0001606587-19-000943.txt : 20191030 0001606587-19-000943.hdr.sgml : 20191030 20191030154000 ACCESSION NUMBER: 0001606587-19-000943 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191030 DATE AS OF CHANGE: 20191030 EFFECTIVENESS DATE: 20191030 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: 191179778 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 09-30-2019 09-30-2019 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 10-30-2019 0 109 132742 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 451 2742 SH SOLE NONE 2742 0 0 ABBOTT LABS COM 002824100 243 2905 SH SOLE NONE 2905 0 0 ABBVIE INC COM 00287Y109 372 4913 SH SOLE NONE 4913 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 244 1271 SH SOLE NONE 1271 0 0 ALPHABET INC CAP STK CL A 02079K305 437 358 SH SOLE NONE 358 0 0 APPLE INC COM 037833100 1061 4737 SH SOLE NONE 4737 0 0 AT&T INC COM 00206R102 571 15088 SH SOLE NONE 15088 0 0 BLACKROCK CAPITAL INVESTMENT NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 25000 0 0 BLOOM ENERGY CORP COM CL A 093712107 104 32042 SH SOLE NONE 32042 0 0 BOOKING HLDGS INC COM 09857L108 281 143 SH SOLE NONE 143 0 0 CHEVRON CORP NEW COM 166764100 389 3282 SH SOLE NONE 3282 0 0 CIGNA CORP NEW COM 125523100 340 2241 SH SOLE NONE 2241 0 0 CISCO SYS INC COM 17275R102 267 5408 SH SOLE NONE 5408 0 0 COCA COLA CO COM 191216100 388 7134 SH SOLE NONE 7134 0 0 COSTCO WHSL CORP NEW COM 22160K105 577 2001 SH SOLE NONE 2001 0 0 EMERSON ELEC CO COM 291011104 258 3853 SH SOLE NONE 3853 0 0 EXXON MOBIL CORP COM 30231G102 504 7137 SH SOLE NONE 7137 0 0 GENWORTH FINL INC COM CL A 37247D106 56 12722 SH SOLE NONE 12722 0 0 HOME DEPOT INC COM 437076102 216 930 SH SOLE NONE 930 0 0 HONEYWELL INTL INC COM 438516106 230 1359 SH SOLE NONE 1359 0 0 INTEL CORP COM 458140100 355 6880 SH SOLE NONE 6880 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 400 2753 SH SOLE NONE 2753 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3631 170478 SH SOLE NONE 170478 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 3381 160408 SH SOLE NONE 160408 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3111 146337 SH SOLE NONE 146337 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 228 10590 SH SOLE NONE 10590 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 723 6689 SH SOLE NONE 6689 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 509 4319 SH SOLE NONE 4319 0 0 INVESCO EXCHANGE TRADED FD T ZACKS MID CAP 46137Y401 308 4226 SH SOLE NONE 4226 0 0 INVESCO EXCHNG TRADED FD TR CALIF AMT MUN 46138E206 296 10815 SH SOLE NONE 10815 0 0 INVIVO THERAPEUTICS HLDGS CO COM 46186M407 6 11250 SH SOLE NONE 11250 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 673 11780 SH SOLE NONE 11780 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 16301 102116 SH SOLE NONE 102116 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 15830 123420 SH SOLE NONE 123420 0 0 ISHARES TR MSCI EAFE ETF 464287465 12277 188262 SH SOLE NONE 188262 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 8753 57838 SH SOLE NONE 57838 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 3814 93310 SH SOLE NONE 93310 0 0 ISHARES TR CORE S&P500 ETF 464287200 2449 8205 SH SOLE NONE 8205 0 0 ISHARES TR IBONDS SEP2020 46434V571 1714 67128 SH SOLE NONE 67128 0 0 ISHARES TR IBONDS DEC2021 46435G789 1649 63968 SH SOLE NONE 63968 0 0 ISHARES TR IBONDS DEC2023 46435G318 1128 43789 SH SOLE NONE 43789 0 0 ISHARES TR IBONDS DEC2022 46435G755 1120 42844 SH SOLE NONE 42844 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 1008 10067 SH SOLE NONE 10067 0 0 ISHARES TR CORE US AGGBD ET 464287226 784 6930 SH SOLE NONE 6930 0 0 ISHARES TR CORE S&P SCP ETF 464287804 772 9915 SH SOLE NONE 9915 0 0 ISHARES TR CORE S&P MCP ETF 464287507 752 3891 SH SOLE NONE 3891 0 0 ISHARES TR IBONDS DEC 46435U697 651 24749 SH SOLE NONE 24749 0 0 ISHARES TR USA QUALITY FCTR 46432F339 639 6917 SH SOLE NONE 6917 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 636 5325 SH SOLE NONE 5325 0 0 ISHARES TR S&P 100 ETF 464287101 381 2900 SH SOLE NONE 2900 0 0 ISHARES TR NATIONAL MUN ETF 464288414 325 2849 SH SOLE NONE 2849 0 0 ISHARES TR EAFE VALUE ETF 464288877 321 6776 SH SOLE NONE 6776 0 0 JOHNSON & JOHNSON