Paulson Wealth Management Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 3, 2025), Paulson Wealth Management Inc. reported 136 stock positions worth $423.0 million. Its top holding was iShares Russell 1000 Growth (IWF) at 15.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.5%) and iShares MSCI Eafe ETF (EFA, 8.2%). Compared with Q2 2025, it opened 3 new positions, sold out of 9, added to 44 and reduced 61. The biggest buy was a new position in iShares Preferred & Income S (PFF) and the biggest sale an exit from American Century Qual Pref (QPFF).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $423.0M (Q3 2025)
- SEC Filing
- 0001172661-25-004553 ↗ filed Nov 3, 2025
Holdings Value
Holdings 136 stocks · $423.0M
| IWF iShares Russell 1000 Growth | 15.67% | 141,547 | $66.3M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 13.54% | 281,329 | $57.3M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 8.21% | 371,886 | $34.7M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 7.97% | 139,295 | $33.7M | Add +0.7% |
| AAPL Apple Inc. | 5.84% | 97,097 | $24.7M | Reduce -4.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.09% | 216,247 | $17.3M | Add +9.1% |
| CWB SS SPDR BB Conv Sec ETF | 3.46% | 161,948 | $14.7M | Add +12.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.05% | 19,337 | $12.9M | Add +0.1% |
| NBSD Neuberger Short Duration Inc. | 2.65% | 218,927 | $11.2M | Add +9.8% |
| IEI iShares 3-7 Year Treasury Bo | 2.53% | 89,484 | $10.7M | Add +9.7% |
| VEA Vanguard Ftse Developed ETF | 2.46% | 173,576 | $10.4M | Add +7.2% |
| MDY State Street SPDR S&P Midcap | 1.50% | 10,635 | $6.3M | Add +25.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.33% | 121,445 | $5.6M | Add +13.5% |
| PFF iShares Preferred & Income S | 1.24% | 165,499 | $5.2M | New |
| INMU iShares Intermediate Muni Inc. | 1.16% | 204,724 | $4.9M | Add +36.1% |
| SCHX Schwab US Large-Cap ETF | 1.10% | 176,470 | $4.6M | Reduce -6.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.06% | 7,456 | $4.5M | Reduce -14.5% |
| IVV iShares Core S&P 500 ETF | 0.95% | 6,027 | $4.0M | Reduce -0.3% |
| MUNI PIMCO Intermediate Municipal | 0.81% | 65,590 | $3.4M | Add +74.8% |
| MINO PIMCO Municipal Income Oppor | 0.74% | 68,781 | $3.1M | Add +3.4% |
| MSFT Microsoft Corp. | 0.74% | 6,012 | $3.1M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.63% | 8,446 | $2.7M | Reduce -1.1% |
| LAZ Lazard Inc. | 0.61% | 48,762 | $2.6M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.57% | 12,700 | $2.4M | Add +148.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.55% | 25,459 | $2.3M | Reduce -3.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.49% | 43,426 | $2.1M | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 0.46% | 7,925 | $1.9M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 5,336 | $1.8M | Reduce -0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.41% | 3,766 | $1.7M | Reduce -2.8% |
| AVGO Broadcom Inc. | 0.41% | 5,269 | $1.7M | Reduce -17.4% |
| GOOG Alphabet Inc. Class C | 0.41% | 7,086 | $1.7M | No change |
| NVDA Nvidia Corp. | 0.39% | 8,827 | $1.6M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.36% | 6,034 | $1.5M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.32% | 7,397 | $1.4M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.32% | 1,458 | $1.3M | Add +0.1% |
| BSMR Invesco Bulletshares 2027 MB | 0.32% | 56,937 | $1.3M | Add +37.3% |
| V Visa Inc. Class A | 0.31% | 3,900 | $1.3M | Reduce -4.0% |
| BSMQ Invesco Bulletshares 2026 MB | 0.31% | 55,210 | $1.3M | Add +37.7% |
| ABBV Abbvie Inc. | 0.30% | 5,529 | $1.3M | Reduce -6.0% |
| BSMP Invesco Bulletshares 2025 MB | 0.30% | 51,825 | $1.3M | Add +25.7% |
| HD Home Depot Inc. | 0.29% | 3,056 | $1.2M | Reduce -5.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.29% | 15,162 | $1.2M | Reduce -0.3% |
| IWV iShares Russell 3000 ETF | 0.27% | 2,982 | $1.1M | No change |
| TXN Texas Instruments Inc. | 0.27% | 6,121 | $1.1M | Reduce -4.4% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 39,887 | $1.1M | Reduce -7.5% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.26% | 10,924 | $1.1M | Add +126.3% |
| LOW Lowe's Cos Inc. | 0.26% | 4,408 | $1.1M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.25% | 4,760 | $1.0M | Add +2.4% |
| CSCO Cisco Systems Inc. | 0.22% | 13,501 | $924K | Reduce -0.6% |
| BSMS Invesco Bulletshares 2028 MB | 0.21% | 38,440 | $900K | Add +46.1% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 32,861 | $897K | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,504 | $865K | Reduce -7.6% |
| AMGN Amgen Inc. | 0.20% | 3,058 | $863K | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 4,084 | $852K | Reduce -8.9% |
