Paulson Wealth Management Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Paulson Wealth Management Inc. reported 146 stock positions worth $471.4 million. Its top holding was iShares Russell 1000 Growth (IWF) at 14.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 13.0%) and iShares Russell 2000 ETF (IWM, 8.8%). Compared with Q1 2026, it opened 11 new positions, sold out of 2, added to 54 and reduced 48. The biggest buy was a new position in iShares 1-5Y Inv Grade (IGSB) and the biggest sale Neuberger Short Duration (NBSD, shares −98%).

Most Recent 13F
Q2 2026
Location
West Palm Beach, FL
CIK
0001731878
Portfolio Value
$471.4M (Q2 2026)
SEC Filing
0001172661-26-003028 ↗ filed Aug 4, 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 Q4 2025 Q1 2026: $426.7M Q1 2026 Q2 2026: $471.4M $471.4M Q2 2026

Holdings 146 stocks · $471.4M
IWF iShares Russell 1000 Growth 14.73% 559,400 $69.5M Reduce -1.1%
IWD iShares Russell 1000 Value E 13.03% 253,476 $61.5M Reduce -7.3%
IWM iShares Russell 2000 ETF 8.76% 137,497 $41.3M Reduce -7.3%
EFA iShares MSCI Eafe ETF 7.77% 352,626 $36.6M Reduce -4.8%
AAPL Apple Inc. 5.86% 95,476 $27.6M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 4.11% 244,887 $19.4M Add +4.4%
IEI iShares 3-7 Year Treasury Bo 3.09% 123,856 $14.5M Add +8.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.88% 18,155 $13.6M Reduce -0.6%
VEA Vanguard Ftse Developed ETF 2.86% 189,259 $13.5M Add +6.4%
IGSB iShares 1-5Y Inv Grade Corp. 2.80% 252,024 $13.2M New
CWB SS SPDR BB Conv Sec ETF 2.28% 99,629 $10.7M Reduce -0.7%
MDY State Street SPDR S&P Midcap 2.07% 13,887 $9.8M Add +11.4%
SPSM SS SPDR P S&P 600 Small Cap 1.91% 156,527 $9.0M Add +10.0%
RSP Invesco S&P 500 Equal Weight 1.85% 40,960 $8.7M Add +29.7%
PFF iShares Preferred & Income S 1.27% 196,400 $6.0M Add +3.3%
QQQ Invesco QQQ Trust Series 1 1.16% 7,435 $5.5M Reduce -2.9%
INMU iShares Intermediate Muni Inc. 1.16% 225,374 $5.5M Reduce -1.7%
SCHX Schwab US Large-Cap ETF 0.96% 153,028 $4.5M Reduce -2.2%
SHM SS SPDR N Ice St Muni ETF 0.92% 90,179 $4.3M Reduce -11.6%
MINO PIMCO Municipal Income Oppor 0.87% 90,065 $4.1M Reduce -2.5%
MUNI PIMCO Intermediate Municipal 0.72% 64,164 $3.4M Reduce -6.5%
IVV iShares Core S&P 500 ETF 0.64% 4,028 $3.0M Reduce -2.3%
MINT PIMCO Enhanced Short Maturit 0.61% 28,699 $2.9M Reduce -7.5%
JPM JPMorgan Chase & Co. 0.54% 7,845 $2.6M Add +0.5%
MSFT Microsoft Corp. 0.45% 5,664 $2.1M Add +0.2%
LAZ Lazard Inc. 0.43% 48,762 $2.0M No change
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.42% 3,766 $2.0M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 0.41% 5,231 $1.9M Reduce -1.3%
BSMR Invesco Bulletshares 2027 MB 0.39% 77,726 $1.8M Reduce -1.0%
AVGO Broadcom Inc. 0.38% 4,705 $1.8M Add +1.3%
BSMQ Invesco Bulletshares 2026 MB 0.36% 71,908 $1.7M Reduce -2.4%
NVDA Nvidia Corp. 0.36% 8,437 $1.7M Add +0.0%
CSCO Cisco Systems Inc. 0.34% 13,496 $1.6M Add +1.2%
