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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
-1.69%
1 Year Est. Return
+16.36%
3 Year Est. Return
+47.16%
5 Year Est. Return
+44.35%
10 Year Est. Return
–
AUM
$427M
AUM Growth
-$6.22M
Cap. Flow
+$2.74M
Cap. Flow %
0.64%
Top 10 Hldgs %
66.93%
Holding
143
New
7
Increased
54
Reduced
57
Closed
6

Top Buys

Rank Stock Value
1
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.4M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.14M
3
NBSD
Neuberger Short Duration Income ETF
NBSD
+$1.93M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.72M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.55M

Top Sells

Rank Stock Value
1
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$6.12M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.14M
3
IWV icon
iShares Russell 3000 ETF
IWV
+$1.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$904K
5
LOW icon
Lowe's Companies
LOW
+$769K

Sector Composition

Rank Sector Weight
1 Technology 8.24%
2 Financials 2.43%
3 Healthcare 1.52%
4 Consumer Discretionary 1.02%
5 Communication Services 0.98%

No holdings matched the selected filter criteria.

2 3 4 5 6

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PAM
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OHWP
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PGF
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Paulson Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Paulson Wealth Management held 143 positions worth $427M, down 1.4% from $433M the previous quarter. Its ten largest holdings account for 67% of the portfolio.

Paulson Wealth Management's Q1 2026 filing shows 7 new, 54 increased, 57 reduced and 6 closed positions. Its largest new stake was Bank of America: 5,186 shares worth $253K. The largest sale was State Street SPDR Bloomberg Convertible Securities ETF, an estimated $6.12M.

By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 8.9% a quarter earlier, followed by Financials and Healthcare.

  • Paulson Wealth Management's largest Q1 2026 buy was Bank of America: 5,186 shares worth $253K.
  • Paulson Wealth Management added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $3.4M increase.
  • Paulson Wealth Management's biggest Q1 2026 reduction was State Street SPDR Bloomberg Convertible Securities ETF, cutting an estimated $6.12M.
  • Paulson Wealth Management fully exited iShares Russell 3000 ETF in Q1 2026, selling an estimated $1.14M.
  • Paulson Wealth Management's ten largest holdings make up 67% of its $427M portfolio in Q1 2026.
  • Paulson Wealth Management opened 7 new positions and closed 6 in Q1 2026.
  • Paulson Wealth Management's portfolio value fell 1.4% quarter-over-quarter to $427M.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.