Paulson Wealth Management Inc.
Q3 2025 13F-HR Holdings
Net value change ($000)
+36,775
(9.5%)
New positions
3
Sold out positions
9
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| IWF | 6,059 | 10.1% |
| PFF | 5,233 | NEW |
| IWM | 3,849 | 12.9% |
| AAPL | 3,816 | 18.3% |
| CWB | 2,791 | 23.5% |
| IWD | 2,699 | 4.9% |
| MDY | 1,531 | 31.8% |
| VCSH | 1,524 | 9.7% |
| EFA | 1,508 | 4.5% |
| MUNI | 1,502 | 77.9% |
Top Reduces (Value $000, Stocks/ETFs)
| AMERICAN CENTURY ETF TRUST | -4,619 | -100.0% |
| PRF | -684 | -100.0% |
| IJH | -472 | -100.0% |
| QQQ | -337 | -7.0% |
| NEE | -327 | -100.0% |
| PFFV | -291 | -100.0% |
| IJR | -283 | -100.0% |
| VOT | -256 | -31.0% |
| COOP | -252 | -100.0% |
| SCHWAB STRATEGIC TRUST | -227 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|