0001606587-22-000853.txt : 20220502 0001606587-22-000853.hdr.sgml : 20220502 20220502153953 ACCESSION NUMBER: 0001606587-22-000853 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220502 DATE AS OF CHANGE: 20220502 EFFECTIVENESS DATE: 20220502 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: 22881631 BUSINESS ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 60187 BUSINESS PHONE: 630-517-2950 MAIL ADDRESS: STREET 1: 207 REBER STREET STREET 2: SUITE 100 CITY: WHEATON STATE: IL ZIP: 60187 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001731878 XXXXXXXX 03-31-2022 03-31-2022 false Paulson Wealth Management Inc.

207 REBER STREET SUITE 100 WHEATON IL 60187

13F HOLDINGS REPORT 028-18668 N Nathan Paulson 630-517-2950 Nathan Paulson Wheaton IL 05-02-2022 0 87 219201 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 570 3826 SH SOLE NONE 3826 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 218 647 SH SOLE NONE 647 0 0 ALPHABET INC CAP STK CL A 02079K305 598 215 SH SOLE NONE 215 0 0 ALPHABET INC CAP STK CL C 02079K107 293 105 SH SOLE NONE 105 0 0 AMAZON COM INC COM 023135106 277 85 SH SOLE NONE 85 0 0 AMGEN INC COM 031162100 320 1322 SH SOLE NONE 1322 0 0 APPLE INC COM 037833100 17660 101142 SH SOLE NONE 101142 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 222 975 SH SOLE NONE 975 0 0 BLACKROCK CAP INVT CORP NOTE 5.000% 6/1 092533AC2 25 25000 PRN SOLE NONE 25000 0 0 CATERPILLAR INC COM 149123101 271 1215 SH SOLE NONE 1215 0 0 CHEVRON CORP NEW COM 166764100 482 2958 SH SOLE NONE 2958 0 0 CIGNA CORP NEW COM 125523100 430 1795 SH SOLE NONE 1795 0 0 COCA COLA CO COM 191216100 503 8108 SH SOLE NONE 8108 0 0 COMCAST CORP NEW CL A 20030N101 403 8602 SH SOLE NONE 8602 0 0 COMMERCIAL METALS CO COM 201723103 203 4874 SH SOLE NONE 4874 0 0 COSTCO WHSL CORP NEW COM 22160K105 906 1574 SH SOLE NONE 1574 0 0 DANAHER CORPORATION COM 235851102 205 700 SH SOLE NONE 700 0 0 DIREXION SHS ETF TR NAS100 EQL WGT 25459Y207 415 5368 SH SOLE NONE 5368 0 0 EMERSON ELEC CO COM 291011104 295 3011 SH SOLE NONE 3011 0 0 EXXON MOBIL CORP COM 30231G102 343 4153 SH SOLE NONE 4153 0 0 GILEAD SCIENCES INC COM 375558103 282 4748 SH SOLE NONE 4748 0 0 GLOBAL X FDS RATE PREFERRED 37954Y376 3200 122687 SH SOLE NONE 122687 0 0 HOME DEPOT INC COM 437076102 738 2465 SH SOLE NONE 2465 0 0 INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 45409F843 3071 119992 SH SOLE NONE 119992 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 465 3579 SH SOLE NONE 3579 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 451 21196 SH SOLE NONE 21196 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 550 3487 SH SOLE NONE 3487 0 0 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 644 3767 SH SOLE NONE 3767 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 296 817 SH SOLE NONE 817 0 0 ISHARES TR MSCI EAFE ETF 464287465 22701 308441 SH SOLE NONE 308441 0 0 ISHARES TR CORE S&P MCP ETF 464287507 206 766 SH SOLE NONE 766 0 0 ISHARES TR CORE S&P SCP ETF 464287804 333 3083 SH SOLE NONE 3083 0 0 ISHARES TR CORE S&P500 ETF 464287200 1757 3872 SH SOLE NONE 3872 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 27544 165950 SH SOLE NONE 165950 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 29809 107369 SH SOLE NONE 107369 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 18036 87864 SH SOLE NONE 87864 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 471 2919 SH SOLE NONE 2919 0 0 ISHARES TR NATIONAL MUN ETF 