Paulson Wealth Management Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Paulson Wealth Management Inc. reported 137 stock positions worth $426.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.1% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.7%) and iShares Russell 2000 ETF (IWM, 8.6%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 54 and reduced 57. The biggest buy was iShares Russell 1000 Value E (IWD, shares +1%) and the biggest sale SS SPDR BB Conv Sec ETF (CWB, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0001731878
- Portfolio Value
- $426.7M (Q1 2026)
- SEC Filing
- 0001172661-26-001633 ↗ filed May 8, 2026
Holdings Value
Holdings 137 stocks · $426.7M
| IWF iShares Russell 1000 Growth | 14.13% | 141,453 | $60.3M | Add +5.6% |
| IWD iShares Russell 1000 Value E | 13.70% | 273,546 | $58.4M | Add +1.1% |
| IWM iShares Russell 2000 ETF | 8.62% | 148,366 | $36.8M | Add +4.2% |
| EFA iShares MSCI Eafe ETF | 8.44% | 370,610 | $36.0M | Add +1.4% |
| AAPL Apple Inc. | 5.67% | 95,321 | $24.2M | Reduce -0.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 4.36% | 234,551 | $18.6M | Reduce -4.6% |
| NBSD Neuberger Short Duration Inc. | 3.37% | 283,790 | $14.4M | Add +15.4% |
| IEI iShares 3-7 Year Treasury Bo | 3.18% | 114,547 | $13.6M | Add +18.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.78% | 18,261 | $11.9M | Reduce -0.0% |
| VEA Vanguard Ftse Developed ETF | 2.67% | 177,885 | $11.4M | Add +2.4% |
| CWB SS SPDR BB Conv Sec ETF | 2.15% | 100,332 | $9.2M | Reduce -39.5% |
| MDY State Street SPDR S&P Midcap | 1.80% | 12,465 | $7.7M | Add +9.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.61% | 142,248 | $6.9M | Add +10.3% |
| RSP Invesco S&P 500 Equal Weight | 1.42% | 31,578 | $6.1M | Add +37.9% |
| PFF iShares Preferred & Income S | 1.35% | 190,070 | $5.8M | Add +8.7% |
| INMU iShares Intermediate Muni Inc. | 1.29% | 229,364 | $5.5M | Add +14.1% |
| SHM SS SPDR N Ice St Muni ETF | 1.14% | 102,017 | $4.9M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.04% | 7,656 | $4.4M | Add +2.9% |
| MINO PIMCO Municipal Income Oppor | 0.98% | 92,419 | $4.2M | Add +18.1% |
| SCHX Schwab US Large-Cap ETF | 0.94% | 156,476 | $4.0M | Reduce -0.1% |
| MUNI PIMCO Intermediate Municipal | 0.84% | 68,652 | $3.6M | Add +7.3% |
| MINT PIMCO Enhanced Short Maturit | 0.73% | 31,041 | $3.1M | Reduce -14.2% |
| IVV iShares Core S&P 500 ETF | 0.63% | 4,122 | $2.7M | Reduce -28.9% |
| JPM JPMorgan Chase & Co. | 0.54% | 7,803 | $2.3M | Reduce -3.6% |
| MSFT Microsoft Corp. | 0.49% | 5,651 | $2.1M | Reduce -5.7% |
| LAZ Lazard Inc. | 0.49% | 48,762 | $2.1M | No change |
| BSMR Invesco Bulletshares 2027 MB | 0.44% | 78,511 | $1.9M | Add +31.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.41% | 3,771 | $1.7M | Reduce -0.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.41% | 73,637 | $1.7M | Add +27.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 5,297 | $1.7M | Reduce -2.5% |
| NVDA Nvidia Corp. | 0.34% | 8,435 | $1.5M | Reduce -6.4% |
| AVGO Broadcom Inc. | 0.34% | 4,643 | $1.4M | Reduce -5.7% |
| BSMS Invesco Bulletshares 2028 MB | 0.33% | 59,703 | $1.4M | Add +46.4% |
| BSMT Invesco Bulletshares 2029 MB | 0.31% | 57,536 | $1.3M | Add +49.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 5,050 | $1.3M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.30% | 5,205 | $1.3M | Reduce -26.2% |
| COST Costco Wholesale Corp. | 0.30% | 1,271 | $1.3M | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.29% | 4,338 | $1.2M | Reduce -14.1% |
