Institutional Fund
Paulson Wealth Management Inc.
West Palm Beach, FLCIK 17318785 filings on record
Portfolio Value
$426.71M
Q1 2026
Holdings
137
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-1.4%
from $432.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.1%
- Ishares Tr13.7%
- Ishares Tr8.6%
- Ishares Tr8.4%
- Apple Inc5.7%
- Vanguard Scottsdale Fds4.4%
- Other45.1%
Portfolio Holdings
137 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 141.5K | $60.32M | 14.1% | +7.5K | Added |
| 2 | Ishares Tr | 273.5K | $58.45M | 13.7% | +3.1K | Added |
| 3 | Ishares Tr | 148.4K | $36.79M | 8.6% | +6.0K | Added |
| 4 | Ishares Tr | 370.6K | $36.00M | 8.4% | +5.2K | Added |
| 5 | Apple Inc | 95.3K | $24.19M | 5.7% | −232 | Reduced |
| 6 | Vanguard Scottsdale Fds | 234.6K | $18.59M | 4.4% | −11.3K | Reduced |
| 7 | Neuberger Berman ETF Trust | 283.8K | $14.39M | 3.4% | +37.8K | Added |
| 8 | Ishares Tr | 114.5K | $13.59M | 3.2% | +18.0K | Added |
| 9 | Spdr S&P 500 ETF Tr | 18.3K | $11.88M | 2.8% | −5 | Reduced |
| 10 | Vanguard Tax-Managed Fds | 177.9K | $11.40M | 2.7% | +4.2K | Added |
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