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Latest Paulson Wealth Management Inc. Stock Portfolio

$471Million | No. of Holdings #145

Paulson Wealth Management Inc. Performance

2026 Q2-12.07%
YTD-13.83%
2025+12.90%

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

Paulson Wealth Management Inc. is a hedge fund based in Wheaton, IL. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Paulson Wealth Management Inc. reported an equity portfolio of $471.4 Millions as of 30 Jun, 2026. <br><br> 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% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off DISNEY WALT CO (DIS) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in NEUBERGER BERMAN ETF TRUST, UNITEDHEALTH GROUP INC (UNH) and NEW YORK LIFE INVTS ACTIVE E (ESGB). Paulson Wealth Management Inc. opened new stock positions in ISHARES TR (AAXJ), ADVANCED MICRO DEVICES INC (AMD) and APPLIED MATLS INC (AMAT). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and INVESCO EXCHANGE TRADED FD T (CSD).
Paulson Wealth Management Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$471Million
  as of Aug 04, 2026

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

Our best estimate is that Paulson Wealth Management Inc. made a return of -12.07% in the last quarter. In trailing 12 months, it's portfolio return was -5.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr13,208,600
advanced micro devices inc501,325
applied matls inc252,327
tidal trust i237,705
bristol-myers squibb co217,646
vanguard index fds216,990
philip morris intl inc216,911
flex ltd212,150
New stocks bought by Paulson Wealth Management Inc.

Additions

Ticker% Inc.
vanguard index fds303
ishares tr295
invesco exchange traded fd t29.71
at&t inc29.61
ishares inc18.67
state str spdr s&p midcap 4011.41
price t rowe group inc11.05
bank of amer corp10.74
Additions to existing portfolio by Paulson Wealth Management Inc.

Reductions

Ticker% Reduced
neuberger berman etf trust-97.72
unitedhealth group inc-25.84
new york life invts active e-25.67
ishares tr-18.12
crowdstrike hldgs inc-16.35
chevron corporation-16.11
select sector spdr tr-15.19
ishares tr-13.65
Paulson Wealth Management Inc. reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-311,150
disney walt co-439,143
Paulson Wealth Management Inc. got rid off the above stocks

Sector Distribution

Paulson Wealth Management Inc. has about 83.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Healthcare
Sector%
Others83.5
Technology9.1
Financial Services1.9
Healthcare1.6

Market Cap. Distribution

Paulson Wealth Management Inc. has about 16% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED83.5
MEGA-CAP13.2
LARGE-CAP2.8

Stocks belong to which Index?

About 14.8% of the stocks held by Paulson Wealth Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others84.7
S&P 50014.8
Top 5 Winners (%)%
KLAC
kla corp
103.3 %
SANM
sanmina corp
95.2 %
CRWD
crowdstrike hldgs inc
87.7 %
SNX
td synnex corporation
57.6 %
TXN
texas instrs inc
53.4 %
Top 5 Winners ($)$
IJR
ishares tr
7.6 M
IJR
ishares tr
7.5 M
AAPL
apple inc
3.4 M
IJR
ishares tr
2.4 M
SPY
state str spdr s&p 500 etf t
1.8 M
Top 5 Losers (%)%
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.4 %
T
at&t inc
-26.2 %
XOM
exxon mobil corp
-19.3 %
CVX
chevron corporation
-18.3 %
Top 5 Losers ($)$
IJR
ishares tr
-105.9 M
VB
vanguard index fds
-1.1 M
XOM
exxon mobil corp
-0.2 M
AAXJ
ishares tr
-0.1 M
T
at&t inc
-0.1 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 145 stocks in it's portfolio. About 65.9% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Paulson Wealth Management Inc. last quarter.

$471.43MTotal Value
148Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Paulson Wealth Management Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
3.09%123,856
$14.55M
3.09%
increased 8.13 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
2.8%252,024
$13.21M
2.8%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
1.27%196,400
$5.99M
1.27%
increased 3.33 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
0.1%4,316
$464.5K
0.1%
decreased 3.77 percentreduced
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Paulson Wealth Management Inc.'s holding in Tidal Trust I over time
0.05%4,134
$237.7K
0.05%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
Paulson Wealth Management Inc.'s holding in Ishares Inc over time
0.06%1,335
$270.5K
0.06%
increased 18.67 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
0.16%7,145
$734.6K
0.16%
increased 3.51 percentadded
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Paulson Wealth Management Inc.'s holding in Asml Hldg Nv over time
0.08%184
$366.1K
0.08%
unchanged 0 percentunchanged