Paulson Wealth Management Inc.
CIK 1731878 · Holdings on Mar 31, 2026 · First reported May 8, 2026
Top ten holdings
Q1 2026- IWF14.13%
- IWD13.70%
- IWM8.62%
- EFA8.44%
- AAPL5.67%
- VCSH4.36%
- NBSD3.37%
- IEI3.18%
- SPY2.78%
- VEA2.67%
Share classes counted separately66.92%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CWBWeight decreased · -1.27 pp3.42% → 2.15%Shares -65.59K (-39.53%)
- IWDWeight increased · +0.56 pp13.14% → 13.70%Shares +3.06K (+1.13%)
- IWMWeight increased · +0.53 pp8.09% → 8.62%Shares +6.02K (+4.23%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $60.32M | 14.13% | 141.45K shares | 14.65% → 14.13%-0.52 pp +7.49K (+5.59%) | Added | ↗▾ |
| 02 | IWDISHARES RUSSELL 1000 VALUE ERUS 1000 VAL ETF View history and evidence | $58.45M | 13.70% | 273.55K shares | 13.14% → 13.70%+0.56 pp +3.06K (+1.13%) | Added | ↗▾ |
| 03 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $36.79M | 8.62% | 148.37K shares | 8.09% → 8.62%+0.53 pp +6.02K (+4.23%) | Added | ↗▾ |
| 04 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $36.00M | 8.44% | 370.61K shares | 8.11% → 8.44%+0.33 pp +5.20K (+1.42%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $24.19M | 5.67% | 95.32K shares | 6.00% → 5.67%-0.33 pp -232 (-0.24%) | Reduced | ↗▾ |
| 06 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $18.59M | 4.36% | 234.55K shares | 4.53% → 4.36%-0.17 pp -11.35K (-4.61%) | Reduced | ↗▾ |
| 07 | NBSDNEUBERGER SHORT DURATION INCSHORT DURATION I View history and evidence | $14.39M | 3.37% | 283.79K shares | 2.91% → 3.37%+0.46 pp +37.82K (+15.38%) | Added | ↗▾ |
| 08 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $13.59M | 3.18% | 114.55K shares | 2.66% → 3.18%+0.52 pp +17.97K (+18.61%) | Added | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $11.88M | 2.78% | 18.26K shares | 2.88% → 2.78%-0.10 pp -5 (-0.03%) | Reduced | ↗▾ |
| 10 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.40M | 2.67% | 177.88K shares | 2.51% → 2.67%+0.16 pp +4.21K (+2.42%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWV ISHARES RUSSELL 3000 ETF | Non-derivative | -2,938 | -$1.14M | SEC filing ↗ | SEC filing ↗ |
| IUSG ISHARES CORE S&P U.S. GROWTH | Non-derivative | -3,221 | -$540.93K | SEC filing ↗ | SEC filing ↗ |
| F FORD MOTOR CO | Non-derivative | -21,003 | -$275.56K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731878 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 426713053
}Research all 137 reported holdings.
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