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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 5 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AMD ADVANCED MICRO DEVICES INC Technology 863.0 $501K 0.11% NEW $580.91 -17.5%
82 QCOM QUALCOMM INC Technology 2,702.0 $499K 0.11% +233.0 +9.4% $184.79 -13.1%
83 CI THE CIGNA GROUP Healthcare 1,796.0 $495K 0.10% $275.68 +1.3%
84 GILD GILEAD SCIENCES INC Healthcare 3,818.0 $482K 0.10% -21.0 -0.6% $126.36 +17.7%
85 SPGI S&P GLOBAL INC Financial Services 1,172.0 $477K 0.10% $407.26 +6.3%
86 XLK SELECT SECTOR SPDR TR 2,446.0 $466K 0.10% -438.0 -15.2% $190.52 -4.6%
87 MUB ISHARES TR 4,316.0 $464K 0.10% -169.0 -3.8% $107.62 -1.9%
88 WTFC WINTRUST FINL CORP Financial Services 2,856.0 $459K 0.10% +15.0 +0.5% $160.72 -6.0%
89 KLAC KLA CORP Technology 1,483.0 $447K 0.10% +1K +915.8% $301.71 -39.2%
90 IVW ISHARES TR 3,200.0 $440K 0.09% $137.53 +0.9%
91 RS RELIANCE INC Basic Materials 1,177.0 $440K 0.09% $373.60 +2.7%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 9,987.0 $423K 0.09% +512.0 +5.4% $42.34 +18.7%
93 IBM INTERNATIONAL BUSINESS MACHS Technology 1,493.0 $420K 0.09% +48.0 +3.3% $281.21 -16.7%
94 C CITIGROUP INC Financial Services 2,959.0 $414K 0.09% $139.96 -4.8%
95 SCHM SCHWAB STRATEGIC TR 10,557.0 $389K 0.08% $36.87 -2.7%
96 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,322.0 $385K 0.08% $291.17 -9.1%
97 KO COCA COLA CO Consumer Defensive 4,652.0 $378K 0.08% +230.0 +5.2% $81.27 +12.8%
98 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,602.0 $373K 0.08% $233.10 +0.6%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,635.0 $366K 0.08% $223.95 +26.3%
100 ASML ASML HLDG NV Technology 184.0 $366K 0.08% $1989.44 -12.3%
Page 5 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%