| V Visa Inc. Class A | 0.29% | 4,057 | $1.2M | Add +4.8% |
| XOM Exxon Mobil Corp. | 0.28% | 7,074 | $1.2M | Reduce -4.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 12,780 | $1.2M | Reduce -36.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.27% | 14,396 | $1.1M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.25% | 36,980 | $1.1M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.25% | 4,941 | $1.1M | Reduce -3.6% |
| CSCO Cisco Systems Inc. | 0.24% | 13,336 | $1.0M | Add +1.6% |
| CAT Caterpillar Inc. | 0.24% | 1,452 | $1.0M | Reduce -17.1% |
| TXN Texas Instruments Inc. | 0.24% | 5,270 | $1.0M | Reduce -11.3% |
| HD Home Depot Inc. | 0.24% | 3,099 | $1.0M | Add +5.7% |
| SCHD Schwab US DVD Equity ETF | 0.24% | 33,131 | $1.0M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.24% | 1,096 | $1.0M | Reduce -0.6% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.22% | 9,508 | $937K | Reduce -6.7% |
| GOOG Alphabet Inc. Class C | 0.20% | 2,972 | $853K | Reduce -33.9% |
| AMZN Amazon.com Inc. | 0.20% | 4,069 | $847K | Reduce -14.5% |
| WMT Walmart Inc. | 0.19% | 6,502 | $808K | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 0.18% | 3,965 | $761K | No change |
| BSMU Invesco Bulletshares 2030 MB | 0.18% | 34,271 | $748K | Add +158.8% |
| MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E | 0.17% | 30,788 | $730K | Reduce -9.1% |
| MCD McDonald's Corp. | 0.16% | 2,197 | $683K | Add +13.7% |
| AMGN Amgen Inc. | 0.16% | 1,927 | $678K | Reduce -37.7% |
| ESGD iShares Trust iShares ESG Aw | 0.15% | 6,903 | $660K | Reduce -6.6% |
| OEF iShares S&P 100 ETF | 0.15% | 2,000 | $636K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 2,194 | $630K | Add +0.6% |
| LMT Lockheed Martin Corp. | 0.14% | 1,007 | $609K | Reduce -11.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,233 | $604K | Add +11.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.13% | 12,486 | $568K | No change |
| JBL Jabil Inc. | 0.13% | 2,137 | $568K | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.13% | 3,877 | $560K | Add +9.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,167 | $559K | Add +0.5% |
| MRK Merck & Co. Inc. | 0.13% | 4,584 | $551K | Reduce -51.6% |
| VTHR Vanguard Russell 3000 | 0.13% | 1,900 | $546K | No change |
| META Meta Platforms Inc. Class A | 0.13% | 951 | $544K | Add +1.7% |
| IWN iShares Russell 2000 Value E | 0.13% | 2,857 | $542K | Add +5.8% |
| EME Emcor Group Inc. | 0.13% | 726 | $536K | No change |
| GILD Gilead Sciences Inc. | 0.13% | 3,839 | $535K | Reduce -1.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.12% | 5,806 | $528K | Reduce -5.0% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 2,399 | $516K | No change |
| MA Mastercard Inc. Class A | 0.12% | 1,023 | $511K | Add +1.4% |
| SPGI S&P Global Inc. | 0.12% | 1,172 | $498K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 2,222 | $483K | Reduce -16.1% |
| CI The Cigna Group | 0.11% | 1,796 | $479K | No change |
| MUB iShares National Muni Bond E | 0.11% | 4,485 | $476K | No change |
| VZ Verizon Communications Inc. | 0.11% | 9,475 | $476K | Add +22.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 4,556 | $439K | Add +0.3% |
| GPI Group 1 Automotive Inc. | 0.10% | 1,318 | $436K | Add +0.9% |
| SANM Sanmina Corp. | 0.10% | 3,317 | $430K | Reduce -2.6% |
| USB US Bancorp | 0.10% | 8,163 | $425K | Reduce -7.0% |
| WTFC Wintrust Financial Corp. | 0.09% | 2,841 | $395K | Add +15.8% |
