Paulson Wealth Management Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 5, 2026), Paulson Wealth Management Inc. reported 136 stock positions worth $432.9 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.6% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.1%) and iShares MSCI Eafe ETF (EFA, 8.1%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 36 and reduced 69. The biggest buy was PIMCO Enhanced Short Maturit (MINT, shares +780%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $432.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000481 ↗ filed Feb 5, 2026
Holdings Value
Holdings 136 stocks · $432.9M
| IWF iShares Russell 1000 Growth | 14.65% | 133,967 | $63.4M | Reduce -5.4% |
| IWD iShares Russell 1000 Value E | 13.14% | 270,484 | $56.9M | Reduce -3.9% |
| EFA iShares MSCI Eafe ETF | 8.11% | 365,411 | $35.1M | Reduce -1.7% |
| IWM iShares Russell 2000 ETF | 8.09% | 142,345 | $35.0M | Add +2.2% |
| AAPL Apple Inc. | 6.00% | 95,553 | $26.0M | Reduce -1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.53% | 245,899 | $19.6M | Add +13.7% |
| CWB SS SPDR BB Conv Sec ETF | 3.42% | 165,923 | $14.8M | Add +2.5% |
| NBSD Neuberger Short Duration Inc. | 2.91% | 245,967 | $12.6M | Add +12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.88% | 18,266 | $12.5M | Reduce -5.5% |
| IEI iShares 3-7 Year Treasury Bo | 2.66% | 96,575 | $11.5M | Add +7.9% |
| VEA Vanguard Ftse Developed ETF | 2.51% | 173,676 | $10.8M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 1.59% | 11,421 | $6.9M | Add +7.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.40% | 128,966 | $6.0M | Add +6.2% |
| PFF iShares Preferred & Income S | 1.25% | 174,888 | $5.4M | Add +5.7% |
| SHM SS SPDR N Ice St Muni ETF | 1.18% | 106,176 | $5.1M | Add +144.5% |
| INMU iShares Intermediate Muni Inc. | 1.12% | 200,971 | $4.8M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.06% | 7,439 | $4.6M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 1.01% | 22,896 | $4.4M | Add +80.3% |
| SCHX Schwab US Large-Cap ETF | 0.97% | 156,674 | $4.2M | Reduce -11.2% |
| IVV iShares Core S&P 500 ETF | 0.92% | 5,797 | $4.0M | Reduce -3.8% |
| MINT PIMCO Enhanced Short Maturit | 0.84% | 36,185 | $3.6M | Add +779.8% |
| MINO PIMCO Municipal Income Oppor | 0.82% | 78,272 | $3.5M | Add +13.8% |
| MUNI PIMCO Intermediate Municipal | 0.77% | 63,995 | $3.4M | Reduce -2.4% |
| MSFT Microsoft Corp. | 0.67% | 5,994 | $2.9M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.60% | 8,099 | $2.6M | Reduce -4.1% |
| LAZ Lazard Inc. | 0.55% | 48,762 | $2.4M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.42% | 3,807 | $1.8M | Add +1.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.42% | 19,982 | $1.8M | Reduce -21.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 5,435 | $1.8M | Add +1.9% |
| AVGO Broadcom Inc. | 0.39% | 4,924 | $1.7M | Reduce -6.5% |
| NVDA Nvidia Corp. | 0.39% | 9,015 | $1.7M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.37% | 5,052 | $1.6M | Reduce -36.3% |
| JNJ Johnson & Johnson | 0.34% | 7,050 | $1.5M | Reduce -4.7% |
| BSMR Invesco Bulletshares 2027 MB | 0.33% | 59,676 | $1.4M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.33% | 4,496 | $1.4M | Reduce -36.5% |
| BSMQ Invesco Bulletshares 2026 MB | 0.32% | 57,845 | $1.4M | Add +4.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 5,268 | $1.4M | Reduce -12.7% |
| V Visa Inc. Class A | 0.31% | 3,872 | $1.4M | Reduce -0.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 14,391 | $1.2M | Reduce -5.1% |
| LLY Eli Lilly & Co. | 0.27% | 1,103 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.27% | 5,128 | $1.2M | Reduce -7.3% |
| IWV iShares Russell 3000 ETF | 0.26% | 2,938 | $1.1M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.25% | 4,760 | $1.1M | No change |
| COST Costco Wholesale Corp. | 0.25% | 1,266 | $1.1M | Reduce -13.2% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 37,167 | $1.1M | Reduce -6.8% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.24% | 10,186 | $1.0M | Reduce -6.8% |
| TXN Texas Instruments Inc. | 0.24% | 5,944 | $1.0M | Reduce -2.9% |
| AMGN Amgen Inc. | 0.23% | 3,095 | $1.0M | Add +1.2% |
| CSCO Cisco Systems Inc. | 0.23% | 13,125 | $1.0M | Reduce -2.8% |
| HD Home Depot Inc. | 0.23% | 2,931 | $1.0M | Reduce -4.1% |
| CAT Caterpillar Inc. | 0.23% | 1,751 | $1.0M | Reduce -1.8% |
| LOW Lowe's Cos Inc. | 0.23% | 4,152 | $1.0M | Reduce -5.8% |
| MRK Merck & Co. Inc. | 0.23% | 9,464 | $996K | Reduce -2.7% |
