Paulson Wealth Management Inc.

CIK

1731878

Location

West Palm Beach, FL

Portfolio Value

Micro $94,391,684

Diversification

Diversified

Filing Date

Global Rank

#5,835 / 8,605 ▲ 50 · as of Mar 2026

Top Industry

Consumer Electronics 35.2%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.8%

SPY

+76.5%

Annualised alpha

-2.0%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

81 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.6%

−0.3 pts

Top 5

53.5%

+0.8 pts

Top 10

62.8%

+0.0 pts

HHI

954

Diversified+4

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.1%	$35,026,827	19
Unclassified	27.3%	$25,729,350	4
Financial Services	11.0%	$10,389,731	17
Healthcare	6.9%	$6,500,203	9
Consumer Cyclical	4.6%	$4,342,249	9
Consumer Defensive	3.8%	$3,586,939	6
Industrials	3.6%	$3,354,972	7
Communication Services	3.5%	$3,311,579	6
Energy	1.7%	$1,585,421	2
Basic Materials	0.6%	$564,413	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+3,171	12,322	$357,214
VZ	Verizon Communications Inc	+1,756	9,475	$475,645
MDY	Spdr S&P Midcap 400 ETF Trust	+1,044	12,465	$7,687,913
ABT	Abbott Laboratories	+700	2,897	$297,434
ORI	Old Republic International Corp	+556	6,644	$265,095
WTFC	Wintrust Financial Corp	+387	2,841	$394,728
RDN	Radian Group Inc	+384	6,753	$223,389
TROW	Price T Rowe Group Inc	+367	2,643	$238,240
PG	PROCTER & GAMBLE Co	+339	3,877	$559,993
MCD	Mcdonalds Corp	+265	2,197	$682,805
UNH	Unitedhealth Group Inc	+228	2,233	$604,227
QQQ	Invesco Qqq Trust, Series 1	+217	7,656	$4,418,890
CSCO	Cisco Systems, Inc.	+211	13,336	$1,034,740
V	Visa Inc.	+185	4,057	$1,226,187
HD	Home Depot, Inc.	+168	3,099	$1,019,230
IBM	International Business Machines Corp	+102	1,445	$350,253
C	Citigroup Inc	+92	2,959	$335,580
RS	Reliance, Inc.	+45	1,172	$356,194
DKS	Dick's Sporting Goods, Inc.	+36	1,260	$249,845
EMR	Emerson Electric Co	+31	2,510	$328,860
GS	Goldman Sachs Group Inc	+19	312	$263,948
META	Meta Platforms, Inc.	+16	951	$544,095
MA	Mastercard Inc	+14	1,023	$511,152
DIS	Walt Disney Co	+12	4,556	$439,107
GPI	Group 1 Automotive Inc	+12	1,318	$435,770
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−4,880	4,584	$551,409
LOW	Lowes Companies Inc	−2,949	1,203	$284,244
QCOM	Qualcomm Inc/De	−2,230	2,469	$317,957
JNJ	Johnson & Johnson	−1,845	5,205	$1,272,310
AMGN	Amgen Inc	−1,168	1,927	$678,014
GNW	Genworth Financial Inc	−951	29,761	$241,659
CVX	Chevron Corp	−934	1,862	$385,247
GOOGL	Alphabet Inc.	−714	4,338	$1,247,435
AMZN	Amazon Com Inc	−691	4,069	$847,450
TXN	Texas Instruments Inc	−674	5,270	$1,023,117
USB	US Bancorp De	−617	8,163	$424,557
KO	Coca Cola Co	−602	4,422	$336,293
NVDA	Nvidia Corp	−580	8,435	$1,471,064
MSFT	Microsoft Corp	−343	5,651	$2,091,830
CAT	Caterpillar Inc	−299	1,452	$1,028,683
JPM	Jpmorgan Chase & Co	−296	7,803	$2,295,330
XOM	Exxon Mobil Corp	−294	7,074	$1,200,174
AVGO	Broadcom Inc.	−281	4,643	$1,437,054
AAPL	Apple Inc.	−232	95,321	$24,191,516
MMM	3M Co	−232	2,035	$295,543
ABBV	AbbVie Inc.	−187	4,941	$1,074,618
TMHC	Taylor Morrison Home Corp	−167	4,644	$270,466
PEP	Pepsico Inc	−161	2,433	$377,820
AVT	Avnet Inc	−133	4,069	$250,731
LMT	Lockheed Martin Corp	−132	1,007	$608,620
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
BAC	Bank Of America Corp /De/	5,186	$252,817
CMCSA	Comcast Corp	8,641	$248,083
ASML	Asml Holding NV	184	$243,032
KLAC	Kla Corp	146	$214,971
TSM	Taiwan Semiconductor Manufacturing Co Ltd	618	$208,853
LIN	Linde PLC	420	$208,219
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
F	Ford Motor Co	21,003	$275,559
DBX	Dropbox, Inc.	9,909	$275,470
ABG	Asbury Automotive Group Inc	946	$219,973
AXP	American Express Co	575	$212,721
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