| CAT Caterpillar Inc. | 0.20% | 1,783 | $851K | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.20% | 1,103 | $842K | Reduce -2.0% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.19% | 34,591 | $824K | Add +29.3% |
| XOM Exxon Mobil Corp. | 0.19% | 7,296 | $823K | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.19% | 9,725 | $816K | Reduce -9.0% |
| QCOM Qualcomm Inc. | 0.19% | 4,717 | $785K | Reduce -5.0% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,965 | $771K | Reduce -6.1% |
| PG The Procter & Gamble Co. | 0.18% | 4,971 | $764K | Reduce -7.8% |
| WMT Walmart Inc. | 0.17% | 7,082 | $730K | Reduce -5.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.17% | 30,237 | $698K | Add +71.3% |
| META Meta Platforms Inc. Class A | 0.16% | 938 | $689K | Add +0.3% |
| OEF iShares S&P 100 ETF | 0.16% | 2,000 | $666K | Reduce -8.6% |
| MUB iShares National Muni Bond E | 0.15% | 6,061 | $645K | Reduce -8.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,161 | $635K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.15% | 2,254 | $634K | Reduce -20.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,231 | $619K | Add +8.8% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,622 | $616K | Add +3.8% |
| LMT Lockheed Martin Corp. | 0.14% | 1,202 | $600K | Reduce -12.5% |
| GPI Group 1 Automotive Inc. | 0.14% | 1,363 | $596K | No change |
| MA Mastercard Inc. Class A | 0.14% | 1,025 | $583K | Add +0.5% |
| MCD McDonald's Corp. | 0.14% | 1,915 | $582K | Reduce -2.0% |
| SPGI S&P Global Inc. | 0.13% | 1,172 | $570K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.13% | 1,937 | $569K | Reduce -33.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.13% | 5,701 | $567K | Add +10.1% |
| VTHR Vanguard Russell 3000 | 0.13% | 1,900 | $559K | No change |
| JBL Jabil Inc. | 0.13% | 2,554 | $555K | Add +30.7% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 3,221 | $530K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 4,544 | $520K | Reduce -1.4% |
| CI The Cigna Group | 0.12% | 1,796 | $518K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.12% | 1,050 | $515K | Add +4.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.12% | 11,689 | $512K | Add +9.8% |
| CVX Chevron Corp. | 0.11% | 3,122 | $485K | Reduce -5.8% |
| ADP Automatic Data Processing | 0.11% | 1,635 | $480K | No change |
| IWN iShares Russell 2000 Value E | 0.11% | 2,714 | $480K | No change |
| EME Emcor Group Inc. | 0.11% | 726 | $472K | No change |
| GILD Gilead Sciences Inc. | 0.10% | 3,820 | $424K | Add +17.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,488 | $420K | Reduce -6.6% |
| USB US Bancorp | 0.10% | 8,607 | $416K | Reduce -8.2% |
| MINT PIMCO Enhanced Short Maturit | 0.10% | 4,113 | $414K | Add +13.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 2,335 | $408K | Reduce -6.5% |
| XLK SS Technology Select Sector | 0.10% | 1,442 | $406K | Reduce -11.6% |
| KO The Coca-Cola Co. | 0.10% | 6,082 | $403K | Reduce -10.2% |
| SANM Sanmina Corp. | 0.10% | 3,494 | $402K | No change |
| PEP Pepsico Inc. | 0.09% | 2,785 | $391K | Reduce -16.2% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,200 | $386K | No change |
| WSM Williams-Sonoma Inc. | 0.08% | 1,802 | $352K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| QPFF American Century Qual Pref | Sold out | 0.00% | −1.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -14.5% | 1.06% | −0.19 |
| PRF Invesco Rafi US 1000 ETF | Sold out | 0.00% | −0.18 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.12 |
| SCHX Schwab US Large-Cap ETF | Reduce -6.0% | 1.10% | −0.09 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.08 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -33.2% | 0.13% | −0.08 |
| TXN Texas Instruments Inc. | Reduce -4.4% | 0.27% | −0.08 |
| PFFV Global X Variable Rate Pref | Sold out | 0.00% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.07 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.2% | 0.49% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -3.1% | 0.55% | −0.07 |
| COOP Mr Cooper Group Inc. | Sold out | 0.00% | −0.07 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.06 |
| V Visa Inc. Class A | Reduce -4.0% | 0.31% | −0.06 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.74% | −0.06 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.05 |
| AVGO Broadcom Inc. | Reduce -17.4% | 0.41% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -7.8% | 0.18% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.8% | 0.41% | −0.03 |
| KO The Coca-Cola Co. | Reduce -10.2% | 0.10% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 0.20% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -8.9% | 0.15% | −0.03 |
