Paulson Wealth Management Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Paulson Wealth Management Inc. reported 142 stock positions worth $386.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 15.6% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 14.1%) and iShares MSCI Eafe ETF (EFA, 8.6%). Compared with Q1 2025, it opened 15 new positions, sold out of 5, added to 59 and reduced 46. The biggest buy was a new position in Neuberger Short Duration (NBSD) and the biggest sale an exit from iShares 0-1 Year Treasury Bo (SHV).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $386.2M (Q2 2025)
- SEC Filing
- 0001172661-25-002914 ↗ filed Aug 6, 2025
Holdings Value
Holdings 142 stocks · $386.2M
| IWF iShares Russell 1000 Growth | 15.60% | 141,890 | $60.2M | Add +1.7% |
| IWD iShares Russell 1000 Value E | 14.13% | 280,992 | $54.6M | Add +3.3% |
| EFA iShares MSCI Eafe ETF | 8.60% | 371,578 | $33.2M | Reduce -8.0% |
| IWM iShares Russell 2000 ETF | 7.73% | 138,354 | $29.9M | Add +5.8% |
| AAPL Apple Inc. | 5.41% | 101,907 | $20.9M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.08% | 198,247 | $15.8M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.09% | 19,316 | $11.9M | Reduce -2.9% |
| CWB SS SPDR BB Conv Sec ETF | 3.07% | 143,546 | $11.9M | Add +1.1% |
| NBSD Neuberger Short Duration Inc. | 2.63% | 199,395 | $10.2M | New |
| IEI iShares 3-7 Year Treasury Bo | 2.52% | 81,579 | $9.7M | Add +1.8% |
| VEA Vanguard Ftse Developed ETF | 2.39% | 161,915 | $9.2M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.25% | 8,724 | $4.8M | Reduce -12.3% |
| MDY State Street SPDR S&P Midcap | 1.24% | 8,487 | $4.8M | Add +8.2% |
| QPFF American Century Qual Pref | 1.20% | 130,654 | $4.6M | Add +3.1% |
| SCHX Schwab US Large-Cap ETF | 1.19% | 187,840 | $4.6M | Reduce -13.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.18% | 106,962 | $4.6M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 0.97% | 6,046 | $3.8M | Add +22.8% |
| INMU iShares Intermediate Muni Inc. | 0.91% | 150,386 | $3.5M | New |
| MSFT Microsoft Corp. | 0.79% | 6,150 | $3.1M | Add +5.1% |
| MINO PIMCO Municipal Income Oppor | 0.76% | 66,506 | $2.9M | Reduce -42.3% |
| JPM JPMorgan Chase & Co. | 0.64% | 8,544 | $2.5M | Reduce -0.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.62% | 26,288 | $2.4M | Reduce -6.0% |
| LAZ Lazard Inc. | 0.61% | 48,762 | $2.3M | No change |
| SHM SS SPDR N Ice St Muni ETF | 0.57% | 45,810 | $2.2M | Reduce -3.6% |
| MUNI PIMCO Intermediate Municipal | 0.50% | 37,519 | $1.9M | New |
| AVGO Broadcom Inc. | 0.46% | 6,378 | $1.8M | Add +9.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.44% | 3,875 | $1.7M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 5,338 | $1.6M | Reduce -14.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 6,245 | $1.5M | Add +5.8% |
| V Visa Inc. Class A | 0.37% | 4,063 | $1.4M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.37% | 1,456 | $1.4M | Add +0.7% |
| NVDA Nvidia Corp. | 0.36% | 8,712 | $1.4M | Add +14.8% |
| GOOGL Alphabet Inc. Class A | 0.35% | 7,727 | $1.4M | Add +82.7% |
| TXN Texas Instruments Inc. | 0.34% | 6,404 | $1.3M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 7,086 | $1.3M | Add +134.6% |
| HD Home Depot Inc. | 0.31% | 3,246 | $1.2M | Add +0.9% |
| JNJ Johnson & Johnson | 0.30% | 7,499 | $1.1M | Add +40.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 15,206 | $1.1M | Add +28.3% |
