§ 13F · FUND PROFILE
Paulson Wealth Management Inc..
AUM · $471M (13F)Positions · 146Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 559K | $69M | 14.7% | +295% |
| 2 | IWD | ISHARES TR | 253K | $61M | 13.0% | −7% |
| 3 | IWM | ISHARES TR | 137K | $41M | 8.8% | −7% |
| 4 | EFA | ISHARES TR | 353K | $37M | 7.8% | −5% |
| 5 | AAPL | APPLE INC | 95K | $28M | 5.9% | ±0% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 245K | $19M | 4.1% | +4% |
| 7 | IEI | ISHARES TR | 124K | $15M | 3.1% | +8% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $14M | 2.9% | −1% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 189K | $13M | 2.9% | +6% |
| 10 | IGSB | ISHARES TR | 252K | $13M | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PAULSON SIGNAL
AC read
Paulson Wealth Management Inc. is a Other fund managing $471 million in assets. The fund runs a portfolio of 146 positions.
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