0001606587-20-000758.txt : 20200717 0001606587-20-000758.hdr.sgml : 20200717 20200717144100 ACCESSION NUMBER: 0001606587-20-000758 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200717 DATE AS OF CHANGE: 20200717 EFFECTIVENESS DATE: 20200717 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: 201033531 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 06-30-2020 06-30-2020 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 07-17-2020 0 85 142782 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 476 3053 SH SOLE NONE 3053 0 0 ABBVIE INC COM 00287Y109 544 5543 SH SOLE NONE 5543 0 0 ALPHABET INC CAP STK CL A 02079K305 234 165 SH SOLE NONE 165 0 0 AMAZON COM INC COM 023135106 254 92 SH SOLE NONE 92 0 0 APPLE INC COM 037833100 1479 4055 SH SOLE NONE 4055 0 0 AT&T INC COM 00206R102 500 16538 SH SOLE NONE 16538 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 22 25000 PRN SOLE NONE 25000 0 0 BLOOM ENERGY CORP COM CL A 093712107 174 16021 SH SOLE NONE 16021 0 0 BLOOM ENERGY CORP COM CL A 093712107 75 16100 SH Call SOLE NONE 16100 0 0 CATERPILLAR INC DEL COM 149123101 282 2231 SH SOLE NONE 2231 0 0 CIGNA CORP NEW COM 125523100 305 1625 SH SOLE NONE 1625 0 0 CISCO SYS INC COM 17275R102 345 7400 SH SOLE NONE 7400 0 0 COCA COLA CO COM 191216100 329 7367 SH SOLE NONE 7367 0 0 COMCAST CORP NEW CL A 20030N101 314 8043 SH SOLE NONE 8043 0 0 COSTCO WHSL CORP NEW COM 22160K105 462 1524 SH SOLE NONE 1524 0 0 GENWORTH FINL INC COM CL A 37247D106 46 19919 SH SOLE NONE 19919 0 0 GILEAD SCIENCES INC COM 375558103 228 2961 SH SOLE NONE 2961 0 0 HOME DEPOT INC COM 437076102 454 1813 SH SOLE NONE 1813 0 0 ILLINOIS TOOL WKS INC COM 452308109 285 1628 SH SOLE NONE 1628 0 0 INTEL CORP COM 458140100 438 7323 SH SOLE NONE 7323 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 333 2757 SH SOLE NONE 2757 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3575 167979 SH SOLE NONE 167979 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3650 170812 SH SOLE NONE 170812 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 3905 178973 SH SOLE NONE 178973 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 420 4129 SH SOLE NONE 4129 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 408 3767 SH SOLE NONE 3767 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6611 26699 SH SOLE NONE 26699 0 0 ISHARES INC MIN VOL EMRG MKT 464286533 596 11455 SH SOLE NONE 11455 0 0 ISHARES TR CORE S&P MCP ETF 464287507 483 2718 SH SOLE NONE 2718 0 0 ISHARES TR CORE S&P SCP ETF 464287804 576 8437 SH SOLE NONE 8437 0 0 ISHARES TR CORE S&P500 ETF 464287200 1177 3800 SH SOLE NONE 3800 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 16763 148846 SH SOLE NONE 148846 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 18736 97609 SH SOLE NONE 97609 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 11136 77776 SH SOLE NONE 77776 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 360 3697 SH SOLE NONE 3697 0 0 ISHARES TR MSCI EAFE ETF 464287465 14962 245800 SH SOLE NONE 245800 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 6562 164094 SH SOLE NONE 164094 0 0 ISHARES TR S&P 100 ETF 464287101 397 2790 SH SOLE NONE 2790 0 0 ISHARES TR CORE US AGGBD ET 464287226 423 3580 SH SOLE NONE 3580 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4893 42404 SH SOLE NONE 42404 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 2382 23265 SH SOLE NONE 23265 0 0 ISHARES TR USA QUALITY FCTR 46432F339 454 4732 SH SOLE NONE 4732 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 216 10332 SH SOLE NONE 10332 0 0 ISHARES TR IBONDS SEP2020 46434V571 1135 44521 SH SOLE NONE 44521 0 0 ISHARES TR IBONDS DEC2022 46435G755 1068 40432 SH SOLE NONE 40432 0 0 ISHARES TR IBONDS DEC2021 46435G789 1448 55827 SH SOLE NONE 55827 0 0 ISHARES TR IBONDS DEC2023 46435G318 1099 41884 SH SOLE NONE 41884 0 0 ISHARES TR IBONDS DEC 46435U697 701 25969 SH SOLE NONE 25969 0 0 JOHNSON & JOHNSON COM 478160104 646 4597 SH SOLE NONE 4597 0 0 JPMORGAN CHASE & CO COM 46625H100 433 4601 SH SOLE NONE 4601 0 0 LAZARD LTD SHS A G54050102 1396 48762 SH SOLE NONE 48762 0 0 LOCKHEED MARTIN CORP COM 539830109 411 1125 SH SOLE NONE 1125 0 0 MCDONALDS CORP COM 580135101 275 1490 SH SOLE NONE 1490 0 0 MERCK & CO. INC COM 58933Y105 371 4800 SH SOLE NONE 4800 0 0 MICROSOFT CORP COM 594918104 729 3583 SH SOLE NONE 3583 0 0 OFFICE DEPOT INC COM 676220106 63 26658 SH SOLE NONE 26658 0 0 PEPSICO INC COM 713448108 322 2435 SH SOLE NONE 2435 0 0 PFIZER INC COM 717081103 359 10977 SH SOLE NONE 10977 0 0 PROCTER AND GAMBLE CO COM 742718109 268 2241 SH SOLE NONE 2241 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 403 5990 SH SOLE NONE 5990 0 0 QUALCOMM INC COM 747525103 513 5626 SH SOLE NONE 5626 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 428 1660 SH SOLE NONE 1660 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 218 6517 SH SOLE NONE 6517 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1656 5369 SH SOLE NONE 5369 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 561 1728 SH SOLE NONE 1728 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 257 5151 SH SOLE NONE 5151 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1000 19365 SH SOLE NONE 19365 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 2623 43354 SH SOLE NONE 43354 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 710 7762 SH SOLE NONE 7762 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 3433 73179 SH SOLE NONE 73179 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3083 99911 SH SOLE NONE 99911 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 218 3844 SH SOLE NONE 3844 0 0 TEXAS INSTRS INC COM 882508104 714 5627 SH SOLE NONE 5627 0 0 UNITEDHEALTH GROUP INC COM 91324P102 469 1590 SH SOLE NONE 1590 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 469 5311 SH SOLE NONE 5311 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3582 62049 SH SOLE NONE 62049 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 588 3590 SH SOLE NONE 3590 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 244 6168 SH SOLE NONE 6168 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 417 7695 SH SOLE NONE 7695 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1076 13018 SH SOLE NONE 13018 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 474 4045 SH SOLE NONE 4045 0 0 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 1445 37262 SH SOLE NONE 37262 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 556 10078 SH SOLE NONE 10078 0 0 VISA INC COM CL A 92826C839 343 1778 SH SOLE NONE 1778 0 0 WALMART INC COM 931142103 314 2625 SH SOLE NONE 2625 0 0