Paulson Wealth Management Inc.

All 13F Filings

Location
West Palm Beach, FL
Most recent 13F
Q4 2025
Holdings value ($000)
432,929
Description
Website
Founded
Chairman
CEO
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
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 220.8 K 51.0% 27.01 K 0 27.01 K
ETFs 212.1 K 49.0% 0 17.1 K -17.1 K
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Fund Snapshot

Q4 2025
Latest filed
2/5/2026
Total value ($000)
432,929
Holdings
136
QoQ value change ($000)
9,914 (2.3%)
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.