0001606587-22-001622.txt : 20220805 0001606587-22-001622.hdr.sgml : 20220805 20220805133835 ACCESSION NUMBER: 0001606587-22-001622 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220805 EFFECTIVENESS DATE: 20220805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Paulson Wealth Management Inc. CENTRAL INDEX KEY: 0001731878 IRS NUMBER: 473668743 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18668 FILM NUMBER: 221139829 BUSINESS ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 60187 BUSINESS PHONE: 630-517-2950 MAIL ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 60187 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731878 XXXXXXXX 06-30-2022 06-30-2022 false Paulson Wealth Management Inc.

207 REBER STREET SUITE 100 WHEATON IL 60187

13F HOLDINGS REPORT 028-18668 N Nathan Paulson 630-517-2950 Nathan Paulson Wheaton IL 08-05-2022 0 73 189833 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 524 4050 SH SOLE NONE 4050 0 0 ALPHABET INC CAP STK CL A 02079K305 469 215 SH SOLE NONE 215 0 0 ALPHABET INC CAP STK CL C 02079K107 241 110 SH SOLE NONE 110 0 0 AMGEN INC COM 031162100 318 1305 SH SOLE NONE 1305 0 0 APPLE INC COM 037833100 13886 101563 SH SOLE NONE 101563 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 205 975 SH SOLE NONE 975 0 0 CATERPILLAR INC COM 149123101 217 1215 SH SOLE NONE 1215 0 0 CHEVRON CORP NEW COM 166764100 468 3231 SH SOLE NONE 3231 0 0 CIGNA CORP NEW COM 125523100 473 1795 SH SOLE NONE 1795 0 0 COCA COLA CO COM 191216100 527 8380 SH SOLE NONE 8380 0 0 COMCAST CORP NEW CL A 20030N101 363 9239 SH SOLE NONE 9239 0 0 COSTCO WHSL CORP NEW COM 22160K105 698 1456 SH SOLE NONE 1456 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 341 5421 SH SOLE NONE 5421 0 0 EMERSON ELEC CO COM 291011104 239 3011 SH SOLE NONE 3011 0 0 EXXON MOBIL CORP COM 30231G102 401 4685 SH SOLE NONE 4685 0 0 GILEAD SCIENCES INC COM 375558103 326 5272 SH SOLE NONE 5272 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 2891 119708 SH SOLE NONE 119708 0 0 HOME DEPOT INC COM 437076102 707 2577 SH SOLE NONE 2577 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2736 112724 SH SOLE NONE 112724 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 499 3533 SH SOLE NONE 3533 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 439 20711 SH SOLE NONE 20711 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 558 3767 SH SOLE NONE 3767 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 472 3514 SH SOLE NONE 3514 0 0 ISHARES TR S&P 100 ETF 464287101 447 2593 SH SOLE NONE 2593 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 12112 302041 SH SOLE NONE 302041 0 0 ISHARES TR NATIONAL MUN ETF 464288414 3871 36398 SH SOLE NONE 36398 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 514 4602 SH SOLE NONE 4602 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 9286 91546 SH SOLE NONE 91546 0 0 ISHARES TR IBONDS DEC2023 46435G318 202 7938 SH SOLE NONE 7938 0 0 ISHARES TR MSCI EAFE ETF 464287465 19439 311067 SH SOLE NONE 311067 0 0 ISHARES TR CORE S&P SCP ETF 464287804 286 3094 SH SOLE NONE 3094 0 0 ISHARES TR CORE S&P500 ETF 464287200 1487 3923 SH SOLE NONE 3923 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 24598 169677 SH SOLE NONE 169677 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 23877 109178 SH SOLE NONE 109178 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 15082 89050 SH SOLE NONE 89050 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 397 2919 SH SOLE NONE 2919 0 0 JOHNSON & JOHNSON COM 478160104 1135 6392 SH SOLE NONE 6392 0 0 JPMORGAN CHASE & CO COM 46625H100 776 6891 SH SOLE NONE 6891 0 0 KIMBERLY-CLARK CORP COM 494368103 335 2481 SH SOLE NONE 2481 0 0 LAZARD LTD SHS A G54050102 1580 48762 SH SOLE NONE 48762 0 0 LILLY ELI & CO COM 532457108 261 805 SH SOLE NONE 805 0 0 LOCKHEED MARTIN CORP COM 539830109 537 1249 SH SOLE NONE 1249 0 0 LOWES COS INC COM 548661107 361 2069 SH SOLE NONE 2069 0 0 MCDONALDS CORP COM 580135101 415 1683 SH SOLE NONE 1683 0 0 MERCK & CO INC COM 58933Y105 594 6512 SH SOLE NONE 6512 0 0 MICROSOFT CORP COM 594918104 867 3377 SH SOLE NONE 3377 0 0 NIKE INC CL B 654106103 215 2101 SH SOLE NONE 2101 0 0 ORACLE CORP COM 68389X105 327 4682 SH SOLE NONE 4682 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 94 68300 SH Call SOLE NONE 20600 0 0 PEPSICO INC COM 713448108 453 2718 SH SOLE NONE 2718 0 0 PFIZER INC COM 717081103 513 9782 SH SOLE NONE 9782 0 0 PIMCO ETF TR MUNI INCOME OPP 72201R635 2677 60665 SH SOLE NONE 60665 0 0 PROCTER AND GAMBLE CO COM 742718109 622 4324 SH SOLE NONE 4324 0 0 QUALCOMM INC COM 747525103 520 4069 SH SOLE NONE 4069 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 225 1772 SH SOLE NONE 1772 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 480 1559 SH SOLE NONE 1559 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2706 7172 SH SOLE NONE 7172 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 277 670 SH SOLE NONE 670 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 220 4738 SH SOLE NONE 4738 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 821 17895 SH SOLE NONE 17895 0 0 SPDR SER TR BBG CONV SEC ETF 78464A359 9223 142861 SH SOLE NONE 142861 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 16407 394030 SH SOLE NONE 394030 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 318 3891 SH SOLE NONE 3891 0 0 TEXAS INSTRS INC COM 882508104 948 6173 SH SOLE NONE 6173 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1414 2753 SH SOLE NONE 2753 0 0 US BANCORP DEL COM NEW 902973304 246 5350 SH SOLE NONE 5350 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 215 2863 SH SOLE NONE 2863 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 612 3105 SH SOLE NONE 3105 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1155 27737 SH SOLE NONE 27737 0 0 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 1631 39967 SH SOLE NONE 39967 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 418 8234 SH SOLE NONE 8234 0 0 VISA INC COM CL A 92826C839 376 1910 SH SOLE NONE 1910 0 0 WALMART INC COM 931142103 263 2167 SH SOLE NONE 2167 0 0