Holders — by stockHoldings — by fund
Paulson Wealth Management Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001731878
$471.4M
disclosed book value
146
positions
14.7%
largest position share
Positions, as of 2026-06-30
top 100 of 146 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IWFISHARES TR | 559,400 | $69.5M | 14.7% |
| 2 | IWDISHARES TR | 253,476 | $61.5M | 13% |
| 3 | IWMISHARES TR | 137,497 | $41.3M | 8.8% |
| 4 | EFAISHARES TR | 352,626 | $36.6M | 7.8% |
| 5 | AAPLAPPLE INC | 95,476 | $27.6M | 5.9% |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 244,887 | $19.4M | 4.1% |
| 7 | IEIISHARES TR | 123,856 | $14.5M | 3.1% |
| 8 | SPYSTATE STR SPDR S&P 500 ETF T | 18,155 | $13.6M | 2.9% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 189,259 | $13.5M | 2.9% |
| 10 | IGSBISHARES TR | 252,024 | $13.2M | 2.8% |
| 11 | CWBSPDR SERIES TRUST | 99,629 | $10.7M | 2.3% |
| 12 | MDYSTATE STR SPDR S&P MIDCAP 40 | 13,887 | $9.8M | 2.1% |
| 13 | SPSMSPDR SERIES TRUST | 156,527 | $9.0M | 1.9% |
| 14 | RSPINVESCO EXCHANGE TRADED FD T | 40,960 | $8.7M | 1.8% |
| 15 | PFFISHARES TR | 196,400 | $6.0M | 1.3% |
| 16 | QQQINVESCO QQQ TR | 7,435 | $5.5M | 1.2% |
| 17 | INMUBLACKROCK ETF TRUST II | 225,374 | $5.5M | 1.2% |
| 18 | SCHXSCHWAB STRATEGIC TR | 153,028 | $4.5M | 1% |
| 19 | SHMSPDR SERIES TRUST | 90,179 | $4.3M | 0.9% |
| 20 | MINOPIMCO ETF TR | 90,065 | $4.1M | 0.9% |
| 21 | MUNIPIMCO ETF TR | 64,164 | $3.4M | 0.7% |
| 22 | IVVISHARES TR | 4,028 | $3.0M | 0.6% |
| 23 | MINTPIMCO ETF TR | 28,699 | $2.9M | 0.6% |
| 24 | JPMJPMORGAN CHASE & CO | 7,845 | $2.6M | 0.5% |
| 25 | MSFTMICROSOFT CORP | 5,664 | $2.1M | 0.4% |
| 26 | LAZLAZARD INC | 48,762 | $2.0M | 0.4% |
| 27 | DIASTATE STR SPDR DOW JONES IND | 3,766 | $2.0M | 0.4% |
| 28 | VTIVANGUARD INDEX FDS | 5,231 | $1.9M | 0.4% |
| 29 | BSMRINVESCO EXCH TRD SLF IDX FD | 77,726 | $1.8M | 0.4% |
| 30 | AVGOBROADCOM INC | 4,705 | $1.8M | 0.4% |
| 31 | BSMQINVESCO EXCH TRD SLF IDX FD | 71,908 | $1.7M | 0.4% |
| 32 | NVDANVIDIA CORPORATION | 8,437 | $1.7M | 0.4% |
| 33 | CSCOCISCO SYS INC | 13,496 | $1.6M | 0.3% |
| 34 | TXNTEXAS INSTRS INC | 5,240 | $1.6M | 0.3% |
| 35 | GOOGLALPHABET INC | 4,347 | $1.6M | 0.3% |
| 36 | CATCATERPILLAR INC | 1,458 | $1.6M | 0.3% |
| 37 | VBVANGUARD INDEX FDS | 5,046 | $1.5M | 0.3% |
| 38 | VVISA INC | 4,130 | $1.4M | 0.3% |
| 39 | BSMSINVESCO EXCH TRD SLF IDX FD | 58,752 | $1.4M | 0.3% |
| 40 | JNJJOHNSON & JOHNSON | 5,320 | $1.4M | 0.3% |
| 41 | LLYELI LILLY & CO | 1,118 | $1.3M | 0.3% |
| 42 | SCHASCHWAB STRATEGIC TR | 36,991 | $1.3M | 0.3% |
| 43 | BSMTINVESCO EXCH TRD SLF IDX FD | 56,803 | $1.3M | 0.3% |
| 44 | SPTMSPDR SERIES TRUST | 14,399 | $1.3M | 0.3% |
| 45 | ABBVABBVIE INC | 4,841 | $1.2M | 0.3% |
| 46 | QQQEDIREXION SHARES ETF TRUST | 9,413 | $1.1M | 0.2% |
| 47 | COSTCOSTCO WHOLESALE CORPORATION | 1,221 | $1.1M | 0.2% |
| 48 | HDHOME DEPOT INC | 3,130 | $1.1M | 0.2% |
