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Portfolio (Quarterly) Guide ↗

Paulson Wealth Management Inc.

· CIK 0001731878
13F Portfolio $433M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 4 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 6,556.0 $730K 0.17% NEW $111.41 +6.8%
62 ESGD ISHARES TR 7,394.0 $703K 0.16% NEW $95.09 +6.4%
63 OEF ISHARES TR 2,000.0 $686K 0.16% NEW $342.97 +4.8%
64 UNH UNITEDHEALTH GROUP INC Healthcare 2,005.0 $662K 0.15% NEW $330.11 +22.9%
65 VO VANGUARD INDEX FDS 2,180.0 $633K 0.15% NEW $290.27 -72.4%
66 META META PLATFORMS INC Communication Services 935.0 $617K 0.14% NEW $660.18 -15.5%
67 SPGI S&P GLOBAL INC Financial Services 1,172.0 $612K 0.14% NEW $522.59 -22.9%
68 NULG NUSHARES ETF TR 6,112.0 $598K 0.14% NEW $97.80 +15.5%
69 MCD MCDONALDS CORP Consumer Cyclical 1,932.0 $590K 0.14% NEW $305.63 -10.4%
70 BERKSHIRE HATHAWAY INC DEL 1,161.0 $584K 0.14% NEW $502.65
71 MA MASTERCARD INCORPORATED Financial Services 1,009.0 $576K 0.13% NEW $570.88 -13.4%
72 VTHR VANGUARD SCOTTSDALE FDS 1,900.0 $571K 0.13% NEW $300.33 +8.1%
73 NULV NUSHARES ETF TR 12,486.0 $562K 0.13% NEW $45.05 +10.8%
74 VBR VANGUARD INDEX FDS 2,650.0 $561K 0.13% NEW $211.81 +13.5%
75 LMT LOCKHEED MARTIN CORP Industrials 1,139.0 $551K 0.13% NEW $483.67 +1.6%
76 IUSG ISHARES TR 3,221.0 $541K 0.12% NEW $167.94 +8.7%
77 VIG VANGUARD SPECIALIZED FUNDS 2,399.0 $527K 0.12% NEW $219.82 +6.7%
78 DIS DISNEY WALT CO Communication Services 4,544.0 $517K 0.12% NEW $113.77 -11.1%
79 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,306.0 $514K 0.12% NEW $393.30 -19.3%
80 SANM SANMINA CORPORATION Technology 3,407.0 $511K 0.12% NEW $150.07 +65.8%
Page 4 of 7  ·  136 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 37.6%
Financial Services 36.0%
Healthcare 7.6%
Consumer Cyclical 5.7%
Communication Services 4.6%
Industrials 3.3%
Consumer Defensive 3.2%
Energy 1.3%
Basic Materials 0.6%