Paulson Wealth Management

West Palm Beach, FLfiles as Paulson Wealth Management Inc.

$471m in 146 US stocks at the end of 30 June 2026. The top 10 are 65.9% of the money. It changed about 6.9% of the portfolio this quarter.

Value

$471m

Stocks

146

Top 10 share

65.9%

Turnover

6.9%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIGSB
2.8% of the fund
Advanced Micro DevicesAMD
0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
Tidal Trust ISPUS
<0.1% of the fund
Bristol-Myers SquibbBMY
<0.1% of the fund
Vanguard Index FDSVNQ
<0.1% of the fund
Philip Morris InternationalPM
<0.1% of the fund
FlexFLEX
<0.1% of the fund
Arrow ElectronicsARW
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Morgan StanleyMS
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Scottsdale FDSVCSH
4.1% of the fund
+4%
Ishares TRIEI
3.1% of the fund
+8%
Vanguard Tax-Managed FDSVEA
2.9% of the fund
+6%
State STR Spdr S&P Midcap 40MDY
2.1% of the fund
+11%
Spdr Series TrustSPSM
1.9% of the fund
+10%
Invesco Exchange Traded FD TRSP
1.8% of the fund
+30%
Ishares TRPFF
1.3% of the fund
+3%
Johnson & JohnsonJNJ
0.3% of the fund
+2%
Eli LillyLLY
0.3% of the fund
+2%
ExxonMobil HoldingsXOM
0.2% of the fund
+2%
Ishares TRESGD
0.2% of the fund
+4%
Nushares ETF TRNULG
0.2% of the fund
+7%
AmgenAMGN
0.2% of the fund
+2%
Nushares ETF TRNULV
0.1% of the fund
+4%
MerckMRK
0.1% of the fund
+4%
McDonald'sMCD
0.1% of the fund
+3%
Procter & GamblePG
0.1% of the fund
+4%
US BancorpUSB
0.1% of the fund
+3%
QualcommQCOM
0.1% of the fund
+9%
Verizon CommunicationsVZ
<0.1% of the fund
+5%
International Business MachinesIBM
<0.1% of the fund
+3%
Coca-ColaKO
<0.1% of the fund
+5%
Price T Rowe GroupTROW
<0.1% of the fund
+11%
AT&TT
<0.1% of the fund
+30%
Bank of AmericaBAC
<0.1% of the fund
+11%

Cut

Sold some of their stake.

Ishares TRIWD
13.0% of the fund
-7%
Ishares TRIWM
8.8% of the fund
-7%
Ishares TREFA
7.8% of the fund
-5%
Invesco QQQ TRQQQ
1.2% of the fund
-3%
Schwab Strategic TRSCHX
1.0% of the fund
-2%
Spdr Series TrustSHM
0.9% of the fund
-12%
Pimco ETF TRMINO
0.9% of the fund
-3%
Pimco ETF TRMUNI
0.7% of the fund
-7%
Ishares TRIVV
0.6% of the fund
-2%
Pimco ETF TRMINT
0.6% of the fund
-8%
Invesco Exch TRD SLF IDX FDBSMQ
0.4% of the fund
-2%
AbbVieABBV
0.3% of the fund
-2%
Costco WholesaleCOST
0.2% of the fund
-4%
Spdr Series TrustBIL
0.2% of the fund
-13%
UnitedHealth GroupUNH
0.1% of the fund
-26%
Vanguard Scottsdale FDSVTHR
0.1% of the fund
-6%
New York Life Invts Active EMMIN
0.1% of the fund
-26%
Ishares TRIWN
0.1% of the fund
-14%
Vanguard Index FDSVBR
0.1% of the fund
-4%
Select Sector Spdr TRXLK
<0.1% of the fund
-15%
Ishares TRMUB
<0.1% of the fund
-4%
Emerson ElectricEMR
<0.1% of the fund
-5%
CrowdStrike HoldingsCRWD
<0.1% of the fund
-16%
Neuberger Berman ETF TrustNBSD
<0.1% of the fund
-98%
XPOXPO
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Walt DisneyDIS
-100%
State Street Spdr S&P Smallcap 600 ESG ETF
-100%