TXN Texas Instruments Inc. 0.33% 5,240 $1.6M Reduce -0.6%
GOOGL Alphabet Inc. Class A 0.33% 4,347 $1.6M Add +0.2%
CAT Caterpillar Inc. 0.33% 1,458 $1.6M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.32% 5,046 $1.5M Reduce -0.1%
V Visa Inc. Class A 0.30% 4,130 $1.4M Add +1.8%
BSMS Invesco Bulletshares 2028 MB 0.29% 58,752 $1.4M Reduce -1.6%
JNJ Johnson & Johnson 0.29% 5,320 $1.4M Add +2.2%
LLY Eli Lilly & Co. 0.28% 1,118 $1.3M Add +2.0%
SCHA Schwab US Small-Cap ETF 0.28% 36,991 $1.3M Add +0.0%
BSMT Invesco Bulletshares 2029 MB 0.28% 56,803 $1.3M Reduce -1.3%
SPTM SS SPDR P S&P 1500 Comp ETF 0.28% 14,399 $1.3M Add +0.0%
ABBV Abbvie Inc. 0.26% 4,841 $1.2M Reduce -2.0%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.24% 9,413 $1.1M Reduce -1.0%
COST Costco Wholesale Corp. 0.24% 1,221 $1.1M Reduce -3.9%
HD Home Depot Inc. 0.23% 3,130 $1.1M Add +1.0%
GOOG Alphabet Inc. Class C 0.22% 2,978 $1.1M Add +0.2%
SCHD Schwab US DVD Equity ETF 0.22% 33,091 $1.0M Reduce -0.1%
BIL SS SPDR BB 1-3M T-Bill ETF 0.22% 11,104 $1.0M Reduce -13.1%
XOM Exxon Mobil Corp. 0.21% 7,228 $988K Add +2.2%
AMZN Amazon.com Inc. 0.21% 4,135 $986K Add +1.6%
QUAL iShares MSCI USA Quality Fac 0.18% 3,965 $870K No change
SANM Sanmina Corp. 0.18% 3,317 $839K No change
JBL Jabil Inc. 0.17% 2,137 $824K No change
BSMU Invesco Bulletshares 2030 MB 0.16% 34,285 $751K Add +0.0%
WMT Walmart Inc. 0.16% 6,498 $736K Reduce -0.1%
ESGD iShares Trust iShares ESG Aw 0.16% 7,145 $735K Add +3.5%
OEF iShares S&P 100 ETF 0.16% 2,000 $732K No change
NULG Nuveen ESG LRG-Cap GRW ETF 0.15% 6,206 $726K Add +6.9%
AMGN Amgen Inc. 0.15% 1,970 $713K Add +2.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.15% 8,851 $713K Add +0.8%
UNH Unitedhealth Group Inc. 0.15% 1,656 $688K Reduce -25.8%
NULV Nuveen ESG Large-Cap Val ETF 0.14% 13,005 $650K Add +4.2%
MRK Merck & Co. Inc. 0.13% 4,775 $614K Add +4.2%
MCD McDonald's Corp. 0.13% 2,266 $613K Add +3.1%
EME Emcor Group Inc. 0.13% 726 $602K No change
VTHR Vanguard Russell 3000 0.13% 1,790 $593K Reduce -5.8%
PG The Procter & Gamble Co. 0.13% 4,039 $592K Add +4.2%
BRK.B Berkshire Hathaway Inc. Class B 0.12% 1,167 $584K No change
VIG Vanguard Dividend Apprec ETF 0.12% 2,354 $557K Reduce -1.9%
MMIN Nylim Mackay Muni Insured Et filed as NEW YORK LIFE INVTS ACTIVE E 0.12% 22,886 $554K Reduce -25.7%
IWN iShares Russell 2000 Value E 0.12% 2,467 $546K Reduce -13.7%
META Meta Platforms Inc. Class A 0.11% 959 $540K Add +0.8%
MA Mastercard Inc. Class A 0.11% 1,040 $534K Add +1.7%
SNX TD Synnex Corp. 0.11% 1,991 $532K Add +1.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 2,141 $520K Reduce -3.6%
LMT Lockheed Martin Corp. 0.11% 1,007 $513K No change
USB US Bancorp 0.11% 8,392 $507K Add +2.8%
AMD Advanced Micro Devices 0.11% 863 $501K New
QCOM Qualcomm Inc. 0.11% 2,702 $499K Add +9.4%
CI The Cigna Group 0.10% 1,796 $495K No change
GILD Gilead Sciences Inc. 0.10% 3,818 $482K Reduce -0.6%
