§ 13F · FUND PROFILE
Paulson Wealth Management Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $423M (13F)Positions · 136Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 141K | $60M | 14.1% | +6% |
| 2 | IWD | ISHARES TR | 274K | $58M | 13.7% | +1% |
| 3 | IWM | ISHARES TR | 148K | $37M | 8.6% | +4% |
| 4 | EFA | ISHARES TR | 371K | $36M | 8.4% | +1% |
| 5 | AAPL | APPLE INC | 95K | $24M | 5.7% | ±0% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 235K | $19M | 4.4% | −5% |
| 7 | NBSD | NEUBERGER BERMAN ETF TRUST | 284K | $14M | 3.4% | +15% |
| 8 | IEI | ISHARES TR | 115K | $14M | 3.2% | +19% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18K | $12M | 2.8% | ±0% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 178K | $11M | 2.7% | +2% |
§ 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 $423 million in assets. The fund runs a portfolio of 136 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed