Paulson Wealth Management Inc.

RIA/Wealth

Paulson Wealth Management Inc. is a RIA/Wealth based in West Palm Beach, FL led by Nathan Robert Paulson, reporting $503.8M in AUM as of Q3 2025 with 79% ETF concentration, 67% concentrated in top 10 holdings, and 16% allocation to IWF.

PresidentNathan Robert Paulson

Portfolio Value: $423.0M
Positions: 136
Top Holding: IWF at 15.67%
Last Reported: Q3 2025

Address222 Lakeview Ave, Suite 800, West Palm Beach, FL, 33401, United States

Top Holdings

Largest long holdings in Paulson Wealth Management Inc.'s portfolio (67% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Russell 1000 Growth IWF	ETF ETF	$66.3M	15.67%	-$160.7K Sold	— 141.5K shares	Q4 2017 Held for 7y 11m
2 iShares Russell 1000 Value IWD	ETF ETF	$57.3M	13.54%	+$68.6K Bought	— 281.3K shares	Q4 2017 Held for 7y 11m
3 iShares MSCI EAFE EFA	ETF ETF	$34.7M	8.21%	+$28.8K Bought	— 371.9K shares	Q4 2017 Held for 7y 11m
4 iShares Russell 2000 IWM	ETF ETF	$33.7M	7.97%	+$227.7K Bought	— 139.3K shares	Q4 2017 Held for 7y 11m
5 Apple AAPL	Consumer Electronics Technology	$24.7M	5.84%	-$1.2M Sold	0.00% 97.1K shares	Q4 2017 Held for 7y 11m
6 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$17.3M	4.09%	+$1.4M Bought	— 216.2K shares	Q4 2022 Held for 2y 11m
7 SPDR Bloomberg Convertible Securities ETF CWB	ETF ETF	$14.7M	3.46%	+$1.7M Bought	— 161.9K shares	Q2 2019 Held for 6y 5m
8 SPDR S&P 500 ETF Trust SPY	ETF ETF	$12.9M	3.05%	+$14.0K Bought	— 19.3K shares	Q4 2017 Held for 7y 11m
9 NBSD Neuberger Berman Short Duration Income NBSD	Unknown Unknown	$11.2M	2.65%	+$999.3K Bought	— 218.9K shares	Q2 2025 Held for 5 months
10 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$10.7M	2.53%	+$944.7K Bought	— 89.5K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Paulson Wealth Management Inc.'s latest filing

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Market Value

$423.0M

Prior: $386.2M

Q/Q Change

+9.52%

+$36.8M

Net Flows % of MV

+0.607%

Turnover Ratio

4.02%

New Purchases

0 stocks

Added To

44 stocks

+$15.4M

Sold Out Of

9 stocks

$7.4M

Reduced Holdings

61 stocks

-$5.5M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 500 Equal Weight ETF RSP	+148.73%	5.1K → 12.7K +$1.4M
2 Direxion NASDAQ-100 Equal Weighted Index Shares QQQE	+126.31%	4.8K → 10.9K +$619.5K
3 PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund MUNI	+74.82%	37.5K → 65.6K +$1.5M
4 BSMT Invesco BulletShares 2029 Municipal Bond BSMT	+71.33%	17.6K → 30.2K +$290.8K
5 Invesco BulletShares 2028 Municipal Bond BSMS	+46.14%	26.3K → 38.4K +$284.2K

Decreased Positions

Position	Shares Δ	Change
1 American Century Quality Preferred ETF QPFF	Sold	130.7K → 0 −$4.6M
2 Invesco FTSE RAFI US 1000 PRF	Sold	16.2K → 0 −$684.1K
3 iShares Core S&P Mid-Cap ETF IJH	Sold	7.6K → 0 −$472.3K
4 Nextra Energy NEE	Sold	4.7K → 0 −$327.0K
5 Global X Variable Rate Preferred PFFV	Sold	12.7K → 0 −$290.6K