0001606587-19-000704.txt : 20190730 0001606587-19-000704.hdr.sgml : 20190730 20190730094230 ACCESSION NUMBER: 0001606587-19-000704 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190730 DATE AS OF CHANGE: 20190730 EFFECTIVENESS DATE: 20190730 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: 19983476 BUSINESS ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 61087 BUSINESS PHONE: 630-517-2950 MAIL ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 61087 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731878 XXXXXXXX 06-30-2019 06-30-2019 false Paulson Wealth Management Inc.

207 REBER STREET SUITE 100 WHEATON IL 61087

13F HOLDINGS REPORT 028-18668 N Nathan Paulson 630-517-2950 Nathan Paulson Wheaton IL 07-29-2019 0 106 134186 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 435 2448 SH SOLE NONE 0 0 2448 ABBOTT LABS COM 002824100 276 3114 SH SOLE NONE 0 0 3114 ABBVIE INC COM 00287Y109 344 5086 SH SOLE NONE 0 0 5086 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 267 1371 SH SOLE NONE 0 0 1371 ALPHABET INC CAP STK CL A 02079K305 478 416 SH SOLE NONE 0 0 416 APPLE INC COM 037833100 1009 4830 SH SOLE NONE 0 0 4830 AT&T INC COM 00206R102 464 14469 SH SOLE NONE 0 0 14469 BLACKROCK CAPITAL INVESTMENT NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 0 0 25000 BLOOM ENERGY CORP COM CL A 093712107 336 32042 SH SOLE NONE 0 0 32042 BOOKING HLDGS INC COM 09857L108 327 172 SH SOLE NONE 0 0 172 CHEVRON CORP NEW COM 166764100 406 3230 SH SOLE NONE 0 0 3230 CIGNA CORP NEW COM 125523100 448 2604 SH SOLE NONE 0 0 2604 CISCO SYS INC COM 17275R102 334 5792 SH SOLE NONE 0 0 5792 COCA COLA CO COM 191216100 374 6891 SH SOLE NONE 0 0 6891 COSTCO WHSL CORP NEW COM 22160K105 621 2216 SH SOLE NONE 0 0 2216 EMERSON ELEC CO COM 291011104 285 4265 SH SOLE NONE 0 0 4265 EXXON MOBIL CORP COM 30231G102 490 6496 SH SOLE NONE 0 0 6496 GENWORTH FINL INC COM CL A 37247D106 50 12938 SH SOLE NONE 0 0 12938 HOME DEPOT INC COM 437076102 239 1122 SH SOLE NONE 0 0 1122 HONEYWELL INTL INC COM 438516106 280 1600 SH SOLE NONE 0 0 1600 INTEL CORP COM 458140100 351 6785 SH SOLE NONE 0 0 6785 INTERNATIONAL BUSINESS MACHS COM 459200101 382 2538 SH SOLE NONE 0 0 2538 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 3432 162795 SH SOLE NONE 0 0 162795 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3612 169866 SH SOLE NONE 0 0 169866 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3010 142256 SH SOLE NONE 0 0 142256 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 816 7454 SH SOLE NONE 0 0 7454 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 1003 8469 SH SOLE NONE 0 0 8469 INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 46137Y401 367 5067 SH SOLE NONE 0 0 5067 INVESCO EXCHNG TRADED FD TR FTSE RAFI SML 46138E735 207 6933 SH SOLE NONE 0 0 6933 INVESCO EXCHNG TRADED FD TR CALIF AMT MUN 46138E206 226 8373 SH SOLE NONE 0 0 8373 INVIVO THERAPEUTICS HLDGS CO COM PAR 46186M407 7 11250 SH SOLE NONE 0 0 11250 ISHARES INC MIN VOL EMRG MKT 464286533 694 11780 SH SOLE NONE 0 0 11780 ISHARES TR CORE S&P MCP ETF 464287507 763 3907 SH SOLE NONE 0 0 3907 ISHARES TR CORE S&P SCP ETF 464287804 771 9900 SH SOLE NONE 0 0 9900 ISHARES TR CORE S&P500 ETF 464287200 2474 8199 SH SOLE NONE 0 0 8199 ISHARES TR RUS 1000 VAL ETF 464287598 16299 126122 SH SOLE NONE 0 0 126122 ISHARES TR RUS 1000 GRW ETF 464287614 16297 100114 SH SOLE NONE 0 0 100114 ISHARES TR RUSSELL 2000 ETF 464287655 8913 57616 SH SOLE NONE 0 0 57616 ISHARES TR RUS 2000 VAL ETF 464287630 875 7325 SH SOLE NONE 0 0 7325 ISHARES TR MSCI EAFE ETF 464287465 13036 197538 SH SOLE NONE 0 0 197538 ISHARES TR MSCI EMG MKT ETF 464287234 3903 90927 SH SOLE NONE 0 0 90927 ISHARES TR S&P 100 ETF 464287101 385 2900 SH SOLE NONE 0 0 2900 ISHARES TR CORE US AGGBD ET 464287226 770 6928 SH SOLE NONE 0 0 6928 ISHARES TR EAFE VALUE ETF 464288877 326 6774 SH SOLE NONE 0 0 6774 ISHARES TR NATIONAL MUN ETF 464288414 292 2577 SH SOLE NONE 0 0 2577 ISHARES TR 0-5 YR TIPS ETF 46429B747 1013 10106 SH SOLE NONE 0 0 10106 ISHARES TR USA QUALITY FCTR 46432F339 723 7737 SH SOLE NONE 0 0 7737 ISHARES TR IBONDS SEP19 ETF 46429B564 954 37504 SH SOLE NONE 0 0 37504 ISHARES TR IBONDS SEP2020 46434V571 1641 64166 SH SOLE NONE 0 0 64166 ISHARES TR IBONDS DEC2022 