| 49 | GOOGALPHABET INC | 2,978 | $1.1M | 0.2% |
| 50 | SCHDSCHWAB STRATEGIC TR | 33,091 | $1.0M | 0.2% |
| 51 | BILSPDR SERIES TRUST | 11,104 | $1.0M | 0.2% |
| 52 | XOMEXXON MOBIL CORP | 7,228 | $988,201 | 0.2% |
| 53 | AMZNAMAZON COM INC | 4,135 | $985,536 | 0.2% |
| 54 | QUALISHARES TR | 3,965 | $870,040 | 0.2% |
| 55 | SANMSANMINA CORP | 3,317 | $839,466 | 0.2% |
| 56 | JBLJABIL INC | 2,137 | $823,771 | 0.2% |
| 57 | BSMUINVESCO EXCH TRD SLF IDX FD | 34,285 | $751,476 | 0.2% |
| 58 | WMTWALMART INC | 6,498 | $735,997 | 0.2% |
| 59 | ESGDISHARES TR | 7,145 | $734,577 | 0.2% |
| 60 | OEFISHARES TR | 2,000 | $731,740 | 0.2% |
| 61 | NULGNUSHARES ETF TR | 6,206 | $726,474 | 0.2% |
| 62 | AMGNAMGEN INC | 1,970 | $713,376 | 0.2% |
| 63 | VOVANGUARD INDEX FDS | 8,851 | $713,161 | 0.2% |
| 64 | UNHUNITEDHEALTH GROUP INC | 1,656 | $688,283 | 0.1% |
| 65 | NULVNUSHARES ETF TR | 13,005 | $650,120 | 0.1% |
| 66 | MRKMERCK & CO INC | 4,775 | $613,588 | 0.1% |
| 67 | MCDMCDONALDS CORP | 2,266 | $612,522 | 0.1% |
| 68 | EMEEMCOR GROUP INC | 726 | $602,493 | 0.1% |
| 69 | VTHRVANGUARD SCOTTSDALE FDS | 1,790 | $593,253 | 0.1% |
| 70 | PGPROCTER & GAMBLE CO | 4,039 | $592,310 | 0.1% |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,167 | $583,955 | 0.1% |
| 72 | VIGVANGUARD SPECIALIZED FUNDS | 2,354 | $557,095 | 0.1% |
| 73 | MMINNEW YORK LIFE INVTS ACTIVE E | 22,886 | $554,070 | 0.1% |
| 74 | IWNISHARES TR | 2,467 | $545,700 | 0.1% |
| 75 | METAMETA PLATFORMS INC | 959 | $540,200 | 0.1% |
| 76 | MAMASTERCARD INCORPORATED | 1,040 | $534,144 | 0.1% |
| 77 | SNXTD SYNNEX CORPORATION | 1,991 | $532,274 | 0.1% |
| 78 | VBRVANGUARD INDEX FDS | 2,141 | $520,130 | 0.1% |
| 79 | LMTLOCKHEED MARTIN CORP | 1,007 | $513,026 | 0.1% |
| 80 | USBUS BANCORP | 8,392 | $506,877 | 0.1% |
| 81 | AMDADVANCED MICRO DEVICES INC | 863 | $501,325 | 0.1% |
| 82 | QCOMQUALCOMM INC | 2,702 | $499,303 | 0.1% |
| 83 | CITHE CIGNA GROUP | 1,796 | $495,121 | 0.1% |
| 84 | GILDGILEAD SCIENCES INC | 3,818 | $482,427 | 0.1% |
| 85 | SPGIS&P GLOBAL INC | 1,172 | $477,309 | 0.1% |
| 86 | XLKSELECT SECTOR SPDR TR | 2,446 | $466,012 | 0.1% |
| 87 | MUBISHARES TR | 4,316 | $464,489 | 0.1% |
| 88 | WTFCWINTRUST FINL CORP | 2,856 | $459,016 | 0.1% |
| 89 | KLACKLA CORP | 1,483 | $447,436 | 0.1% |
| 90 | IVWISHARES TR | 3,200 | $440,096 | 0.1% |
| 91 | RSRELIANCE INC | 1,177 | $439,727 | 0.1% |
| 92 | VZVERIZON COMMUNICATIONS INC | 9,987 | $422,845 | 0.1% |
| 93 | IBMINTERNATIONAL BUSINESS MACHS | 1,493 | $419,847 | 0.1% |
| 94 | CCITIGROUP INC | 2,959 | $414,142 | 0.1% |
| 95 | SCHMSCHWAB STRATEGIC TR | 10,557 | $389,237 | 0.1% |
| 96 | GPIGROUP 1 AUTOMOTIVE INC | 1,322 | $384,927 | 0.1% |
| 97 | KOCOCA COLA CO | 4,652 | $378,075 | 0.1% |
| 98 | WSMWILLIAMS SONOMA INC | 1,602 | $373,426 | 0.1% |
| 99 | ADPAUTOMATIC DATA PROCESSING IN | 1,635 | $366,158 | 0.1% |
| 100 | ASMLASML HLDG NV | 184 | $366,057 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.