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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 6 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AVT AVNET INC Technology 4,039.0 $359K 0.08% -30.0 -0.7% $88.82 -1.4%
102 UNM UNUM GROUP Financial Services 3,857.0 $345K 0.07% $89.40 +0.3%
103 EMR EMERSON ELEC CO Industrials 2,384.0 $341K 0.07% -126.0 -5.0% $143.17 +8.2%
104 TROW PRICE T ROWE GROUP INC Financial Services 2,935.0 $334K 0.07% +292.0 +11.1% $113.69 -0.7%
105 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 4,644.0 $333K 0.07% $71.74 +1.0%
106 CRWD CROWDSTRIKE HLDGS INC Technology 435.0 $332K 0.07% -85.0 -16.4% $190.79 -2.8%
107 VOE VANGUARD INDEX FDS 1,678.0 $332K 0.07% $197.63 +5.6%
108 T AT&T INC Communication Services 15,971.0 $331K 0.07% +4K +29.6% $20.70 +24.4%
109 PEP PEPSICO INC Consumer Defensive 2,439.0 $330K 0.07% $135.38 +5.1%
110 MMM 3M CO Industrials 2,035.0 $329K 0.07% $161.90 +10.8%
111 SCHB SCHWAB STRATEGIC TR 11,357.0 $329K 0.07% $28.96 +2.2%
112 BAC BANK OF AMER CORP Financial Services 5,743.0 $327K 0.07% +557.0 +10.7% $56.98 +9.6%
113 NBSD NEUBERGER BERMAN ETF TRUST 6,462.0 $326K 0.07% -277K -97.7% $50.51 +0.4%
114 VOT VANGUARD INDEX FDS 1,063.0 $326K 0.07% $306.32 -0.9%
115 RGA REINSURANCE GROUP AMER INC Financial Services 1,500.0 $319K 0.07% $212.65 +14.9%
116 GS GOLDMAN SACHS GROUP INC Financial Services 312.0 $315K 0.07% $1011.12 +4.8%
117 XPO XPO INC Industrials 1,448.0 $297K 0.06% -45.0 -3.0% $205.29 -6.5%
118 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 621.0 $297K 0.06% $477.57 -12.6%
119 MAR MARRIOTT INTL INC NEW Consumer Cyclical 796.0 $295K 0.06% $370.59 -3.5%
120 VOO VANGUARD INDEX FDS 426.0 $292K 0.06% +12.0 +2.9% $686.09 +2.6%
Page 6 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%