR N Ice St Muni ETF | 0.64% | 47,501 | $2.3M | Reduce -5.1% |
| MSFT Microsoft Corp. | 0.62% | 5,854 | $2.2M | Reduce -3.4% |
| LAZ Lazard Inc. | 0.59% | 48,762 | $2.1M | No change |
| JPM JPMorgan Chase & Co. | 0.59% | 8,565 | $2.1M | Reduce -0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 6,211 | $1.7M | Reduce -3.9% |
| UNH Unitedhealth Group Inc. | 0.46% | 3,127 | $1.6M | Reduce -4.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.46% | 3,874 | $1.6M | Reduce -7.6% |
| V Visa Inc. Class A | 0.40% | 4,039 | $1.4M | Reduce -10.0% |
| COST Costco Wholesale Corp. | 0.39% | 1,446 | $1.4M | Reduce -1.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.37% | 5,902 | $1.3M | Reduce -35.4% |
| ABBV Abbvie Inc. | 0.35% | 5,888 | $1.2M | Reduce -3.3% |
| HD Home Depot Inc. | 0.33% | 3,217 | $1.2M | Reduce -7.0% |
| TXN Texas Instruments Inc. | 0.33% | 6,453 | $1.2M | Reduce -6.6% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 39,938 | $1.1M | Reduce -14.7% |
| BSMP Invesco Bulletshares 2025 MB | 0.31% | 44,712 | $1.1M | Add +2.7% |
| BSMQ Invesco Bulletshares 2026 MB | 0.30% | 44,521 | $1.1M | Add +4.0% |
| BSMR Invesco Bulletshares 2027 MB | 0.30% | 44,514 | $1.0M | Add +2.0% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 43,321 | $1.0M | Reduce -8.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.28% | 5,423 | $1.0M | Reduce -27.1% |
| AVGO Broadcom Inc. | 0.28% | 5,839 | $978K | Reduce -11.8% |
| PG The Procter & Gamble Co. | 0.25% | 5,303 | $904K | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.25% | 14,448 | $892K | Reduce -4.7% |
| JNJ Johnson & Johnson | 0.25% | 5,324 | $883K | Reduce -3.0% |
| XOM Exxon Mobil Corp. | 0.25% | 7,404 | $881K | Reduce -2.2% |
| NVDA Nvidia Corp. | 0.23% | 7,590 | $823K | Reduce -0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 11,849 | $806K | Add +55.4% |
| LLY Eli Lilly & Co. | 0.22% | 958 | $791K | Reduce -12.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 3,036 | $743K | Reduce -18.4% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 4,222 | $721K | No change |
| AMZN Amazon.com Inc. | 0.19% | 3,629 | $690K | Reduce -2.4% |
| BSMS Invesco Bulletshares 2028 MB | 0.19% | 29,208 | $677K | Add +9.3% |
| PRF Invesco Rafi US 1000 ETF | 0.18% | 16,185 | $654K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 4,229 | $654K | Reduce -12.2% |
| WMT Walmart Inc. | 0.18% | 7,412 | $651K | Add +2.6% |
| CAT Caterpillar Inc. | 0.17% | 1,877 | $619K | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 1,131 | $602K | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.17% | 1,347 | $602K | Add +1.4% |
| SPGI S&P Global Inc. | 0.17% | 1,172 | $595K | No change |
| MCD McDonald's Corp. | 0.17% | 1,898 | $593K | Reduce -12.0% |
| OEF iShares S&P 100 ETF | 0.17% | 2,188 | $593K | No change |
| CI The Cigna Group | 0.17% | 1,796 | $591K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 5,804 | $573K | Reduce -22.1% |
| MA Mastercard Inc. Class A | 0.16% | 1,028 | $563K | Add +9.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,147 | $555K | Reduce -5.6% |
| META Meta Platforms Inc. Class A | 0.15% | 942 | $543K | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 3,064 | $531K | Reduce -0.6% |
| CVX Chevron Corp. | 0.15% | 3,159 | $528K | Reduce -11.9% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 6,256 | $511K | Add +5.8% |
| GPI Group 1 Automotive Inc. | 0.14% | 1,324 | $506K | Add +4.5% |
| ADP Automatic Data Processing | 0.14% | 1,635 | $500K | Reduce -18.4% |
| AMGN Amgen Inc. | 0.14% | 1,595 | $497K | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.13% | 6,624 | $474K | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.13% | 3,020 | $472K | Reduce -1.8% |
| VTHR Vanguard Russell 3000 | 0.13% | 1,902 | $469K | Add +0.1% |
| PEP Pepsico Inc. | 0.13% | 3,100 | $465K | Reduce -6.3% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.13% | 5,288 | $461K | No change |