81 positions · $94,391,684 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 81 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	95,321	-232	$24,191,516	−6.9%	25.63%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,261	-5	$11,875,858	−4.7%	12.58%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	12,465	+1,044	$7,687,913	+11.6%	8.14%
QQQ	Invesco Qqq Trust, Series 1	Added	7,656	+217	$4,418,890	−3.3%	4.68%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,803	-296	$2,295,330	−12.0%	2.43%
MSFT	Microsoft Corp Technology	Reduced	5,651	-343	$2,091,830	−27.8%	2.22%
LAZ	Lazard, Inc. Financial Services	Held	48,762	0	$2,071,409	−12.5%	2.19%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	3,771	-36	$1,746,689	−4.5%	1.85%
NVDA	Nvidia Corp Technology	Reduced	8,435	-580	$1,471,064	−12.5%	1.56%
AVGO	Broadcom Inc. Technology	Reduced	4,643	-281	$1,437,054	−15.7%	1.52%
JNJ	Johnson & Johnson Healthcare	Reduced	5,205	-1,845	$1,272,310	−12.8%	1.35%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,271	+5	$1,266,462	+16.0%	1.34%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,338	-714	$1,247,435	−21.1%	1.32%
V	Visa Inc. Financial Services	Added	4,057	+185	$1,226,187	−9.7%	1.30%
XOM	Exxon Mobil Corp Energy	Reduced	7,074	-294	$1,200,174	+35.4%	1.27%
ABBV	AbbVie Inc. Healthcare	Reduced	4,941	-187	$1,074,618	−8.3%	1.14%
CSCO	Cisco Systems, Inc. Technology	Added	13,336	+211	$1,034,740	+2.3%	1.10%
CAT	Caterpillar Inc Industrials	Reduced	1,452	-299	$1,028,683	+2.6%	1.09%
TXN	Texas Instruments Inc Technology	Reduced	5,270	-674	$1,023,117	−0.8%	1.08%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,099	+168	$1,019,230	+1.1%	1.08%
LLY	ELI LILLY & Co Healthcare	Reduced	1,096	-7	$1,008,067	−15.0%	1.07%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,069	-691	$847,450	−22.9%	0.90%
WMT	Walmart Inc. Consumer Defensive	Reduced	6,502	-54	$808,068	+10.6%	0.86%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,197	+265	$682,805	+15.6%	0.72%
AMGN	Amgen Inc Healthcare	Reduced	1,927	-1,168	$678,014	−33.1%	0.72%
LMT	Lockheed Martin Corp Industrials	Reduced	1,007	-132	$608,620	+10.5%	0.64%
UNH	Unitedhealth Group Inc Healthcare	Added	2,233	+228	$604,227	−8.7%	0.64%
JBL	Jabil Inc Technology	Reduced	2,137	-67	$567,651	+13.0%	0.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,877	+339	$559,993	+10.4%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,167	+6	$559,226	−4.2%	0.59%
MRK	Merck & Co., Inc. Healthcare	Reduced	4,584	-4,880	$551,409	−44.6%	0.58%
META	Meta Platforms, Inc. Communication Services	Added	951	+16	$544,095	−11.8%	0.58%
EME	EMCOR Group, Inc. Industrials	Held	726	0	$536,013	+20.7%	0.57%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	3,839	-48	$535,041	+12.1%	0.57%
MA	Mastercard Inc Financial Services	Added	1,023	+14	$511,152	−11.3%	0.54%
SPGI	S&P Global Inc. Financial Services	Held	1,172	0	$498,498	−18.6%	0.53%
CI	Cigna Group Healthcare	Held	1,796	0	$479,083	−3.1%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	9,475	+1,756	$475,645	+51.3%	0.50%
DIS	Walt Disney Co Communication Services	Added	4,556	+12	$439,107	−15.1%	0.47%
GPI	Group 1 Automotive Inc Consumer Cyclical	Added	1,318	+12	$435,770	−15.2%	0.46%
SANM	Sanmina Corp Technology	Reduced	3,317	-90	$430,015	−15.9%	0.46%
USB	US Bancorp De Financial Services	Reduced	8,163	-617	$424,557	−9.4%	0.45%
WTFC	Wintrust Financial Corp Financial Services	Added	2,841	+387	$394,728	+15.0%	0.42%
CVX	Chevron Corp Energy	Reduced	1,862	-934	$385,247	−9.6%	0.41%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,433	-161	$377,820	+1.5%	0.40%
T	At&T Inc. Communication Services	Added	12,322	+3,171	$357,214	+57.1%	0.38%
RS	Reliance, Inc. Basic Materials	Added	1,172	+45	$356,194	+9.4%	0.38%
IBM	International Business Machines Corp Technology	Added	1,445	+102	$350,253	−12.0%	0.37%
KO	Coca Cola Co Consumer Defensive	Reduced	4,422	-602	$336,293	−4.3%	0.36%
C	Citigroup Inc Financial Services	Added	2,959	+92	$335,580	+0.3%	0.36%