SPGI S&P Global Inc. 0.10% 1,172 $477K No change
XLK SS Technology Select Sector 0.10% 2,446 $466K Reduce -15.2%
MUB iShares National Muni Bond E 0.10% 4,316 $464K Reduce -3.8%
WTFC Wintrust Financial Corp. 0.10% 2,856 $459K Add +0.5%
KLAC KLA Corp. 0.09% 1,483 $447K Add +1.6%
IVW iShares S&P 500 Growth ETF 0.09% 3,200 $440K No change
RS Reliance Inc. 0.09% 1,177 $440K Add +0.4%
VZ Verizon Communications Inc. 0.09% 9,987 $423K Add +5.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,493 $420K Add +3.3%
C Citigroup Inc. 0.09% 2,959 $414K No change
SCHM Schwab US Mid Cap ETF 0.08% 10,557 $389K No change
GPI Group 1 Automotive Inc. 0.08% 1,322 $385K Add +0.3%
KO The Coca-Cola Co. 0.08% 4,652 $378K Add +5.2%
WSM Williams-Sonoma Inc. 0.08% 1,602 $373K No change
ADP Automatic Data Processing 0.08% 1,635 $366K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.08% 184 $366K No change
AVT Avnet Inc. 0.08% 4,039 $359K Reduce -0.7%
UNM Unum Group 0.07% 3,857 $345K No change
EMR Emerson Electric Co. 0.07% 2,384 $341K Reduce -5.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.07% 2,935 $334K Add +11.1%
TMHC Taylor Morrison Home Corp. 0.07% 4,644 $333K No change
CRWD CrowdStrike Holdings Inc. Class A 0.07% 435 $332K Reduce -16.4%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.07% 1,678 $332K No change
T AT&T Inc. 0.07% 15,971 $331K Add +29.6%
PEP Pepsico Inc. 0.07% 2,439 $330K Add +0.3%
MMM 3M Co. 0.07% 2,035 $329K No change
SCHB Schwab US Broad Market ETF 0.07% 11,357 $329K No change
BAC Bank of America Corp. 0.07% 5,743 $327K Add +10.7%
NBSD Neuberger Short Duration Inc. 0.07% 6,462 $326K Reduce -97.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.07% 1,063 $326K No change
RGA Reinsurance Group of America 0.07% 1,500 $319K No change
GS Goldman Sachs Group Inc. 0.07% 312 $315K No change
XPO Xpo Inc. 0.06% 1,448 $297K Reduce -3.0%
TSM Taiwan Semiconductor-SP ADR 0.06% 621 $297K Add +0.5%
MAR Marriott International Class A 0.06% 796 $295K No change
VOO Vanguard S&P 500 ETF 0.06% 426 $292K Add +2.9%
DKS Dick's Sporting Goods Inc. 0.06% 1,260 $286K No change
GNW Genworth Financial Inc. 0.06% 29,761 $282K No change
BND Vanguard Total Bond Market 0.06% 3,785 $278K Add +4.0%
ORI Old Republic Intl Corp. 0.06% 6,644 $272K No change
CMC Commercial Metals Co. 0.06% 4,318 $271K Reduce -0.6%
URTH iShares MSCI World ETF 0.06% 1,335 $271K Add +18.7%
LOW Lowe's Cos Inc. 0.06% 1,203 $265K No change
CVX Chevron Corp. 0.05% 1,562 $259K Reduce -16.1%
CL Colgate-Palmolive Co. 0.05% 2,796 $256K No change
RDN Radian Group Inc. 0.05% 6,714 $253K Reduce -0.6%
AMAT Applied Materials Inc. 0.05% 349 $252K New
ABT Abbott Laboratories 0.05% 2,723 $247K Reduce -6.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 1,105 $241K Reduce -6.8%
SPUS SP Funds S&P Sharia Indu Exc 0.05% 4,134 $238K New
IVE iShares S&P 500 Value ETF 0.05% 1,017 $231K Reduce -18.1%
CMCSA Comcast Corp. Class A 0.05% 9,323 $229K Add +7.9%
CACI Caci International Inc. Class A 0.05% 486 $225K No change
LIN Linde PLC 0.05% 420 $218K No change
BMY Bristol-Myers Squibb Co. 0.05% 3,777 $218K New
VNQ Vanguard Real Estate ETF 0.05% 2,250 $217K New
PM Philip Morris International 0.05% 1,199 $217K New
ORCL Oracle Corp. 0.05% 1,477 $216K No change
FLEX Flex Ltd. 0.04% 1,309 $212K New
ARW Arrow Electronics Inc. 0.04% 987 $211K New
IJR iShares Core S&P Small-Cap E 0.04% 1,410 $209K New
MS Morgan Stanley 0.04% 961 $201K New

Portfolio Sells Q1 2026 → Q2 2026
NBSD Neuberger Short Duration Inc. Reduce -97.7% 0.07% −3.30
EFA iShares MSCI Eafe ETF Reduce -4.8% 7.77% −0.67
IWD iShares Russell 1000 Value E Reduce -7.3% 13.03% −0.66
SHM SS SPDR N Ice St Muni ETF Reduce -11.6% 0.92% −0.23
INMU iShares Intermediate Muni Inc. Reduce -1.7% 1.16% −0.13
MUNI PIMCO Intermediate Municipal Reduce -6.5% 0.72% −0.12
MINT PIMCO Enhanced Short Maturit Reduce -7.5% 0.61% −0.12
MINO PIMCO Municipal Income Oppor Reduce -2.5% 0.87% −0.10
DIS The Walt Disney Co. Sold out 0.00% −0.10
ESIX SS SPDR S&P 600 SC ESG ETF Sold out 0.00% −0.07
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -13.1% 0.22% −0.06
COST Costco Wholesale Corp. Reduce -3.9% 0.24% −0.05
MMIN Nylim Mackay Muni Insured Et Reduce -25.7% 0.12% −0.05
BSMQ Invesco Bulletshares 2026 MB Reduce -2.4% 0.36% −0.05
BSMR Invesco Bulletshares 2027 MB Reduce -1.0% 0.39% −0.05
CVX Chevron Corp. Reduce -16.1% 0.05% −0.04
BSMS Invesco Bulletshares 2028 MB Reduce -1.6% 0.29% −0.04
WMT Walmart Inc. Reduce -0.1% 0.16% −0.03
BSMT Invesco Bulletshares 2029 MB Reduce -1.3% 0.28% −0.03
GILD Gilead Sciences Inc. Reduce -0.6% 0.10% −0.02
ABT Abbott Laboratories Reduce -6.0% 0.05% −0.02
SCHD Schwab US DVD Equity ETF Reduce -0.1% 0.22% −0.02
MUB iShares National Muni Bond E Reduce -3.8% 0.10% −0.01
IVE iShares S&P 500 Value ETF Reduce -18.1% 0.05% −0.01
IWN iShares Russell 2000 Value E Reduce -13.7% 0.12% −0.01
CMC Commercial Metals Co. Reduce -0.6% 0.06% −0.01
XPO Xpo Inc. Reduce -3.0% 0.06% −0.01
EMR Emerson Electric Co. Reduce -5.0% 0.07% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -6.8% 0.05% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -1.9% 0.12% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -3.6% 0.11% −0.00
VTHR Vanguard Russell 3000 Reduce -5.8% 0.13% −0.00
RDN Radian Group Inc. Reduce -0.6% 0.05% +0.00
UNH Unitedhealth Group Inc. Reduce -25.8% 0.15% +0.00
ABBV Abbvie Inc. Reduce -2.0% 0.26% +0.01
DIA SS SPDR Dow Jones Indus Avg Reduce -0.1% 0.42% +0.01
IVV iShares Core S&P 500 ETF Reduce -2.3% 0.64% +0.01
XLK SS Technology Select Sector Reduce -15.2% 0.10% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.3% 0.41% +0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 0.32% +0.01
SCHX Schwab US Large-Cap ETF Reduce -2.2% 0.96% +0.02
AVT Avnet Inc. Reduce -0.7% 0.08% +0.02
