account_balance

Investment manager · 13F filer · SEC CIK 1731878

Paulson Wealth Management Inc.

Reported value$480Mas of Sep 30, 2026
Positions139 3 new, 10 sold out
Top 10 weight66.2%IWF alone is 14%
FiledNov 233 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IWF iShares Tr 14.3% Trimmed −2%
IWD iShares Tr 12.9% Held
IWM iShares Tr 7.9% Held
EFA iShares Tr 7.6% Held
AAPL Apple Inc. 6.5% Trimmed −2%
VCSH Vanguard Scottsdale FDS 4.4% Added +12%
IEI iShares Tr 3.4% Added +17%
IGSB iShares Tr 3.3% Added +25%
VEA Vanguard Tax-Managed FDS 3.0% Added +9%
SPY SPDR S&P 500 ETF Trust 2.8% Held
RSP Invesco Exchange Traded Fd T 2.4% Added +37%
MDY SPDR S&P Midcap 400 ETF Trust 2.2% Added +17%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 2, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • NUSC $304K
  • HLAL $213K
  • STT $205K
arrow_upwardAdded
  • SPTM +91%
  • BIL +43%
  • RSP +37%
  • IGSB +25%
arrow_downwardTrimmed
  • SHM −24%
  • CSCO −12%
  • QQQE −9%
  • VTI −8%
remove_circleSold out
  • TMHC $333K
  • NBSD $326K
  • DKS $286K
  • AMAT $252K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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