Paulson Wealth Management Inc.

Q3 2026 13F-HR Holdings

Location
West Palm Beach, FL
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
140
Total value ($000)
$481,005
Net value change ($000)
+9,578 (2.0%)
New positions
4
Sold out positions
11
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AAPL 3,421 12.4%
RSP 2,933 33.7%
IGSB 2,873 21.8%
IEI 1,952 13.4%
VCSH 1,788 9.2%
SPTM 1,225 93.7%
EXXONMOBIL HOLDINGS CORP 1,180 NEW
VEA 1,134 8.4%
MDY 931 9.5%
MSFT 604 28.6%
Top Reduces (Value $000, Stocks/ETFs)
IWM -3,392 -8.2%
SHM -1,143 -26.4%
XOM -988 -100.0%
IWF -983 -1.4%
CWB -832 -7.7%
CAT -371 -23.9%
TMHC -333 -100.0%
NBSD -326 -100.0%
CSCO -301 -19.0%
DKS -286 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 799 (0.2% of total reported value)
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