Paulson Wealth Management Inc.

Q2 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
146
Total value ($000)
$471,427
Net value change ($000)
+44,714 (10.5%)
New positions
11
Sold out positions
2
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IGSB 13,209 NEW
IWF 9,146 15.2%
IWM 4,516 12.3%
AAPL 3,436 14.2%
IWD 3,001 5.1%
RSP 2,655 43.8%
SPSM 2,154 31.3%
VEA 2,086 18.3%
MDY 2,079 27.0%
SPY 1,682 14.2%
Top Reduces (Value $000, Stocks/ETFs)
NBSD -14,065 -97.7%
SHM -554 -11.4%
DIS -439 -100.0%
ESIX -311 -100.0%
MINT -229 -7.3%
XOM -212 -17.7%
MUNI -208 -5.8%
MMIN -176 -24.1%
BIL -153 -13.1%
CVX -126 -32.7%
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