Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Paulson Wealth Management Inc. (CIK 1731878) reported $426.7M across 137 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWF ($60.3M, 14.13%), IWD ($58.4M, 13.70%), IWM ($36.8M, 8.62%), EFA ($36.0M, 8.44%), AAPL ($24.2M, 5.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $60.3M | 14.13% | 141,453 | Added |
| 2 | IWD | ISHARES TR | $58.4M | 13.70% | 273,546 | Added |
| 3 | IWM | ISHARES TR | $36.8M | 8.62% | 148,366 | Added |
| 4 | EFA | ISHARES TR | $36.0M | 8.44% | 370,610 | Added |
| 5 | AAPL | APPLE INC | $24.2M | 5.67% | 95,321 | Trimmed |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $18.6M | 4.36% | 234,551 | Trimmed |
| 7 | NBSD | NEUBERGER BERMAN ETF TRUST | $14.4M | 3.37% | 283,790 | Added |
| 8 | IEI | ISHARES TR | $13.6M | 3.18% | 114,547 | Added |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $11.9M | 2.78% | 18,261 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $11.4M | 2.67% | 177,885 | Added |
| 11 | CWB | SPDR SERIES TRUST | $9.2M | 2.15% | 100,332 | Trimmed |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | $7.7M | 1.80% | 12,465 | Added |
| 13 | SPSM | SPDR SERIES TRUST | $6.9M | 1.61% | 142,248 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $6.1M | 1.42% | 31,578 | Added |
| 15 | PFF | ISHARES TR | $5.8M | 1.35% | 190,070 | Added |
| 16 | INMU | BLACKROCK ETF TRUST II | $5.5M | 1.29% | 229,364 | Added |
| 17 | SHM | SPDR SERIES TRUST | $4.9M | 1.14% | 102,017 | Trimmed |
| 18 | QQQ | INVESCO QQQ TR | $4.4M | 1.04% | 7,656 | Added |
| 19 | MINO | PIMCO ETF TR | $4.2M | 0.98% | 92,419 | Added |
| 20 | SCHX | SCHWAB STRATEGIC TR | $4.0M | 0.94% | 156,476 | Trimmed |
| 21 | MUNI | PIMCO ETF TR | $3.6M | 0.84% | 68,652 | Added |
| 22 | MINT | PIMCO ETF TR | $3.1M | 0.73% | 31,041 | Trimmed |
| 23 | IVV | ISHARES TR | $2.7M | 0.63% | 4,122 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $2.3M | 0.54% | 7,803 | Trimmed |
| 25 | LAZ | LAZARD INC | $2.1M | 0.49% | 48,762 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31