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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 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BAC BANK AMERICA CORP Financial Services 5,186.0 $253K 0.06% NEW $48.75 +18.8%
122 AVT AVNET INC Technology 4,069.0 $251K 0.06% -133.0 -3.2% $61.62 +45.4%
123 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,260.0 $250K 0.06% +36.0 +2.9% $198.29 +19.4%
124 CMCSA COMCAST CORP NEW Communication Services 8,641.0 $248K 0.06% NEW $28.71 -20.6%
125 VOO VANGUARD INDEX FDS 414.0 $247K 0.06% $596.93 +13.3%
126 ASML ASML HLDG NV Technology 184.0 $243K 0.06% NEW $1320.83 +34.6%
127 GNW GENWORTH FINL INC Financial Services 29,761.0 $242K 0.06% -951.0 -3.1% $8.12 +12.9%
128 CL COLGATE PALMOLIVE CO Consumer Defensive 2,796.0 $238K 0.06% $85.23 +7.3%
129 TROW PRICE T ROWE GROUP INC Financial Services 2,643.0 $238K 0.06% +367.0 +16.1% $90.14 +17.6%
130 VTV VANGUARD INDEX FDS 1,185.0 $232K 0.05% $196.20 +10.8%
131 RDN RADIAN GROUP INC Financial Services 6,753.0 $223K 0.05% +384.0 +6.0% $33.08 +7.6%
132 ORCL ORACLE CORP Technology 1,477.0 $217K 0.05% -100.0 -6.3% $147.11 +12.3%
133 KLAC KLA CORP Technology 146.0 $215K 0.05% NEW $1472.41 -83.4%
134 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 618.0 $209K 0.05% NEW $337.95 +29.1%
135 LIN LINDE PLC Basic Materials 420.0 $208K 0.05% NEW $495.76 +3.3%
136 CRWD CROWDSTRIKE HLDGS INC Technology 520.0 $203K 0.05% +3.0 +0.6% $390.41 +74.4%
137 URTH ISHARES INC 1,125.0 $203K 0.05% NEW $180.02 +10.8%
Page 7 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%