Paulson Wealth Management Inc.
147 holdingsFiling period: 2026-06-30Current AUM: $473.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | iShares TR | 559.4K | $69.5M | $67.2M | 14.20% | +417.9K | 2026-06-30 |
| 2 | IWD | iShares TR | 253.5K | $61.5M | $65.7M | 13.88% | -20,070 | 2026-06-30 |
| 3 | IWM | iShares TR | 137.5K | $41.3M | $38.0M | 8.04% | -10,869 | 2026-06-30 |
| 4 | EFA | iShares TR | 352.6K | $36.6M | $36.4M | 7.69% | -17,984 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 95.5K | $27.6M | $33.2M | 7.03% | +155 | 2026-06-30 |
| 6 | VCSH | Vanguard Scottsdale Fds | 244.9K | $19.4M | $19.0M | 4.02% | +10.3K | 2026-06-30 |
| 7 | IEI | iShares TR | 123.9K | $14.5M | $14.2M | 3.01% | +9.3K | 2026-06-30 |
| 8 | SPY | State Str Spdr S&P 500 ETF T | 18.2K | $13.6M | $13.9M | 2.93% | -106 | 2026-06-30 |
| 9 | VEA | Vanguard Tax-Managed Fds | 189.3K | $13.5M | $13.1M | 2.77% | +11.4K | 2026-06-30 |
| 10 | IGSB | iShares TR | 252.0K | $13.2M | $13.0M | 2.75% | -- | 2026-06-30 |
| 11 | CWB | Spdr Series Trust | 99.6K | $10.7M | $9.5M | 2.00% | -703 | 2026-06-30 |
| 12 | MDY | State Str Spdr S&P Midcap 40 | 13.9K | $9.8M | $9.2M | 1.95% | +1.4K | 2026-06-30 |
| 13 | SPSM | Spdr Series Trust | 156.5K | $9.0M | $8.4M | 1.78% | +14.3K | 2026-06-30 |
| 14 | RSP | Invesco Exchange Traded FD T | 41.0K | $8.7M | $8.9M | 1.89% | +9.4K | 2026-06-30 |
| 15 | PFF | iShares TR | 196.4K | $6.0M | $5.7M | 1.20% | +6.3K | 2026-06-30 |
| 16 | QQQ | Invesco Qqq TR | 7.4K | $5.5M | $5.2M | 1.11% | -221 | 2026-06-30 |
| 17 | INMU | BlackRock ETF Trust II | 225.4K | $5.5M | $5.3M | 1.12% | -3,990 | 2026-06-30 |
| 18 | SCHX | Schwab Strategic TR | 153.0K | $4.5M | $4.6M | 0.97% | -3,448 | 2026-06-30 |
| 19 | SHM | Spdr Series Trust | 90.2K | $4.3M | $4.3M | 0.90% | -11,838 | 2026-06-30 |
| 20 | MINO | PIMCO ETF TR | 90.1K | $4.1M | $3.9M | 0.83% | -2,354 | 2026-06-30 |
| 21 | MUNI | PIMCO ETF TR | 64.2K | $3.4M | $3.3M | 0.69% | -4,488 | 2026-06-30 |
| 22 | IVV | iShares TR | 4.0K | $3.0M | $3.1M | 0.65% | -94 | 2026-06-30 |
| 23 | MINT | PIMCO ETF TR | 28.7K | $2.9M | $2.9M | 0.61% | -2,342 | 2026-06-30 |
| 24 | JPM | JPMorgan Chase & Co | 7.8K | $2.6M | $2.6M | 0.56% | +42 | 2026-06-30 |
| 25 | MSFT | Microsoft Corp | 5.7K | $2.1M | $3.0M | 0.62% | +13 | 2026-06-30 |
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