Paulson Wealth Management Inc.
•CIK: 1731878•Filing: Q4 2025
**Paulson Wealth Management Inc.** manages $433M across a diversified portfolio of 136 positions. The fund exhibits significant concentration in international and sector-specific equities, notably holding IWF at $63.4M and IWD at $56.9M. Key allocations also include EFA ($35.1M), IWM ($35.0M), and AAPL ($26.0M), suggesting a tactical focus on global market breadth and large-cap technology exposure. This structure indicates a mandate prioritizing targeted, high-conviction bets across developed and emerging markets.
Total AUM
$432.9M
QoQ Performance
+2.3%
Positions
96
Top 10 Concentration
66.4%
Latest Filing
Q4 2025
Top Holdings Allocation
IWF
IWD
EFA
IWM
AAPL
IWF14.6%
IWD13.1%
EFA8.1%
IWM8.1%
AAPL6.0%
VCSH4.5%
CWB3.4%
NBSD2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.6%
Technology9.1%
ETF3.9%
Healthcare1.8%
Financial1.4%
Consumer1.3%
Industrial0.4%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑37 increased
↓69 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023