Paulson Wealth Management Inc.

All 13F Filings

Location
West Palm Beach, FL
Most recent 13F
Q2 2026
Holdings value ($000)
471,427
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/4/2026 146 471,427 13F-HR Paulson Wealth Management Inc.
Q1 2026 5/8/2026 137 426,713 13F-HR Paulson Wealth Management Inc.
Q4 2025 2/5/2026 136 432,929 13F-HR Paulson Wealth Management Inc.
Q3 2025 11/3/2025 136 423,015 13F-HR Paulson Wealth Management Inc.
Q2 2025 8/6/2025 142 386,240 13F-HR Paulson Wealth Management Inc.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 80.74 K 17.2% 10.35 K 0 10.35 K
ETFs 389.5 K 82.8% 34.16 K 0 34.16 K
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Fund Snapshot

Q2 2026
Latest filed
8/4/2026
Total value ($000)
471,427
Holdings
146
QoQ value change ($000)
44,714 (10.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.