Paulson Wealth Management Inc.

13F filer · CIK 0001731878

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$471MU.S. long equity reported on 13F

Positions897 new · 1 closed

Net flow last quarter+$2.28MBuys minus sells

Top 10 positions weight14.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 202689 positions
AAPLApple Inc.	$27.6M	5.86%	0.00%	+0.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$13.6M	2.88%	Not reported	-0.6%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$9.77M	2.07%	Not reported	+11.4%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$5.48M	1.16%	Not reported	-2.9%	Q1 2020
JPMJPMorgan Chase & Co	$2.57M	0.54%	0.00%	+0.5%	Q4 2017
MSFTMicrosoft Corp	$2.11M	0.45%	0.00%	+0.2%	Q4 2017
LAZLazard, Inc.	$2.05M	0.43%	0.04%	Not reported	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.97M	0.42%	Not reported	-0.1%	Q4 2017
AVGOBroadcom Inc.	$1.78M	0.38%	0.00%	+1.3%	Q4 2017
NVDANvidia Corp	$1.69M	0.36%	0.00%	0.0%	Q4 2017
CSCOCisco Systems, Inc.	$1.59M	0.34%	0.00%	+1.2%	Q4 2017
TXNTexas Instruments Inc	$1.56M	0.33%	0.00%	-0.6%	Q4 2017
GOOGLAlphabet Inc.	$1.55M	0.33%	0.00%	+0.2%	Q4 2017
CATCaterpillar Inc	$1.55M	0.33%	0.00%	+0.4%	Q4 2017
VVisa Inc.	$1.42M	0.30%	0.00%	+1.8%	Q4 2017
JNJJohnson & Johnson	$1.35M	0.29%	0.00%	+2.2%	Q4 2017
LLYELI LILLY & Co	$1.34M	0.28%	0.00%	+2.0%	Q4 2017
ABBVAbbVie Inc.	$1.22M	0.26%	0.00%	-2.0%	Q4 2017
COSTCostco Wholesale Corp	$1.14M	0.24%	0.00%	-3.9%	Q4 2017
HDHome Depot, Inc.	$1.1M	0.23%	0.00%	+1.0%	Q4 2017
GOOGAlphabet Inc.	$1.05M	0.22%	Not reported	+0.2%	Q4 2017
XOMExxonMobil Holdings Corp	$988K	0.21%	0.00%	+2.2%	Q4 2017
