Paulson Wealth Management Inc.

CIK 0001731878 • 6 13F filings • May 12, 2025 – Aug 4, 2026

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Filer information

Filed by: Paulson Wealth Management Inc., Chief Compliance Officer
Address: 222 Lakeview Ave., Suite 800, West Palm Beach, FL, 33401
Phone: 407-957-0074
AUM: $432.9M

AUM over time

$471.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $432.9M131 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$363K	0.1%Prev: 0.1%	2,267 SH	Increased
ABBOTT LABS	COM	$275K	0.1%Prev: 0.1%	2,197 SH	Decreased-225 SH
ABBVIE INC	COM	$1.2M	0.3%Prev: 0.3%	5,128 SH	Decreased-401 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.4%Prev: 0.5%	5,052 SH	Decreased-2,873 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.3%Prev: 0.4%	4,496 SH	Decreased-2,590 SH
AMAZON COM INC	COM	$1.1M	0.3%Prev: 0.2%	4,760 SH	Increased
AMERICAN EXPRESS CO	COM	$213K	0.0%	575 SH	New
AMGEN INC	COM	$1.0M	0.2%Prev: 0.2%	3,095 SH	Increased+37 SH
APPLE INC	COM	$26.0M	6.0%Prev: 5.8%	95,553 SH	Increased-1,544 SH
ASBURY AUTOMOTIVE GROUP INC	COM	$220K	0.1%Prev: 0.1%	946 SH	Decreased-40 SH
AT&T INC	COM	$227K	0.1%Prev: 0.1%	9,151 SH	Decreased-1,074 SH
AUTOMATIC DATA PROCESSING IN	COM	$421K	0.1%Prev: 0.1%	1,635 SH	Decreased
AVNET INC	COM	$202K	0.0%Prev: 0.1%	4,202 SH	Decreased-551 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$584K	0.1%Prev: 0.1%	1,161 SH	Decreased-70 SH
BLACKROCK ETF TRUST II	ISHARES INTERMED	$4.8M	1.1%Prev: 1.2%	200,971 SH	Decreased-3,753 SH
BROADCOM INC	COM	$1.7M	0.4%Prev: 0.4%	4,924 SH	Decreased-345 SH
CACI INTL INC	CL A	$268K	0.1%Prev: 0.1%	503 SH	Increased
CATERPILLAR INC	COM	$1.0M	0.2%Prev: 0.2%	1,751 SH	Increased-32 SH
CHEVRON CORP NEW	COM	$426K	0.1%Prev: 0.1%	2,796 SH	Decreased-326 SH
CISCO SYS INC	COM	$1.0M	0.2%Prev: 0.2%	13,125 SH	Increased-376 SH
CITIGROUP INC	COM NEW	$335K	0.1%Prev: 0.1%	2,867 SH	Increased-100 SH
COCA COLA CO	COM	$351K	0.1%Prev: 0.1%	5,024 SH	Decreased-1,058 SH
COLGATE PALMOLIVE CO	COM	$221K	0.1%Prev: 0.1%	2,796 SH	Decreased
COMMERCIAL METALS CO	COM	$301K	0.1%Prev: 0.1%	4,349 SH	Increased
COSTCO WHSL CORP NEW	COM	$1.1M	0.3%Prev: 0.3%	1,266 SH	Decreased-192 SH
CROWDSTRIKE HLDGS INC	CL A	$242K	0.1%Prev: 0.1%	517 SH	Decreased-533 SH
DICKS SPORTING GOODS INC	COM	$242K	0.1%Prev: 0.1%	1,224 SH	Decreased
DIREXION SHS ETF TR	NAS100 EQL WGT	$1.0M	0.2%Prev: 0.3%	10,186 SH	Decreased-738 SH
DISNEY WALT CO	COM	$517K	0.1%Prev: 0.1%	4,544 SH	Decreased
DROPBOX INC	CL A	$275K	0.1%Prev: 0.1%	9,909 SH	Decreased
ELI LILLY & CO	COM	$1.2M	0.3%Prev: 0.2%	1,103 SH	Increased
EMCOR GROUP INC	COM	$444K	0.1%Prev: 0.1%	726 SH	Decreased
EMERSON ELEC CO	COM	$329K	0.1%Prev: 0.1%	2,479 SH	Decreased-205 SH
