Paulson Wealth Management Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 140 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, financial services, and consumer staples. Major holdings include Apple Inc., with 95,533 shares; Microsoft Corporation, with 2,717,084 shares; and NVIDIA Corporation, with 1,827,984 shares. Other notable positions include Lazard Inc. with 4,876,262 shares, JPMorgan Chase & Co. with 2,554,184 shares, and Visa Inc. Class A with 1,479,370 shares.
In addition to individual stocks, the filing reveals significant investments in exchange-traded funds (ETFs). The portfolio includes substantial stakes in the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight (5,599,550 shares), the iShares Core S&P 500 ETF (3,114,214 shares), and the iShares Trust Russell 2000 ETF (37,919,169 shares). The firm also holds various municipal bond ETFs, including the Invesco Exchange Traded Fund Trust S&P 500 Equal Weight (1,164,808 shares) and the Vanguard Short-Term Corporate Bond ETF (21,140,769 shares).
The filing indicates that all positions are held as sole voting power and sole dispositive power, with no shared voting or investment control reported for the listed securities.