CRWD CrowdStrike Holdings Inc. Class A Reduce -16.4% 0.07% +0.02
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd Reduce -1.0% 0.24% +0.02
TXN Texas Instruments Inc. Reduce -0.6% 0.33% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.6% 2.88% +0.09
QQQ Invesco QQQ Trust Series 1 Reduce -2.9% 1.16% +0.13
CWB SS SPDR BB Conv Sec ETF Reduce -0.7% 2.28% +0.13
IWM iShares Russell 2000 ETF Reduce -7.3% 8.76% +0.14
IWF iShares Russell 1000 Growth Reduce -1.1% 14.73% +0.60

Portfolio Buys Q1 2026 → Q2 2026
IGSB iShares 1-5Y Inv Grade Corp. New 2.80% +2.80
RSP Invesco S&P 500 Equal Weight Add +29.7% 1.85% +0.43
SPSM SS SPDR P S&P 600 Small Cap Add +10.0% 1.91% +0.30
MDY State Street SPDR S&P Midcap Add +11.4% 2.07% +0.27
AAPL Apple Inc. Add +0.2% 5.86% +0.19
VEA Vanguard Ftse Developed ETF Add +6.4% 2.86% +0.19
AMD Advanced Micro Devices New 0.11% +0.11
CSCO Cisco Systems Inc. Add +1.2% 0.34% +0.09
CAT Caterpillar Inc. Add +0.4% 0.33% +0.09
AMAT Applied Materials Inc. New 0.05% +0.05
SPUS SP Funds S&P Sharia Indu Exc New 0.05% +0.05
LLY Eli Lilly & Co. Add +2.0% 0.28% +0.05
BMY Bristol-Myers Squibb Co. New 0.05% +0.05
PM Philip Morris International New 0.05% +0.05
VNQ Vanguard Real Estate ETF New 0.05% +0.05
FLEX Flex Ltd. New 0.04% +0.04
ARW Arrow Electronics Inc. New 0.04% +0.04
KLAC KLA Corp. Add +1.6% 0.09% +0.04
IJR iShares Core S&P Small-Cap E New 0.04% +0.04
MS Morgan Stanley New 0.04% +0.04
AVGO Broadcom Inc. Add +1.3% 0.38% +0.04
GOOGL Alphabet Inc. Class A Add +0.2% 0.33% +0.04
SNX TD Synnex Corp. Add +1.9% 0.11% +0.04
SCHA Schwab US Small-Cap ETF Add +0.0% 0.28% +0.03
QCOM Qualcomm Inc. Add +9.4% 0.11% +0.03
NULG Nuveen ESG LRG-Cap GRW ETF Add +6.9% 0.15% +0.03
GOOG Alphabet Inc. Class C Add +0.2% 0.22% +0.02
TROW T Rowe Price Group Inc. Add +11.1% 0.07% +0.01
TSM Taiwan Semiconductor-SP ADR Add +0.5% 0.06% +0.01
NVDA Nvidia Corp. Add +0.0% 0.36% +0.01
V Visa Inc. Class A Add +1.8% 0.30% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.0% 0.28% +0.01
AMZN Amazon.com Inc. Add +1.6% 0.21% +0.01
BAC Bank of America Corp. Add +10.7% 0.07% +0.01
URTH iShares MSCI World ETF Add +18.7% 0.06% +0.01
RS Reliance Inc. Add +0.4% 0.09% +0.01
USB US Bancorp Add +2.8% 0.11% +0.01
IBM Intl Business Machines Corp. Add +3.3% 0.09% +0.01
JPM JPMorgan Chase & Co. Add +0.5% 0.54% +0.01
WTFC Wintrust Financial Corp. Add +0.5% 0.10% +0.00
NULV Nuveen ESG Large-Cap Val ETF Add +4.2% 0.14% +0.00
VOO Vanguard S&P 500 ETF Add +2.9% 0.06% +0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.8% 0.15% +0.00
KO The Coca-Cola Co. Add +5.2% 0.08% +0.00
ESGD iShares Trust iShares ESG Aw Add +3.5% 0.16% +0.00
MRK Merck & Co. Inc. Add +4.2% 0.13% +0.00
BND Vanguard Total Bond Market Add +4.0% 0.06% −0.00
HD Home Depot Inc. Add +1.0% 0.23% −0.00
PG The Procter & Gamble Co. Add +4.2% 0.13% −0.01
MA Mastercard Inc. Class A Add +1.7% 0.11% −0.01

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