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PWM

Paulson Wealth Management Portfolio holdings

AUM $471M
1-Year Est. Return 22.04%
This Fund
S&P 500
This Quarter Est. Return
+12.9%
1 Year Est. Return
+22.04%
3 Year Est. Return
+57.06%
5 Year Est. Return
+54.71%
10 Year Est. Return
–
AUM
$471M
AUM Growth
+$44.7M
Cap. Flow
-$5.46M
Cap. Flow %
-1.16%
Top 10 Hldgs %
65.89%
Holding
148
New
11
Increased
54
Reduced
48
Closed
2

Top Buys

Rank Stock Value
1
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$13.2M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.92M
3
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.1M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$952K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$817K

Top Sells

Rank Stock Value
1
NBSD
Neuberger Short Duration Income ETF
NBSD
+$14.1M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.67M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$3.05M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.85M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$773K

Sector Composition

Rank Sector Weight
1 Miscellaneous 82.92%
2 Technology 9.17%
3 Financials 2.47%
4 Healthcare 1.56%
5 Consumer Discretionary 0.98%

No holdings matched the selected filter criteria.

2 3 4 5 6

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Paulson Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Paulson Wealth Management held 148 positions worth $471M, up 10% from $427M the previous quarter. Its ten largest holdings account for 66% of the portfolio.

Paulson Wealth Management's Q2 2026 filing shows 11 new, 54 increased, 48 reduced and 2 closed positions. Its largest new stake was iShares 1-5 Year Investment Grade Corporate Bond ETF: 252,024 shares worth $13.2M. The largest sale was Neuberger Short Duration Income ETF, an estimated $14.1M.

By sector, the portfolio is most concentrated in Miscellaneous at 83% of assets, down from 84% a quarter earlier, followed by Technology and Financials.

  • Paulson Wealth Management's largest Q2 2026 buy was iShares 1-5 Year Investment Grade Corporate Bond ETF: 252,024 shares worth $13.2M.
  • Paulson Wealth Management added most to Invesco S&P 500 Equal Weight ETF in Q2 2026, an estimated $1.92M increase.
  • Paulson Wealth Management's biggest Q2 2026 reduction was Neuberger Short Duration Income ETF, cutting an estimated $14.1M.
  • Paulson Wealth Management fully exited Walt Disney in Q2 2026, selling an estimated $439K.
  • Paulson Wealth Management's ten largest holdings make up 66% of its $471M portfolio in Q2 2026.
  • Paulson Wealth Management opened 11 new positions and closed 2 in Q2 2026.
  • Paulson Wealth Management's portfolio value rose 10% quarter-over-quarter to $471M.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.