Paulson Wealth Management Inc.
138 holdingsFiling period: 2026-03-31Current AUM: $476.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 141.5K | $60.3M | $66.9M | 14.07% | +7.5K | 2026-03-31 |
| 2 | IWD | ISHARES TR | 273.5K | $58.4M | $68.9M | 14.47% | +3.1K | 2026-03-31 |
| 3 | IWM | ISHARES TR | 148.4K | $36.8M | $43.2M | 9.08% | +6.0K | 2026-03-31 |
| 4 | EFA | ISHARES TR | 370.6K | $36.0M | $39.1M | 8.22% | +5.2K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 95.3K | $24.2M | $29.4M | 6.19% | -232 | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 234.6K | $18.6M | $18.4M | 3.87% | -11,348 | 2026-03-31 |
| 7 | NBSD | NEUBERGER BERMAN ETF TRUST | 283.8K | $14.4M | $14.3M | 3.01% | +37.8K | 2026-03-31 |
| 8 | IEI | ISHARES TR | 114.5K | $13.6M | $13.3M | 2.80% | +18.0K | 2026-03-31 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 18.3K | $11.9M | $13.6M | 2.87% | -5 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 177.9K | $11.4M | $12.6M | 2.64% | +4.2K | 2026-03-31 |
| 11 | CWB | SPDR SERIES TRUST | 100.3K | $9.2M | $10.2M | 2.15% | -65,591 | 2026-03-31 |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | 12.5K | $7.7M | $8.6M | 1.80% | +1.0K | 2026-03-31 |
| 13 | SPSM | SPDR SERIES TRUST | 142.2K | $6.9M | $8.0M | 1.69% | +13.3K | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 31.6K | $6.1M | $6.8M | 1.43% | +8.7K | 2026-03-31 |
| 15 | PFF | ISHARES TR | 190.1K | $5.8M | $5.8M | 1.22% | +15.2K | 2026-03-31 |
| 16 | INMU | BLACKROCK ETF TRUST II | 229.4K | $5.5M | $5.5M | 1.15% | +28.4K | 2026-03-31 |
| 17 | SHM | SPDR SERIES TRUST | 102.0K | $4.9M | $4.9M | 1.02% | -4,159 | 2026-03-31 |
| 18 | QQQ | INVESCO QQQ TR | 7.7K | $4.4M | $5.3M | 1.11% | +217 | 2026-03-31 |
| 19 | MINO | PIMCO ETF TR | 92.4K | $4.2M | $4.1M | 0.87% | +14.1K | 2026-03-31 |
| 20 | SCHX | SCHWAB STRATEGIC TR | 156.5K | $4.0M | $4.6M | 0.97% | -198 | 2026-03-31 |
| 21 | MUNI | PIMCO ETF TR | 68.7K | $3.6M | $3.6M | 0.75% | +4.7K | 2026-03-31 |
| 22 | MINT | PIMCO ETF TR | 31.0K | $3.1M | $3.1M | 0.66% | -5,144 | 2026-03-31 |
| 23 | IVV | ISHARES TR | 4.1K | $2.7M | $3.1M | 0.65% | -1,675 | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 7.8K | $2.3M | $2.7M | 0.58% | -296 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 5.7K | $2.1M | $2.6M | 0.55% | -343 | 2026-03-31 |
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