Paulson Wealth Management Inc. reported 77 positions worth $81.52M for the quarter ended Sep 30, 2026, up 1.7% on the prior quarter. It opened 1 new position, added to 30, trimmed 26 and exited 7. Its largest holding is Apple Inc. at 38.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| STT State Street Corp | +1,172 | – | $204.62K | 0.251% |
| QCOM Qualcomm Inc | +712 | +26.4% | $131.04K | 0.771% |
| AMGN Amgen Inc | +298 | +15.1% | $125.61K | 1.17% |
| WMT Walmart Inc. | +810 | +12.5% | $84.18K | 0.932% |
| LLY ELI LILLY & Co | +72 | +6.4% | $83.31K | 1.69% |
| PEP Pepsico Inc | +613 | +25.1% | $77.67K | 0.474% |
| KO Coca Cola Co | +669 | +14.4% | $57.59K | 0.562% |
| BMY Bristol Myers Squibb Co | +863 | +22.8% | $53.85K | 0.355% |
| AMD Advanced Micro Devices Inc | +82 | +9.5% | $50.16K | 0.709% |
| PG PROCTER & GAMBLE Co | +255 | +6.3% | $37.05K | 0.765% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -2,243 | -2.3% | $746.96K | 38.09% |
| DKS Dick'S Sporting Goods, Inc. | -1,260 | -100.0% | $285.78K | Exited |
| AMAT Applied Materials Inc | -349 | -100.0% | $252.33K | Exited |
| CMCSA Comcast Corp | -9,323 | -100.0% | $228.88K | Exited |
| LIN Linde Plc | -420 | -100.0% | $217.95K | Exited |
| ORCL Oracle Corp | -1,477 | -100.0% | $216.45K | Exited |
| FLEX Flex Ltd. | -1,309 | -100.0% | $212.15K | Exited |
| MS Morgan Stanley | -961 | -100.0% | $200.89K | Exited |
| MSFT Microsoft Corp | -367 | -6.5% | $188.25K | 3.33% |
| CSCO Cisco Systems, Inc. | -1,571 | -11.6% | $169.09K | 1.57% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| STT State Street Corp | +1,172 | $204.62K | 0.251% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| DKS Dick'S Sporting Goods, Inc. | -1,260 | $285.78K | 0.356% |
| AMAT Applied Materials Inc | -349 | $252.33K | 0.315% |
| CMCSA Comcast Corp | -9,323 | $228.88K | 0.285% |
| LIN Linde Plc | -420 | $217.95K | 0.272% |
| ORCL Oracle Corp | -1,477 | $216.45K | 0.27% |
| FLEX Flex Ltd. | -1,309 | $212.15K | 0.265% |
| MS Morgan Stanley | -961 | $200.89K | 0.251% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 93.2K | $31.05M | 38.09% | -2,243 | -2.3% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 5,297 | $2.72M | 3.33% | -367 | -6.5% | Reduced | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 7,721 | $2.55M | 3.13% | -124 | -1.6% | Reduced | 0% |
| 4 | NVDA Nvidia Corp | Technology | 8,004 | $1.83M | 2.24% | -433 | -5.1% | Reduced | 0% |
| 5 | LAZ Lazard, Inc. | Financial Services | 48.8K | $1.77M | 2.17% | 0 | 0.0% | Unchanged | 0.05% |
| 6 | AVGO Broadcom Inc. | Technology | 4,638 | $1.63M | 2% | -67 | -1.4% | Reduced | 0% |
| 7 | GOOGL Alphabet Inc. | Technology | 4,338 | $1.49M | 1.83% | -9 | -0.2% | Reduced | 0% |
| 8 | V Visa Inc. | Financial Services | 4,117 | $1.48M | 1.81% | -13 | -0.3% | Reduced | 0% |
| 9 | TXN Texas Instruments Inc | Technology | 5,058 | $1.42M | 1.74% | -182 | -3.5% | Reduced | 0% |
| 10 | LLY ELI LILLY & Co | Healthcare | 1,190 | $1.38M | 1.69% | +72 | +6.4% | Added | 0% |
| 11 | JNJ Johnson & Johnson | Healthcare | 5,185 | $1.37M | 1.68% | -135 | -2.5% | Reduced | 0% |
| 12 | CSCO Cisco Systems, Inc. | Technology | 11.9K | $1.28M | 1.57% | -1,571 | -11.6% | Reduced | 0% |
| 13 | ABBV AbbVie Inc. | Healthcare | 4,741 | $1.24M | 1.52% | -100 | -2.1% | Reduced | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 1,458 | $1.18M | 1.45% | 0 | 0.0% | Unchanged | 0% |
| 15 | XOM ExxonMobil Holdings Corp | Energy | 7,253 | $1.18M | 1.45% | +25 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Paulson Wealth Management.
As of its Q3 2026 13F filing, Paulson Wealth Management Inc.’s five largest positions were Apple Inc. (AAPL) at 38.1%, Microsoft Corp (MSFT) at 3.3%, Jpmorgan Chase & Co (JPM) at 3.1%, Nvidia Corp (NVDA) at 2.2%, Lazard, Inc. (LAZ) at 2.2% of the reported portfolio.
Paulson Wealth Management Inc. reported a 13F portfolio worth $81.52M across 77 positions for Q3 2026. That is up 1.7% from the previous quarter.
Its largest purchases by value were State Street Corp ($204.62K), Qualcomm Inc ($131.04K), Amgen Inc ($125.61K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($746.96K), Dick'S Sporting Goods, Inc. ($285.78K), Applied Materials Inc ($252.33K). It exited 7 positions entirely.
From the Form 13F-HR reports Paulson Wealth Management Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.