Holdings

Ishares TRIWF
Share
14.7%
Value
$69m
Shares
559,400
Held
Ishares TRIWD
Share
13.0%
Value
$61m
Shares
253,476
-7%
Ishares TRIWM
Share
8.8%
Value
$41m
Shares
137,497
-7%
Ishares TREFA
Share
7.8%
Value
$37m
Shares
352,626
-5%
AppleAAPL
Share
5.9%
Value
$28m
Shares
95,476
Held
Vanguard Scottsdale FDSVCSH
Share
4.1%
Value
$19m
Shares
244,887
+4%
Ishares TRIEI
Share
3.1%
Value
$15m
Shares
123,856
+8%
State STR Spdr S&P 500 ETF TSPY
Share
2.9%
Value
$14m
Shares
18,155
Held
Vanguard Tax-Managed FDSVEA
Share
2.9%
Value
$13m
Shares
189,259
+6%
Ishares TRIGSB
Share
2.8%
Value
$13m
Shares
252,024
New
Spdr Series TrustCWB
Share
2.3%
Value
$11m
Shares
99,629
Held
State STR Spdr S&P Midcap 40MDY
Share
2.1%
Value
$10m
Shares
13,887
+11%
Spdr Series TrustSPSM
Share
1.9%
Value
$9m
Shares
156,527
+10%
Invesco Exchange Traded FD TRSP
Share
1.8%
Value
$9m
Shares
40,960
+30%
Ishares TRPFF
Share
1.3%
Value
$6m
Shares
196,400
+3%
Invesco QQQ TRQQQ
Share
1.2%
Value
$5m
Shares
7,435
-3%
Blackrock ETF Trust IIINMU
Share
1.2%
Value
$5m
Shares
225,374
Held
Schwab Strategic TRSCHX
Share
1.0%
Value
$5m
Shares
153,028
-2%
Spdr Series TrustSHM
Share
0.9%
Value
$4m
Shares
90,179
-12%
Pimco ETF TRMINO
Share
0.9%
Value
$4m
Shares
90,065
-3%
Pimco ETF TRMUNI
Share
0.7%
Value
$3m
Shares
64,164
-7%
Ishares TRIVV
Share
0.6%
Value
$3m
Shares
4,028
-2%
Pimco ETF TRMINT
Share
0.6%
Value
$3m
Shares
28,699
-8%
JPMorgan ChaseJPM
Share
0.5%
Value
$3m
Shares
7,845
Held
MicrosoftMSFT
Share
0.4%
Value
$2m
Shares
5,664
Held
LazardLAZ
Share
0.4%
Value
$2m
Shares
48,762
Held
State STR Spdr DOW Jones INDDIA
Share
0.4%
Value
$2m
Shares
3,766
Held
Vanguard Index FDSVTI
Share
0.4%
Value
$2m
Shares
5,231
Held
Invesco Exch TRD SLF IDX FDBSMR
Share
0.4%
Value
$2m
Shares
77,726
Held
BroadcomAVGO
Share
0.4%
Value
$2m
Shares
4,705
Held
Invesco Exch TRD SLF IDX FDBSMQ
Share
0.4%
Value
$2m
Shares
71,908
-2%
NvidiaNVDA
Share
0.4%
Value
$2m
Shares
8,437
Held
Cisco SystemsCSCO
Share
0.3%
Value
$2m
Shares
13,496
Held
Texas InstrumentsTXN
Share
0.3%
Value
$2m
Shares
5,240
Held
AlphabetGOOGL
Share
0.3%
Value
$2m
Shares
4,347
Held
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
1,458
Held
Vanguard Index FDSVB
Share
0.3%
Value
$2m
Shares
5,046
Held
VisaV
Share
0.3%
Value
$1m
Shares
4,130
Held
Invesco Exch TRD SLF IDX FDBSMS
Share
0.3%
Value
$1m
Shares
58,752
Held
Johnson & JohnsonJNJ
Share
0.3%
Value
$1m
Shares
5,320
+2%
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,118
+2%
Schwab Strategic TRSCHA
Share
0.3%
Value
$1m
Shares
36,991
Held
Invesco Exch TRD SLF IDX FDBSMT
Share
0.3%
Value
$1m
Shares
56,803
Held
Spdr Series TrustSPTM
Share
0.3%
Value
$1m
Shares
14,399
Held
AbbVieABBV
Share