AMZNAmazon Com Inc	$986K	0.21%	0.00%	+1.6%	Q4 2017
SANMSanmina Corp	$839K	0.18%	0.01%	Not reported	Q4 2017
JBLJabil Inc	$824K	0.17%	0.00%	Not reported	Q4 2017
WMTWalmart Inc.	$736K	0.16%	0.00%	-0.1%	Q4 2017
AMGNAmgen Inc	$713K	0.15%	0.00%	+2.2%	Q3 2020
UNHUnitedhealth Group Inc	$688K	0.15%	0.00%	-25.8%	Q4 2017
MRKMerck & Co., Inc.	$614K	0.13%	0.00%	+4.2%	Q4 2017
MCDMcdonalds Corp	$613K	0.13%	0.00%	+3.1%	Q4 2017
EMEEMCOR Group, Inc.	$602K	0.13%	0.00%	Not reported	Q4 2017
PGPROCTER & GAMBLE Co	$592K	0.13%	0.00%	+4.2%	Q4 2017
BRK.BBerkshire Hathaway Inc	$584K	0.12%	Not reported	Not reported	Q4 2017
METAMeta Platforms, Inc.	$540K	0.11%	Not reported	+0.8%	Q4 2017
MAMastercard Inc	$534K	0.11%	0.00%	+1.7%	Q4 2017
SNXTD Synnex Corp	$532K	0.11%	0.00%	+2.0%	Q4 2017
LMTLockheed Martin Corp	$513K	0.11%	0.00%	Not reported	Q4 2017
USBUS Bancorp \de\	$507K	0.11%	0.00%	+2.8%	Q4 2021
AMDAdvanced Micro Devices Inc	$501K	0.11%	0.00%	Not reported	Q4 2017
QCOMQualcomm Inc	$499K	0.11%	0.00%	+9.4%	Q4 2017
CICigna Group	$495K	0.11%	0.00%	Not reported	Q4 2017
GILDGilead Sciences, Inc.	$482K	0.10%	0.00%	-0.6%	Q4 2017
SPGIS&P Global Inc.	$477K	0.10%	0.00%	Not reported	Q1 2024
WTFCWintrust Financial Corp	$459K	0.10%	0.00%	+0.5%	Q4 2017
KLACKla Corp	$447K	0.09%	0.00%	+1.6%	Q1 2026
RSReliance, Inc.	$440K	0.09%	0.00%	+0.4%	Q4 2017
VZVerizon Communications Inc	$423K	0.09%	0.00%	+5.4%	Q4 2017
IBMInternational Business Machines Corp	$420K	0.09%	0.00%	+3.3%	Q4 2017
CCitigroup Inc	$414K	0.09%	0.00%	Not reported	Q4 2017
GPIGroup 1 Automotive Inc	$385K	0.08%	0.01%	+0.3%	Q1 2023

