Investor
Paulson Wealth Management Inc.
CIK 0001731878 · filed 2026-05-08 · SEC filing
13F book
$426.7M
Positions
137
7 new · 6 sold
Largest name
14.1%
Ishares Tr
Est. mark
−$8.91M
Price effect on 130 names still held. Flow $2.69M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 141.5K | $60.3M | 14.1% | −$6.28M | Added−$3.09M |
| Ishares Tr | — | 273.5K | $58.4M | 13.7% | $900.8K | Added$1.56M |
| Ishares Tr | — | 148.4K | $36.8M | 8.6% | $261.9K | Added$1.76M |
| Ishares Tr | — | 370.6K | $36M | 8.4% | $402K | Added$906.9K |
| Apple Inc. | AAPL | 95.3K | $24.2M | 5.7% | −$1.72M | Cut−$1.79M |
| Vanguard Scottsdale Fds | — | 234.6K | $18.6M | 4.4% | −$107.9K | Cut−$1.01M |
| Neuberger Berman Etf Trust | — | 283.8K | $14.4M | 3.4% | −$116.6K | Added$1.8M |
| Ishares Tr | — | 114.5K | $13.6M | 3.2% | −$72.4K | Added$2.06M |
| Spdr S&P 500 Etf Tr | — | 18.3K | $11.9M | 2.8% | −$576.2K | Cut−$579.6K |
| Vanguard Tax-Managed Fds | — | 177.9K | $11.4M | 2.7% | $279.6K | Added$549.3K |
| Spdr Series Trust | — | 100.3K | $9.18M | 2.2% | $232.8K | Cut−$5.62M |
| Spdr S&P Midcap 400 Etf Tr | — | 12.5K | $7.69M | 1.8% | $154.1K | Added$798K |
| Spdr Series Trust | — | 142.2K | $6.87M | 1.6% | $188.3K | Added$830.1K |
| Invesco Exchange Traded Fd T | — | 31.6K | $6.06M | 1.4% | $8.24K | Added$1.67M |
| Ishares Tr | — | 190.1K | $5.76M | 1.4% | −$111.9K | Added$348.4K |
| Blackrock Etf Trust Ii | — | 229.4K | $5.48M | 1.3% | −$26.1K | Added$652.8K |
| Spdr Series Trust | — | 102K | $4.88M | 1.1% | −$16.3K | Cut−$215.9K |
| Invesco Qqq Tr | — | 7.66K | $4.42M | 1.0% | −$276.2K | Added−$151K |
| Pimco Etf Tr | — | 92.4K | $4.17M | 1.0% | −$11.7K | Added$627.3K |
| Schwab Strategic Tr | — | 156.5K | $4.01M | 0.9% | −$198.7K | Cut−$204.1K |
| Pimco Etf Tr | — | 68.7K | $3.58M | 0.8% | −$14.1K | Added$229K |
| Pimco Etf Tr | — | 31K | $3.12M | 0.7% | $7.14K | Cut−$509K |
| Ishares Tr | — | 4.12K | $2.69M | 0.6% | −$130.3K | Cut−$1.28M |
| Jpmorgan Chase & Co. | — | 7.8K | $2.3M | 0.5% | −$218.9K | Cut−$314.3K |
| Microsoft Corp | MSFT | 5.65K | $2.09M | 0.5% | −$641K | Cut−$806.8K |
| Lazard, Inc. | LAZ | 48.8K | $2.07M | 0.5% | −$296.5K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 78.5K | $1.86M | 0.4% | −$668 | Added$444.9K |
| Spdr Dow Jones Indl Average | — | 3.77K | $1.75M | 0.4% | −$65.9K | Cut−$83.2K |
| Invesco Exch Trd Slf Idx Fd | — | 73.6K | $1.74M | 0.4% | −$1.16K | Added$371.9K |
| Vanguard Index Fds | — | 5.3K | $1.7M | 0.4% | −$76.7K | Cut−$123K |
| Nvidia Corp | NVDA | 8.44K | $1.47M | 0.3% | −$102.1K | Cut−$210.2K |
