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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQE DIREXION SHARES ETF TRUST 9,413.0 $1.1M 0.24% -95.0 -1.0% $122.01 +0.3%
22 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,221.0 $1.1M 0.24% -50.0 -3.9% $935.47 +2.9%
23 BIL SPDR SERIES TRUST 11,104.0 $1.0M 0.22% -2K -13.1% $91.64 -0.0%
24 UNH UNITEDHEALTH GROUP INC Healthcare 1,656.0 $688K 0.15% -577.0 -25.8% $415.63 -4.7%
25 VTHR VANGUARD SCOTTSDALE FDS 1,790.0 $593K 0.13% -110.0 -5.8% $331.43 +2.2%
26 VIG VANGUARD SPECIALIZED FUNDS 2,354.0 $557K 0.12% -45.0 -1.9% $236.66 +3.2%
27 MMIN NEW YORK LIFE INVTS ACTIVE E 22,886.0 $554K 0.12% -8K -25.7% $24.21 -2.4%
28 IWN ISHARES TR 2,467.0 $546K 0.12% -390.0 -13.7% $221.20 +1.5%
29 VBR VANGUARD INDEX FDS 2,141.0 $520K 0.11% -81.0 -3.6% $242.94 +2.1%
30 GILD GILEAD SCIENCES INC Healthcare 3,818.0 $482K 0.10% -21.0 -0.6% $126.36 +17.6%
31 XLK SELECT SECTOR SPDR TR 2,446.0 $466K 0.10% -438.0 -15.2% $190.52 -4.8%
32 MUB ISHARES TR 4,316.0 $464K 0.10% -169.0 -3.8% $107.62 -1.9%
33 AVT AVNET INC Technology 4,039.0 $359K 0.08% -30.0 -0.7% $88.82 -2.8%
34 EMR EMERSON ELEC CO Industrials 2,384.0 $341K 0.07% -126.0 -5.0% $143.17 +8.3%
35 CRWD CROWDSTRIKE HLDGS INC Technology 435.0 $332K 0.07% -85.0 -16.4% $190.79 -3.0%
36 NBSD NEUBERGER BERMAN ETF TRUST 6,462.0 $326K 0.07% -277K -97.7% $50.51 +0.4%
37 XPO XPO INC Industrials 1,448.0 $297K 0.06% -45.0 -3.0% $205.29 -6.1%
38 CMC COMMERCIAL METALS CO Basic Materials 4,318.0 $271K 0.06% -25.0 -0.6% $62.75 +6.3%
39 CVX CHEVRON CORPORATION Energy 1,562.0 $259K 0.06% -300.0 -16.1% $165.77 +21.2%
40 RDN RADIAN GROUP INC Financial Services 6,714.0 $253K 0.05% -39.0 -0.6% $37.67 -2.5%
Page 2 of 3  ·  43 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%