DOSSIER · 13F-HR · Q2 2026

Paulson Wealth Management Inc.

$471M in tracked AUM across 146 positions as of Q2 2026.

PW
CIK 0001731878 · last filed Jun 30, 2026
Total AUM
$471M
as of Q2 2026
Holdings
146
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Paulson Wealth Management Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWF
ISHARES TR
$69M559K14.7%
02
IWD
ISHARES TR
$61M253K13.0%
03
IWM
ISHARES TR
$41M137K8.8%
04
EFA
ISHARES TR
$37M353K7.8%
05
AAPL
APPLE INC
$28M95K5.9%
06
VCSH
VANGUARD SCOTTSDALE FDS
$19M245K4.1%
07
IEI
ISHARES TR
$15M124K3.1%
08
SPY
STATE STR SPDR S&P 500 ETF T
$14M18K2.9%
09
VEA
VANGUARD TAX-MANAGED FDS
$13M189K2.9%
10
IGSB
ISHARES TR
$13M252K2.8%

Filing history

2026Q2Jun 30
$471M▲ 10.5%
146 positionsView →
2026Q1Mar 31
$427M▼ 1.4%
137 positionsView →
2025Q4Dec 31
$433M▲ 2.3%
136 positionsView →
2025Q3Sep 30
$423M▲ 9.5%
136 positionsLocked
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
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