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Portfolio (Quarterly) Guide ↗

Paulson Wealth Management Inc.

· CIK 0001731878
13F Portfolio $471M AUM 146 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 43 Reduced 2 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWF ISHARES TR 559,400.0 $69.5M 14.73% +418K +295.5% $124.17 -1.9%
2 VCSH VANGUARD SCOTTSDALE FDS 244,887.0 $19.4M 4.11% +10K +4.4% $79.03 -0.4%
3 IEI ISHARES TR 123,856.0 $14.5M 3.09% +9K +8.1% $117.45 -0.6%
4 VEA VANGUARD TAX-MANAGED FDS 189,259.0 $13.5M 2.86% +11K +6.4% $71.25 +3.1%
5 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 13,887.0 $9.8M 2.07% +1K +11.4% $703.32 -0.7%
6 SPSM SPDR SERIES TRUST 156,527.0 $9.0M 1.92% +14K +10.0% $57.67 -1.0%
7 RSP INVESCO EXCHANGE TRADED FD T 40,960.0 $8.7M 1.85% +9K +29.7% $212.77 +4.4%
8 PFF ISHARES TR 196,400.0 $6.0M 1.27% +6K +3.3% $30.49 +0.7%
9 JPM JPMORGAN CHASE & CO Financial Services 7,845.0 $2.6M 0.55% +42.0 +0.5% $327.31 +8.9%
10 AVGO BROADCOM INC Technology 4,705.0 $1.8M 0.38% +62.0 +1.3% $377.75 -5.9%
11 CSCO CISCO SYS INC Technology 13,496.0 $1.6M 0.34% +160.0 +1.2% $117.46 -4.3%
12 V VISA INC Financial Services 4,130.0 $1.4M 0.30% +73.0 +1.8% $343.09 +11.9%
13 JNJ JOHNSON & JOHNSON Healthcare 5,320.0 $1.4M 0.29% +115.0 +2.2% $253.98 +6.3%
14 LLY ELI LILLY & CO Healthcare 1,118.0 $1.3M 0.28% +22.0 +2.0% $1199.43 -0.8%
15 HD HOME DEPOT INC Consumer Cyclical 3,130.0 $1.1M 0.23% +31.0 +1.0% $352.68 -5.1%
16 XOM EXXON MOBIL CORP Energy 7,228.0 $988K 0.21% +154.0 +2.2% $136.72 +15.7%
17 AMZN AMAZON COM INC Consumer Cyclical 4,135.0 $986K 0.21% +66.0 +1.6% $238.34 +9.2%
18 ESGD ISHARES TR 7,145.0 $735K 0.16% +242.0 +3.5% $102.81 +4.3%
19 NULG NUSHARES ETF TR 6,206.0 $726K 0.15% +400.0 +6.9% $117.06 -2.7%
20 AMGN AMGEN INC Healthcare 1,970.0 $713K 0.15% +43.0 +2.2% $362.12 +21.6%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.1%
Financial Services 38.2%
Healthcare 6.7%
Consumer Cyclical 4.2%
Industrials 3.7%
Consumer Defensive 3.3%
Communication Services 2.8%
Energy 1.1%
Basic Materials 0.8%