Latest Paulson Wealth Management Inc. Stock Portfolio

Paulson Wealth Management Inc. Performance:

2025 Q4: 1.88%YTD: 12.82%2024: 9%

Performance for 2025 Q4 is 1.88%, and YTD is 12.82%, and 2024 is 9%.

About Paulson Wealth Management Inc. and 13F Hedge Fund Stock Holdings

Paulson Wealth Management Inc. is a hedge fund based in Wheaton, IL. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Paulson Wealth Management Inc. reported an equity portfolio of $432.9 Millions as of 31 Dec, 2025.

The top stock holdings of Paulson Wealth Management Inc. are IJR, IJR, IJR. The fund has invested 14.7% of it's portfolio in ISHARES TR and 13.1% of portfolio in ISHARES TR.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), MERITAGE HOMES CORP (MTH) and LINDE PLC (LIN) stocks. They significantly reduced their stock positions in CROWDSTRIKE HLDGS INC (CRWD), ALPHABET INC (GOOG) and VANGUARD INDEX FDS (VB). Paulson Wealth Management Inc. opened new stock positions in INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES TR (IJR) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to PIMCO ETF TR (BOND), SPDR SERIES TRUST (BIL) and SELECT SECTOR SPDR TR (XLB).

Paulson Wealth Management Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Paulson Wealth Management Inc. made a return of 1.88% in the last quarter. In trailing 12 months, it's portfolio return was 12.82%.

Performance
S&P 500

New Buys

Ticker	$ Bought
invesco exch trd slf idx fd	291,633
ishares tr	263,391
vanguard index fds	226,514
american express co	212,721

New stocks bought by Paulson Wealth Management Inc.

Additions

Ticker	% Inc.
pimco etf tr	779
spdr series trust	144
select sector spdr tr	100
invesco exchange traded fd t	80.28
vanguard specialized funds	48.00
invesco exch trd slf idx fd	27.4
spdr series trust	15.44
pimco etf tr	13.8

Additions to existing portfolio by Paulson Wealth Management Inc.

Reductions

Ticker	% Reduced
crowdstrike hldgs inc	-50.76
alphabet inc	-36.55
alphabet inc	-36.25
vanguard index fds	-35.11
oracle corp	-30.04
procter and gamble co	-28.83
vanguard index fds	-28.39
ishares tr	-26.00

Paulson Wealth Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-1,271,010
comcast corp new	-200,428
meritage homes corp	-208,743
linde plc	-203,300

Paulson Wealth Management Inc. got rid off the above stocks

Sector Distribution

Paulson Wealth Management Inc. has about 82.9% of it's holdings in Others sector.

Sector	%
Others	82.9
Technology	8.9
Financial Services	2
Healthcare	1.8
Consumer Cyclical	1.3
Communication Services	1.1

Market Cap. Distribution

Paulson Wealth Management Inc. has about 16.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	82.9
MEGA-CAP	12.3
LARGE-CAP	3.9

Stocks belong to which Index?

About 15.5% of the stocks held by Paulson Wealth Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	83.9
S&P 500	15.5

Top 5 Winners (%)		%
LLY	eli lilly & co	40.9 %
SANM	sanmina corporation	30.0 %
MRK	merck & co inc	25.1 %
GOOG	alphabet inc	23.6 %
GOOG	alphabet inc	23.5 %

Top 5 Winners ($)		$
IJR	ishares tr	1.9 M
AAPL	apple inc	1.7 M
IJR	ishares tr	1.0 M
IJR	ishares tr	0.7 M
IJR	ishares tr	0.6 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-41.8 %
ORCL	oracle corp	-26.1 %
HD	home depot inc	-14.8 %
ADP	automatic data processing in	-12.4 %
T	at&t inc	-11.4 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-0.3 M
BIL	spdr series trust	-0.2 M
MSFT	microsoft corp	-0.2 M
	lazard inc	-0.2 M
HD	home depot inc	-0.2 M

Paulson Wealth Management Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Paulson Wealth Management Inc.

Paulson Wealth Management Inc. has 135 stocks in it's portfolio. About 66.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Paulson Wealth Management Inc. last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.00	95,553	25,977,100	reduced	-1.59

AAXJ	ishares tr	2.66	96,575	11,526,200	added	7.92

AAXJ	ishares tr	1.25	174,888	5,414,530	added	5.67

AAXJ	ishares tr	0.11	4,485	480,389	reduced	-26.00

ABBV	abbvie inc	0.27	5,128	1,171,700	reduced	-7.25

ABG	asbury automotive group inc	0.05	946	219,973	reduced	-4.06

ABT	abbott labs	0.06	2,197	275,262	reduced	-9.29

ADP	automatic data processing in	0.10	1,635	420,571	unchanged	0.00

AGT	ishares tr	0.16	7,394	703,095	added	11.66

AMGN	amgen inc	0.23	3,095	1,013,020	added	1.21

AMZN	amazon com inc	0.25	4,760	1,098,700	unchanged	0.00

AVGO	broadcom inc	0.39	4,924	1,704,200	reduced	-6.55

AVT	avnet inc	0.05	4,202	202,032	reduced	-11.59

AXP	american express co	0.05	575	212,721	new

BIL	spdr series trust	3.42	165,923	14,800,300	added	2.45

BIL	spdr series trust	1.40	128,966	6,043,350	added	6.19

BIL	spdr series trust	1.18	106,176	5,095,410	added	144

BIL	spdr series trust	0.42	19,982	1,825,960	reduced	-21.51

BIL	spdr series trust	0.27	14,391	1,187,260	reduced	-5.09

BIL	spdr series trust	0.07	9,697	305,066	added	15.44