0.3%
Value
$1m
Shares
4,841
-2%
Direxion Shares ETF TrustQQQE
Share
0.2%
Value
$1m
Shares
9,413
Held
Costco WholesaleCOST
Share
0.2%
Value
$1m
Shares
1,221
-4%
Home DepotHD
Share
0.2%
Value
$1m
Shares
3,130
Held
AlphabetGOOG
Share
0.2%
Value
$1m
Shares
2,978
Held
Schwab Strategic TRSCHD
Share
0.2%
Value
$1m
Shares
33,091
Held
Spdr Series TrustBIL
Share
0.2%
Value
$1m
Shares
11,104
-13%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$988,201
Shares
7,228
+2%
Amazon.comAMZN
Share
0.2%
Value
$985,536
Shares
4,135
Held
Ishares TRQUAL
Share
0.2%
Value
$870,040
Shares
3,965
Held
SanminaSANM
Share
0.2%
Value
$839,466
Shares
3,317
Held
JabilJBL
Share
0.2%
Value
$823,771
Shares
2,137
Held
Invesco Exch TRD SLF IDX FDBSMU
Share
0.2%
Value
$751,476
Shares
34,285
Held
WalmartWMT
Share
0.2%
Value
$735,997
Shares
6,498
Held
Ishares TRESGD
Share
0.2%
Value
$734,577
Shares
7,145
+4%
Ishares TROEF
Share
0.2%
Value
$731,740
Shares
2,000
Held
Nushares ETF TRNULG
Share
0.2%
Value
$726,474
Shares
6,206
+7%
AmgenAMGN
Share
0.2%
Value
$713,376
Shares
1,970
+2%
Vanguard Index FDSVO
Share
0.2%
Value
$713,161
Shares
8,851
Held
UnitedHealth GroupUNH
Share
0.1%
Value
$688,283
Shares
1,656
-26%
Nushares ETF TRNULV
Share
0.1%
Value
$650,120
Shares
13,005
+4%
MerckMRK
Share
0.1%
Value
$613,588
Shares
4,775
+4%
McDonald'sMCD
Share
0.1%
Value
$612,522
Shares
2,266
+3%
EMCOR GroupEME
Share
0.1%
Value
$602,493
Shares
726
Held
Vanguard Scottsdale FDSVTHR
Share
0.1%
Value
$593,253
Shares
1,790
-6%
Procter & GamblePG
Share
0.1%
Value
$592,310
Shares
4,039
+4%
Berkshire HathawayBRK-B
Share
0.1%
Value
$583,955
Shares
1,167
Held
Vanguard Specialized FundsVIG
Share
0.1%
Value
$557,095
Shares
2,354
Held
New York Life Invts Active EMMIN
Share
0.1%
Value
$554,070
Shares
22,886
-26%
Ishares TRIWN
Share
0.1%
Value
$545,700
Shares
2,467
-14%
Meta PlatformsMETA
Share
0.1%
Value
$540,200
Shares
959
Held
MastercardMA
Share
0.1%
Value
$534,144
Shares
1,040
Held
TD SynnexSNX
Share
0.1%
Value
$532,274
Shares
1,991
Held
Vanguard Index FDSVBR
Share
0.1%
Value
$520,130
Shares
2,141
-4%
Lockheed MartinLMT
Share
0.1%
Value
$513,026
Shares
1,007
Held
US BancorpUSB
Share
0.1%
Value
$506,877
Shares
8,392
+3%
Advanced Micro DevicesAMD
Share
0.1%
Value
$501,325
Shares
863
New
QualcommQCOM
Share
0.1%
Value
$499,303
Shares
2,702
+9%
Cigna GroupCI
Share
0.1%
Value
$495,121
Shares
1,796
Held
Gilead SciencesGILD
Share
0.1%
Value
$482,427
Shares
3,818
Held
S&P GlobalSPGI
Share
0.1%
Value
$477,309
Shares
1,172
Held
Select Sector Spdr TRXLK
Share
<0.1%
Value
$466,012
Shares
2,446
-15%
Ishares TRMUB
Share
<0.1%
Value
$464,489
Shares
4,316
-4%
Wintrust FinancialWTFC
Share
<0.1%
Value
$459,016
Shares
2,856