COM 478160104 607 4694 SH SOLE NONE 4694 0 0 JPMORGAN CHASE & CO COM 46625H100 841 7148 SH SOLE NONE 7148 0 0 LAZARD LTD SHS A G54050102 1707 48762 SH SOLE NONE 48762 0 0 LOCKHEED MARTIN CORP COM 539830109 428 1096 SH SOLE NONE 1096 0 0 MCDONALDS CORP COM 580135101 475 2214 SH SOLE NONE 2214 0 0 MERCK & CO INC COM 58933Y105 332 3941 SH SOLE NONE 3941 0 0 MICROSOFT CORP COM 594918104 636 4575 SH SOLE NONE 4575 0 0 NEXTERA ENERGY INC COM 65339F101 200 859 SH SOLE NONE 859 0 0 PEPSICO INC COM 713448108 534 3896 SH SOLE NONE 3896 0 0 PFIZER INC COM 717081103 317 8809 SH SOLE NONE 8809 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 208 2046 SH SOLE NONE 2046 0 0 PROCTER & GAMBLE CO COM 742718109 451 3624 SH SOLE NONE 3624 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 612 8551 SH SOLE NONE 8551 0 0 QUALCOMM INC COM 747525103 489 6408 SH SOLE NONE 6408 0 0 QUICKLOGIC CORP COM 74837P108 5 15633 SH SOLE NONE 15633 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 230 3242 SH SOLE NONE 3242 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 221 4043 SH SOLE NONE 4043 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 346 4294 SH SOLE NONE 4294 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 333 3697 SH SOLE NONE 3697 0 0 SOUTHWEST AIRLS CO COM 844741108 337 6234 SH SOLE NONE 6234 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 696 2585 SH SOLE NONE 2585 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 401 11706 SH SOLE NONE 11706 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 269 9161 SH SOLE NONE 9161 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2193 7390 SH SOLE NONE 7390 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 653 1853 SH SOLE NONE 1853 0 0 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 3268 110263 SH SOLE NONE 110263 0 0 SPDR SERIES TRUST PORTFOLIO LN TSR 78464A664 3226 78621 SH SOLE NONE 78621 0 0 SPDR SERIES TRUST SPDR BLOOMBERG 78468R663 2153 23505 SH SOLE NONE 23505 0 0 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 1104 21773 SH SOLE NONE 21773 0 0 SPDR SERIES TRUST PORTFOLIO SH TSR 78468R101 982 32703 SH SOLE NONE 32703 0 0 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 448 12201 SH SOLE NONE 12201 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 340 6478 SH SOLE NONE 6478 0 0 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 314 9834 SH SOLE NONE 9834 0 0 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 306 5962 SH SOLE NONE 5962 0 0 SPDR SERIES TRUST RUSSELL MOMENTUM 78468R762 268 3641 SH SOLE NONE 3641 0 0 SPDR SERIES TRUST RUSSELL LOW VOL 78468R754 254 3110 SH SOLE NONE 3110 0 0 SPDR SERIES TRUST NUVEEN BLMBRG SR 78468R739 239 4872 SH SOLE NONE 4872 0 0 SPDR SERIES TRUST RUSSELL YIELD 78468R770 227 3216 SH SOLE NONE 3216 0 0 SPDR SERIES TRUST PORTFOLIO SM ETF 78468R853 209 6955 SH SOLE NONE 6955 0 0 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 206 6079 SH SOLE NONE 6079 0 0 TARGET CORP COM 87612E106 240 2248 SH SOLE NONE 2248 0 0 TEXAS INSTRS INC COM 882508104 724 5605 SH SOLE NONE 5605 0 0 UNION PACIFIC CORP COM 907818108 228 1410 SH SOLE NONE 1410 0 0 UNITEDHEALTH GROUP INC COM 91324P102 377 1734 SH SOLE NONE 1734 0 0 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 205 4073 SH SOLE NONE 4073 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3210 54556 SH SOLE NONE 54556 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 844 5039 SH SOLE NONE 5039 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 715 6403 SH SOLE NONE 6403 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 507 12597 SH SOLE NONE 12597 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 449 9003 SH SOLE NONE 9003 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 933 17400 SH SOLE NONE 17400 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 3268 79554 SH SOLE NONE 79554 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 446 7395 SH SOLE NONE 7395 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 364 6585 SH SOLE NONE 6585 0 0 WALMART INC COM 931142103 416 3508 SH SOLE NONE 3508 0 0 WINTRUST FINL CORP COM 97650W108 226 3493 SH SOLE NONE 3493 0 0 WISDOMTREE TR FUTRE STRAT FD 97717W125 586 15385 SH SOLE NONE 15385 0 0