| ABBV Abbvie Inc. | 0.28% | 5,884 | $1.1M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 43,102 | $1.1M | Reduce -0.5% |
| IWV iShares Russell 3000 ETF | 0.27% | 2,982 | $1.0M | New |
| AMZN Amazon.com Inc. | 0.26% | 4,649 | $1.0M | Add +28.1% |
| BSMP Invesco Bulletshares 2025 MB | 0.26% | 41,218 | $1.0M | Reduce -7.8% |
| LOW Lowe's Cos Inc. | 0.26% | 4,518 | $1.0M | Add +175.8% |
| BSMR Invesco Bulletshares 2027 MB | 0.25% | 41,456 | $973K | Reduce -6.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.24% | 40,104 | $945K | Reduce -9.9% |
| CSCO Cisco Systems Inc. | 0.24% | 13,587 | $943K | Reduce -6.0% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 5,106 | $928K | Add +66.6% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 33,979 | $900K | Reduce -14.9% |
| LLY Eli Lilly & Co. | 0.23% | 1,125 | $877K | Add +17.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.23% | 4,481 | $874K | Reduce -17.4% |
| PG The Procter & Gamble Co. | 0.22% | 5,390 | $859K | Add +1.6% |
| MRK Merck & Co. Inc. | 0.22% | 10,692 | $846K | Add +115.3% |
| UNH Unitedhealth Group Inc. | 0.22% | 2,709 | $845K | Reduce -13.4% |
| AMGN Amgen Inc. | 0.22% | 2,981 | $832K | Add +86.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.21% | 2,900 | $825K | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.21% | 7,538 | $813K | Add +1.8% |
| QCOM Qualcomm Inc. | 0.20% | 4,968 | $791K | Add +81.5% |
| QUAL iShares MSCI USA Quality Fac | 0.20% | 4,222 | $772K | No change |
| WMT Walmart Inc. | 0.19% | 7,461 | $730K | Add +0.7% |
| CAT Caterpillar Inc. | 0.18% | 1,794 | $696K | Reduce -4.4% |
| MUB iShares National Muni Bond E | 0.18% | 6,651 | $695K | Reduce -74.8% |
| META Meta Platforms Inc. Class A | 0.18% | 935 | $690K | Reduce -0.7% |
| PRF Invesco Rafi US 1000 ETF | 0.18% | 16,185 | $684K | No change |
| OEF iShares S&P 100 ETF | 0.17% | 2,188 | $666K | No change |
| LMT Lockheed Martin Corp. | 0.16% | 1,374 | $636K | Add +2.0% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.16% | 26,756 | $624K | Reduce -75.0% |
| ORCL Oracle Corp. | 0.16% | 2,847 | $622K | No change |
| SPGI S&P Global Inc. | 0.16% | 1,172 | $618K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.16% | 26,304 | $611K | Reduce -9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 2,165 | $606K | Add +0.8% |
| GPI Group 1 Automotive Inc. | 0.15% | 1,363 | $595K | Add +3.0% |
| CI The Cigna Group | 0.15% | 1,796 | $594K | No change |
| MA Mastercard Inc. Class A | 0.15% | 1,020 | $573K | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 4,610 | $572K | Reduce -20.6% |
| MCD McDonald's Corp. | 0.15% | 1,954 | $571K | Add +3.0% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,381 | $569K | Add +2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,131 | $549K | No change |
| VTHR Vanguard Russell 3000 | 0.13% | 1,900 | $518K | Reduce -0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 1,008 | $513K | Reduce -1.0% |
| ADP Automatic Data Processing | 0.13% | 1,635 | $504K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.13% | 5,180 | $487K | Add +1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 3,221 | $484K | New |
| KO The Coca-Cola Co. | 0.12% | 6,773 | $479K | Add +2.3% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.12% | 4,827 | $475K | Reduce -8.7% |
| CVX Chevron Corp. | 0.12% | 3,314 | $475K | Add +4.9% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 7,616 | $472K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,593 | $470K | Reduce -1.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.12% | 10,643 | $446K | Add +1.0% |