Held
KLAKLAC
Share
<0.1%
Value
$447,436
Shares
1,483
Held
Ishares TRIVW
Share
<0.1%
Value
$440,096
Shares
3,200
Held
RelianceRS
Share
<0.1%
Value
$439,727
Shares
1,177
Held
Verizon CommunicationsVZ
Share
<0.1%
Value
$422,845
Shares
9,987
+5%
International Business MachinesIBM
Share
<0.1%
Value
$419,847
Shares
1,493
+3%
CitigroupC
Share
<0.1%
Value
$414,142
Shares
2,959
Held
Schwab Strategic TRSCHM
Share
<0.1%
Value
$389,237
Shares
10,557
Held
Group 1 AutomotiveGPI
Share
<0.1%
Value
$384,927
Shares
1,322
Held
Coca-ColaKO
Share
<0.1%
Value
$378,075
Shares
4,652
+5%
Williams SonomaWSM
Share
<0.1%
Value
$373,426
Shares
1,602
Held
Automatic Data ProcessingADP
Share
<0.1%
Value
$366,158
Shares
1,635
Held
ASML Holding NVASML
Share
<0.1%
Value
$366,057
Shares
184
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIWF	14.7%	$69m	559,400	Held
Ishares TRIWD	13.0%	$61m	253,476	-7%
Ishares TRIWM	8.8%	$41m	137,497	-7%
Ishares TREFA	7.8%	$37m	352,626	-5%
AppleAAPL	5.9%	$28m	95,476	Held
Vanguard Scottsdale FDSVCSH	4.1%	$19m	244,887	+4%
Ishares TRIEI	3.1%	$15m	123,856	+8%
State STR Spdr S&P 500 ETF TSPY	2.9%	$14m	18,155	Held
Vanguard Tax-Managed FDSVEA	2.9%	$13m	189,259	+6%
Ishares TRIGSB	2.8%	$13m	252,024	New
Spdr Series TrustCWB	2.3%	$11m	99,629	Held
State STR Spdr S&P Midcap 40MDY	2.1%	$10m	13,887	+11%
Spdr Series TrustSPSM	1.9%	$9m	156,527	+10%
Invesco Exchange Traded FD TRSP	1.8%	$9m	40,960	+30%
Ishares TRPFF	1.3%	$6m	196,400	+3%
Invesco QQQ TRQQQ	1.2%	$5m	7,435	-3%
Blackrock ETF Trust IIINMU	1.2%	$5m	225,374	Held
Schwab Strategic TRSCHX	1.0%	$5m	153,028	-2%
Spdr Series TrustSHM	0.9%	$4m	90,179	-12%
Pimco ETF TRMINO	0.9%	$4m	90,065	-3%
Pimco ETF TRMUNI	0.7%	$3m	64,164	-7%
Ishares TRIVV	0.6%	$3m	4,028	-2%
Pimco ETF TRMINT	0.6%	$3m	28,699	-8%
JPMorgan ChaseJPM	0.5%	$3m	7,845	Held
MicrosoftMSFT	0.4%	$2m	5,664	Held
LazardLAZ	0.4%	$2m	48,762	Held
State STR Spdr DOW Jones INDDIA	0.4%	$2m	3,766	Held
Vanguard Index FDSVTI	0.4%	$2m	5,231	Held
Invesco Exch TRD SLF IDX FDBSMR	0.4%	$2m	77,726	Held
BroadcomAVGO	0.4%	$2m	4,705	Held
Invesco Exch TRD SLF IDX FDBSMQ	0.4%	$2m	71,908	-2%
NvidiaNVDA	0.4%	$2m	8,437	Held
Cisco SystemsCSCO	0.3%	$2m	13,496	Held
Texas InstrumentsTXN	0.3%	$2m	5,240	Held
AlphabetGOOGL	0.3%	$2m	4,347	Held
CaterpillarCAT	0.3%	$2m	1,458	Held
Vanguard Index FDSVB	0.3%	$2m	5,046	Held
VisaV	0.3%	$1m	4,130	Held
Invesco Exch TRD SLF IDX FDBSMS	0.3%	$1m	58,752	Held
Johnson & JohnsonJNJ	0.3%	$1m	5,320	+2%
Eli LillyLLY	0.3%	$1m	1,118	+2%
Schwab Strategic TRSCHA	0.3%	$1m	36,991	Held
Invesco Exch TRD SLF IDX FDBSMT	0.3%	$1m	56,803	Held
Spdr Series TrustSPTM	0.3%	$1m	14,399	Held
AbbVieABBV	0.3%	$1m	4,841	-2%
Direxion Shares ETF TrustQQQE	0.2%	$1m	9,413	Held