| CVX Chevron Corp. | 0.09% | 1,862 | $385K | Reduce -33.4% |
| XLK SS Technology Select Sector | 0.09% | 2,884 | $383K | No change |
| PEP Pepsico Inc. | 0.09% | 2,433 | $378K | Reduce -6.2% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 3,200 | $362K | No change |
| T AT&T Inc. | 0.08% | 12,322 | $357K | Add +34.6% |
| RS Reliance Inc. | 0.08% | 1,172 | $356K | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 1,445 | $350K | Add +7.6% |
| KO The Coca-Cola Co. | 0.08% | 4,422 | $336K | Reduce -12.0% |
| C Citigroup Inc. | 0.08% | 2,959 | $336K | Add +3.2% |
| ADP Automatic Data Processing | 0.08% | 1,635 | $332K | No change |
| SNX TD Synnex Corp. | 0.08% | 1,953 | $329K | Add +0.5% |
| EMR Emerson Electric Co. | 0.08% | 2,510 | $329K | Add +1.3% |
| SCHM Schwab US Mid Cap ETF | 0.08% | 10,557 | $327K | Reduce -2.1% |
Portfolio Sells Q4 2025 → Q1 2026
| CWB SS SPDR BB Conv Sec ETF | Reduce -39.5% | 2.15% | −1.27 |
| AAPL Apple Inc. | Reduce -0.2% | 5.67% | −0.33 |
| IVV iShares Core S&P 500 ETF | Reduce -28.9% | 0.63% | −0.29 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.26 |
| MSFT Microsoft Corp. | Reduce -5.7% | 0.49% | −0.18 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.6% | 4.36% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -71.0% | 0.07% | −0.16 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -36.0% | 0.27% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -33.9% | 0.20% | −0.13 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.12 |
| QCOM Qualcomm Inc. | Reduce -47.5% | 0.07% | −0.11 |
| MINT PIMCO Enhanced Short Maturit | Reduce -14.2% | 0.73% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -51.6% | 0.13% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 2.78% | −0.09 |
| AMGN Amgen Inc. | Reduce -37.7% | 0.16% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -14.1% | 0.29% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -3.6% | 0.54% | −0.06 |
| DBX Dropbox Inc. Class A | Sold out | 0.00% | −0.06 |
| F Ford Motor Co. | Sold out | 0.00% | −0.06 |
| AVGO Broadcom Inc. | Reduce -5.7% | 0.34% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -14.5% | 0.20% | −0.06 |
| ABG Asbury Automotive Group | Sold out | 0.00% | −0.05 |
| AXP American Express Co. | Sold out | 0.00% | −0.05 |
| NVDA Nvidia Corp. | Reduce -6.4% | 0.34% | −0.04 |
| JNJ Johnson & Johnson | Reduce -26.2% | 0.30% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.24% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.1% | 0.94% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -3.9% | 1.14% | −0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -23.4% | 0.06% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.5% | 0.40% | −0.02 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -6.7% | 0.22% | −0.02 |
| ORCL Oracle Corp. | Reduce -6.3% | 0.05% | −0.02 |
| ABBV Abbvie Inc. | Reduce -3.6% | 0.25% | −0.02 |
| SANM Sanmina Corp. | Reduce -2.6% | 0.10% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -23.3% | 0.07% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -16.1% | 0.11% | −0.02 |
| MMIN Nylim Mackay Muni Insured Et | Reduce -9.1% | 0.17% | −0.02 |
| MMM 3M Co. | Reduce -10.2% | 0.07% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -5.0% | 0.12% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.9% | 0.41% | −0.01 |
| USB US Bancorp | Reduce -7.0% | 0.10% | −0.01 |
| CVX Chevron Corp. | Reduce -33.4% | 0.09% | −0.01 |
| ESGD iShares Trust iShares ESG Aw | Reduce -6.6% | 0.15% | −0.01 |
