Paulson Wealth Management Inc.
Q3 2025 13F Holdings
- Locationwest palm beach, FL
- Num holdings
136
- Value ($000)
$423,015
- Date Filed11/03/2025
- Form type13F-HR
- CIK0001731878
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $66.30 M | 16 % | 141,547 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $57.28 M | 14 % | 281,329 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $34.72 M | 8 % | 371,886 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $33.70 M | 8 % | 139,295 | ||
AAPL APPLE INC | COM | 037833100 | $24.72 M | 6 % | 97,097 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $17.28 M | 4 % | 216,247 | ||
SPDR SERIES TRUST | BBG CONV SEC ETF | 78464A359 | $14.66 M | 4 % | 161,948 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $12.88 M | 3 % | 19,337 | ||
NBSD NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | 64135A887 | $11.20 M | 3 % | 218,927 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $10.69 M | 3 % | 89,484 |
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