13F Insight
DOSSIER · 13F-HR · Q1 2026

Paulson Wealth Management Inc.

Paulson Wealth's family office based in Boston, MA — $427M in tracked AUM across 137 positions as of Q1 2026.

PW
Paulson Wealth·Boston, MA·Family Office
CIK 0001731878 · last filed Mar 31, 2026
Total AUM
$427M
▼ 12.6%
vs prior
Holdings
137
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
43% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Paulson Wealth Management Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$60M141K14.1%
02
IWD
ISHARES TR
$58M274K13.7%
03
IWM
ISHARES TR
$37M148K8.6%
04
EFA
ISHARES TR
$36M371K8.4%
05
AAPL
APPLE INC
$24M95K5.7%
06
VCSH
VANGUARD SCOTTSDALE FDS
$19M235K4.4%
07
NBSD
NEUBERGER BERMAN ETF TRUST
$14M284K3.4%
08
IEI
ISHARES TR
$14M115K3.2%
09
SPY
STATE STR SPDR S&P 500 ETF T
$12M18K2.8%
10
VEA
VANGUARD TAX-MANAGED FDS
$11M178K2.7%

Filing history

Filing history loading…