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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $340.1M Q1 2024 Q2 2024: $342.7M Q2 2024 Q3 2024: $373.8M Q3 2024 Q4 2024: $366.5M Q4 2024 Q1 2025: $355.2M Q1 2025 Q2 2025: $386.2M $386.2M Q2 2025 Q3 2025: $423.0M Q3 2025 Q4 2025: $432.9M Q4 2025 Q1 2026: $426.7M Q1 2026 Q2 2026: $471.4M Q2 2026

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%
MINT PIMCO Enhanced Short Maturit 0.09% 3,640 $366K No change
T AT&T Inc. 0.09% 12,643 $366K Add +6.8%
GILD Gilead Sciences Inc. 0.09% 3,239 $359K Reduce -2.3%
IVW iShares S&P 500 Growth ETF 0.09% 3,200 $352K No change
RS Reliance Inc. 0.09% 1,118 $351K Add +5.3%
VZ Verizon Communications Inc. 0.09% 7,971 $345K Add +3.3%
SANM Sanmina Corp. 0.09% 3,494 $342K Add +7.4%
VIG Vanguard Dividend Apprec ETF 0.09% 1,621 $332K No change
NEE Nextera Energy Inc. 0.08% 4,710 $327K No change
UNM Unum Group 0.08% 3,980 $321K Add +1.8%
VOO Vanguard S&P 500 ETF 0.08% 558 $317K Reduce -2.3%
RGA Reinsurance Group of America 0.08% 1,569 $311K Add +4.5%
AVT Avnet Inc. 0.08% 5,772 $306K Add +10.1%
WTFC Wintrust Financial Corp. 0.08% 2,454 $304K Add +1.3%
WSM Williams-Sonoma Inc. 0.08% 1,802 $294K Reduce -0.6%
PFFV Global X Variable Rate Pref 0.08% 12,746 $291K No change
DBX Dropbox Inc. Class A 0.07% 9,909 $283K New
IJR iShares Core S&P Small-Cap E 0.07% 2,592 $283K No change
CMCSA Comcast Corp. Class A 0.07% 7,937 $283K Reduce -0.8%
TMHC Taylor Morrison Home Corp. 0.07% 4,573 $281K No change
SNX TD Synnex Corp. 0.07% 2,047 $278K Reduce -0.4%
SCHB Schwab US Broad Market ETF 0.07% 11,438 $273K No change
BND Vanguard Total Bond Market 0.07% 3,693 $272K Reduce -25.3%
ABT Abbott Laboratories 0.07% 1,999 $272K Add +29.6%
CL Colgate-Palmolive Co. 0.07% 2,796 $254K No change
COOP Mr Cooper Group Inc. 0.07% 1,689 $252K Reduce -3.0%
GNW Genworth Financial Inc. 0.06% 31,712 $247K Add +1.7%
CACI Caci International Inc. Class A 0.06% 498 $237K New
DKS Dick's Sporting Goods Inc. 0.06% 1,189 $235K Add +12.6%
ORI Old Republic Intl Corp. 0.06% 6,088 $234K Add +3.7%
RDN Radian Group Inc. 0.06% 6,369 $229K New
CMC Commercial Metals Co. 0.06% 4,674 $229K Add +5.2%
SCHF Schwab Intl Equity ETF 0.06% 10,279 $227K Reduce -18.3%
MAR Marriott International Class A 0.06% 796 $217K New
XPO Xpo Inc. 0.06% 1,716 $217K New
F Ford Motor Co. filed as FORD MTR CO 0.06% 19,917 $216K New
C Citigroup Inc. 0.06% 2,532 $216K New
ESIX SS SPDR S&P 600 SC ESG ETF 0.05% 7,181 $211K Add +1.5%
PRU Prudential Financial Inc. 0.05% 1,911 $205K Reduce -0.3%
GS Goldman Sachs Group Inc. 0.05% 290 $205K New
MTH Meritage Homes Corp. 0.05% 3,027 $203K New
LIN Linde PLC 0.05% 428 $201K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 146$471.4MIWF, IWD, IWM, EFA, AAPL
Q1 2026 137$426.7MIWF, IWD, IWM, EFA, AAPL
Q4 2025 136$432.9MIWF, IWD, EFA, IWM, AAPL
Q3 2025 136$423.0MIWF, IWD, EFA, IWM, AAPL
Q2 2025 142$386.2MIWF, IWD, EFA, IWM, AAPL
Q1 2025 132$355.2MIWD, IWF, EFA, IWM, AAPL
Q4 2024 138$366.5MIWF, IWD, EFA, IWM, AAPL
Q3 2024 149$373.8MIWF, IWD, EFA, AAPL, IWM
Q2 2024 142$342.7MIWF, IWD, EFA, AAPL, IWM
Q1 2024 143$340.1MIWF, IWD, EFA, IWM, AAPL