Paulson Wealth Management Inc.

Q1 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$426,713
Net value change ($000)
-6,216 (-1.4%)
New positions
7
Sold out positions
6
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IEI 2,059 17.9%
NBSD 1,801 14.3%
IWM 1,755 5.0%
RSP 1,674 38.2%
IWD 1,555 2.7%
EFA 907 2.6%
SPSM 830 13.7%
MDY 798 11.6%
INMU 653 13.5%
MINO 628 17.7%
Top Reduces (Value $000, Stocks/ETFs)
CWB -5,618 -38.0%
IWF -3,091 -4.9%
AAPL -1,786 -6.9%
IVV -1,277 -32.2%
IWV -1,137 -100.0%
VCSH -1,013 -5.2%
MSFT -807 -27.8%
LOW -717 -71.6%
BIL -655 -35.9%
SPY -580 -4.7%
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