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Home > Institutional Investor > Paulson Wealth Management Inc. > Profile

Instuitional Investor - Paulson Wealth Management Inc.

Fund Profile
Filing Period:
Fund Name: Paulson Wealth Management Inc.
Portfolio Value $471,427,056
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 559,400 $69,460,671 14.73%
2.
Ishares Trust
 IEF 253,476 $61,450,076 13.03%
3.
Ishares Trust
 IEF 137,497 $41,310,918 8.76%
4.
Ishares Trust
 HYG 352,626 $36,630,774 7.77%
5.
Apple Inc.
 AAPL 95,476 $27,626,836 5.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.