464288414 4118 37561 SH SOLE NONE 37561 0 0 ISHARES TR S&P 100 ETF 464287101 541 2593 SH SOLE NONE 2593 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 13646 302241 SH SOLE NONE 302241 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 620 4602 SH SOLE NONE 4602 0 0 ISHARES TR GLOBAL REIT ETF 46434V647 208 7111 SH SOLE NONE 7111 0 0 ISHARES TR IBONDS DEC2023 46435G318 207 8108 SH SOLE NONE 8108 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 8985 85623 SH SOLE NONE 85623 0 0 JOHNSON & JOHNSON COM 478160104 1094 6173 SH SOLE NONE 6173 0 0 JPMORGAN CHASE & CO COM 46625H100 900 6603 SH SOLE NONE 6603 0 0 KIMBERLY-CLARK CORP COM 494368103 308 2504 SH SOLE NONE 2504 0 0 LAZARD LTD SHS A G54050102 1682 48762 SH SOLE NONE 48762 0 0 LILLY ELI & CO COM 532457108 231 805 SH SOLE NONE 805 0 0 LOCKHEED MARTIN CORP COM 539830109 528 1196 SH SOLE NONE 1196 0 0 LOWES COS INC COM 548661107 418 2069 SH SOLE NONE 2069 0 0 MCDONALDS CORP COM 580135101 382 1546 SH SOLE NONE 1546 0 0 MERCK & CO INC COM 58933Y105 504 6144 SH SOLE NONE 6144 0 0 MICROSOFT CORP COM 594918104 1143 3706 SH SOLE NONE 3706 0 0 NEXTERA ENERGY INC COM 65339F101 202 2379 SH SOLE NONE 2379 0 0 NIKE INC CL B 654106103 277 2056 SH SOLE NONE 2056 0 0 ONEOK INC NEW COM 682680103 233 3300 SH SOLE NONE 3300 0 0 ORACLE CORP COM 68389X105 387 4682 SH SOLE NONE 4682 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 445 32424 SH SOLE NONE 32424 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 74 20600 SH Call SOLE NONE 20600 0 0 PALANTIR TECHNOLOGIES INC CL A 69608A108 63 15100 SH Call SOLE NONE 15100 0 0 PEPSICO INC COM 713448108 459 2744 SH SOLE NONE 2744 0 0 PFIZER INC COM 717081103 478 9240 SH SOLE NONE 9240 0 0 PIMCO ETF TR MUNI INCOME OPP 72201R635 2923 63065 SH SOLE NONE 63065 0 0 PROCTER AND GAMBLE CO COM 742718109 637 4169 SH SOLE NONE 4169 0 0 QUALCOMM INC COM 747525103 615 4023 SH SOLE NONE 4023 0 0 SCHWAB STRATEGIC TR US TIPS ETF 808524870 235 3879 SH SOLE NONE 3879 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 282 1772 SH SOLE NONE 1772 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 541 1559 SH SOLE NONE 1559 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 3187 7057 SH SOLE NONE 7057 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 329 670 SH SOLE NONE 670 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 230 4138 SH SOLE NONE 4138 0 0 SPDR SER TR NUVEEN BLMBRG MU 78468R721 857 17895 SH SOLE NONE 17895 0 0 SPDR SER TR BLOOMBERG CONV 78464A359 10876 141333 SH SOLE NONE 141333 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 16619 369645 SH SOLE NONE 369645 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 406 3891 SH SOLE NONE 3891 0 0 TARGET CORP COM 87612E106 262 1236 SH SOLE NONE 1236 0 0 TEXAS INSTRS INC COM 882508104 1096 5976 SH SOLE NONE 5976 0 0 UNITEDHEALTH GROUP INC COM 91324P102 1380 2707 SH SOLE NONE 2707 0 0 US BANCORP DEL COM NEW 902973304 277 5218 SH SOLE NONE 5218 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 226 2836 SH SOLE NONE 2836 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 732 3079 SH SOLE NONE 3079 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1286 27869 SH SOLE NONE 27869 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 1791 37280 SH SOLE NONE 37280 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 400 7862 SH SOLE NONE 7862 0 0 VISA INC COM CL A 92826C839 362 1631 SH SOLE NONE 1631 0 0 WALMART INC COM 931142103 326 2186 SH SOLE NONE 2186 0 0