DOSSIER · 13F-HR · Q1 2026

Paulson Wealth Management Inc.

$427M in tracked AUM across 137 positions as of Q1 2026.

PW
CIK 0001731878 · last filed Mar 31, 2026
Total AUM
$427M
as of Q1 2026
Holdings
137
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$427M 1.4%
137 positionsView →
2025Q4Dec 31
$433M 2.3%
136 positionsView →
2025Q3Sep 30
$423M 9.5%
136 positionsView →
2025Q2Jun 30
$386M 8.7%
142 positionsLocked
2025Q1Mar 31
$355M 3.1%
132 positionsLocked
2024Q4Dec 31
$366M 2.0%
138 positionsLocked
2024Q3Sep 30
$374M 9.1%
149 positionsLocked
2024Q2Jun 30
$343M 0.8%
142 positionsLocked
2024Q1Mar 31
$340M 9.0%
143 positionsLocked
2023Q4Dec 31
$312M 9.1%
134 positionsLocked
2023Q3Sep 30
$286M 2.3%
129 positionsLocked
2023Q2Jun 30
$293M 30.2%
128 positionsLocked
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