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Latest Paulson Wealth Management Inc. Stock Portfolio

$426Million | No. of Holdings #136

Paulson Wealth Management Inc. Performance

2026 Q1-2.00%
YTD-2.00%
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 2026-05-08, 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. <br><br> 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. <br><br> 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
$426Million
  as of May 08, 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 corp252,841
comcast corp new248,085
asml hldg nv243,033
kla corp214,972
taiwan semiconductor manufac208,853
linde plc208,219
ishares inc202,523
New stocks bought by Paulson Wealth Management Inc.

Additions

Ticker% Inc.
invesco exch trd slf idx fd158
invesco exch trd slf idx fd49.35
invesco exch trd slf idx fd46.37
invesco exchange traded fd t37.92
at&t inc34.65
abbott laboratories31.86
invesco exch trd slf idx fd31.56
invesco exch trd slf idx fd27.3
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%
Others84.2
Technology8.2
Financial Services1.8
Healthcare1.5

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%
UNALLOCATED84.2
MEGA-CAP12.7
LARGE-CAP2.6

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%
Others85.3
S&P 50014.3
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.

$426.71MTotal Value
143Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Paulson Wealth Management Inc., last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
3.18%114,547
$13.59M
3.18%
increased 18.61 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
1.35%190,070
$5.76M
1.35%
increased 8.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
0.11%4,485
$476.1K
0.11%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
Paulson Wealth Management Inc.'s holding in Ishares Inc over time
0.05%1,125
$202.5K
0.05%
new position
AGT
Ishares Tr

Ishares Tr

AGT
Paulson Wealth Management Inc.'s holding in Ishares Tr over time
0.16%6,903
$660.1K
0.16%
decreased 6.64 percentreduced
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Paulson Wealth Management Inc.'s holding in Asml Hldg Nv over time
0.06%184
$243.0K
0.06%
new position
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Paulson Wealth Management Inc.'s holding in Spdr Series Trust over time
2.15%100,332
$9.18M
2.15%
decreased 39.53 percentreduced
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Paulson Wealth Management Inc.'s holding in Spdr Series Trust over time
1.61%142,248
$6.87M
1.61%
increased 10.3 percentadded
BIL
Spdr Series Trust

Spdr Series Trust

BIL
Paulson Wealth Management Inc.'s holding in Spdr Series Trust over time
1.14%102,017
$4.88M
1.14%
decreased 3.92 percentreduced