Paulson Wealth Management Inc.
Q2 2025 13F Holdings
- Locationwest palm beach, FL
- Num holdings
142
- Value ($000)
$386,240
- Date Filed08/06/2025
- Form type13F-HR
- CIK0001731878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $60.24M | 16 % | 141,890 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $54.58M | 14 % | 280,992 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $33.22M | 9 % | 371,578 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $29.86M | 8 % | 138,354 | ||
AAPL APPLE INC | COM | 037833100 | $20.91M | 5 % | 101,907 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $15.76M | 4 % | 198,247 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.93M | 3 % | 19,316 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $11.87M | 3 % | 143,546 | ||
NBSD NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | 64135A887 | $10.16M | 3 % | 199,395 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $9.72M | 3 % | 81,579 |
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