| GNW Genworth Financial Inc. | Reduce -3.1% | 0.06% | −0.01 |
| CMC Commercial Metals Co. | Reduce -0.1% | 0.06% | −0.01 |
| UNM Unum Group | Reduce -3.1% | 0.07% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.1% | 0.31% | −0.00 |
| KO The Coca-Cola Co. | Reduce -12.0% | 0.08% | −0.00 |
| TMHC Taylor Morrison Home Corp. | Reduce -3.5% | 0.06% | −0.00 |
| RGA Reinsurance Group of America | Reduce -3.0% | 0.07% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IWD iShares Russell 1000 Value E | Add +1.1% | 13.70% | +0.56 |
| IWM iShares Russell 2000 ETF | Add +4.2% | 8.62% | +0.53 |
| IEI iShares 3-7 Year Treasury Bo | Add +18.6% | 3.18% | +0.52 |
| NBSD Neuberger Short Duration Inc. | Add +15.4% | 3.37% | +0.46 |
| RSP Invesco S&P 500 Equal Weight | Add +37.9% | 1.42% | +0.41 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 8.44% | +0.33 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +10.3% | 1.61% | +0.21 |
| MDY State Street SPDR S&P Midcap | Add +9.1% | 1.80% | +0.21 |
| INMU iShares Intermediate Muni Inc. | Add +14.1% | 1.29% | +0.17 |
| VEA Vanguard Ftse Developed ETF | Add +2.4% | 2.67% | +0.17 |
| MINO PIMCO Municipal Income Oppor | Add +18.1% | 0.98% | +0.16 |
| BSMR Invesco Bulletshares 2027 MB | Add +31.6% | 0.44% | +0.11 |
| BSMU Invesco Bulletshares 2030 MB | Add +158.8% | 0.18% | +0.11 |
| BSMS Invesco Bulletshares 2028 MB | Add +46.4% | 0.33% | +0.11 |
| BSMT Invesco Bulletshares 2029 MB | Add +49.4% | 0.31% | +0.10 |
| PFF iShares Preferred & Income S | Add +8.7% | 1.35% | +0.10 |
| BSMQ Invesco Bulletshares 2026 MB | Add +27.3% | 0.41% | +0.09 |
| MUNI PIMCO Intermediate Municipal | Add +7.3% | 0.84% | +0.06 |
| BAC Bank of America Corp. | New | 0.06% | +0.06 |
| CMCSA Comcast Corp. Class A | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.06% | +0.06 |
| KLAC KLA Corp. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| LIN Linde PLC | New | 0.05% | +0.05 |
| URTH iShares MSCI World ETF | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.30% | +0.04 |
| VZ Verizon Communications Inc. | Add +22.8% | 0.11% | +0.04 |
| T AT&T Inc. | Add +34.6% | 0.08% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 0.24% | +0.03 |
| MCD McDonald's Corp. | Add +13.7% | 0.16% | +0.02 |
| PG The Procter & Gamble Co. | Add +9.6% | 0.13% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +5.8% | 0.13% | +0.01 |
| WTFC Wintrust Financial Corp. | Add +15.8% | 0.09% | +0.01 |
| SNX TD Synnex Corp. | Add +0.5% | 0.08% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.6% | 0.24% | +0.01 |
| RS Reliance Inc. | Add +4.0% | 0.08% | +0.01 |
| ABT Abbott Laboratories | Add +31.9% | 0.07% | +0.01 |
| HD Home Depot Inc. | Add +5.7% | 0.24% | +0.01 |
| BND Vanguard Total Bond Market | Add +3.6% | 0.06% | +0.00 |
| DKS Dick's Sporting Goods Inc. | Add +2.9% | 0.06% | +0.00 |
| ESIX SS SPDR S&P 600 SC ESG ETF | Add +1.1% | 0.07% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +6.5% | 0.06% | +0.00 |
| TROW T Rowe Price Group Inc. | Add +16.1% | 0.06% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.6% | 0.15% | +0.00 |
| C Citigroup Inc. | Add +3.2% | 0.08% | +0.00 |
| EMR Emerson Electric Co. | Add +1.3% | 0.08% | +0.00 |
| RDN Radian Group Inc. | Add +6.0% | 0.05% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.06% | −0.00 |
| ORI Old Republic Intl Corp. | Add +9.1% | 0.06% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.13% | −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 |