Costco WholesaleCOST	0.2%	$1m	1,221	-4%
Home DepotHD	0.2%	$1m	3,130	Held
AlphabetGOOG	0.2%	$1m	2,978	Held
Schwab Strategic TRSCHD	0.2%	$1m	33,091	Held
Spdr Series TrustBIL	0.2%	$1m	11,104	-13%
ExxonMobil HoldingsXOM	0.2%	$988,201	7,228	+2%
Amazon.comAMZN	0.2%	$985,536	4,135	Held
Ishares TRQUAL	0.2%	$870,040	3,965	Held
SanminaSANM	0.2%	$839,466	3,317	Held
JabilJBL	0.2%	$823,771	2,137	Held
Invesco Exch TRD SLF IDX FDBSMU	0.2%	$751,476	34,285	Held
WalmartWMT	0.2%	$735,997	6,498	Held
Ishares TRESGD	0.2%	$734,577	7,145	+4%
Ishares TROEF	0.2%	$731,740	2,000	Held
Nushares ETF TRNULG	0.2%	$726,474	6,206	+7%
AmgenAMGN	0.2%	$713,376	1,970	+2%
Vanguard Index FDSVO	0.2%	$713,161	8,851	Held
UnitedHealth GroupUNH	0.1%	$688,283	1,656	-26%
Nushares ETF TRNULV	0.1%	$650,120	13,005	+4%
MerckMRK	0.1%	$613,588	4,775	+4%
McDonald'sMCD	0.1%	$612,522	2,266	+3%
EMCOR GroupEME	0.1%	$602,493	726	Held
Vanguard Scottsdale FDSVTHR	0.1%	$593,253	1,790	-6%
Procter & GamblePG	0.1%	$592,310	4,039	+4%
Berkshire HathawayBRK-B	0.1%	$583,955	1,167	Held
Vanguard Specialized FundsVIG	0.1%	$557,095	2,354	Held
New York Life Invts Active EMMIN	0.1%	$554,070	22,886	-26%
Ishares TRIWN	0.1%	$545,700	2,467	-14%
Meta PlatformsMETA	0.1%	$540,200	959	Held
MastercardMA	0.1%	$534,144	1,040	Held
TD SynnexSNX	0.1%	$532,274	1,991	Held
Vanguard Index FDSVBR	0.1%	$520,130	2,141	-4%
Lockheed MartinLMT	0.1%	$513,026	1,007	Held
US BancorpUSB	0.1%	$506,877	8,392	+3%
Advanced Micro DevicesAMD	0.1%	$501,325	863	New
QualcommQCOM	0.1%	$499,303	2,702	+9%
Cigna GroupCI	0.1%	$495,121	1,796	Held
Gilead SciencesGILD	0.1%	$482,427	3,818	Held
S&P GlobalSPGI	0.1%	$477,309	1,172	Held
Select Sector Spdr TRXLK	<0.1%	$466,012	2,446	-15%
Ishares TRMUB	<0.1%	$464,489	4,316	-4%
Wintrust FinancialWTFC	<0.1%	$459,016	2,856	Held
KLAKLAC	<0.1%	$447,436	1,483	Held
Ishares TRIVW	<0.1%	$440,096	3,200	Held
RelianceRS	<0.1%	$439,727	1,177	Held
Verizon CommunicationsVZ	<0.1%	$422,845	9,987	+5%
International Business MachinesIBM	<0.1%	$419,847	1,493	+3%
CitigroupC	<0.1%	$414,142	2,959	Held
Schwab Strategic TRSCHM	<0.1%	$389,237	10,557	Held
Group 1 AutomotiveGPI	<0.1%	$384,927	1,322	Held
Coca-ColaKO	<0.1%	$378,075	4,652	+5%
Williams SonomaWSM	<0.1%	$373,426	1,602	Held
Automatic Data ProcessingADP	<0.1%	$366,158	1,635	Held
ASML Holding NVASML	<0.1%	$366,057	184	Held

Showing the largest 100 of 146.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 22.1% since 30 June 2025.

Where the money is

Technology9.0%

Financial services2.5%

Health care1.6%

Industrials1.0%

Retail & consumer0.9%

Media & telecom0.9%

Everyday goods0.8%

Energy0.3%

Materials0.2%

Other83.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.