Paulson Wealth Management Inc. holds a focused book of 146 stocks worth $471.4M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Ishares 1-5Y Inv Grade Corp and trimmed Ishares Russell 1000 Value E. Their largest long position is Ishares Russell 1000 Growth at 15% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Paulson Wealth Management Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~35 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Paulson Wealth Management Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 80 / 80 | $157.9B |
| LPL Financial LLC | 80 / 80 | $89.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $87.8B |
| Cetera Investment Advisers | 80 / 80 | $24.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $21.9B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.0B |
| MORGAN STANLEY | 79 / 80 | $605.9B |
| ROYAL BANK OF CANADA | 79 / 80 | $172.9B |
Ranked by how many of Paulson Wealth Management Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR RUS 1000 GRW ETF | $69.5M | 559.4K | 14.7% | ▲+295% Added · +418K sh | |
| 2 | Ishares TR RUS 1000 VAL ETF | $61.5M | 253.5K | 13.0% | ▼−7.3% Reduced · −20K sh | |
| 3 | Ishares TR RUSSELL 2000 ETF | $41.3M | 137.5K | 8.8% | ▼−7.3% Reduced · −11K sh | |
| 4 | Ishares TR MSCI EAFE ETF | $36.6M | 352.6K | 7.8% | ▼−4.8% Reduced · −18K sh | |
| 5 | Apple Inc COM | $27.6M | 95.5K | 5.9% | ▲+0.2% Added · +155 sh | |
| 6 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $19.4M | 244.9K | 4.1% | ▲+4.4% Added · +10K sh | |
| 7 | Ishares TR 3 7 YR TREAS BD | $14.5M | 123.9K | 3.1% | ▲+8.1% Added · +9K sh | |
| 8 | State STR SPDR S&P 500 ETF T TR UNIT | $13.6M | 18.2K | 2.9% | ▼−0.6% Reduced · −106 sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $13.5M | 189.3K | 2.9% | ▲+6.4% Added · +11K sh | |
| 10 | Ishares TR ISHS 1-5YR INVS | $13.2M | 252.0K | 2.8% | ▲New New position | |
| 11 | SPDR Series Trust ST STR CONV ETF | $10.7M | 99.6K | 2.3% | ▼−0.7% Reduced · −703 sh | |
| 12 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $9.8M | 13.9K | 2.1% | ▲+11% Added · +1K sh | |
| 13 | SPDR Series Trust ST STR SP600 SML | $9.0M | 156.5K | 1.9% | ▲+10% Added · +14K sh | |
| 14 | Invesco Exchange Traded FD T S&P500 EQL WGT | $8.7M | 41.0K | 1.8% | ▲+30% Added · +9K sh | |
| 15 | Ishares TR PFD AND INCM SEC | $6.0M | 196.4K | 1.3% | ▲+3.3% Added · +6K sh | |
| 16 | Invesco QQQ TR UNIT SER 1 | $5.5M | 7.4K | 1.2% | ▼−2.9% Reduced · −221 sh | |
| 17 | BlackRock ETF Trust II ISHAR INTER ETF | $5.5M | 225.4K | 1.2% | ▼−1.7% Reduced · −4K sh | |
| 18 | Schwab Strategic TR US LRG CAP ETF | $4.5M | 153.0K | 1.0% | ▼−2.2% Reduced · −3K sh | |
| 19 | SPDR Series Trust ST NUVE TERM ETF | $4.3M | 90.2K | 0.9% | ▼−12% Reduced · −12K sh | |
| 20 | Pimco ETF TR MUNI INCOME OPP | $4.1M | 90.1K | 0.9% | ▼−2.5% Reduced · −2K sh | |
| 21 | Pimco ETF TR INTER MUN BD ACT | $3.4M | 64.2K | 0.7% | ▼−6.5% Reduced · −4K sh | |
| 22 | Ishares TR CORE S&P500 ETF | $3.0M | 4.0K | 0.6% | ▼−2.3% Reduced · −94 sh | |
