Paulson Wealth Management Inc. ETF holdings
West Palm Beach, FL
Reported $390.9M in 62 ETFs in its Form 13F for June 30, 2026.
ETF value
$390.9M
ETFs held
62
Change from prior quarter
+9.6%
With price moves
ETFs as a share of its 13F
82.9%
of $471.4M
Top 10 of 62 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | $69.5M | 559,400 | +417,947 shares |
| IWD | iShares Russell 1000 Value ETF | $61.5M | 253,476 | −20,070 shares |
| IWM | iShares Russell 2000 ETF | $41.3M | 137,497 | −10,869 shares |
| EFA | iShares MSCI EAFE ETF | $36.6M | 352,626 | −17,984 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $19.4M | 244,887 | +10,336 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $14.5M | 123,856 | +9,309 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $13.6M | 18,155 | −106 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $13.5M | 189,259 | +11,374 shares |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | $13.2M | 252,024 | New position |
| CWB | State Street SPDR Bloomberg Convertible Securities ETF | $10.7M | 99,629 | −703 shares |
52 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001731878. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Paulson Wealth Management Inc. own?
Paulson Wealth Management Inc. reported 62 ETF positions worth $390.9M in its Form 13F for June 30, 2026. The largest was IWF, at $69.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.