Paulson Wealth Management Inc. BIL holdings history
SS SPDR BB 1-3M T-BILL ETF · CUSIP 78468R663 · CIK 1731878
As of 2026-06-30, Paulson Wealth Management Inc. reported 11.10K BIL (shares), valued at $1.02M, or 0.22% of its reported non-derivative portfolio. Filed 2026-08-04.
Verify history & sources →Shares decreased 13.11%; reported value decreased 13.11%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.22% | 11,104 | SEC filing ↗Filed Aug 4, 2026 |
| Q1 2026 | 0.27% | 12,780 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 0.42% | 19,982 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.55% | 25,459 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 0.62% | 26,288 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 0.72% | 27,972 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 0.84% | 33,605 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.05% | 42,742 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 1.26% | 46,879 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 1.43% | 52,856 | SEC filing ↗Filed May 3, 2024 |
| Q4 2023 | 1.74% | 59,404 | SEC filing ↗Filed Feb 13, 2024 |
| Q3 2023 | 2.41% | 75,120 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.41% | 75,120 | $6.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 1.74% | 59,404 | $5.43M | Shares decreased 20.92%; reported value decreased 21.29%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 1.43% | 52,856 | $4.85M | Shares decreased 11.02%; reported value decreased 10.62%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 3, 2024 |
| Q2 2024 | 1.26% | 46,879 | $4.30M | Shares decreased 11.31%; reported value decreased 11.33%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 1.05% | 42,742 | $3.92M | Shares decreased 8.82%; reported value decreased 8.80%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 0.84% | 33,605 | $3.07M | Shares decreased 21.38%; reported value decreased 21.70%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 0.72% | 27,972 | $2.57M | Shares decreased 16.76%; reported value decreased 16.49%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 0.62% | 26,288 | $2.41M | Shares decreased 6.02%; reported value decreased 6.02%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 0.55% | 25,459 | $2.34M | Shares decreased 3.15%; reported value decreased 3.13%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 0.42% | 19,982 | $1.83M | Shares decreased 21.51%; reported value decreased 21.83%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.27% | 12,780 | $1.17M | Shares decreased 36.04%; reported value decreased 35.86%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.22% | 11,104 | $1.02M | Shares decreased 13.11%; reported value decreased 13.11%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2026 |
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