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, AMZN, CRWD, and represent 52.58% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$7.2M), QQQ (+$7.2M), XLV (+$6.1M), CRWD, BRK.B, NEE, XLY, PANW, LLY, UNH.
- Started 7 new stock positions in LLY, GEV, NEE, PH, XLV, UNH, BRK.B.
- Reduced shares in these 10 stocks: NVDA (-$6.2M), MSFT, CASY, MA, VIG, SPLV, CTAS, XLF, TSM, XLC.
- Sold out of its positions in CASY, CTAS, SPLV, MSFT, SMCI.
- Peterson Wealth Management was a net seller of stock by $-7.0M.
- Peterson Wealth Management has $135M in assets under management (AUM), dropping by -6.74%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 41 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 17.5 | $24M | +43% | 38k | 614.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 17.3 | $23M | +45% | 34k | 681.92 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 7.2 | $9.7M | -27% | 44k | 219.78 |
|
| Amazon (AMZN) | 6.0 | $8.0M | 35k | 230.82 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.6 | $6.2M | +333% | 13k | 468.76 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 4.6 | $6.1M | NEW | 40k | 154.80 |
|
| Costco Wholesale Corporation (COST) | 3.9 | $5.2M | -7% | 6.1k | 862.41 |
|
| Wal-Mart Stores (WMT) | 3.6 | $4.8M | -12% | 43k | 111.41 |
|
| JPMorgan Chase & Co. (JPM) | 3.5 | $4.8M | 15k | 322.22 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 3.4 | $4.6M | +51% | 38k | 119.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $4.2M | NEW | 8.3k | 502.65 |
|
| Nextera Energy (NEE) | 2.8 | $3.7M | NEW | 46k | 80.28 |
|
| NVIDIA Corporation (NVDA) | 2.6 | $3.5M | -63% | 19k | 186.50 |
|
| Meta Platforms Cl A (META) | 2.2 | $3.0M | +6% | 4.5k | 660.08 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $2.9M | -49% | 9.5k | 303.89 |
|
| Spdr Series Trust State Street Spd (XHB) | 2.1 | $2.8M | -31% | 28k | 102.96 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 1.3 | $1.8M | -46% | 15k | 117.72 |
|
| Palo Alto Networks (PANW) | 1.3 | $1.8M | +28% | 9.6k | 184.20 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.1 | $1.5M | 2.5k | 603.20 |
|
|
| Broadcom (AVGO) | 1.1 | $1.5M | -45% | 4.2k | 346.14 |
|
| Pepsi (PEP) | 1.0 | $1.4M | -25% | 9.6k | 143.52 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.0 | $1.3M | -71% | 24k | 54.77 |
|
| Select Sector Spdr Tr State Street Con (XLP) | 0.9 | $1.3M | -8% | 16k | 77.68 |
|
| Roblox Corp Cl A (RBLX) | 0.9 | $1.2M | 14k | 81.03 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $1.0M | -79% | 1.8k | 571.00 |
|
| Apple (AAPL) | 0.5 | $650k | +8% | 2.4k | 271.84 |
|
| Tesla Motors (TSLA) | 0.4 | $590k | -7% | 1.3k | 449.72 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.4 | $556k | -46% | 4.3k | 130.08 |
|
| Employers Holdings (EIG) | 0.3 | $443k | 10k | 43.17 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $361k | 13k | 26.91 |
|
|
| Home Depot (HD) | 0.2 | $332k | -35% | 965.00 | 343.99 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $320k | +62% | 2.2k | 143.95 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $298k | 2.5k | 120.33 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $288k | 6.5k | 44.41 |
|
|
| Eli Lilly & Co. (LLY) | 0.2 | $286k | NEW | 266.00 | 1074.68 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $267k | 1.1k | 246.11 |
|
|
| UnitedHealth (UNH) | 0.2 | $264k | NEW | 800.00 | 330.03 |
|
| Ge Vernova (GEV) | 0.2 | $239k | NEW | 365.00 | 653.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $236k | 3.2k | 74.08 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $231k | NEW | 263.00 | 878.07 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $220k | 7.3k | 30.07 |
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Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2025 Q4 filed Feb. 4, 2026
- 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