| Broadcom Inc. | AVGO | 4.64K | $1.44M | 0.3% | −$169.9K | Cut−$267.1K |
| Invesco Exch Trd Slf Idx Fd | — | 59.7K | $1.4M | 0.3% | −$4.27K | Added$438.2K |
| Invesco Exch Trd Slf Idx Fd | — | 57.5K | $1.32M | 0.3% | −$4.86K | Added$432.9K |
| Vanguard Index Fds | — | 5.05K | $1.32M | 0.3% | $20.1K | Cut−$36.2K |
| Johnson & Johnson | JNJ | 5.21K | $1.27M | 0.3% | $195.1K | Cut−$186.7K |
| Costco Whsl Corp New | — | 1.27K | $1.27M | 0.3% | $169.8K | Added$174.7K |
| Alphabet Inc | — | 4.34K | $1.25M | 0.3% | −$110.3K | Cut−$333.8K |
| Visa Inc. | V | 4.06K | $1.23M | 0.3% | −$187.7K | Added−$131.8K |
| Exxon Mobil Corp | — | 7.07K | $1.2M | 0.3% | $348.9K | Cut$313.5K |
| Spdr Series Trust | — | 12.8K | $1.17M | 0.3% | $3.32K | Cut−$654.8K |
| Spdr Series Trust | — | 14.4K | $1.14M | 0.3% | −$49.5K | Added−$49.1K |
| Schwab Strategic Tr | — | 37K | $1.08M | 0.3% | $22.2K | Cut$16.9K |
| AbbVie Inc. | ABBV | 4.94K | $1.07M | 0.3% | −$54.4K | Cut−$97.1K |
| Cisco Sys Inc | — | 13.3K | $1.03M | 0.2% | $7.35K | Added$23.7K |
| Caterpillar Inc | CAT | 1.45K | $1.03M | 0.2% | $196.9K | Cut$25.6K |
| Texas Instrs Inc | — | 5.27K | $1.02M | 0.2% | $108.8K | Cut−$8.11K |
| Home Depot, Inc. | HD | 3.1K | $1.02M | 0.2% | −$44.6K | Added$10.7K |
| Schwab Strategic Tr | — | 33.1K | $1.02M | 0.2% | $106.9K | Added$114K |
| Eli Lilly & Co | LLY | 1.1K | $1.01M | 0.2% | −$169.8K | Cut−$177.3K |
| Direxion Shs Etf Tr | — | 9.51K | $936.8K | 0.2% | −$35.9K | Cut−$105.3K |
| Alphabet Inc | — | 2.97K | $852.5K | 0.2% | −$80.1K | Cut−$558.3K |
| Amazon Com Inc | AMZN | 4.07K | $847.5K | 0.2% | −$91.8K | Cut−$251.3K |
| Walmart Inc. | WMT | 6.5K | $808.1K | 0.2% | $83.7K | Cut$77.7K |
| Ishares Tr | — | 3.96K | $760.5K | 0.2% | −$27K | Held |
| Invesco Exch Trd Slf Idx Fd | — | 34.3K | $747.6K | 0.2% | −$2.8K | Added$455.9K |
| New York Life Invts Active E | — | 30.8K | $730K | 0.2% | −$7.08K | Cut−$80.9K |
| Mcdonalds Corp | MCD | 2.2K | $682.8K | 0.2% | $9.97K | Added$92.3K |
| Amgen Inc | AMGN | 1.93K | $678K | 0.2% | $47.3K | Cut−$335K |
| Ishares Tr | — | 6.9K | $660.1K | 0.2% | $3.66K | Cut−$43K |
| Ishares Tr | — | 2K | $636.1K | 0.1% | −$49.8K | Held |
| Vanguard Index Fds | — | 2.19K | $630K | 0.1% | −$6.8K | Added−$2.78K |
| Lockheed Martin Corp | LMT | 1.01K | $608.6K | 0.1% | $121.6K | Cut$57.7K |
| Unitedhealth Group Inc | UNH | 2.23K | $604.2K | 0.1% | −$119.3K | Added−$57.6K |
| Nushares Etf Tr | — | 12.5K | $568.1K | 0.1% | $5.62K | Held |
| Jabil Inc | JBL | 2.14K | $567.7K | 0.1% | $80.4K | Cut$65.1K |