| T AT&T Inc. | Reduce -19.1% | 0.07% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -9.0% | 0.19% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -19.6% | 0.05% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.22% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.12% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -8.9% | 0.20% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -12.5% | 0.14% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -6.6% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -16.2% | 0.09% | −0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.3% | 0.21% | −0.02 |
| AVT Avnet Inc. | Reduce -17.6% | 0.06% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.4% | 0.36% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -5.0% | 0.19% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -7.5% | 0.26% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 0.95% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.1% | 0.18% | −0.02 |
| WMT Walmart Inc. | Reduce -5.1% | 0.17% | −0.02 |
| EMR Emerson Electric Co. | Reduce -6.6% | 0.08% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 0.19% | −0.02 |
| HD Home Depot Inc. | Reduce -5.8% | 0.29% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -8.6% | 0.16% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -7.6% | 0.20% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -10.9% | 0.08% | −0.01 |
| MMM 3M Co. | Reduce -7.5% | 0.08% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.63% | −0.01 |
| USB US Bancorp | Reduce -8.2% | 0.10% | −0.01 |
| ORCL Oracle Corp. | Reduce -20.8% | 0.15% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| PFF iShares Preferred & Income S | New | 1.24% | +1.24 |
| CWB SS SPDR BB Conv Sec ETF | Add +12.8% | 3.46% | +0.39 |
| RSP Invesco S&P 500 Equal Weight | Add +148.7% | 0.57% | +0.33 |
| MUNI PIMCO Intermediate Municipal | Add +74.8% | 0.81% | +0.31 |
| MDY State Street SPDR S&P Midcap | Add +25.3% | 1.50% | +0.25 |
| INMU iShares Intermediate Muni Inc. | Add +36.1% | 1.16% | +0.25 |
| IWM iShares Russell 2000 ETF | Add +0.7% | 7.97% | +0.24 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +13.5% | 1.33% | +0.15 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Add +126.3% | 0.26% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.46% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +7.2% | 2.46% | +0.07 |
| BSMR Invesco Bulletshares 2027 MB | Add +37.3% | 0.32% | +0.07 |
| BSMQ Invesco Bulletshares 2026 MB | Add +37.7% | 0.31% | +0.06 |
| BSMT Invesco Bulletshares 2029 MB | Add +71.3% | 0.17% | +0.06 |
| ABG Asbury Automotive Group | New | 0.06% | +0.06 |
| BSMS Invesco Bulletshares 2028 MB | Add +46.1% | 0.21% | +0.05 |
| TROW T Rowe Price Group Inc. | New | 0.05% | +0.05 |
| BSMP Invesco Bulletshares 2025 MB | Add +25.7% | 0.30% | +0.04 |
| MMIN Nylim Mackay Muni Insured Et | Add +29.3% | 0.19% | +0.03 |
| NVDA Nvidia Corp. | Add +1.3% | 0.39% | +0.03 |
| JBL Jabil Inc. | Add +30.7% | 0.13% | +0.02 |
| NBSD Neuberger Short Duration Inc. | Add +9.8% | 2.65% | +0.02 |
| C Citigroup Inc. | Add +17.2% | 0.07% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +9.7% | 2.53% | +0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +10.1% | 0.13% | +0.01 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Add +17.0% | 0.06% | +0.01 |
| GILD Gilead Sciences Inc. | Add +17.9% | 0.10% | +0.01 |
| ABT Abbott Laboratories | Add +21.2% | 0.08% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +9.8% | 0.12% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +9.1% | 4.09% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.8% | 0.15% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +3.8% | 0.06% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Add +2.9% | 0.06% | +0.00 |
| MINT PIMCO Enhanced Short Maturit | Add +13.0% | 0.10% | +0.00 |
| ESGD iShares Trust iShares ESG Aw | Add +3.8% | 0.15% | −0.00 |
| CACI Caci International Inc. Class A | Add +1.0% | 0.06% | −0.00 |
| MA Mastercard Inc. Class A | Add +0.5% | 0.14% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.2% | 0.12% | −0.01 |
| AMGN Amgen Inc. | Add +2.6% | 0.20% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.16% | −0.02 |
| RS Reliance Inc. | Add +0.8% | 0.07% | −0.02 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.25% | −0.02 |
| MINO PIMCO Municipal Income Oppor | Add +3.4% | 0.74% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 3.05% | −0.04 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.32% | −0.05 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 8.21% | −0.39 |
| IWD iShares Russell 1000 Value E | Add +0.1% | 13.54% | −0.59 |
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 |