| PEP Pepsico Inc. | 0.11% | 3,323 | $439K | Add +7.2% |
| IWN iShares Russell 2000 Value E | 0.11% | 2,714 | $428K | No change |
| JBL Jabil Inc. | 0.11% | 1,954 | $426K | Add +1.3% |
| USB US Bancorp | 0.11% | 9,380 | $424K | Add +5.3% |
| XLK SS Technology Select Sector | 0.11% | 1,631 | $413K | Reduce -0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.11% | 2,496 | $410K | Reduce -9.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.10% | 17,648 | $401K | Reduce -5.1% |
| EME Emcor Group Inc. | 0.10% | 726 | $388K | Add +7.9% |
| EMR Emerson Electric Co. | 0.10% | 2,874 | $383K | No change |
| MMM 3M Co. | 0.10% | 2,452 | $373K | No change |
| SCHM Schwab US Mid Cap ETF | 0.10% | 13,214 | $371K | Reduce -10.5% |
Portfolio Sells Q1 2025 → Q2 2025
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −2.91 |
| AAPL Apple Inc. | Reduce -0.2% | 5.41% | −0.97 |
| EFA iShares MSCI Eafe ETF | Reduce -8.0% | 8.60% | −0.70 |
| MINO PIMCO Municipal Income Oppor | Reduce -42.3% | 0.76% | −0.69 |
| MUB iShares National Muni Bond E | Reduce -74.8% | 0.18% | −0.60 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -75.0% | 0.16% | −0.55 |
| UNH Unitedhealth Group Inc. | Reduce -13.4% | 0.22% | −0.24 |
| SCHX Schwab US Large-Cap ETF | Reduce -13.1% | 1.19% | −0.15 |
| X United States Steel Corp. | Sold out | 0.00% | −0.10 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -6.0% | 0.62% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -14.9% | 0.23% | −0.08 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −0.07 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.6% | 0.57% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.3% | 1.25% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.28% | −0.06 |
| DVY iShares Select Dividend ETF | Sold out | 0.00% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -14.1% | 0.42% | −0.06 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -17.4% | 0.23% | −0.06 |
| BSMQ Invesco Bulletshares 2026 MB | Reduce -9.9% | 0.24% | −0.05 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -7.8% | 0.26% | −0.05 |
| BSMR Invesco Bulletshares 2027 MB | Reduce -6.9% | 0.25% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 3.09% | −0.04 |
| BSMS Invesco Bulletshares 2028 MB | Reduce -9.9% | 0.16% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -25.3% | 0.07% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.1% | 0.11% | −0.02 |
| BSMT Invesco Bulletshares 2029 MB | Reduce -5.1% | 0.10% | −0.02 |
| DIS The Walt Disney Co. | Reduce -20.6% | 0.15% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.5% | 0.10% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -2.3% | 0.09% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -18.3% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.15% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.8% | 0.07% | −0.01 |
| PRU Prudential Financial Inc. | Reduce -0.3% | 0.05% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -6.0% | 0.24% | −0.01 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -8.7% | 0.12% | −0.01 |
| WSM Williams-Sonoma Inc. | Reduce -0.6% | 0.08% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 0.28% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -2.3% | 0.08% | −0.00 |
| VTHR Vanguard Russell 3000 | Reduce -0.1% | 0.13% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -4.5% | 0.21% | +0.00 |