| Procter And Gamble Co | PG | 3.88K | $560K | 0.1% | $4.01K | Added$53K |
| Berkshire Hathaway Inc Del | — | 1.17K | $559.2K | 0.1% | −$27.2K | Added−$24.4K |
| Merck & Co., Inc. | MRK | 4.58K | $551.4K | 0.1% | $68.9K | Cut−$444.8K |
| Vanguard Scottsdale Fds | — | 1.9K | $546.4K | 0.1% | −$24.2K | Held |
| Meta Platforms, Inc. | META | 951 | $544.1K | 0.1% | −$82.3K | Added−$73.2K |
| Ishares Tr | — | 2.86K | $541.7K | 0.1% | $22.6K | Added$52.4K |
| EMCOR Group, Inc. | EME | 726 | $536K | 0.1% | $91.9K | Held |
| Gilead Sciences, Inc. | GILD | 3.84K | $535.1K | 0.1% | $63.9K | Cut$58K |
| Nushares Etf Tr | — | 5.81K | $528K | 0.1% | −$39.8K | Cut−$69.8K |
| Vanguard Specialized Funds | — | 2.4K | $516K | 0.1% | −$11.3K | Held |
| Mastercard Inc | MA | 1.02K | $511.2K | 0.1% | −$71.9K | Added−$64.9K |
| S&P Global Inc. | SPGI | 1.17K | $498.5K | 0.1% | −$114K | Held |
| Vanguard Index Fds | — | 2.22K | $482.8K | 0.1% | $12.2K | Cut−$78.5K |
| Cigna Group | CI | 1.8K | $479.1K | 0.1% | −$15.2K | Held |
| Ishares Tr | — | 4.49K | $476.1K | 0.1% | −$4.3K | Held |
| Verizon Communications Inc | VZ | 9.47K | $475.7K | 0.1% | $73.1K | Added$161.3K |
| Disney Walt Co | — | 4.56K | $439.1K | 0.1% | −$79K | Added−$77.8K |
| Group 1 Automotive Inc | GPI | 1.32K | $435.8K | 0.1% | −$81.8K | Added−$77.9K |
| Sanmina Corp | SANM | 3.32K | $430K | 0.1% | −$67.8K | Cut−$81.3K |
| Us Bancorp Del | — | 8.16K | $424.6K | 0.1% | −$11K | Cut−$43.9K |
| Wintrust Finl Corp | — | 2.84K | $394.7K | 0.1% | −$2.16K | Added$51.6K |
| Chevron Corp New | CVX | 1.86K | $385.3K | 0.1% | $101.5K | Cut−$40.9K |
| Select Sector Spdr Tr | — | 2.88K | $383.3K | 0.1% | −$31.9K | Held |
| Pepsico Inc | PEP | 2.43K | $377.8K | 0.1% | $28.6K | Cut$5.53K |
| Ishares Tr | — | 3.2K | $362K | 0.1% | −$32.5K | Held |
| At&T Inc | — | 12.3K | $357.2K | 0.1% | $38K | Added$129.9K |
| Reliance, Inc. | RS | 1.17K | $356.2K | 0.1% | $17K | Added$30.6K |
| International Business Machs | — | 1.45K | $350.3K | 0.1% | −$72.3K | Added−$47.6K |
| Coca Cola Co | KO | 4.42K | $336.3K | 0.1% | $27.2K | Cut−$14.9K |
| Citigroup Inc | — | 2.96K | $335.6K | 0.1% | −$9.4K | Added$1.03K |
| Automatic Data Processing In | — | 1.64K | $332.2K | 0.1% | −$88.4K | Held |
| Td Synnex Corp | SNX | 1.95K | $329.5K | 0.1% | $35.9K | Added$37.6K |
| Emerson Elec Co | — | 2.51K | $328.9K | 0.1% | −$4.22K | Added−$153 |
| Schwab Strategic Tr | — | 10.6K | $326.8K | 0.1% | $9.4K | Cut$2.54K |
| Qualcomm Inc | — | 2.47K | $318K | 0.1% | −$104.4K | Cut−$485.8K |