| BSMS Invesco Bulletshares 2028 MB | 0.22% | 40,788 | $959K | Add +6.1% |
| SCHD Schwab US DVD Equity ETF | 0.21% | 32,900 | $902K | Add +0.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.21% | 38,523 | $892K | Add +27.4% |
| XOM Exxon Mobil Corp. | 0.20% | 7,368 | $887K | Add +1.0% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.19% | 33,870 | $811K | Reduce -2.1% |
| QCOM Qualcomm Inc. | 0.19% | 4,699 | $804K | Reduce -0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,965 | $788K | No change |
| WMT Walmart Inc. | 0.17% | 6,556 | $730K | Reduce -7.4% |
| ESGD iShares Trust iShares ESG Aw | 0.16% | 7,394 | $703K | Add +11.7% |
| OEF iShares S&P 100 ETF | 0.16% | 2,000 | $686K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 2,005 | $662K | Reduce -19.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,180 | $633K | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.14% | 935 | $617K | Reduce -0.3% |
| SPGI S&P Global Inc. | 0.14% | 1,172 | $612K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.14% | 6,112 | $598K | Add +7.2% |
| MCD McDonald's Corp. | 0.14% | 1,932 | $590K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,161 | $584K | Reduce -5.7% |
| MA Mastercard Inc. Class A | 0.13% | 1,009 | $576K | Reduce -1.6% |
| VTHR Vanguard Russell 3000 | 0.13% | 1,900 | $571K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.13% | 12,486 | $562K | Add +6.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.13% | 2,650 | $561K | Reduce -35.1% |
| LMT Lockheed Martin Corp. | 0.13% | 1,139 | $551K | Reduce -5.2% |
| IUSG iShares Core S&P U.S. Growth | 0.12% | 3,221 | $541K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 2,399 | $527K | Add +48.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 4,544 | $517K | No change |
| GPI Group 1 Automotive Inc. | 0.12% | 1,306 | $514K | Reduce -4.2% |
| SANM Sanmina Corp. | 0.12% | 3,407 | $511K | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.12% | 3,538 | $507K | Reduce -28.8% |
| JBL Jabil Inc. | 0.12% | 2,204 | $503K | Reduce -13.7% |
| CI The Cigna Group | 0.11% | 1,796 | $494K | No change |
| IWN iShares Russell 2000 Value E | 0.11% | 2,700 | $489K | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.11% | 4,485 | $480K | Reduce -26.0% |
| GILD Gilead Sciences Inc. | 0.11% | 3,887 | $477K | Add +1.8% |
| USB US Bancorp | 0.11% | 8,780 | $469K | Add +2.0% |
| EME Emcor Group Inc. | 0.10% | 726 | $444K | No change |
| CVX Chevron Corp. | 0.10% | 2,796 | $426K | Reduce -10.4% |
| ADP Automatic Data Processing | 0.10% | 1,635 | $421K | No change |
| XLK SS Technology Select Sector | 0.10% | 2,884 | $415K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,343 | $398K | Reduce -9.7% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 3,200 | $394K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 2,189 | $388K | Reduce -6.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.09% | 1,387 | $387K | Reduce -28.4% |
| PEP Pepsico Inc. | 0.09% | 2,594 | $372K | Reduce -6.9% |
| MMM 3M Co. | 0.08% | 2,267 | $363K | No change |
| KO The Coca-Cola Co. | 0.08% | 5,024 | $351K | Reduce -17.4% |
| WTFC Wintrust Financial Corp. | 0.08% | 2,454 | $343K | No change |
| C Citigroup Inc. | 0.08% | 2,867 | $335K | Reduce -3.4% |
Portfolio Sells Q3 2025 → Q4 2025
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 14.65% | −1.03 |
| IWD iShares Russell 1000 Value E | Reduce -3.9% | 13.14% | −0.40 |
| BSMP Invesco Bulletshares 2025 MB | Sold out | 0.00% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.5% | 2.88% | −0.17 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -21.5% | 0.42% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.2% | 0.97% | −0.13 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 8.11% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -36.3% | 0.37% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -36.5% | 0.33% | −0.08 |
| ORCL Oracle Corp. | Reduce -30.0% | 0.07% | −0.08 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -35.1% | 0.13% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -13.2% | 0.25% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.67% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -50.8% | 0.06% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -28.8% | 0.12% | −0.06 |
| HD Home Depot Inc. | Reduce -4.1% | 0.23% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -19.9% | 0.15% | −0.05 |