EXXON MOBIL CORP	COM	$887K	0.2%Prev: 0.2%	7,368 SH	Increased+72 SH
FORD MTR CO	COM	$276K	0.1%Prev: 0.1%	21,003 SH	Increased+1,086 SH
GENWORTH FINL INC	COM SHS	$277K	0.1%Prev: 0.1%	30,712 SH	Decreased-1,000 SH
GILEAD SCIENCES INC	COM	$477K	0.1%Prev: 0.1%	3,887 SH	Increased+67 SH
GOLDMAN SACHS GROUP INC	COM	$257K	0.1%Prev: 0.1%	293 SH	Increased-8 SH
GROUP 1 AUTOMOTIVE INC	COM	$514K	0.1%Prev: 0.1%	1,306 SH	Decreased-57 SH
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.3%	2,931 SH	Decreased-125 SH
INTERNATIONAL BUSINESS MACHS	COM	$398K	0.1%Prev: 0.1%	1,343 SH	Decreased-145 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$1.4M	0.3%Prev: 0.3%	57,845 SH	Increased+2,635 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$1.4M	0.3%Prev: 0.3%	59,676 SH	Increased+2,739 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$959K	0.2%Prev: 0.2%	40,788 SH	Increased+2,348 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$892K	0.2%Prev: 0.2%	38,523 SH	Increased+8,286 SH
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$292K	0.1%	13,241 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.4M	1.0%Prev: 0.6%	22,896 SH	Increased+10,196 SH
INVESCO QQQ TR	UNIT SER 1	$4.6M	1.1%Prev: 1.1%	7,439 SH	Increased-17 SH
ISHARES TR	3 7 YR TREAS BD	$11.5M	2.7%Prev: 2.5%	96,575 SH	Increased+7,091 SH
ISHARES TR	CORE S&P US GWT	$541K	0.1%Prev: 0.1%	3,221 SH	Increased
ISHARES TR	CORE S&P500 ETF	$4.0M	0.9%Prev: 1.0%	5,797 SH	Decreased-230 SH
ISHARES TR	ESG AW MSCI EAFE	$703K	0.2%Prev: 0.1%	7,394 SH	Increased+772 SH
ISHARES TR	MSCI EAFE ETF	$35.1M	8.1%Prev: 8.2%	365,411 SH	Increased-6,475 SH
ISHARES TR	MSCI USA QLT FCT	$788K	0.2%Prev: 0.2%	3,965 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$480K	0.1%Prev: 0.2%	4,485 SH	Decreased-1,576 SH
ISHARES TR	PFD AND INCM SEC	$5.4M	1.3%Prev: 1.2%	174,888 SH	Increased+9,389 SH
ISHARES TR	RUS 1000 GRW ETF	$63.4M	14.6%Prev: 15.7%	133,967 SH	Decreased-7,580 SH
ISHARES TR	RUS 1000 VAL ETF	$56.9M	13.1%Prev: 13.5%	270,484 SH	Decreased-10,845 SH
ISHARES TR	RUS 2000 VAL ETF	$489K	0.1%Prev: 0.1%	2,700 SH	Increased-14 SH
ISHARES TR	RUSSELL 2000 ETF	$35.0M	8.1%Prev: 8.0%	142,345 SH	Increased+3,050 SH
ISHARES TR	RUSSELL 3000 ETF	$1.1M	0.3%Prev: 0.3%	2,938 SH	Increased-44 SH
ISHARES TR	S&P 100 ETF	$686K	0.2%Prev: 0.2%	2,000 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$394K	0.1%Prev: 0.1%	3,200 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$263K	0.1%	1,242 SH	New
JABIL INC	COM	$503K	0.1%Prev: 0.1%	2,204 SH	Decreased-350 SH
JOHNSON & JOHNSON	COM	$1.5M	0.3%Prev: 0.3%	7,050 SH	Increased-347 SH
JPMORGAN CHASE & CO.	COM	$2.6M	0.6%Prev: 0.6%	8,099 SH	Decreased-347 SH
LAZARD INC	COM	$2.4M	0.5%Prev: 0.6%	48,762 SH	Decreased
