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

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 Q2 2025 Q3 2025: $423.0M Q3 2025 Q4 2025: $432.9M $432.9M Q4 2025 Q1 2026: $426.7M Q1 2026 Q2 2026: $471.4M Q2 2026

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%
EMR Emerson Electric Co. 0.08% 2,479 $329K Reduce -7.6%
RS Reliance Inc. 0.08% 1,127 $326K No change
SCHM Schwab US Mid Cap ETF 0.07% 10,785 $324K Reduce -8.4%
RGA Reinsurance Group of America 0.07% 1,546 $315K Reduce -1.5%
VZ Verizon Communications Inc. 0.07% 7,719 $314K Reduce -1.1%
UNM Unum Group 0.07% 3,980 $308K No change
ORCL Oracle Corp. 0.07% 1,577 $307K Reduce -30.0%
ESIX SS SPDR S&P 600 SC ESG ETF 0.07% 9,697 $305K Add +15.4%
CMC Commercial Metals Co. 0.07% 4,349 $301K No change
SCHB Schwab US Broad Market ETF 0.07% 11,357 $298K No change
SNX TD Synnex Corp. 0.07% 1,943 $292K Reduce -5.1%
BSMU Invesco Bulletshares 2030 MB 0.07% 13,241 $292K New
WSM Williams-Sonoma Inc. 0.07% 1,602 $286K Reduce -11.1%
TMHC Taylor Morrison Home Corp. 0.07% 4,811 $283K Add +5.2%
ORI Old Republic Intl Corp. 0.06% 6,088 $278K No change
GNW Genworth Financial Inc. 0.06% 30,712 $277K Reduce -3.1%
F Ford Motor Co. filed as FORD MTR CO 0.06% 21,003 $276K Add +5.5%
DBX Dropbox Inc. Class A 0.06% 9,909 $275K No change
ABT Abbott Laboratories 0.06% 2,197 $275K Reduce -9.3%
CACI Caci International Inc. Class A 0.06% 503 $268K No change
IVE iShares S&P 500 Value ETF 0.06% 1,242 $263K New
BND Vanguard Total Bond Market 0.06% 3,513 $260K Add +3.5%
VOO Vanguard S&P 500 ETF 0.06% 413 $259K Reduce -17.1%
GS Goldman Sachs Group Inc. 0.06% 293 $257K Reduce -2.7%
MAR Marriott International Class A 0.06% 796 $247K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 517 $242K Reduce -50.8%
DKS Dick's Sporting Goods Inc. 0.06% 1,224 $242K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 2,276 $233K Add +11.4%
RDN Radian Group Inc. 0.05% 6,369 $229K No change
T AT&T Inc. 0.05% 9,151 $227K Reduce -10.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,186 $227K New
CL Colgate-Palmolive Co. 0.05% 2,796 $221K No change
ABG Asbury Automotive Group 0.05% 946 $220K Reduce -4.1%
AXP American Express Co. 0.05% 575 $213K New
XPO Xpo Inc. 0.05% 1,493 $203K Reduce -9.6%
AVT Avnet Inc. 0.05% 4,202 $202K Reduce -11.6%

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

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