| MRK Merck & Co. Inc. | 0.13% | 4,967 | $446K | Reduce -2.8% |
| IJH iShares Core S&P Midcap ETF | 0.13% | 7,616 | $444K | Add +1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.12% | 2,746 | $441K | Reduce -10.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.12% | 10,536 | $427K | Add +8.6% |
| BSMT Invesco Bulletshares 2029 MB | 0.12% | 18,599 | $423K | Add +62.6% |
| QCOM Qualcomm Inc. | 0.12% | 2,738 | $421K | Add +0.9% |
| IWN iShares Russell 2000 Value E | 0.12% | 2,714 | $410K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 5,123 | $401K | Add +5.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 1,610 | $400K | Reduce -13.2% |
| ORCL Oracle Corp. | 0.11% | 2,847 | $398K | Reduce -1.7% |
| SCHM Schwab US Mid Cap ETF | 0.11% | 14,769 | $387K | Reduce -57.8% |
| LOW Lowe's Cos Inc. | 0.11% | 1,638 | $382K | No change |
| USB US Bancorp | 0.11% | 8,911 | $376K | Add +1.0% |
| GILD Gilead Sciences Inc. | 0.10% | 3,315 | $371K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.10% | 3,640 | $366K | No change |
| BND Vanguard Total Bond Market | 0.10% | 4,943 | $363K | Add +7.3% |
| MMM 3M Co. | 0.10% | 2,452 | $360K | Reduce -4.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.10% | 1,018 | $359K | Add +56.1% |
| X United States Steel Corp. | 0.10% | 8,493 | $359K | No change |
| VZ Verizon Communications Inc. | 0.10% | 7,714 | $350K | Reduce -4.1% |
| XLK SS Technology Select Sector | 0.09% | 1,633 | $337K | Add +0.1% |
| T AT&T Inc. | 0.09% | 11,834 | $335K | Add +1.3% |
| NEE Nextera Energy Inc. | 0.09% | 4,710 | $334K | Reduce -23.7% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -2.5% | 6.38% | −0.77 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.0% | 1.31% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -35.4% | 0.37% | −0.23 |
| SCHX Schwab US Large-Cap ETF | Reduce -9.6% | 1.34% | −0.17 |
| SCHM Schwab US Mid Cap ETF | Reduce -57.8% | 0.11% | −0.16 |
| AVGO Broadcom Inc. | Reduce -11.8% | 0.28% | −0.14 |
| VOO Vanguard S&P 500 ETF | Reduce -61.5% | 0.08% | −0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -27.1% | 0.28% | −0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -16.8% | 0.72% | −0.12 |
| MS Morgan Stanley | Sold out | 0.00% | −0.09 |
| C Citigroup Inc. | Sold out | 0.00% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -3.4% | 0.62% | −0.08 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.08 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.07 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.07 |
| DIS The Walt Disney Co. | Reduce -22.1% | 0.16% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -12.2% | 0.18% | −0.06 |
| SCHB Schwab US Broad Market ETF | Reduce -47.1% | 0.07% | −0.06 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.06 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.06 |
| DVY iShares Select Dividend ETF | Reduce -52.0% | 0.06% | −0.06 |
| OC Owens Corning | Sold out | 0.00% | −0.06 |
| SCHA Schwab US Small-Cap ETF | Reduce -8.8% | 0.29% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -18.4% | 0.21% | −0.05 |
| NVDA Nvidia Corp. | Reduce -0.1% | 0.23% | −0.05 |
| HD Home Depot Inc. | Reduce -7.0% | 0.33% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.7% | 0.31% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.9% | 0.48% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -7.6% | 0.46% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 0.19% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -6.6% | 0.33% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 0.13% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -23.7% | 0.09% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -21.2% | 0.08% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.7% | 0.11% | −0.02 |
