Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, SPY, VIG, NVDA, AMZN, and represent 43.09% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: XHB, SMCI, HD, AMZN, MA, TSLA, WMT, COST, XLP, CASY.
- Started 3 new stock positions in SMCI, HD, XHB.
- Reduced shares in these 10 stocks: QQQ (-$5.3M), SPYD (-$5.1M), SPY, NVDA, IAK, LLY, AVGO, VIG, TSM, PANW.
- Sold out of its positions in IAK, LLY, SPYD, NOW.
- Peterson Wealth Management was a net seller of stock by $-36M.
- Peterson Wealth Management has $144M in assets under management (AUM), dropping by -14.42%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 39 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.1 | $16M | -24% | 27k | 600.37 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 10.9 | $16M | -23% | 24k | 666.17 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 9.0 | $13M | -14% | 60k | 215.79 |
|
| NVIDIA Corporation (NVDA) | 6.8 | $9.8M | -27% | 52k | 186.58 |
|
| Amazon (AMZN) | 5.3 | $7.7M | +3% | 35k | 219.57 |
|
| Costco Wholesale Corporation (COST) | 4.2 | $6.1M | +3% | 6.5k | 925.59 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 4.2 | $6.0M | -17% | 25k | 239.64 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.7 | $5.3M | -26% | 19k | 279.29 |
|
| Wal-Mart Stores (WMT) | 3.5 | $5.1M | +4% | 49k | 103.06 |
|
| Mastercard Incorporated Cl A (MA) | 3.5 | $5.0M | +4% | 8.8k | 568.84 |
|
| Microsoft Corporation (MSFT) | 3.4 | $4.9M | -25% | 9.4k | 517.97 |
|
| JPMorgan Chase & Co. (JPM) | 3.2 | $4.6M | -10% | 15k | 315.43 |
|
| Casey's General Stores (CASY) | 3.1 | $4.5M | 7.9k | 565.30 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 3.1 | $4.4M | -16% | 83k | 53.87 |
|
| Spdr Series Trust S&p Homebuild (XHB) | 3.1 | $4.4M | NEW | 40k | 110.80 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.3 | $3.4M | 46k | 73.48 |
|
|
| Cintas Corporation (CTAS) | 2.3 | $3.4M | 17k | 205.26 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 2.3 | $3.4M | -20% | 28k | 118.37 |
|
| Meta Platforms Cl A (META) | 2.2 | $3.1M | -5% | 4.2k | 734.32 |
|
| Broadcom (AVGO) | 1.8 | $2.6M | -45% | 7.8k | 329.91 |
|
| Roblox Corp Cl A (RBLX) | 1.4 | $2.0M | -12% | 14k | 138.52 |
|
| Pepsi (PEP) | 1.3 | $1.8M | -6% | 13k | 140.44 |
|
| Palo Alto Networks (PANW) | 1.1 | $1.5M | -53% | 7.5k | 203.62 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.0 | $1.5M | -27% | 2.5k | 596.07 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $1.5M | -43% | 3.0k | 490.38 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 1.0 | $1.4M | +3% | 18k | 78.37 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.7 | $1.1M | -20% | 8.0k | 134.42 |
|
| Super Micro Computer Com New (SMCI) | 0.7 | $993k | NEW | 21k | 47.94 |
|
| Tesla Motors (TSLA) | 0.4 | $628k | +47% | 1.4k | 444.72 |
|
| Home Depot (HD) | 0.4 | $609k | NEW | 1.5k | 405.11 |
|
| Apple (AAPL) | 0.4 | $563k | 2.2k | 254.59 |
|
|
| Employers Holdings (EIG) | 0.3 | $432k | 10k | 42.48 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.3 | $386k | +9% | 1.4k | 281.87 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $352k | 13k | 26.34 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $277k | 2.5k | 112.73 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $273k | 6.4k | 42.79 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $267k | 1.1k | 242.03 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $234k | 3.1k | 74.38 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $216k | 7.3k | 29.64 |
|
Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2025 Q3 filed Dec. 17, 2025
- Peterson Wealth Management 2025 Q2 filed Oct. 15, 2025
- Peterson Wealth Management 2025 Q1 filed June 16, 2025
- Peterson Wealth Management 2024 Q4 filed Feb. 14, 2025
- Peterson Wealth Management 2024 Q3 filed Nov. 14, 2024
- Peterson Wealth Management 2024 Q2 filed Aug. 5, 2024
- Peterson Wealth Management 2024 Q1 filed May 15, 2024
- Peterson Wealth Management 2023 Q4 filed Feb. 22, 2024
- Peterson Wealth Management 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Management 2023 Q1 filed Aug. 17, 2023
- Peterson Wealth Management 2023 Q2 filed Aug. 17, 2023
- Peterson Wealth Management 2022 Q4 filed Feb. 8, 2023
- Peterson Wealth Management 2022 Q3 filed Oct. 14, 2022
- Peterson Wealth Management 2022 Q2 filed Aug. 3, 2022
- Peterson Wealth Management 2022 Q1 filed April 26, 2022
- Peterson Wealth Management 2021 Q4 filed Feb. 9, 2022