Filer Snapshot

Paulson Wealth Management Inc.

CIK 0001731878. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

36

Latest Filing

08 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Open 13F portfolio
Source: SEC Form 13F

13F-HR filed on 08 May 2026 for CIK 0001731878.

View Source Filing
Business address
222 Lakeview Ave., Suite 800, West Palm Beach, FL, 33401
Top securities (13F)
IWF, IWD, IWM, EFA, AAPL, VCSH, NBSD, IEI, SPY, VEA, CWB, MDY, SPSM, RSP, PFF, INMU, SHM, QQQ, MINO, and SCHX
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Paulson Wealth Management Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $426.71M across 137 reported holdings for Q1 2026.
  • Largest parsed 13F holding: IWF at $60.32M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 137 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 08 May 2026

IWF

14.1%

Ishares Tr

$60.32M

IWD

13.7%

Ishares Tr

$58.45M

IWM

8.6%

Ishares Tr

$36.79M

EFA

8.4%

Ishares Tr

$36M

AAPL

5.7%

Apple Inc

$24.19M

Latest update

What changed recently for Paulson Wealth Management Inc.

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

08 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 08 May 2026.

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Benchmark Context

Benchmark context for this company

Paulson Wealth Management Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Paulson Wealth Management Inc. has filed 36 SEC EDGAR filings since 01 Mar 2018. Common forms include 13F-HR, N-PX.

Paulson Wealth Management Inc. SEC filings Paulson Wealth Management Inc. 13F portfolio

Latest Filings

Recent SEC filings for Paulson Wealth Management Inc. with direct links to document and filing folders.

13F-HR File 028-18668

13F-HR filing

Filing date
08 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
05 Feb 2026
Reporting date
31 Dec 2025
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13F-HR File 028-18668

13F-HR filing

Filing date
03 Nov 2025
Reporting date
30 Sep 2025
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N-PX File 028-18668

N-PX filing

Filing date
22 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-18668

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
12 May 2025
Reporting date
31 Mar 2025
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13F-HR File 028-18668

13F-HR filing

Filing date
13 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
05 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-18668

N-PX filing

Filing date
27 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
25 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
03 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
01 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
01 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
09 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
26 Jan 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
03 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
05 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
02 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
28 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
22 Oct 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
26 Jul 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
30 Apr 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
05 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
14 Oct 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
17 Jul 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
29 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
21 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
30 Oct 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
30 Jul 2019
Reporting date
30 Jun 2019
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
24 Apr 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
23 Jan 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
26 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
01 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
02 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-18668

13F-HR filing

Filing date
01 Mar 2018
Reporting date
31 Dec 2017
SEC evidence
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About this filer

Paulson Wealth Management Inc. files with the SEC under CIK 0001731878. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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