| MTH Meritage Homes Corp. | Sold out | 0.00% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -12.7% | 0.31% | −0.05 |
| LIN Linde PLC | Sold out | 0.00% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -28.4% | 0.09% | −0.05 |
| INMU iShares Intermediate Muni Inc. | Reduce -1.8% | 1.12% | −0.04 |
| MUB iShares National Muni Bond E | Reduce -26.0% | 0.11% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -3.8% | 0.92% | −0.04 |
| MUNI PIMCO Intermediate Municipal | Reduce -2.4% | 0.77% | −0.04 |
| ABBV Abbvie Inc. | Reduce -7.3% | 0.27% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -5.8% | 0.23% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -2.9% | 0.24% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -4.1% | 0.60% | −0.03 |
| GPI Group 1 Automotive Inc. | Reduce -4.2% | 0.12% | −0.02 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -6.8% | 0.24% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 0.14% | −0.02 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.8% | 0.24% | −0.02 |
| AVGO Broadcom Inc. | Reduce -6.5% | 0.39% | −0.02 |
| WSM Williams-Sonoma Inc. | Reduce -11.1% | 0.07% | −0.02 |
| CVX Chevron Corp. | Reduce -10.4% | 0.10% | −0.02 |
| T AT&T Inc. | Reduce -10.5% | 0.05% | −0.02 |
| JBL Jabil Inc. | Reduce -13.7% | 0.12% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.1% | 0.27% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -5.2% | 0.13% | −0.01 |
| KO The Coca-Cola Co. | Reduce -17.4% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -9.3% | 0.06% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -17.1% | 0.06% | −0.01 |
| AVT Avnet Inc. | Reduce -11.6% | 0.05% | −0.01 |
| SNX TD Synnex Corp. | Reduce -5.1% | 0.07% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 0.13% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.07% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.4% | 0.07% | −0.01 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -2.1% | 0.19% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| MINT PIMCO Enhanced Short Maturit | Add +779.8% | 0.84% | +0.74 |
| SHM SS SPDR N Ice St Muni ETF | Add +144.5% | 1.18% | +0.68 |
| RSP Invesco S&P 500 Equal Weight | Add +80.3% | 1.01% | +0.44 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +13.7% | 4.53% | +0.44 |
| NBSD Neuberger Short Duration Inc. | Add +12.3% | 2.91% | +0.26 |
| IEI iShares 3-7 Year Treasury Bo | Add +7.9% | 2.66% | +0.13 |
| IWM iShares Russell 2000 ETF | Add +2.2% | 8.09% | +0.13 |
| MDY State Street SPDR S&P Midcap | Add +7.4% | 1.59% | +0.09 |
| MINO PIMCO Municipal Income Oppor | Add +13.8% | 0.82% | +0.08 |
| BSMU Invesco Bulletshares 2030 MB | New | 0.07% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +6.2% | 1.40% | +0.07 |
| IVE iShares S&P 500 Value ETF | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.05% | +0.05 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 2.51% | +0.05 |
| BSMT Invesco Bulletshares 2029 MB | Add +27.4% | 0.21% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +48.0% | 0.12% | +0.04 |
| AMGN Amgen Inc. | Add +1.2% | 0.23% | +0.03 |
| ESGD iShares Trust iShares ESG Aw | Add +11.7% | 0.16% | +0.02 |
| PFF iShares Preferred & Income S | Add +5.7% | 1.25% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.20% | +0.01 |
| GILD Gilead Sciences Inc. | Add +1.8% | 0.11% | +0.01 |
| USB US Bancorp | Add +2.0% | 0.11% | +0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.1% | 0.42% | +0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Add +6.8% | 0.13% | +0.01 |
| BSMS Invesco Bulletshares 2028 MB | Add +6.1% | 0.22% | +0.01 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Add +15.4% | 0.07% | +0.01 |
| BSMR Invesco Bulletshares 2027 MB | Add +4.8% | 0.33% | +0.01 |
| BSMQ Invesco Bulletshares 2026 MB | Add +4.8% | 0.32% | +0.01 |
| F Ford Motor Co. | Add +5.5% | 0.06% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 0.42% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +11.4% | 0.05% | +0.00 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Add +7.2% | 0.14% | +0.00 |
| BND Vanguard Total Bond Market | Add +3.5% | 0.06% | +0.00 |
| NVDA Nvidia Corp. | Add +2.1% | 0.39% | −0.00 |
| MCD McDonald's Corp. | Add +0.9% | 0.14% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.21% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.9% | 0.15% | −0.00 |
| TMHC Taylor Morrison Home Corp. | Add +5.2% | 0.07% | −0.01 |
| CWB SS SPDR BB Conv Sec ETF | Add +2.5% | 3.42% | −0.05 |
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 |