Paulson Wealth Management Inc.

Q4 2025 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
12/31/2025
Date filed
2/5/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$432,929
Net value change ($000)
+9,914 (2.3%)
New positions
4
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
MINT 3,217 777.1%
SHM 3,001 143.3%
VCSH 2,321 13.4%
RSP 1,977 82.1%
NBSD 1,390 12.4%
IWM 1,336 4.0%
AAPL 1,253 5.1%
IEI 832 7.8%
MDY 551 8.7%
VEA 449 4.3%
Top Reduces (Value $000, Stocks/ETFs)
IWF -2,896 -4.4%
Invesco Exchange-Traded Self-Indexed Fund Trust -1,271 -100.0%
BIL -510 -21.8%
SCHX -432 -9.3%
SPY -426 -3.3%
IWD -382 -0.7%
GOOGL -345 -17.9%
ORCL -327 -51.6%
GOOGL -315 -18.3%
VBR -291 -34.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type