Paulson Wealth Management Inc.

CIK 0001731878 · Q2 2026

13F Equity AUM

$471.4M

+10.5% QoQ

Positions

146

+9 QoQ

AUM Rank

#5,104

Top 41%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,903 · Top 47%

vs S&P -4.1%/yr (unadj.)

Quarters Tracked

~8 years

Portfolio Concentration

Top 5: 50.2%Top 10: 65.9%Top 20: 80.3%

IWF14.7%

IWD13.0%

IWM8.8%

EFA7.8%

AAPL5.9%

VCSH4.1%

IEI3.1%

SPY2.9%

VEA2.9%

IGSB2.8%

Others (136)34.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services84.9%

Technology9.0%

Other6.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 146Median: 0.12%Avg: 0.68%

0–0.5%

122(17.1%)

0.5–1%

7(5.3%)

1–3%

10(20.2%)

3–5%

2(7.2%)

5%+

5(50.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 146vs 20 funds

0%Low

146

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Loading overlap analysis...

Position Changes This Quarter

New11Increased55Decreased47Exited2

New Positions

IGSB2.8%

+252K

AMD0.1%

+863

SPUS0.1%

+4K

AMAT0.1%

+349

4I10.1%

+1K

VNQ0.1%

+2K

BMY0.1%

+4K

IJR0.0%

+1K

ARW0.0%

+987

FLEX0.0%

+1K

Increased

IWF14.7%

+418K(+295%)

SPSM1.9%

+14K(+10%)

VEA2.9%

+11K(+6%)

VCSH4.1%

+10K(+4%)

RSP1.9%

+9K(+30%)

IEI3.1%

+9K(+8%)

VO0.1%

+7K(+303%)

PFF1.3%

+6K(+3%)

T0.1%

+4K(+30%)

MDY2.1%

+1K(+11%)

Decreased

NBSD0.1%

-277,328(-98%)

IWD13.0%

-20,070(-7%)

EFA7.8%

-17,984(-5%)

SHM0.9%

-11,838(-12%)

IWM8.8%

-10,869(-7%)

MMIN0.1%

-7,902(-26%)

MUNI0.7%

-4,488(-7%)

INMU1.2%

-3,990(-2%)

SCHX1.0%

-3,448(-2%)

MINO0.9%

-2,354(-3%)

Exited

DIS

-4,556

ESIX

-9,805

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...