Paulson Wealth Management Inc.: 13F holdings

CIK 17318782026Q2

Positions146
Reported value$471.4m
Filed2026-08-04

Change since last quarter

Positions146 (+9 vs prior quarter)
Reported value$471.4m (+10.5%)

Top 10 holdings

SecuritySharesValueWeight
IWF ISHARES TR559,400$69.5m14.7%
IWD ISHARES TR253,476$61.5m13.0%
IWM ISHARES TR137,497$41.3m8.8%
EFA ISHARES TR352,626$36.6m7.8%
AAPL APPLE INC95,476$27.6m5.9%
VCSH VANGUARD SCOTTSDALE FDS244,887$19.4m4.1%
IEI ISHARES TR123,856$14.5m3.1%
SPY STATE STR SPDR S&P 500 ETF T18,155$13.6m2.9%
VEA VANGUARD TAX-MANAGED FDS189,259$13.5m2.9%
IGSB ISHARES TR252,024$13.2m2.8%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1731878")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples