Universe · entity
Paulson Wealth Management Inc.
Institutional manager (13F) · CIK 1731878
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $391M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $60M | 141,453 |
| 2 | ISHARES TR | $58M | 273,546 |
| 3 | ISHARES TR | $37M | 148,366 |
| 4 | ISHARES TR | $36M | 370,610 |
| 5 | APPLE INC | $24M | 95,321 |
| 6 | VANGUARD SCOTTSDALE FDS | $19M | 234,551 |
| 7 | NEUBERGER BERMAN ETF TRUST | $14M | 283,790 |
| 8 | ISHARES TR | $14M | 114,547 |
| 9 | STATE STR SPDR S&P 500 ETF T | $12M | 18,261 |
| 10 | VANGUARD TAX-MANAGED FDS | $11M | 177,885 |
| 11 | SPDR SERIES TRUST | $9M | 100,332 |
| 12 | STATE STR SPDR S&P MIDCAP 40 | $8M | 12,465 |
| 13 | SPDR SERIES TRUST | $7M | 142,248 |
| 14 | INVESCO EXCHANGE TRADED FD T | $6M | 31,578 |
| 15 | ISHARES TR | $6M | 190,070 |
| 16 | BLACKROCK ETF TRUST II | $5M | 229,364 |
| 17 | SPDR SERIES TRUST | $5M | 102,017 |
| 18 | INVESCO QQQ TR | $4M | 7,656 |
| 19 | PIMCO ETF TR | $4M | 92,419 |
| 20 | SCHWAB STRATEGIC TR | $4M | 156,476 |
| 21 | PIMCO ETF TR | $4M | 68,652 |
| 22 | PIMCO ETF TR | $3M | 31,041 |
| 23 | ISHARES TR | $3M | 4,122 |
| 24 | JPMORGAN CHASE & CO | $2M | 7,803 |
| 25 | MICROSOFT CORP | $2M | 5,651 |
| 26 | LAZARD INC | $2M | 48,762 |
| 27 | INVESCO EXCH TRD SLF IDX FD | $2M | 78,511 |
| 28 | STATE STR SPDR DOW JONES IND | $2M | 3,771 |
| 29 | INVESCO EXCH TRD SLF IDX FD | $2M | 73,637 |
| 30 | VANGUARD INDEX FDS | $2M | 5,297 |
| 31 | NVIDIA CORPORATION | $1M | 8,435 |
| 32 | BROADCOM INC | $1M | 4,643 |
| 33 | INVESCO EXCH TRD SLF IDX FD | $1M | 59,703 |
| 34 | INVESCO EXCH TRD SLF IDX FD | $1M | 57,536 |
| 35 | VANGUARD INDEX FDS | $1M | 5,050 |
| 36 | JOHNSON & JOHNSON | $1M | 5,205 |
| 37 | COSTCO WHOLESALE CORPORATION | $1M | 1,271 |
| 38 | ALPHABET INC | $1M | 4,338 |
| 39 | VISA INC | $1M | 4,057 |
| 40 | EXXON MOBIL CORP | $1M | 7,074 |
| 41 | SPDR SERIES TRUST | $1M | 12,780 |
| 42 | SPDR SERIES TRUST | $1M | 14,396 |
| 43 | SCHWAB STRATEGIC TR | $1M | 36,980 |
| 44 | ABBVIE INC | $1M | 4,941 |
| 45 | CISCO SYS INC | $1M | 13,336 |
| 46 | CATERPILLAR INC | $1M | 1,452 |
| 47 | TEXAS INSTRS INC | $1M | 5,270 |
| 48 | HOME DEPOT INC | $1M | 3,099 |
| 49 | SCHWAB STRATEGIC TR | $1M | 33,131 |
| 50 | ELI LILLY & CO | $1M | 1,096 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.