| Spdr Series Trust | — | 9.8K | $311.1K | 0.1% | $2.66K | Added$6.08K |
| Vanguard Index Fds | — | 1.68K | $309.3K | 0.1% | $11.7K | Cut−$79K |
| Reinsurance Grp Of America I | — | 1.5K | $306.2K | 0.1% | $1.05K | Cut−$8.31K |
| Abbott Labs | ABT | 2.9K | $297.4K | 0.1% | −$49.7K | Added$22.2K |
| 3M CO | MMM | 2.04K | $295.5K | 0.1% | −$30.3K | Cut−$67.4K |
| Williams Sonoma Inc | WSM | 1.6K | $292.1K | 0.1% | $5.99K | Held |
| XPO, Inc. | XPO | 1.49K | $290.5K | 0.1% | $87.5K | Held |
| Schwab Strategic Tr | — | 11.4K | $285.1K | 0.1% | −$12.8K | Held |
| Lowes Cos Inc | — | 1.2K | $284.3K | 0.1% | −$5.86K | Cut−$717.1K |
| Unum Group | — | 3.86K | $281.7K | 0.1% | −$17.2K | Cut−$26.8K |
| Vanguard Index Fds | — | 1.06K | $273.6K | 0.1% | −$23.2K | Cut−$113.6K |
| Taylor Morrison Home Corp | — | 4.64K | $270.5K | 0.1% | −$2.93K | Cut−$12.8K |
| Vanguard Bd Index Fds | — | 3.64K | $268K | 0.1% | −$1.46K | Added$7.82K |
| Commercial Metals Co | CMC | 4.34K | $266.8K | 0.1% | −$33.8K | Cut−$34.2K |
| Old Rep Intl Corp | — | 6.64K | $265.1K | 0.1% | −$34.9K | Added−$12.8K |
| Caci Intl Inc | — | 486 | $264.3K | 0.1% | $5.38K | Cut−$3.68K |
| Goldman Sachs Group Inc | — | 312 | $263.9K | 0.1% | −$9.67K | Added$6.4K |
| Ishares Tr | — | 1.24K | $262.2K | 0.1% | −$1.14K | Held |
| Marriott Intl Inc New | — | 796 | $260.3K | 0.1% | $13.4K | Held |
| Bank America Corp | — | 5.19K | $252.8K | 0.1% | — | New |
| Avnet Inc | AVT | 4.07K | $250.7K | 0.1% | $55.1K | Cut$48.7K |
| Dicks Sporting Goods Inc | — | 1.26K | $249.8K | 0.1% | $392 | Added$7.53K |
| Comcast Corp New | — | 8.64K | $248.1K | 0.1% | — | New |
| Vanguard Index Fds | — | 414 | $247.1K | 0.1% | −$12.2K | Added−$11.6K |
| Asml Holding N V | — | 184 | $243K | 0.1% | — | New |
| Genworth Finl Inc | — | 29.8K | $241.7K | 0.1% | −$27.1K | Cut−$35.7K |
| Colgate Palmolive Co | CL | 2.8K | $238.3K | 0.1% | $17.4K | Held |
| Price T Rowe Group Inc | TROW | 2.64K | $238.2K | 0.1% | −$27.9K | Added$5.22K |
| Vanguard Index Fds | — | 1.19K | $232.5K | 0.1% | $6.17K | Cut$5.98K |
| Radian Group Inc | RDN | 6.75K | $223.4K | 0.1% | −$18.5K | Added−$5.83K |
| Oracle Corp | — | 1.48K | $217.3K | 0.1% | −$70.6K | Cut−$90.1K |
| Kla Corp | KLAC | 146 | $215K | 0.1% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 618 | $208.9K | 0.0% | — | New |
| Linde Plc | LIN | 420 | $208.2K | 0.0% | — | New |
| Crowdstrike Hldgs Inc | — | 520 | $203K | 0.0% | −$40.5K | Added−$39.3K |
| Ishares Inc | — | 1.13K | $202.5K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.