| 23 | Pimco ETF TR ENHAN SHRT MA AC | $2.9M | 28.7K | 0.6% | ▼−7.5% Reduced · −2K sh | |
| 24 | JPMorgan Chase & Co COM | $2.6M | 7.8K | 0.5% | ▲+0.5% Added · +42 sh | |
| 25 | Microsoft Corp COM | $2.1M | 5.7K | 0.4% | ▲+0.2% Added · +13 sh | |
| 26 | Lazard Inc COM | $2.0M | 48.8K | 0.4% | —Held | |
| 27 | State STR SPDR Dow Jones Ind UT SER 1 | $2.0M | 3.8K | 0.4% | ▼−0.1% Reduced · −5 sh | |
| 28 | Vanguard Index FDS TOTAL STK MKT | $1.9M | 5.2K | 0.4% | ▼−1.2% Reduced · −66 sh | |
| 29 | Invesco Exch TRD SLF Idx FD BULSHS 2027 MUNI | $1.8M | 77.7K | 0.4% | ▼−1.0% Reduced · −785 sh | |
| 30 | Broadcom Inc COM | $1.8M | 4.7K | 0.4% | ▲+1.3% Added · +62 sh | |
| 31 | Invesco Exch TRD SLF Idx FD BULSHS 2026 MUNI | $1.7M | 71.9K | 0.4% | ▼−2.3% Reduced · −2K sh | |
| 32 | Nvidia Corporation COM | $1.7M | 8.4K | 0.4% | ▲~0% Added · +2 sh | |
| 33 | Cisco Sys Inc COM | $1.6M | 13.5K | 0.3% | ▲+1.2% Added · +160 sh | |
| 34 | Texas Instrs Inc COM | $1.6M | 5.2K | 0.3% | ▼−0.6% Reduced · −30 sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.6M | 4.3K | 0.3% | ▲+0.2% Added · +9 sh | |
| 36 | Caterpillar Inc COM | $1.6M | 1.5K | 0.3% | ▲+0.4% Added · +6 sh | |
| 37 | Vanguard Index FDS SMALL CP ETF | $1.5M | 5.0K | 0.3% | ▼−0.1% Reduced · −4 sh | |
| 38 | Visa Inc COM CL A | $1.4M | 4.1K | 0.3% | ▲+1.8% Added · +73 sh | |
| 39 | Invesco Exch TRD SLF Idx FD BULSHS 2028 MUNI | $1.4M | 58.8K | 0.3% | ▼−1.6% Reduced · −951 sh | |
| 40 | Johnson & Johnson COM | $1.4M | 5.3K | 0.3% | ▲+2.2% Added · +115 sh | |
| 41 | Eli Lilly & Co COM | $1.3M | 1.1K | 0.3% | ▲+2.0% Added · +22 sh | |
| 42 | Schwab Strategic TR US SML CAP ETF | $1.3M | 37.0K | 0.3% | ▲~0% Added · +11 sh | |
| 43 | Invesco Exch TRD SLF Idx FD BULSHS 2029 MUNI | $1.3M | 56.8K | 0.3% | ▼−1.3% Reduced · −733 sh | |
| 44 | SPDR Series Trust ST STR PR SP1500 | $1.3M | 14.4K | 0.3% | ▲~0% Added · +3 sh | |
| 45 | Abbvie Inc COM | $1.2M | 4.8K | 0.3% | ▼−2.0% Reduced · −100 sh | |
| 46 | Direxion Shares ETF Trust NASDAQ 100 EQ WT | $1.1M | 9.4K | 0.2% | ▼−1.0% Reduced · −95 sh | |
| 47 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.2% | ▼−3.9% Reduced · −50 sh | |
| 48 | Home Depot Inc COM | $1.1M | 3.1K | 0.2% | ▲+1.0% Added · +31 sh | |
| 49 | Alphabet Inc CAP STK CL C | $1.1M | 3.0K | 0.2% | ▲+0.2% Added · +6 sh | |
| 50 | Schwab Strategic TR US DIVIDEND EQ | $1.0M | 33.1K | 0.2% | ▼−0.1% Reduced · −40 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1731878/holdings"
Use Arkolith to show Paulson Wealth Management Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 146 | $471.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 137 | $426.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 136 | $432.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 136 | $423.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 142 | $386.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 132 | $355.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 138 | $366.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 149 | $373.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.