LOCKHEED MARTIN CORP	COM	$551K	0.1%Prev: 0.1%	1,139 SH	Decreased-63 SH
LOWES COS INC	COM	$1.0M	0.2%Prev: 0.3%	4,152 SH	Decreased-256 SH
MARRIOTT INTL INC NEW	CL A	$247K	0.1%Prev: 0.0%	796 SH	Increased
MASTERCARD INCORPORATED	CL A	$576K	0.1%Prev: 0.1%	1,009 SH	Decreased-16 SH
MCDONALDS CORP	COM	$590K	0.1%Prev: 0.1%	1,932 SH	Increased+17 SH
MERCK & CO INC	COM	$996K	0.2%Prev: 0.2%	9,464 SH	Increased-261 SH
META PLATFORMS INC	CL A	$617K	0.1%Prev: 0.2%	935 SH	Decreased-3 SH
MICROSOFT CORP	COM	$2.9M	0.7%Prev: 0.7%	5,994 SH	Decreased-18 SH
NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$12.6M	2.9%Prev: 2.6%	245,967 SH	Increased+27,040 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUNI	$811K	0.2%Prev: 0.2%	33,870 SH	Decreased-721 SH
NUSHARES ETF TR	NUVEEN ESG LRGCP	$598K	0.1%Prev: 0.1%	6,112 SH	Increased+411 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$562K	0.1%Prev: 0.1%	12,486 SH	Increased+797 SH
NVIDIA CORPORATION	COM	$1.7M	0.4%Prev: 0.4%	9,015 SH	Increased+188 SH
OLD REP INTL CORP	COM	$278K	0.1%Prev: 0.1%	6,088 SH	Increased
ORACLE CORP	COM	$307K	0.1%Prev: 0.1%	1,577 SH	Decreased-677 SH
PEPSICO INC	COM	$372K	0.1%Prev: 0.1%	2,594 SH	Decreased-191 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$3.6M	0.8%Prev: 0.1%	36,185 SH	Increased+32,072 SH
PIMCO ETF TR	INTER MUN BD ACT	$3.4M	0.8%Prev: 0.8%	63,995 SH	Decreased-1,595 SH
PIMCO ETF TR	MUNI INCOME OPP	$3.5M	0.8%Prev: 0.7%	78,272 SH	Increased+9,491 SH
PRICE T ROWE GROUP INC	COM	$233K	0.1%Prev: 0.0%	2,276 SH	Increased+233 SH
PROCTER AND GAMBLE CO	COM	$507K	0.1%Prev: 0.2%	3,538 SH	Decreased-1,433 SH
QUALCOMM INC	COM	$804K	0.2%Prev: 0.2%	4,699 SH	Increased-18 SH
RADIAN GROUP INC	COM	$229K	0.1%Prev: 0.1%	6,369 SH	Decreased
REINSURANCE GRP OF AMERICA I	COM NEW	$315K	0.1%Prev: 0.1%	1,546 SH	Increased-23 SH
RELIANCE INC	COM	$326K	0.1%Prev: 0.1%	1,127 SH	Increased
S&P GLOBAL INC	COM	$612K	0.1%Prev: 0.1%	1,172 SH	Increased
SANMINA CORPORATION	COM	$511K	0.1%Prev: 0.1%	3,407 SH	Increased-87 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$298K	0.1%Prev: 0.1%	11,357 SH	Increased
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$902K	0.2%Prev: 0.2%	32,900 SH	Increased+39 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.2M	1.0%Prev: 1.1%	156,674 SH	Decreased-19,796 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$324K	0.1%Prev: 0.1%	10,785 SH	Decreased-984 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.2%Prev: 0.3%	37,167 SH	Decreased-2,720 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$415K	0.1%	2,884 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.8M	0.4%Prev: 0.4%	3,807 SH	Increased+41 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.5M	2.9%Prev: 3.0%	18,266 SH	Decreased-1,071 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$6.9M	1.6%Prev: 1.5%	11,421 SH	Increased+786 SH
