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CIK: 0001785144
Total reported value
$214.6M
$214.6M
39 檔
29.0%
The Q3 2025 SEC filing reveals that Peterson Wealth Management held a total portfolio value of $214.6M, covering 39 public equity positions.
Peterson Wealth Management executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.10% | +2.41% | -24.72% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.88% | +1.08% | -23.76% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 9.02% | +1.04% | -14.16% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.76% | +0.09% | -27.61% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.32% | -0.14% | +3.17% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.19% | -0.10% | +3.37% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 4.18% | +0.73% | -17.09% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.67% | +0.26% | -26.22% | |
| 9 | WMT | Walmart Inc | Stock-Consumer Staples | 3.51% | +0.22% | +4.12% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 3.47% | -0.06% | +4.68% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | +1.47% | -25.18% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | -0.16% | -10.30% | |
| 13 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 3.10% | — | +1.02% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 3.08% | +0.45% | -16.81% | |
| 15 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 3.07% | — | — | |
| 16 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.35% | — | +1.24% | |
| 17 | CTAS | Cintas CORP | Stock-Industrials | 2.35% | -0.01% | -0.81% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.33% | -0.24% | -20.70% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.16% | +0.34% | -5.23% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.78% | +1.17% | -45.60% | |
| 21 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.38% | -0.11% | -12.80% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.26% | -0.26% | -6.97% | |
| 23 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.06% | -1.03% | EXIT | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.04% | -0.08% | -27.19% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.03% | -3.17% | -43.81% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.97% | -0.10% | +3.58% | |
| 27 | SKYY | First Trust Cloud Computing | ETF-Other | 0.74% | +0.24% | -20.65% | |
| 28 | SMCI | Super Micro Computer Inc | Stock-Tech | 0.69% | — | — | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.05% | +47.85% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | -0.09% | — | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.39% | +1.20% | — | |
| 32 | EIG | Employers Holdings Inc | Stock-Other | 0.30% | — | +0.73% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | +0.05% | +9.07% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | -0.02% | +0.28% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.09% | +0.91% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.19% | -0.02% | — | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | -0.01% | +0.27% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.16% | -0.03% | +0.32% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.15% | — | +0.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.9% | +3.17% | Add |
| 2 | WMT | Walmart Inc | +0.8% | +4.12% | Add |
| 3 | CASY | Casey's General Stores Inc | +0.7% | +1.02% | Add |
| 4 | MA | Mastercard Inc - A | +0.7% | +4.68% | Add |
| 5 | VIG | Vanguard Dividend Apprec ETF | +0.5% | -14.16% | Trim |
| 6 | COST | Costco Wholesale CORP | +0.5% | +3.37% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -10.30% | Trim |
| 8 | SPLV | Invesco S&p 500 Low Volatili | +0.4% | +1.24% | Add |
| 9 | RBLX | Roblox CORP -class A | +0.4% | -12.80% | Trim |
| 10 | XLY | Ss Consumer Disc Select Sect | +0.3% | -17.09% | Trim |
| 11 | TSLA | Tesla Inc | +0.3% | +47.85% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -26.22% | Trim |
| 13 | META | Meta Platforms Inc-class A | +0.2% | -5.23% | Trim |
| 14 | PEP | Pepsico Inc | +0.2% | -6.97% | Trim |
| 15 | CTAS | Cintas CORP | +0.2% | -0.81% | Trim |
| 16 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +3.58% | Add |
| 17 | AAPL | Apple Inc | +0.1% | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | +0.1% | +9.07% | Add |
| 19 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.28% | Add |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | +0.27% | Add |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 22 | XOM | Exxon Mobil CORP | 0% | +0.91% | Add |
| 23 | SCHM | Schwab US Mid Cap ETF | 0% | +0.43% | Add |
| 24 | XLC | Ss Comm Select Sector Spdr | 0% | -20.70% | Trim |
| 25 | EIG | Employers Holdings Inc | 0% | +0.73% | Add |
| 26 | BND | Vanguard Total Bond Market | 0% | +0.32% | Add |
| 27 | SKYY | First Trust Cloud Computing | 0% | -20.65% | Trim |
| 28 | XLF | Ss Financial Select Sector | — | -16.81% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | -27.61% | Trim |
| 30 | MDY | State Street Spdr S&p Midcap | -0.1% | -27.19% | Trim |
| 31 | MSFT | Microsoft CORP | -0.3% | -25.18% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -23.76% | Trim |
| 33 | QQQ | Invesco Qqq Trust Series 1 | -0.5% | -24.72% | Trim |
| 34 | AVGO | Broadcom Inc | -0.6% | -45.60% | Trim |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -0.6% | -43.81% | Trim |
| 36 | PANW | Palo Alto Networks Inc | -0.9% | -53.25% | Trim |
| 37 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | — | EXIT | Sold out |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | New buy |
| 39 | IAK | Ishares U.s. Insurance ETF | — | EXIT | Sold out |
| 40 | LLY | Eli Lilly & Co | — | EXIT | Sold out |
| 41 | NOW | Servicenow Inc | — | EXIT | Sold out |
| 42 | SMCI | Super Micro Computer Inc | — | NEW | New buy |
| 43 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 39 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SPY, VIG) accounted for 29.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
XHB
市值: $4.4M
Top Position Liquidated / Trimmed
SPYD
前期市值: $5.1M
During Q3 2025, Peterson Wealth Management's top holdings by market value included QQQ (11.1%)、SPY (10.9%)、VIG (9.0%). The largest single position, QQQ, represented 11.1% of total portfolio value.
In Q3 2025, Peterson Wealth Management made 41 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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