Q1 2026Reported May 8, 202683 positions
AAPLApple Inc.	$24.2M	5.67%	0.00%	-0.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$11.9M	2.78%	Not reported	0.0%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$7.69M	1.80%	Not reported	+9.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$4.42M	1.04%	Not reported	+2.9%	Q1 2020
JPMJPMorgan Chase & Co	$2.3M	0.54%	0.00%	-3.7%	Q4 2017
MSFTMicrosoft Corp	$2.09M	0.49%	0.00%	-5.7%	Q4 2017
LAZLazard, Inc.	$2.07M	0.49%	0.04%	Not reported	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.75M	0.41%	Not reported	-1.0%	Q4 2017
NVDANvidia Corp	$1.47M	0.34%	0.00%	-6.4%	Q4 2017
AVGOBroadcom Inc.	$1.44M	0.34%	0.00%	-5.7%	Q4 2017
JNJJohnson & Johnson	$1.27M	0.30%	0.00%	-26.2%	Q4 2017
COSTCostco Wholesale Corp	$1.27M	0.30%	0.00%	+0.4%	Q4 2017
GOOGLAlphabet Inc.	$1.25M	0.29%	0.00%	-14.1%	Q4 2017
VVisa Inc.	$1.23M	0.29%	0.00%	+4.8%	Q4 2017
XOMExxonMobil Holdings Corp	$1.2M	0.28%	0.00%	-4.0%	Q4 2017
ABBVAbbVie Inc.	$1.07M	0.25%	0.00%	-3.7%	Q4 2017
CSCOCisco Systems, Inc.	$1.03M	0.24%	0.00%	+1.6%	Q4 2017
CATCaterpillar Inc	$1.03M	0.24%	0.00%	-17.1%	Q4 2017
TXNTexas Instruments Inc	$1.02M	0.24%	0.00%	-11.3%	Q4 2017
HDHome Depot, Inc.	$1.02M	0.24%	0.00%	+5.7%	Q4 2017
LLYELI LILLY & Co	$1.01M	0.24%	0.00%	-0.6%	Q4 2017
GOOGAlphabet Inc.	$853K	0.20%	Not reported	-33.9%	Q4 2017
AMZNAmazon Com Inc	$847K	0.20%	0.00%	-14.5%	Q4 2017
WMTWalmart Inc.	$808K	0.19%	0.00%	-0.8%	Q4 2017
MCDMcdonalds Corp	$683K	0.16%	0.00%	+13.7%	Q4 2017
AMGNAmgen Inc	$678K	0.16%	0.00%	-37.7%	Q3 2020
LMTLockheed Martin Corp	$609K	0.14%	0.00%	-11.6%	Q4 2017
UNHUnitedhealth Group Inc	$604K	0.14%	0.00%	+11.4%	Q4 2017
JBLJabil Inc	$568K	0.13%	0.00%	-3.0%	Q4 2017
PGPROCTER & GAMBLE Co	$560K	0.13%	0.00%	+9.6%	Q4 2017
BRK.BBerkshire Hathaway Inc	$559K	0.13%	Not reported	+0.5%	Q4 2017
MRKMerck & Co., Inc.	$551K	0.13%	0.00%	-51.6%	Q4 2017
METAMeta Platforms, Inc.	$544K	0.13%	Not reported	+1.7%	Q4 2017
EMEEMCOR Group, Inc.	$536K	0.13%	0.00%	Not reported	Q4 2017
GILDGilead Sciences, Inc.	$535K	0.13%	0.00%	-1.2%	Q4 2017
MAMastercard Inc	$511K	0.12%	0.00%	+1.4%	Q4 2017
SPGIS&P Global Inc.	$498K	0.12%	0.00%	Not reported	Q1 2024
CICigna Group	$479K	0.11%	0.00%	Not reported	Q4 2017
VZVerizon Communications Inc	$476K	0.11%	0.00%	+22.8%	Q4 2017
DISWalt Disney Co	$439K	0.10%	0.00%	+0.3%	Q4 2017
GPIGroup 1 Automotive Inc	$436K	0.10%	0.01%	+0.9%	Q1 2023
SANMSanmina Corp	$430K	0.10%	0.01%	-2.6%	Q4 2017
USBUS Bancorp \de\	$425K	0.10%	0.00%	-7.0%	Q4 2021
WTFCWintrust Financial Corp	$395K	0.09%	0.00%	+15.8%	Q4 2017
CVXChevron Corp	$385K	0.09%	0.00%	-33.4%	Q4 2017
PEPPepsico Inc	$378K	0.09%	0.00%	-6.2%	Q4 2017
TAt&T Inc.	$357K	0.08%	0.00%	+34.7%	Q4 2017
RSReliance, Inc.	$356K	0.08%	0.00%	+4.0%	Q4 2017
IBMInternational Business Machines Corp	$350K	0.08%	0.00%	+7.6%	Q4 2017
KOCoca Cola Co	$336K	0.08%	0.00%	-12.0%	Q4 2017

