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Crista Dumais

Paulson Wealth Management Inc.

Assets Managed
$426.713M
Holdings
137
Last Quarter
2026 - Q1
Filed Date
4d ago
Growth Rate
-1.43%(2Q avg: 0.46%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Paulson Wealth Management Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 137 positions.

Assets under management

The assets under management (AUM) of Paulson Wealth Management Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 426.713M in assets, with a quarterly growth rate of -1.43% and a 2-quarter average growth rate of 0.46%. The portfolio is managed by Crista Dumais, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 5.59%
14.14%
$60.315M
141,453 shares@ $426.4 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 1.14%
13.7%
$58.449M
273,546 shares@ $213.68 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 4.23%
8.63%
$36.795M
148,366 shares@ $248.0 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 1.43%
8.44%
$35.997M
370,610 shares@ $97.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.24%
5.67%
$24.191M
95,321 shares@ $253.79 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Decreased -4.61%
4.36%
$18.593M
234,551 shares@ $79.28 avg price
NBSD
Nb Short Duration Income Etf
Recent Activity
Increased 15.38%
3.38%
$14.391M
283,790 shares@ $50.72 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 18.61%
3.19%
$13.585M
114,547 shares@ $118.6 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.02%
2.79%
$11.876M
18,261 shares@ $650.35 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 2.43%
2.68%
$11.399M
177,885 shares@ $64.08 avg price

1-10 of 137