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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUNI PIMCO ETF TR 64,164.0 $3.4M 0.72% -4K -6.5% $52.60 -1.6%
22 IVV ISHARES TR 4,028.0 $3.0M 0.64% -94.0 -2.3% $748.86 +2.8%
23 MINT PIMCO ETF TR 28,699.0 $2.9M 0.61% -2K -7.5% $100.81 -0.1%
24 JPM JPMORGAN CHASE & CO Financial Services 7,845.0 $2.6M 0.55% +42.0 +0.5% $327.31 +9.0%
25 MSFT MICROSOFT CORP Technology 5,664.0 $2.1M 0.45% $373.04 +31.8%
26 LAZ LAZARD INC Financial Services 48,762.0 $2.0M 0.43% $41.94 +4.4%
27 DIA STATE STR SPDR DOW JONES IND Financial Services 3,766.0 $2.0M 0.42% $522.38 +2.5%
28 VTI VANGUARD INDEX FDS 5,231.0 $1.9M 0.41% -66.0 -1.2% $370.04 +2.2%
29 BSMR INVESCO EXCH TRD SLF IDX FD 77,726.0 $1.8M 0.39% -785.0 -1.0% $23.64 -0.1%
30 AVGO BROADCOM INC Technology 4,705.0 $1.8M 0.38% +62.0 +1.3% $377.75 -5.6%
31 BSMQ INVESCO EXCH TRD SLF IDX FD 71,908.0 $1.7M 0.36% -2K -2.4% $23.55 -0.2%
32 NVDA NVIDIA CORPORATION Technology 8,437.0 $1.7M 0.36% $200.09 +6.4%
33 CSCO CISCO SYS INC Technology 13,496.0 $1.6M 0.34% +160.0 +1.2% $117.46 -5.4%
34 TXN TEXAS INSTRS INC Technology 5,240.0 $1.6M 0.33% -30.0 -0.6% $298.07 -12.8%
35 GOOGL ALPHABET INC Communication Services 4,347.0 $1.6M 0.33% $357.35 -2.9%
36 CAT CATERPILLAR INC Industrials 1,458.0 $1.6M 0.33% $1064.90 -23.8%
37 VB VANGUARD INDEX FDS 5,046.0 $1.5M 0.32% $303.15 -0.0%
38 V VISA INC Financial Services 4,130.0 $1.4M 0.30% +73.0 +1.8% $343.09 +11.9%
39 BSMS INVESCO EXCH TRD SLF IDX FD 58,752.0 $1.4M 0.29% -951.0 -1.6% $23.44 -0.2%
40 JNJ JOHNSON & JOHNSON Healthcare 5,320.0 $1.4M 0.29% +115.0 +2.2% $253.98 +7.5%
Page 2 of 8  ·  146 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%