0001606587-20-001024.txt : 20201014 0001606587-20-001024.hdr.sgml : 20201014 20201014121922 ACCESSION NUMBER: 0001606587-20-001024 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201014 DATE AS OF CHANGE: 20201014 EFFECTIVENESS DATE: 20201014 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: 201238605 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 09-30-2020 09-30-2020 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 10-13-2020 0 84 154827 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 461 2876 SH SOLE NONE 2876 0 0 ABBVIE INC COM 00287Y109 524 5980 SH SOLE NONE 5980 0 0 ALPHABET INC CAP STK CL A 02079K305 242 165 SH SOLE NONE 165 0 0 AMAZON COM INC COM 023135106 233 74 SH SOLE NONE 74 0 0 AMGEN INC COM 031162100 299 1178 SH SOLE NONE 1178 0 0 APPLE INC COM 037833100 1732 14958 SH SOLE NONE 14958 0 0 AT&T INC COM 00206R102 474 16614 SH SOLE NONE 16614 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 25000 0 0 BLOOM ENERGY CORP COM CL A 093712107 293 16321 SH SOLE NONE 16321 0 0 CIGNA CORP NEW COM 125523100 275 1625 SH SOLE NONE 1625 0 0 CISCO SYS INC COM 17275R102 331 8395 SH SOLE NONE 8395 0 0 COCA COLA CO COM 191216100 346 7012 SH SOLE NONE 7012 0 0 COMCAST CORP NEW CL A 20030N101 348 7519 SH SOLE NONE 7519 0 0 COSTCO WHSL CORP NEW COM 22160K105 542 1526 SH SOLE NONE 1526 0 0 CUMMINS INC COM 231021106 244 1156 SH SOLE NONE 1156 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 4012 62222 SH SOLE NONE 62222 0 0 HOME DEPOT INC COM 437076102 524 1887 SH SOLE NONE 1887 0 0 INTEL CORP COM 458140100 208 4021 SH SOLE NONE 4021 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 335 2750 SH SOLE NONE 2750 0 0 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 220 7965 SH SOLE NONE 7965 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 3544 167011 SH SOLE NONE 167011 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3844 180308 SH SOLE NONE 180308 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 4059 185866 SH SOLE NONE 185866 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 403 3731 SH SOLE NONE 3731 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 429 3767 SH SOLE NONE 3767 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 3385 12184 SH SOLE NONE 12184 0 0 ISHARES INC MSCI EMERG MRKT 464286533 632 11455 SH SOLE NONE 11455 0 0 ISHARES TR CORE S&P MCP ETF 464287507 247 1335 SH SOLE NONE 1335 0 0 ISHARES TR CORE S&P SCP ETF 464287804 226 3219 SH SOLE NONE 3219 0 0 ISHARES TR CORE S&P500 ETF 464287200 1249 3717 SH SOLE NONE 3717 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 17649 149402 SH SOLE NONE 149402 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 21057 97088 SH SOLE NONE 97088 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 11728 78294 SH SOLE NONE 78294 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 366 3688 SH SOLE NONE 3688 0 0 ISHARES TR MSCI EAFE ETF 464287465 16413 257862 SH SOLE NONE 257862 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 7329 166221 SH SOLE NONE 166221 0 0 ISHARES TR S&P 100 ETF 464287101 434 2790 SH SOLE NONE 2790 0 0 ISHARES TR CORE US AGGBD ET 464287226 423 3582 SH SOLE NONE 3582 0 0 ISHARES TR NATIONAL MUN ETF 464288414 6411 55301 SH SOLE NONE 55301 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 2487 23895 SH SOLE NONE 23895 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 491 4732 SH SOLE NONE 4732 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 216 10251 SH SOLE NONE 10251 0 0 ISHARES TR IBONDS DEC2022 46435G755 1079 40731 SH SOLE NONE 40731 0 0 ISHARES TR IBONDS DEC2021 46435G789 1475 56938 SH SOLE NONE 56938 0 0 ISHARES TR IBONDS DEC2023 46435G318 1112 42328 SH SOLE NONE 42328 0 0 ISHARES TR IBONDS DEC 46435U697 706 26064 SH SOLE NONE 26064 0 0 JOHNSON & JOHNSON COM 478160104 702 4712 SH SOLE NONE 4712 0 0 JPMORGAN CHASE & CO COM 46625H100 591 6144 SH SOLE NONE 6144 0 0 LAZARD LTD SHS A G54050102 1612 48762 SH SOLE NONE 48762 0 0 LOCKHEED MARTIN CORP COM 539830109 216 563 SH SOLE NONE 563 0 0 MCDONALDS CORP COM 580135101 288 1313 SH SOLE NONE 1313 0 0 MERCK & CO. INC COM 58933Y105 421 5081 SH SOLE NONE 5081 0 0 MICROSOFT CORP COM 594918104 766 3641 SH SOLE NONE 3641 0 0 NEXTERA ENERGY INC COM 65339F101 205 740 SH SOLE NONE 740 0 0 PEPSICO INC COM 713448108 328 2366 SH SOLE NONE 2366 0 0 PFIZER INC COM 717081103 408 11119 SH SOLE NONE 11119 0 0 PROCTER AND GAMBLE CO COM 742718109 463 3329 SH SOLE NONE 3329 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 318 4408 SH SOLE NONE 4408 0 0 QUALCOMM INC COM 747525103 392 3335 SH SOLE NONE 3335 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 213 1824 SH SOLE NONE 1824 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 461 1660 SH SOLE NONE 1660 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 237 6496 SH SOLE NONE 6496 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1592 4753 SH SOLE NONE 4753 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 571 1684 SH SOLE NONE 1684 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 232 4644 SH SOLE NONE 4644 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1006 19365 SH SOLE NONE 19365 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 4608 66886 SH SOLE NONE 66886 0 0 SPDR SER TR SPDR BLOOMBERG 78468R663 692 7560 SH SOLE NONE 7560 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 3511 75127 SH SOLE NONE 75127 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 3128 101527 SH SOLE NONE 101527 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 299 3685 SH SOLE NONE 3685 0 0 TEXAS INSTRS INC COM 882508104 813 5696 SH SOLE NONE 5696 0 0 UNITEDHEALTH GROUP INC COM 91324P102 632 2028 SH SOLE NONE 2028 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1376 15601 SH SOLE NONE 15601 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3688 63386 SH SOLE NONE 63386 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 568 3223 SH SOLE NONE 3223 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 233 5388 SH SOLE NONE 5388 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 396 7279 SH SOLE NONE 7279 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1536 18541 SH SOLE NONE 18541 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 515 4000 SH SOLE NONE 4000 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1275 31182 SH SOLE NONE 31182 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 572 9619 SH SOLE NONE 9619 0 0 VISA INC COM CL A 92826C839 384 1921 SH SOLE NONE 1921 0 0 WALMART INC COM 931142103 517 3698 SH SOLE NONE 3698 0 0