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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 7 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,260.0 $286K 0.06% $226.81 -45.2%
122 GNW GENWORTH FINL INC Financial Services 29,761.0 $282K 0.06% $9.47 +4.2%
123 BND VANGUARD BD INDEX FDS 3,785.0 $278K 0.06% +146.0 +4.0% $73.42 -1.0%
124 ORI OLD REP INTL CORP Financial Services 6,644.0 $272K 0.06% $40.92 +2.9%
125 CMC COMMERCIAL METALS CO Basic Materials 4,318.0 $271K 0.06% -25.0 -0.6% $62.75 +6.6%
126 URTH ISHARES INC 1,335.0 $271K 0.06% +210.0 +18.7% $202.64 +3.3%
127 LOW LOWES COS INC Consumer Cyclical 1,203.0 $265K 0.06% $220.50 -2.7%
128 CVX CHEVRON CORPORATION Energy 1,562.0 $259K 0.06% -300.0 -16.1% $165.77 +20.6%
129 CL COLGATE PALMOLIVE CO Consumer Defensive 2,796.0 $256K 0.05% $91.68 -0.4%
130 RDN RADIAN GROUP INC Financial Services 6,714.0 $253K 0.05% -39.0 -0.6% $37.67 -2.2%
131 AMAT APPLIED MATLS INC Technology 349.0 $252K 0.05% NEW $723.00 -33.6%
132 ABT ABBOTT LABORATORIES Healthcare 2,723.0 $247K 0.05% -174.0 -6.0% $90.74 +28.0%
133 VTV VANGUARD INDEX FDS 1,105.0 $241K 0.05% -80.0 -6.8% $217.93 +4.1%
134 SPUS TIDAL TRUST I 4,134.0 $238K 0.05% NEW $57.50 +1.5%
135 IVE ISHARES TR 1,017.0 $231K 0.05% -225.0 -18.1% $227.06 +4.6%
136 CMCSA COMCAST CORP NEW Communication Services 9,323.0 $229K 0.05% +682.0 +7.9% $24.55 +10.4%
137 CACI CACI INTL INC Technology 486.0 $225K 0.05% $463.26 +32.1%
138 LIN LINDE PLC Basic Materials 420.0 $218K 0.05% $518.94 -6.1%
139 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,777.0 $218K 0.05% NEW $57.62 +17.9%
140 VNQ VANGUARD INDEX FDS 2,250.0 $217K 0.05% NEW $96.44 +2.9%
Page 7 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%