| ADP Automatic Data Processing | Reduce -18.4% | 0.14% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -24.7% | 0.07% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -26.8% | 0.07% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.78% | −0.01 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.17% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.8% | 0.13% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -10.9% | 0.12% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.1% | 0.64% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -12.8% | 0.22% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.6% | 0.16% | −0.01 |
| PEP Pepsico Inc. | Reduce -6.3% | 0.13% | −0.01 |
| MCD McDonald's Corp. | Reduce -12.0% | 0.17% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -2.0% | 0.06% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.2% | 0.09% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IWD iShares Russell 1000 Value E | Add +4.3% | 14.41% | +1.23 |
| EFA iShares MSCI Eafe ETF | Add +2.4% | 9.30% | +1.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +2.4% | 4.33% | +0.28 |
| IEI iShares 3-7 Year Treasury Bo | Add +3.7% | 2.67% | +0.23 |
| SHV iShares 0-1 Year Treasury Bo | Add +2.6% | 2.91% | +0.17 |
| CWB SS SPDR BB Conv Sec ETF | Add +2.6% | 3.06% | +0.12 |
| MDY State Street SPDR S&P Midcap | Add +14.1% | 1.18% | +0.11 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +55.4% | 0.23% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.06% | +0.06 |
| COOP Mr Cooper Group Inc. | New | 0.06% | +0.06 |
| ABT Abbott Laboratories | New | 0.06% | +0.06 |
| QPFF American Century Qual Pref | Add +3.1% | 1.26% | +0.06 |
| BSMT Invesco Bulletshares 2029 MB | Add +62.6% | 0.12% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +56.1% | 0.10% | +0.04 |
| MINO PIMCO Municipal Income Oppor | Add +0.2% | 1.45% | +0.04 |
| MA Mastercard Inc. Class A | Add +9.1% | 0.16% | +0.02 |
| T AT&T Inc. | Add +1.3% | 0.09% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +5.8% | 0.14% | +0.02 |
| BSMQ Invesco Bulletshares 2026 MB | Add +4.0% | 0.30% | +0.02 |
| BSMS Invesco Bulletshares 2028 MB | Add +9.3% | 0.19% | +0.02 |
| PG The Procter & Gamble Co. | Add +2.2% | 0.25% | +0.02 |
| BSMP Invesco Bulletshares 2025 MB | Add +2.7% | 0.31% | +0.02 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +8.6% | 0.12% | +0.02 |
| BSMR Invesco Bulletshares 2027 MB | Add +2.0% | 0.30% | +0.01 |
| UNM Unum Group | Add +2.3% | 0.09% | +0.01 |
| BND Vanguard Total Bond Market | Add +7.3% | 0.10% | +0.01 |
| RS Reliance Inc. | Add +2.3% | 0.09% | +0.01 |
| ORI Old Republic Intl Corp. | Add +3.4% | 0.06% | +0.01 |
| WMT Walmart Inc. | Add +2.6% | 0.18% | +0.01 |
| QCOM Qualcomm Inc. | Add +0.9% | 0.12% | +0.00 |
| SANM Sanmina Corp. | Add +1.4% | 0.07% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +5.2% | 0.11% | −0.00 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Add +4.3% | 0.06% | −0.00 |
| EMR Emerson Electric Co. | Add +7.2% | 0.09% | −0.00 |
| EME Emcor Group Inc. | Add +15.4% | 0.07% | −0.00 |
| RGA Reinsurance Group of America | Add +2.5% | 0.08% | −0.00 |
| VTHR Vanguard Russell 3000 | Add +0.1% | 0.13% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.2% | 0.13% | −0.00 |
| GPI Group 1 Automotive Inc. | Add +4.5% | 0.14% | −0.00 |
| DKS Dick's Sporting Goods Inc. | Add +3.0% | 0.06% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.08% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.4% | 0.17% | −0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.09% | −0.01 |
| WSM Williams-Sonoma Inc. | Add +2.3% | 0.08% | −0.01 |
| USB US Bancorp | Add +1.0% | 0.11% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 3.13% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.5% | 1.17% | −0.05 |
| IWM iShares Russell 2000 ETF | Add +4.8% | 7.34% | −0.18 |
| IWF iShares Russell 1000 Growth | Add +4.7% | 14.19% | −0.43 |
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 |