0001606587-21-000508.txt : 20210430 0001606587-21-000508.hdr.sgml : 20210430 20210430100639 ACCESSION NUMBER: 0001606587-21-000508 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210430 DATE AS OF CHANGE: 20210430 EFFECTIVENESS DATE: 20210430 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: 21874439 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 03-31-2021 03-31-2021 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 04-29-2021 0 87 201267 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 680 3444 SH SOLE NONE 3444 0 0 ABBVIE INC COM 00287Y109 701 6561 SH SOLE NONE 6561 0 0 ALPHABET INC CAP STK CL A 02079K305 496 217 SH SOLE NONE 217 0 0 AMAZON COM INC COM 023135106 277 82 SH SOLE NONE 82 0 0 APPLE INC COM 037833100 13373 99431 SH SOLE NONE 99431 0 0 AT&T INC COM 00206R102 505 16964 SH SOLE NONE 16964 0 0 BIG LOTS INC COM 089302103 223 3314 SH SOLE NONE 3314 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 25000 0 0 CIGNA CORP NEW COM 125523100 438 1722 SH SOLE NONE 1722 0 0 CISCO SYS INC COM 17275R102 514 9958 SH SOLE NONE 9958 0 0 COCA COLA CO COM 191216100 463 8677 SH SOLE NONE 8677 0 0 COMCAST CORP NEW CL A 20030N101 454 8382 SH SOLE NONE 8382 0 0 COSTCO WHSL CORP NEW COM 22160K105 582 1579 SH SOLE NONE 1579 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 475 5880 SH SOLE NONE 5880 0 0 EMERSON ELEC CO COM 291011104 509 5553 SH SOLE NONE 5553 0 0 GENWORTH FINL INC COM CL A 37247D106 73 20595 SH SOLE NONE 20595 0 0 HOME DEPOT INC COM 437076102 810 2510 SH SOLE NONE 2510 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 2634 95586 SH SOLE NONE 95586 0 0 INTEL CORP COM 458140100 285 4380 SH SOLE NONE 4380 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 458 3453 SH SOLE NONE 3453 0 0 INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 46138G805 4104 125696 SH SOLE NONE 125696 0 0 INVESCO EXCH TRADED FD TR II CALIF AMT MUN 46138E206 253 9025 SH SOLE NONE 9025 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 616 28435 SH SOLE NONE 28435 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 258 12187 SH SOLE NONE 12187 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 588 3767 SH SOLE NONE 3767 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 524 3575 SH SOLE NONE 3575 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 266 779 SH SOLE NONE 779 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 26190 100306 SH SOLE NONE 100306 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 23321 149600 SH SOLE NONE 149600 0 0 ISHARES TR MSCI EAFE ETF 464287465 18401 233751 SH SOLE NONE 233751 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 17251 76913 SH SOLE NONE 76913 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 12948 238855 SH SOLE NONE 238855 0 0 ISHARES TR NATIONAL MUN ETF 464288414 8071 68964 SH SOLE NONE 68964 0 0 ISHARES TR PFD AND INCM SEC 464288687 3221 82900 SH SOLE NONE 82900 0 0 ISHARES TR CORE S&P500 ETF 464287200 1561 3741 SH SOLE NONE 3741 0 0 ISHARES TR IBONDS DEC2021 46435G789 1458 56760 SH SOLE NONE 56760 0 0 ISHARES TR IBONDS DEC2023 46435G318 895 34159 SH SOLE NONE 34159 0 0 ISHARES TR IBONDS DEC2022 46435G755 858 32576 SH SOLE NONE 32576 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 585 4605 SH SOLE NONE 4605 0 0 ISHARES TR IBONDS DEC 46435U697 584 21561 SH SOLE NONE 21561 0 0 ISHARES TR S&P 100 ETF 464287101 510 2682 SH SOLE NONE 2682 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 482 2979 SH SOLE NONE 2979 0 0 ISHARES TR CORE S&P SCP ETF 464287804 465 4206 SH SOLE NONE 4206 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 261 9825 SH SOLE NONE 9825 0 0 ISHARES TR CORE S&P MCP ETF 464287507 250 928 SH SOLE NONE 928 0 0 JOHNSON & JOHNSON COM 478160104 918 5722 SH SOLE NONE 5722 0 0 JPMORGAN CHASE & CO COM 46625H100 1146 7533 SH SOLE NONE 7533 0 0 KIMBERLY-CLARK CORP COM 494368103 389 2799 SH SOLE NONE 2799 0 0 LAZARD LTD SHS A G54050102 2219 48762 SH SOLE NONE 48762 0 0 LEXINGTON REALTY TRUST COM 529043101 118 10076 SH SOLE NONE 10076 0 0 LOCKHEED MARTIN CORP COM 539830109 204 521 SH SOLE NONE 521 0 0 LOWES COS INC COM 548661107 337 1648 SH SOLE NONE 1648 0 0 MERCK & CO. INC COM 58933Y105 500 6517 SH SOLE NONE 6517 0 0 MICROSOFT CORP COM 594918104 915 3525 SH SOLE NONE 3525 0 0 ORACLE CORP COM 68389X105 446 5695 SH SOLE NONE 5695 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 1570 67802 SH SOLE NONE 67802 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 8 10000 SH Put SOLE NONE 10000 0 0 PEPSICO INC COM 713448108 582 4093 SH SOLE NONE 4093 0 0 PFIZER INC COM 717081103 447 11898 SH SOLE NONE 11898 0 0 PROCTER AND GAMBLE CO COM 742718109 586 4271 SH SOLE NONE 4271 0 0 QUALCOMM INC COM 747525103 567 4115 SH SOLE NONE 4115 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7516 121876 SH SOLE NONE 121876 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 254 1772 SH SOLE NONE 1772 0 0 SKYWEST INC COM 830879102 219 4167 SH SOLE NONE 4167 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 531 1559 SH SOLE NONE 1559 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 2282 5488 SH SOLE NONE 5488 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 344 699 SH SOLE NONE 699 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 5479 63552 SH SOLE NONE 63552 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1005 19269 SH SOLE NONE 19269 0 0 SYNNEX CORP COM 87162W100 232 1916 SH SOLE NONE 1916 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 460 3883 SH SOLE NONE 3883 0 0 TARGET CORP COM 87612E106 288 1402 SH SOLE NONE 1402 0 0 TEXAS INSTRS INC COM 882508104 1078 5582 SH SOLE NONE 5582 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1126 2887 SH SOLE NONE 2887 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 8043 90008 SH SOLE NONE 90008 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 400 4681 SH SOLE NONE 4681 0 0 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 4367 76296 SH SOLE NONE 76296 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 719 3120 SH SOLE NONE 3120 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 206 2143 SH SOLE NONE 2143 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 280 5320 SH SOLE NONE 5320 0 0 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 337 6119 SH SOLE NONE 6119 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4065 49186 SH SOLE NONE 49186 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1458 28547 SH SOLE NONE 28547 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 594 10296 SH SOLE NONE 10296 0 0 VIRTUS ALLIANZGI CONVERTIBLE COM 92838X102 63 10822 SH SOLE NONE 10822 0 0 VISA INC COM CL A 92826C839 534 2360 SH SOLE NONE 2360 0 0 WALMART INC COM 931142103 539 3844 SH SOLE NONE 3844 0 0