| CAT Caterpillar Inc. | Reduce -4.4% | 0.18% | +0.01 |
| COOP Mr Cooper Group Inc. | Reduce -3.0% | 0.07% | +0.01 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.12% | +0.01 |
| SNX TD Synnex Corp. | Reduce -0.4% | 0.07% | +0.01 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.11% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -0.8% | 0.34% | +0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.18% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.0% | 0.13% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 0.64% | +0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| NBSD Neuberger Short Duration Inc. | New | 2.63% | +2.63 |
| IWF iShares Russell 1000 Growth | Add +1.7% | 15.60% | +1.41 |
| INMU iShares Intermediate Muni Inc. | New | 0.91% | +0.91 |
| MUNI PIMCO Intermediate Municipal | New | 0.50% | +0.50 |
| IWM iShares Russell 2000 ETF | Add +5.8% | 7.73% | +0.39 |
| IWV iShares Russell 3000 ETF | New | 0.27% | +0.27 |
| IVV iShares Core S&P 500 ETF | Add +22.8% | 0.97% | +0.19 |
| GOOG Alphabet Inc. Class C | Add +134.6% | 0.33% | +0.19 |
| AVGO Broadcom Inc. | Add +9.2% | 0.46% | +0.18 |
| MSFT Microsoft Corp. | Add +5.1% | 0.79% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +82.7% | 0.35% | +0.17 |
| LOW Lowe's Cos Inc. | Add +175.8% | 0.26% | +0.15 |
| IUSG iShares Core S&P U.S. Growth | New | 0.13% | +0.13 |
| NVDA Nvidia Corp. | Add +14.8% | 0.36% | +0.12 |
| MRK Merck & Co. Inc. | Add +115.3% | 0.22% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +66.6% | 0.24% | +0.09 |
| QCOM Qualcomm Inc. | Add +81.5% | 0.20% | +0.09 |
| AMGN Amgen Inc. | Add +86.9% | 0.22% | +0.08 |
| DBX Dropbox Inc. Class A | New | 0.07% | +0.07 |
| AMZN Amazon.com Inc. | Add +28.1% | 0.26% | +0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +28.3% | 0.29% | +0.07 |
| MDY State Street SPDR S&P Midcap | Add +8.2% | 1.24% | +0.07 |
| CACI Caci International Inc. Class A | New | 0.06% | +0.06 |
| RDN Radian Group Inc. | New | 0.06% | +0.06 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| XPO Xpo Inc. | New | 0.06% | +0.06 |
| F Ford Motor Co. | New | 0.06% | +0.06 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| GS Goldman Sachs Group Inc. | New | 0.05% | +0.05 |
| MTH Meritage Homes Corp. | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| JNJ Johnson & Johnson | Add +40.9% | 0.30% | +0.05 |
| JBL Jabil Inc. | Add +1.3% | 0.11% | +0.04 |
| EME Emcor Group Inc. | Add +7.9% | 0.10% | +0.03 |
| SANM Sanmina Corp. | Add +7.4% | 0.09% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.8% | 0.38% | +0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +1.1% | 0.13% | +0.01 |
| ABT Abbott Laboratories | Add +29.6% | 0.07% | +0.01 |
| GPI Group 1 Automotive Inc. | Add +3.0% | 0.15% | +0.01 |
| CWB SS SPDR BB Conv Sec ETF | Add +1.1% | 3.07% | +0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +5.0% | 1.18% | +0.01 |
| AVT Avnet Inc. | Add +10.1% | 0.08% | +0.01 |
| WMT Walmart Inc. | Add +0.7% | 0.19% | +0.01 |
| RS Reliance Inc. | Add +5.3% | 0.09% | +0.00 |
| LLY Eli Lilly & Co. | Add +17.4% | 0.23% | +0.00 |
| USB US Bancorp | Add +5.3% | 0.11% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +2.0% | 0.15% | +0.00 |
| WTFC Wintrust Financial Corp. | Add +1.3% | 0.08% | +0.00 |
| CMC Commercial Metals Co. | Add +5.2% | 0.06% | +0.00 |
| GNW Genworth Financial Inc. | Add +1.7% | 0.06% | +0.00 |
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 |