46435G755 1074 40982 SH SOLE NONE 0 0 40982 ISHARES TR IBONDS DEC2021 46435G789 1583 61281 SH SOLE NONE 0 0 61281 ISHARES TR IBONDS DEC2023 46435G318 1094 42345 SH SOLE NONE 0 0 42345 JOHNSON & JOHNSON COM 478160104 574 4452 SH SOLE NONE 0 0 4452 JPMORGAN CHASE & CO COM 46625H100 877 7535 SH SOLE NONE 0 0 7535 LAZARD LTD SHS A G54050102 1770 48762 SH SOLE NONE 0 0 48762 LOCKHEED MARTIN CORP COM 539830109 365 1020 SH SOLE NONE 0 0 1020 MCDONALDS CORP COM 580135101 424 1980 SH SOLE NONE 0 0 1980 MERCK & CO INC COM 58933Y105 356 4338 SH SOLE NONE 0 0 4338 MICROSOFT CORP COM 594918104 609 4374 SH SOLE NONE 0 0 4374 PEPSICO INC COM 713448108 479 3666 SH SOLE NONE 0 0 3666 PFIZER INC COM 717081103 345 8012 SH SOLE NONE 0 0 8012 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 207 2037 SH SOLE NONE 0 0 2037 PROCTER AND GAMBLE CO COM 742718109 385 3380 SH SOLE NONE 0 0 3380 PROSHARES TR S&P 500 DV ARIST 74348A467 736 10438 SH SOLE NONE 0 0 10438 QUALCOMM INC COM 747525103 445 6004 SH SOLE NONE 0 0 6004 QUICKLOGIC CORP COM 74837P108 8 15633 SH SOLE NONE 0 0 15633 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 226 3131 SH SOLE NONE 0 0 3131 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 429 7899 SH SOLE NONE 0 0 7899 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 252 8902 SH SOLE NONE 0 0 8902 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 410 5001 SH SOLE NONE 0 0 5001 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 433 4694 SH SOLE NONE 0 0 4694 SOUTHWEST AIRLS CO COM 844741108 382 7065 SH SOLE NONE 0 0 7065 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 707 2585 SH SOLE NONE 0 0 2585 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 363 10125 SH SOLE NONE 0 0 10125 SPDR S&P 500 ETF TR TR UNIT 78462F103 2227 7422 SH SOLE NONE 0 0 7422 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 666 1869 SH SOLE NONE 0 0 1869 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 450 12084 SH SOLE NONE 0 0 12084 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 311 9743 SH SOLE NONE 0 0 9743 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 307 5962 SH SOLE NONE 0 0 5962 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 239 4877 SH SOLE NONE 0 0 4877 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 211 6167 SH SOLE NONE 0 0 6167 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 1097 21780 SH SOLE NONE 0 0 21780 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 230 4271 SH SOLE NONE 0 0 4271 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 1843 20130 SH SOLE NONE 0 0 20130 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 2918 77245 SH SOLE NONE 0 0 77245 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 3122 107250 SH SOLE NONE 0 0 107250 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 978 32658 SH SOLE NONE 0 0 32658 SPDR SERIES TRUST RUSSELL YIELD 78468R770 240 3357 SH SOLE NONE 0 0 3357 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 207 4660 SH SOLE NONE 0 0 4660 TEXAS INSTRS INC COM 882508104 644 5364 SH SOLE NONE 0 0 5364 UNION PACIFIC CORP COM 907818108 258 1487 SH SOLE NONE 0 0 1487 UNITEDHEALTH GROUP INC COM 91324P102 495 1940 SH SOLE NONE 0 0 1940 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 211 4221 SH SOLE NONE 0 0 4221 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3177 55013 SH SOLE NONE 0 0 55013 VANGUARD INDEX FDS VALUE ETF 922908744 680 6038 SH SOLE NONE 0 0 6038 VANGUARD INDEX FDS MID CAP ETF 922908629 855 5025 SH SOLE NONE 0 0 5025 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 538 12596 SH SOLE NONE 0 0 12596 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 459 8954 SH SOLE NONE 0 0 8954 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 878 16502 SH SOLE NONE 0 0 16502 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3335 79663 SH SOLE NONE 0 0 79663 VERIZON COMMUNICATIONS INC COM 92343V104 386 6952 SH SOLE NONE 0 0 6952 WALGREENS BOOTS ALLIANCE INC COM 931427108 392 7176 SH SOLE NONE 0 0 7176 WALMART INC COM 931142103 370 3297 SH SOLE NONE 0 0 3297 WINTRUST FINL CORP COM 97650W108 238 3493 SH SOLE NONE 0 0 3493 WISDOMTREE TR FUTRE STRAT FD 97717W125 361 9574 SH SOLE NONE 0 0 9574 WISDOMTREE TR DYNAMIC LNG EQ 97717X313 300 10837 SH SOLE NONE 0 0 10837