Paulson Wealth Management Inc. - Portfolio overview

Paulson Wealth Management Inc. has 144 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IWF - ISHARES TR, 14.01%
2. IWD - ISHARES TR, 13.57%
3. IWM - ISHARES TR, 8.54%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.