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Portfolio (Quarterly) Guide ↗

Paulson Wealth Management Inc.

· CIK 0001731878
13F Portfolio $427M AUM 137 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 50 Added 52 Reduced 6 Exited
Page 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MUB ISHARES TR 4,485.0 $476K 0.11% $106.15 +1.0%
82 VZ VERIZON COMMUNICATIONS INC Communication Services 9,475.0 $476K 0.11% +2K +22.8% $50.20 -9.6%
83 DIS DISNEY WALT CO Communication Services 4,556.0 $439K 0.10% $96.39 +7.4%
84 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,318.0 $436K 0.10% +12.0 +0.9% $330.63 -3.7%
85 SANM SANMINA CORP Technology 3,317.0 $430K 0.10% -90.0 -2.6% $129.64 +90.6%
86 USB US BANCORP Financial Services 8,163.0 $425K 0.10% -617.0 -7.0% $52.01 +15.5%
87 WTFC WINTRUST FINL CORP Financial Services 2,841.0 $395K 0.09% +387.0 +15.8% $138.94 +12.1%
88 CVX CHEVRON CORPORATION Energy 1,862.0 $385K 0.09% -934.0 -33.4% $206.91 -14.9%
89 XLK SELECT SECTOR SPDR TR 2,884.0 $383K 0.09% $132.90 +38.6%
90 PEP PEPSICO INC Consumer Defensive 2,433.0 $378K 0.09% -161.0 -6.2% $155.27 -8.5%
91 IVW ISHARES TR 3,200.0 $362K 0.09% $113.11 +18.2%
92 T AT&T INC Communication Services 12,322.0 $357K 0.08% +3K +34.6% $28.99 -21.3%
93 RS RELIANCE INC Basic Materials 1,172.0 $356K 0.08% +45.0 +4.0% $303.92 +31.2%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 1,445.0 $350K 0.08% +102.0 +7.6% $242.39 +9.3%
95 KO COCA COLA CO Consumer Defensive 4,422.0 $336K 0.08% -602.0 -12.0% $76.05 +5.6%
96 C CITIGROUP INC Financial Services 2,959.0 $336K 0.08% +92.0 +3.2% $113.41 +27.8%
97 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,635.0 $332K 0.08% $203.18 +8.5%
98 SNX TD SYNNEX CORPORATION Technology 1,953.0 $329K 0.08% +10.0 +0.5% $168.71 +72.0%
99 EMR EMERSON ELEC CO Industrials 2,510.0 $329K 0.08% +31.0 +1.2% $131.04 +9.2%
100 SCHM SCHWAB STRATEGIC TR 10,557.0 $327K 0.08% -228.0 -2.1% $30.96 +15.4%
Page 5 of 7  ·  137 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
Financial Services 37.5%
Technology 36.7%
Healthcare 6.9%
Consumer Cyclical 4.6%
Communication Services 4.4%
Consumer Defensive 3.8%
Industrials 3.6%
Energy 1.7%
Basic Materials 0.9%