Q4 2025Reported Feb 5, 202681 positions
AAPLApple Inc.	$26M	6.00%	0.00%	-1.6%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$12.5M	2.88%	Not reported	-5.5%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$6.89M	1.59%	Not reported	+7.4%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$4.57M	1.06%	Not reported	-0.2%	Q1 2020
MSFTMicrosoft Corp	$2.9M	0.67%	0.00%	-0.3%	Q4 2017
JPMJPMorgan Chase & Co	$2.61M	0.60%	0.00%	-4.1%	Q4 2017
LAZLazard, Inc.	$2.37M	0.55%	0.04%	Not reported	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.83M	0.42%	Not reported	+1.1%	Q4 2017
AVGOBroadcom Inc.	$1.7M	0.39%	0.00%	-6.6%	Q4 2017
NVDANvidia Corp	$1.68M	0.39%	0.00%	+2.1%	Q4 2017
GOOGLAlphabet Inc.	$1.58M	0.37%	0.00%	-36.3%	Q4 2017
JNJJohnson & Johnson	$1.46M	0.34%	0.00%	-4.7%	Q4 2017
GOOGAlphabet Inc.	$1.41M	0.33%	Not reported	-36.6%	Q4 2017
VVisa Inc.	$1.36M	0.31%	0.00%	-0.7%	Q4 2017
LLYELI LILLY & Co	$1.19M	0.27%	0.00%	Not reported	Q4 2017
ABBVAbbVie Inc.	$1.17M	0.27%	0.00%	-7.3%	Q4 2017
AMZNAmazon Com Inc	$1.1M	0.25%	0.00%	Not reported	Q4 2017
COSTCostco Wholesale Corp	$1.09M	0.25%	0.00%	-13.2%	Q4 2017
TXNTexas Instruments Inc	$1.03M	0.24%	0.00%	-2.9%	Q4 2017
AMGNAmgen Inc	$1.01M	0.23%	0.00%	+1.2%	Q3 2020
CSCOCisco Systems, Inc.	$1.01M	0.23%	0.00%	-2.8%	Q4 2017
HDHome Depot, Inc.	$1.01M	0.23%	0.00%	-4.1%	Q4 2017
CATCaterpillar Inc	$1M	0.23%	0.00%	-1.8%	Q4 2017
LOWLowes Companies Inc	$1M	0.23%	0.00%	-5.8%	Q4 2017
MRKMerck & Co., Inc.	$996K	0.23%	0.00%	-2.7%	Q4 2017
XOMExxonMobil Holdings Corp	$887K	0.20%	0.00%	+1.0%	Q4 2017
QCOMQualcomm Inc	$804K	0.19%	0.00%	-0.4%	Q4 2017
WMTWalmart Inc.	$730K	0.17%	0.00%	-7.4%	Q4 2017
UNHUnitedhealth Group Inc	$662K	0.15%	0.00%	-19.9%	Q4 2017
METAMeta Platforms, Inc.	$617K	0.14%	Not reported	-0.3%	Q4 2017
SPGIS&P Global Inc.	$612K	0.14%	0.00%	Not reported	Q1 2024
MCDMcdonalds Corp	$590K	0.14%	0.00%	+0.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$584K	0.13%	Not reported	-5.7%	Q4 2017
MAMastercard Inc	$576K	0.13%	0.00%	-1.6%	Q4 2017
LMTLockheed Martin Corp	$551K	0.13%	0.00%	-5.2%	Q4 2017
DISWalt Disney Co	$517K	0.12%	0.00%	Not reported	Q4 2017
GPIGroup 1 Automotive Inc	$514K	0.12%	0.01%	-4.2%	Q1 2023
SANMSanmina Corp	$511K	0.12%	0.01%	-2.5%	Q4 2017
PGPROCTER & GAMBLE Co	$507K	0.12%	0.00%	-28.8%	Q4 2017
JBLJabil Inc	$503K	0.12%	0.00%	-13.7%	Q4 2017
CICigna Group	$494K	0.11%	0.00%	Not reported	Q4 2017
GILDGilead Sciences, Inc.	$477K	0.11%	0.00%	+1.8%	Q4 2017
USBUS Bancorp \de\	$469K	0.11%	0.00%	+2.0%	Q4 2021
EMEEMCOR Group, Inc.	$444K	0.10%	0.00%	Not reported	Q4 2017
CVXChevron Corp	$426K	0.10%	0.00%	-10.4%	Q4 2017
ADPAutomatic Data Processing Inc	$421K	0.10%	0.00%	Not reported	Q4 2017
IBMInternational Business Machines Corp	$398K	0.09%	0.00%	-9.7%	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$387K	0.09%	Not reported	-28.4%	Q2 2023
PEPPepsico Inc	$372K	0.09%	0.00%	-6.9%	Q4 2017
MMM3m Co	$363K	0.08%	0.00%	Not reported	Q4 2017

