Paulson Wealth Management
Paulson Wealth Management reported 139 stocks worth $480M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IWF (14.3%), IWD (12.9%) and IWM (7.9%). Compared with Q2 2026, the fund opened new positions in XOM, added to VCSH, IEI and IGSB, trimmed IWF, IWD and IWM and sold out of XOM, NBSD and DKS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWF Ishares TR | $68.5M | 14.3% | 547K | −13K (−2%) | 8 of 8 | |
| 2 |  IWD Ishares TR | $61.8M | 12.9% | 249K | −4,025 (−2%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $37.9M | 7.9% | 136K | −1,043 (−1%) | 8 of 8 | |
| 4 |  EFA Ishares TR | $36.6M | 7.6% | 353K | No change | 8 of 8 | |
| 5 |  AAPL Apple Inc | $31M | 6.5% | 93K | −2,243 (−2%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $21.1M | 4.4% | 274K | +29K (+12%) | 8 of 8 | |
| 7 |  IEI Ishares TR | $16.5M | 3.4% | 145K | +22K (+17%) | 8 of 8 | |
| 8 |  IGSB Ishares TR | $16.1M | 3.4% | 314K | +62K (+25%) | 2 of 8 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $14.6M | 3.0% | 207K | +18K (+9%) | 8 of 8 | |
| 10 |  SPY Spdr S&P 500 ETF TR | $13.6M | 2.8% | 18K | −340 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $988K | 7,228 |
TAYLOR MORRISON HOME CORP | $333K | 4,644 |
 NBSD Neuberger Berman | $326K | 6,462 |
 DKS Dicks Sporting Goods Inc | $286K | 1,260 |
 AMAT Applied Matls Inc | $252K | 349 |
🔒 Free account: see all 11.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
AAPL Apple Inc | Put | $799K | 2,400 | +2,400 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Paulson Wealth Management 13F FAQ
What does Paulson Wealth Management own?
Paulson Wealth Management reported 139 stocks worth $480M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are IWF (14.3%), IWD (12.9%) and IWM (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Paulson Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 55 added to, 46 trimmed and 11 sold out. New positions include XOM. It sold all of XOM, NBSD and DKS.
When will Paulson Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Paulson Wealth Management's portfolio worth?
The Q3 2026 filing reports $480M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.