SPDR SERIES TRUST	STATE STREET SPD	$29.3M	6.8%	445,135 SH	New
TAYLOR MORRISON HOME CORP	COM	$283K	0.1%Prev: 0.1%	4,811 SH	Decreased+238 SH
TD SYNNEX CORPORATION	COM	$292K	0.1%Prev: 0.1%	1,943 SH	Decreased-104 SH
TEXAS INSTRS INC	COM	$1.0M	0.2%Prev: 0.3%	5,944 SH	Decreased-177 SH
THE CIGNA GROUP	COM	$494K	0.1%Prev: 0.1%	1,796 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$662K	0.2%Prev: 0.2%	2,005 SH	Decreased-499 SH
UNUM GROUP	COM	$308K	0.1%Prev: 0.1%	3,980 SH	Decreased
US BANCORP DEL	COM NEW	$469K	0.1%Prev: 0.1%	8,780 SH	Increased+173 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$260K	0.1%Prev: 0.1%	3,513 SH	Increased+119 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$387K	0.1%Prev: 0.1%	1,387 SH	Decreased-550 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$388K	0.1%Prev: 0.1%	2,189 SH	Decreased-146 SH
VANGUARD INDEX FDS	MID CAP ETF	$633K	0.1%Prev: 0.2%	2,180 SH	Decreased+19 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$259K	0.1%Prev: 0.1%	413 SH	Decreased-85 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$561K	0.1%Prev: 0.2%	2,650 SH	Decreased-1,434 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	0.3%Prev: 0.4%	5,268 SH	Decreased-766 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.8M	0.4%Prev: 0.4%	5,435 SH	Increased+99 SH
VANGUARD INDEX FDS	VALUE ETF	$227K	0.1%	1,186 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$19.6M	4.5%Prev: 4.1%	245,899 SH	Increased+29,652 SH
VANGUARD SCOTTSDALE FDS	VNG RUS3000IDX	$571K	0.1%Prev: 0.1%	1,900 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$527K	0.1%Prev: 0.1%	2,399 SH	Increased+778 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$10.8M	2.5%Prev: 2.5%	173,676 SH	Increased+100 SH
VERIZON COMMUNICATIONS INC	COM	$314K	0.1%Prev: 0.1%	7,719 SH	Decreased-82 SH
VISA INC	COM CL A	$1.4M	0.3%Prev: 0.3%	3,872 SH	Increased-28 SH
WALMART INC	COM	$730K	0.2%Prev: 0.2%	6,556 SH	Increased-526 SH
WILLIAMS SONOMA INC	COM	$286K	0.1%Prev: 0.1%	1,602 SH	Decreased-200 SH
WINTRUST FINL CORP	COM	$343K	0.1%Prev: 0.1%	2,454 SH	Increased
XPO INC	COM	$203K	0.0%Prev: 0.1%	1,493 SH	Decreased-159 SH

Sold (vs prior filing)

COMCAST CORP NEW — $200K
INVESCO EXCH TRD SLF IDX FD — $1.3M
LINDE PLC — $203K
MERITAGE HOMES CORP — $209K
SELECT SECTOR SPDR TR — $406K
SPDR SERIES TRUST — $14.7M
SPDR SERIES TRUST — $2.3M
SPDR SERIES TRUST — $2.1M
SPDR SERIES TRUST — $1.2M
SPDR SERIES TRUST — $5.6M
SPDR SERIES TRUST — $263K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 5, 2026	Q4 2025	13F-HR	0001172661-26-000481	$432.9M	View
Nov 3, 2025	Q3 2025	13F-HR	0001172661-25-004553	$423.0M	View
Aug 4, 2026	Q2 2026