Latest Paulson Wealth Management Inc. Stock Portfolio

$426Million– No. of Holdings #136

Paulson Wealth Management Inc. Performance:

2026 Q1: -2%YTD: -2%2025: 12.9%

Performance for 2026 Q1 is -2%, and YTD is -2%, and 2025 is 12.9%.

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

Paulson Wealth Management Inc. is a hedge fund based in Wheaton, IL. On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Paulson Wealth Management Inc. reported an equity portfolio of $426.7 Millions as of 31 Mar, 2026.

The top stock holdings of Paulson Wealth Management Inc. are IJR, IJR, IJR. The fund has invested 14.1% of it's portfolio in ISHARES TR and 13.7% of portfolio in ISHARES TR.

The fund managers got completely rid off ISHARES TR (IJR), FORD MTR CO (F) and DROPBOX INC (DBX) stocks. They significantly reduced their stock positions in LOWES COS INC (LOW), MERCK & CO INC (MRK) and QUALCOMM INC (QCOM). Paulson Wealth Management Inc. opened new stock positions in BANK AMERICA CORP (BAC), COMCAST CORP NEW (CMCSA) and ASML HLDG NV (ASML). The fund showed a lot of confidence in some stocks as they added substantially to INVESCO EXCH TRD SLF IDX FD (BSAE), INVESCO EXCHANGE TRADED FD T (CSD) and AT&T INC (T).

Paulson Wealth Management Inc. Equity Portfolio Value

Last Reported on: 08 May, 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 -2% in the last quarter. In trailing 12 months, it's portfolio return was 14.01%.

Performance
S&P 500

New Buys

Ticker	$ Bought
bank america corp	252,841
comcast corp new	248,085
asml hldg nv	243,033
kla corp	214,972
taiwan semiconductor manufac	208,853
linde plc	208,219
ishares inc	202,523

New stocks bought by Paulson Wealth Management Inc.

Additions

Ticker	% Inc.
invesco exch trd slf idx fd	158
invesco exch trd slf idx fd	49.35
invesco exch trd slf idx fd	46.37
invesco exchange traded fd t	37.92
at&t inc	34.65
abbott laboratories	31.86
invesco exch trd slf idx fd	31.56
invesco exch trd slf idx fd	27.3

Additions to existing portfolio by Paulson Wealth Management Inc.

Reductions

Ticker	% Reduced
lowes cos inc	-71.03
merck & co inc	-51.56
qualcomm inc	-47.46
spdr series trust	-39.53
amgen inc	-37.74
spdr series trust	-36.04
alphabet inc	-33.9
chevron corporation	-33.4

Paulson Wealth Management Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ford mtr co	-275,559
dropbox inc	-275,470
ishares tr	-540,935
ishares tr	-1,136,560
asbury automotive group inc	-219,973
american express co	-212,721

Paulson Wealth Management Inc. got rid off the above stocks

Sector Distribution

Paulson Wealth Management Inc. has about 84.2% of it's holdings in Others sector.

Others
Technology
Financial Services
Healthcare

Sector	%
Others	84.2
Technology	8.2
Financial Services	1.8
Healthcare	1.5

Market Cap. Distribution

Paulson Wealth Management Inc. has about 15.3% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	84.2
MEGA-CAP	12.7
LARGE-CAP	2.6

Stocks belong to which Index?

About 14.3% of the stocks held by Paulson Wealth Management Inc. either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	85.3
S&P 500	14.3

Top 5 Winners (%)		%
XPO	xpo inc	43.1 %
XOM	exxon mobil corp	40.2 %
CVX	chevron corporation	29.8 %
AVT	avnet inc	27.7 %
LMT	lockheed martin corp	23.5 %

Top 5 Winners ($)		$
IJR	ishares tr	0.9 M
IJR	ishares tr	0.4 M
XOM	exxon mobil corp	0.4 M
BIL	spdr series trust	0.3 M
VEA	vanguard tax-managed fds	0.3 M

Top 5 Losers (%)		%
ORCL	oracle corp	-23.8 %
MSFT	microsoft corp	-22.8 %
ADP	automatic data processing in	-21.0 %
QCOM	qualcomm inc	-18.9 %
SPGI	s&p global inc	-18.6 %

Top 5 Losers ($)		$
IJR	ishares tr	-6.5 M
AAPL	apple inc	-1.7 M
MSFT	microsoft corp	-0.7 M
SPY	state str spdr s&p 500 etf t	-0.6 M
	lazard inc	-0.3 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 136 stocks in it's portfolio. About 66.9% 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.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.67	95,321	24,191,400	reduced	-0.24

AAXJ	ishares tr	3.18	114,547	13,585,300	added	18.61

AAXJ	ishares tr	1.35	190,070	5,762,920	added	8.68

AAXJ	ishares tr	0.11	4,485	476,084	unchanged	0.00

ABBV	abbvie inc	0.25	4,941	1,074,620	reduced	-3.65

ABG	asbury automotive group inc	0.00	0.00	0.00	sold off	-100

ABT	abbott laboratories	0.07	2,897	297,435	added	31.86

ACWV	ishares inc	0.05	1,125	202,523	new

ADP	automatic data processing in	0.08	1,635	332,199	unchanged	0.00

AGT	ishares tr	0.16	6,903	660,065	reduced	-6.64

AMGN	amgen inc	0.16	1,927	678,015	reduced	-37.74

AMZN	amazon com inc	0.20	4,069	847,451	reduced	-14.52

ASML	asml hldg nv	0.06	184	243,033	new

AVGO	broadcom inc	0.34	4,643	1,437,060	reduced	-5.71

AVT	avnet inc	0.06	4,069	250,732	reduced	-3.17

AXP	american express co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.06	5,186	252,841	new

BIL	spdr series trust	2.15	100,332	9,182,360	reduced	-39.53

BIL	spdr series trust	1.61	142,248	6,873,420	added	10.3

BIL	spdr series trust	1.14	102,017	4,879,500	reduced	-3.92