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PWM

Paulson Wealth Management Portfolio holdings

AUM $427M
1-Year Est. Return 16.36%
This Fund
S&P 500
This Quarter Est. Return
+2.11%
1 Year Est. Return
+16.36%
3 Year Est. Return
+47.16%
5 Year Est. Return
+44.35%
10 Year Est. Return
–
AUM
$433M
AUM Growth
+$9.91M
Cap. Flow
+$1.49M
Cap. Flow %
0.34%
Top 10 Hldgs %
66.38%
Holding
140
New
4
Increased
36
Reduced
69
Closed
4

Top Buys

Rank Stock Value
1
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$3.22M
2
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$3.01M
3
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.37M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.94M
5
NBSD
Neuberger Short Duration Income ETF
NBSD
+$1.38M

Top Sells

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.59M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$2.24M
3
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$1.27M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$821K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$742K

Sector Composition

Rank Sector Weight
1 Technology 8.9%
2 Financials 2.62%
3 Healthcare 1.79%
4 Consumer Discretionary 1.33%
5 Communication Services 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRWD icon
126
CrowdStrike
CRWD
$194B
$242K 0.06%
2,068
-2,132
-51% -$271K
DKS icon
127
Dick's Sporting Goods
DKS
$17.5B
$242K 0.06%
1,224
– –
TROW icon
128
T. Rowe Price
TROW
$23.9B
$233K 0.05%
2,276
+233
+11% +$24K
RDN icon
129
Radian Group
RDN
$5.18B
$229K 0.05%
6,369
– –
T icon
130
AT&T
T
$159B
$227K 0.05%
9,151
-1,074
-11% -$27.2K
VTV icon
131
Vanguard Morningstar Value ETF
VTV
$189B
$227K 0.05%
+1,186
New +$223K
CL icon
132
Colgate-Palmolive
CL
$73.1B
$221K 0.05%
2,796
– –
ABG icon
133
Asbury Automotive
ABG
$4.31B
$220K 0.05%
946
-40
-4% -$9.46K
AXP icon
134
American Express
AXP
$227B
$213K 0.05%
+575
New +$206K
XPO icon
135
XPO
XPO
$23.5B
$203K 0.05%
1,493
-159
-10% -$21.7K
AVT icon
136
Avnet
AVT
$7.29B
$202K 0.05%
4,202
-551
-12% -$27.1K
BSMP
137
DELISTED
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
– –
-51,825
Closed -$1.27M
CMCSA icon
138
Comcast
CMCSA
$85B
– –
-6,379
Closed -$200K
LIN icon
139
Linde
LIN
$221B
– –
-428
Closed -$203K
MTH icon
140
Meritage Homes
MTH
$4.58B
– –
-2,882
Closed -$209K
2 3 4 5
6

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WPW
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PAM
Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return
OHWP
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BMC
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EA
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FMTC
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CSNH
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Paulson Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Paulson Wealth Management held 140 positions worth $433M, up 2.3% from $423M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Paulson Wealth Management's Q4 2025 filing shows 4 new, 36 increased, 69 reduced and 4 closed positions. Its largest new stake was Invesco BulletShares 2030 Municipal Bond ETF: 13,241 shares worth $292K. The largest sale was iShares Russell 1000 Growth ETF, an estimated $3.59M.

By sector, the portfolio is most concentrated in Technology at 8.9% of assets, down from 9% a quarter earlier, followed by Financials and Healthcare.

  • Paulson Wealth Management's largest Q4 2025 buy was Invesco BulletShares 2030 Municipal Bond ETF: 13,241 shares worth $292K.
  • Paulson Wealth Management added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2025, an estimated $3.22M increase.
  • Paulson Wealth Management's biggest Q4 2025 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.59M.
  • Paulson Wealth Management fully exited Invesco BulletShares 2025 Municipal Bond ETF in Q4 2025, selling an estimated $1.27M.
  • Paulson Wealth Management's ten largest holdings make up 66% of its $433M portfolio in Q4 2025.
  • Paulson Wealth Management opened 4 new positions and closed 4 in Q4 2025.
  • Paulson Wealth Management's portfolio value rose 2.3% quarter-over-quarter to $433M.

Based on Paulson Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.