Q3 2025Reported Nov 3, 202583 positions
AAPLApple Inc.	$24.7M	5.84%	0.00%	-4.7%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$12.9M	3.05%	Not reported	+0.1%	Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust	$6.34M	1.50%	Not reported	+25.3%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$4.48M	1.06%	Not reported	-14.5%	Q1 2020
MSFTMicrosoft Corp	$3.11M	0.74%	0.00%	-2.2%	Q4 2017
JPMJPMorgan Chase & Co	$2.66M	0.63%	0.00%	-1.2%	Q4 2017
LAZLazard, Inc.	$2.57M	0.61%	0.04%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$1.93M	0.46%	0.00%	+2.6%	Q4 2017
DIASPDR Dow Jones Industrial Average ETF Trust	$1.75M	0.41%	Not reported	-2.8%	Q4 2017
AVGOBroadcom Inc.	$1.74M	0.41%	0.00%	-17.4%	Q4 2017
GOOGAlphabet Inc.	$1.73M	0.41%	Not reported	Not reported	Q4 2017
NVDANvidia Corp	$1.65M	0.39%	0.00%	+1.3%	Q4 2017
JNJJohnson & Johnson	$1.37M	0.32%	0.00%	-1.4%	Q4 2017
COSTCostco Wholesale Corp	$1.35M	0.32%	0.00%	+0.1%	Q4 2017
VVisa Inc.	$1.33M	0.31%	0.00%	-4.0%	Q4 2017
ABBVAbbVie Inc.	$1.28M	0.30%	0.00%	-6.0%	Q4 2017
HDHome Depot, Inc.	$1.24M	0.29%	0.00%	-5.9%	Q4 2017
TXNTexas Instruments Inc	$1.12M	0.27%	0.00%	-4.4%	Q4 2017
LOWLowes Companies Inc	$1.11M	0.26%	0.00%	-2.4%	Q4 2017
AMZNAmazon Com Inc	$1.05M	0.25%	0.00%	+2.4%	Q4 2017
CSCOCisco Systems, Inc.	$924K	0.22%	0.00%	-0.6%	Q4 2017
UNHUnitedhealth Group Inc	$865K	0.20%	0.00%	-7.6%	Q4 2017
AMGNAmgen Inc	$863K	0.20%	0.00%	+2.6%	Q3 2020
CATCaterpillar Inc	$851K	0.20%	0.00%	-0.6%	Q4 2017
LLYELI LILLY & Co	$842K	0.20%	0.00%	-2.0%	Q4 2017
XOMExxonMobil Holdings Corp	$823K	0.19%	0.00%	-3.2%	Q4 2017
MRKMerck & Co., Inc.	$816K	0.19%	0.00%	-9.0%	Q4 2017
QCOMQualcomm Inc	$785K	0.19%	0.00%	-5.1%	Q4 2017
PGPROCTER & GAMBLE Co	$764K	0.18%	0.00%	-7.8%	Q4 2017
WMTWalmart Inc.	$730K	0.17%	0.00%	-5.1%	Q4 2017
METAMeta Platforms, Inc.	$689K	0.16%	Not reported	+0.3%	Q4 2017
ORCLOracle Corp	$634K	0.15%	0.00%	-20.8%	Q4 2017
BRK.BBerkshire Hathaway Inc	$619K	0.15%	Not reported	+8.8%	Q4 2017
LMTLockheed Martin Corp	$600K	0.14%	0.00%	-12.5%	Q4 2017
GPIGroup 1 Automotive Inc	$596K	0.14%	0.01%	Not reported	Q1 2023
MAMastercard Inc	$583K	0.14%	0.00%	+0.5%	Q4 2017
MCDMcdonalds Corp	$582K	0.14%	0.00%	-2.0%	Q4 2017
SPGIS&P Global Inc.	$570K	0.13%	0.00%	Not reported	Q1 2024
VOTVan Kampen Municipal Opportunity Trust II	$569K	0.13%	Not reported	-33.2%	Q2 2023
JBLJabil Inc	$555K	0.13%	0.00%	+30.7%	Q4 2017
DISWalt Disney Co	$520K	0.12%	0.00%	-1.4%	Q4 2017
CICigna Group	$518K	0.12%	0.00%	Not reported	Q4 2017
CRWDCrowdStrike Holdings, Inc.	$515K	0.12%	0.00%	+4.2%	Q2 2024
CVXChevron Corp	$485K	0.11%	0.00%	-5.8%	Q4 2017
ADPAutomatic Data Processing Inc	$480K	0.11%	0.00%	Not reported	Q4 2017
EMEEMCOR Group, Inc.	$472K	0.11%	0.00%	Not reported	Q4 2017
GILDGilead Sciences, Inc.	$424K	0.10%	0.00%	+17.9%	Q4 2017
IBMInternational Business Machines Corp	$420K	0.10%	0.00%	-6.6%	Q4 2017
USBUS Bancorp \de\	$416K	0.10%	0.00%	-8.2%	Q4 2021
KOCoca Cola Co	$403K	0.10%	0.00%	-10.2%	Q4 2017

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