Paulson Wealth Management Inc.

Q3 2025 13F Holdings

  • Location
    west palm beach, FL
  • Num holdings

    136

  • Value ($000)

    $423,015

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001731878
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$66.30M
16 %

141,547

I
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$57.28M
14 %

281,329

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$34.72M
8 %

371,886

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$33.70M
8 %

139,295

A
AAPL

APPLE INC

COM
037833100
$24.72M
6 %

97,097

V
VCSH

VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD
92206C409
$17.28M
4 %

216,247

---

SPDR SERIES TRUST

BBG CONV SEC ETF
78464A359
$14.66M
4 %

161,948

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$12.88M
3 %

19,337

N
NBSD

NEUBERGER BERMAN ETF TRUST

SHORT DURATION I
64135A887
$11.20M
3 %

218,927

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$10.69M
3 %

89,484

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 136