0001606587-20-000498.txt : 20200429 0001606587-20-000498.hdr.sgml : 20200429 20200429105614 ACCESSION NUMBER: 0001606587-20-000498 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200429 DATE AS OF CHANGE: 20200429 EFFECTIVENESS DATE: 20200429 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: 20828207 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 03-31-2020 03-31-2020 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 04-20-2020 0 82 130439 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 448 3088 SH SOLE NONE 3088 0 0 ABBVIE INC COM 00287Y109 437 5339 SH SOLE NONE 5339 0 0 ALPHABET INC CAP STK CL A 02079K305 368 293 SH SOLE NONE 293 0 0 AMAZON COM INC COM 023135106 210 91 SH SOLE NONE 91 0 0 APPLE INC COM 037833100 1204 4232 SH SOLE NONE 4232 0 0 AT&T INC COM 00206R102 489 16255 SH SOLE NONE 16255 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 18 25000 PRN SOLE NONE 25000 0 0 BLOOM ENERGY CORP COM CL A 093712107 105 16021 SH SOLE NONE 16021 0 0 CHEVRON CORP NEW COM 166764100 253 3061 SH SOLE NONE 3061 0 0 CIGNA CORP NEW COM 125523100 297 1625 SH SOLE NONE 1625 0 0 CISCO SYS INC COM 17275R102 230 5541 SH SOLE NONE 5541 0 0 COCA COLA CO COM 191216100 317 6652 SH SOLE NONE 6652 0 0 COMCAST CORP NEW CL A 20030N101 261 7021 SH SOLE NONE 7021 0 0 COSTCO WHSL CORP NEW COM 22160K105 582 1875 SH SOLE NONE 1875 0 0 EXXON MOBIL CORP COM 30231G102 216 5334 SH SOLE NONE 5334 0 0 GENERAL MLS INC COM 370334104 208 3516 SH SOLE NONE 3516 0 0 HOME DEPOT INC COM 437076102 275 1388 SH SOLE NONE 1388 0 0 INTEL CORP COM 458140100 441 7484 SH SOLE NONE 7484 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 307 2588 SH SOLE NONE 2588 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3374 158424 SH SOLE NONE 158424 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3463 162648 SH SOLE NONE 162648 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 3400 157572 SH SOLE NONE 157572 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 412 4596 SH SOLE NONE 4596 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 371 3767 SH SOLE NONE 3767 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3611 17241 SH SOLE NONE 17241 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 560 11456 SH SOLE NONE 11456 0 0 ISHARES TR CORE S&P MCP ETF 464287507 410 2724 SH SOLE NONE 2724 0 0 ISHARES TR CORE S&P SCP ETF 464287804 482 8429 SH SOLE NONE 8429 0 0 ISHARES TR CORE S&P500 ETF 464287200 1077 3868 SH SOLE NONE 3868 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 16695 158693 SH SOLE NONE 158693 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 18106 110033 SH SOLE NONE 110033 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 9086 77128 SH SOLE NONE 77128 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 361 4337 SH SOLE NONE 4337 0 0 ISHARES TR MSCI EAFE ETF 464287465 13816 254570 SH SOLE NONE 254570 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 5928 168037 SH SOLE NONE 168037 0 0 ISHARES TR S&P 100 ETF 464287101 363 2830 SH SOLE NONE 2830 0 0 ISHARES TR CORE US AGGBD ET 464287226 426 3635 SH SOLE NONE 3635 0 0 ISHARES TR PFD AND INCM SEC 464288687 255 7620 SH SOLE NONE 7620 0 0 ISHARES TR NATIONAL MUN ETF 464288414 3832 33649 SH SOLE NONE 33649 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 2071 20423 SH SOLE NONE 20423 0 0 ISHARES TR USA QUALITY FCTR 46432F339 410 4732 SH SOLE NONE 4732 0 0 ISHARES TR IBONDS SEP2020 46434V571 1298 51089 SH SOLE NONE 51089 0 0 ISHARES TR IBONDS DEC2022 46435G755 1058 40651 SH SOLE NONE 40651 0 0 ISHARES TR IBONDS DEC2021 46435G789 1437 56011 SH SOLE NONE 56011 0 0 ISHARES TR IBONDS DEC2023 46435G318 1087 42056 SH SOLE NONE 42056 0 0 ISHARES TR IBONDS DEC 46435U697 686 25969 SH SOLE NONE 25969 0 0 JOHNSON & JOHNSON COM 478160104 676 4578 SH SOLE NONE 4578 0 0 JPMORGAN CHASE & CO COM 46625H100 452 4983 SH SOLE NONE 4983 0 0 LAZARD LTD SHS A G54050102 1235 48762 SH SOLE NONE 48762 0 0 LOCKHEED MARTIN CORP COM 539830109 414 1105 SH SOLE NONE 1105 0 0 MCDONALDS CORP COM 580135101 405 2275 SH SOLE NONE 2275 0 0 MERCK & CO. INC COM 58933Y105 310 3776 SH SOLE NONE 3776 0 0 MICROSOFT CORP COM 594918104 693 4034 SH SOLE NONE 4034 0 0 PEPSICO INC COM 713448108 475 3518 SH SOLE NONE 3518 0 0 PFIZER INC COM 717081103 373 10360 SH SOLE NONE 10360 0 0 PROCTER & GAMBLE CO COM 742718109 424 3496 SH SOLE NONE 3496 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 402 6572 SH SOLE NONE 6572 0 0 QUALCOMM INC COM 747525103 452 5948 SH SOLE NONE 5948 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 390 1660 SH SOLE NONE 1660 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 218 7394 SH SOLE NONE 7394 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1556 5601 SH SOLE NONE 5601 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 493 1794 SH SOLE NONE 1794 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 243 7202 SH SOLE NONE 7202 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 271 5520 SH SOLE NONE 5520 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1000 19667 SH SOLE NONE 19667 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 2199 43216 SH SOLE NONE 43216 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 971 10604 SH SOLE NONE 10604 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 3458 71931 SH SOLE NONE 71931 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2956 96671 SH SOLE NONE 96671 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 282 9195 SH SOLE NONE 9195 0 0 TEXAS INSTRS INC COM 882508104 613 5681 SH SOLE NONE 5681 0 0 UNITEDHEALTH GROUP INC COM 91324P102 481 1708 SH SOLE NONE 1708 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3301 58152 SH SOLE NONE 58152 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 540 3809 SH SOLE NONE 3809 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 225 6458 SH SOLE NONE 6458 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 490 9187 SH SOLE NONE 9187 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 639 7871 SH SOLE NONE 7871 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 448 4052 SH SOLE NONE 4052 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1359 39997 SH SOLE NONE 39997 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 556 9768 SH SOLE NONE 9768 0 0 VISA INC COM CL A 92826C839 203 1224 SH SOLE NONE 1224 0 0 WALMART INC COM 931142103 495 3841 SH SOLE NONE 3841 0 0