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CIK: 0001785144
Total reported value
$214.6M
$214.6M
41 檔
33.0%
During the Q4 2025 filing period, Peterson Wealth Management (CIK: 0001785144) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $214.6M across 41 reported positions.
Peterson Wealth Management executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 5 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 | 17.54% | +2.41% | +43.99% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 17.32% | +1.08% | +45.00% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.18% | +1.04% | -27.19% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.97% | -0.14% | -0.38% | |
| 5 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 4.58% | -3.17% | +333.81% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 4.56% | -0.30% | — | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.89% | -0.10% | -7.02% | |
| 8 | WMT | Walmart Inc | Stock-Consumer Staples | 3.55% | +0.22% | -12.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.53% | -0.16% | +1.20% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.40% | +0.73% | +51.92% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.08% | -2.36% | — | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 2.76% | -0.03% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.64% | +0.09% | -63.63% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.21% | +0.34% | +6.06% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.15% | +0.26% | -49.76% | |
| 16 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 2.11% | — | -31.16% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.33% | -0.24% | -46.53% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | -1.03% | EXIT | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.12% | -0.08% | -0.87% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +1.17% | -45.88% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.26% | -25.97% | |
| 22 | XLF | Ss Financial Select Sector | ETF-Other | 0.97% | +0.45% | -71.21% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.94% | -0.10% | -8.23% | |
| 24 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.87% | -0.11% | -0.27% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.06% | -79.67% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.48% | +1.20% | +8.14% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | +0.05% | -7.08% | |
| 28 | SKYY | First Trust Cloud Computing | ETF-Other | 0.41% | +0.24% | -46.59% | |
| 29 | EIG | Employers Holdings Inc | Stock-Other | 0.33% | — | +0.81% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.27% | -0.02% | +0.30% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.25% | -0.09% | -35.75% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.24% | +0.05% | +62.14% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.09% | +0.86% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.21% | -0.02% | +1.79% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +1.95% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.20% | -0.01% | -1.54% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | — | — | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.18% | +0.14% | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-Other | 0.18% | -0.03% | +1.30% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.17% | -0.02% | — | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.16% | — | +0.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +6.4% | +45.00% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +6.4% | +43.99% | Add |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +3.6% | +333.81% | Add |
| 4 | AMZN | Amazon.com Inc | +0.7% | -0.38% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +1.20% | Add |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | +28.03% | Add |
| 7 | AAPL | Apple Inc | +0.1% | +8.14% | Add |
| 8 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.87% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +6.06% | Add |
| 10 | WMT | Walmart Inc | 0% | -12.72% | Trim |
| 11 | XOM | Exxon Mobil CORP | 0% | +0.86% | Add |
| 12 | EIG | Employers Holdings Inc | 0% | +0.81% | Add |
| 13 | SCHX | Schwab US Large-cap ETF | 0% | +0.30% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +1.79% | Add |
| 15 | BND | Vanguard Total Bond Market | 0% | +1.30% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | 0% | -1.54% | Trim |
| 17 | SCHM | Schwab US Mid Cap ETF | 0% | +0.44% | Add |
| 18 | TSLA | Tesla Inc | — | -7.08% | Trim |
| 19 | XLP | Ss Consumer Staples Sel Sect | 0% | -8.23% | Trim |
| 20 | XLK | Ss Technology Select Sector | 0% | +62.14% | Add |
| 21 | HD | Home Depot Inc | -0.2% | -35.75% | Trim |
| 22 | PEP | Pepsico Inc | -0.2% | -25.97% | Trim |
| 23 | COST | Costco Wholesale CORP | -0.3% | -7.02% | Trim |
| 24 | SKYY | First Trust Cloud Computing | -0.3% | -46.59% | Trim |
| 25 | RBLX | Roblox CORP -class A | -0.5% | -0.27% | Trim |
| 26 | AVGO | Broadcom Inc | -0.7% | -45.88% | Trim |
| 27 | XLY | Ss Consumer Disc Select Sect | -0.8% | +51.92% | Add |
| 28 | XHB | Ss Spdr S&p Homebldrs ETF | -1% | -31.16% | Trim |
| 29 | XLC | Ss Comm Select Sector Spdr | -1% | -46.53% | Trim |
| 30 | TSM | Taiwan Semiconductor-sp Adr | -1.5% | -49.76% | Trim |
| 31 | VIG | Vanguard Dividend Apprec ETF | -1.8% | -27.19% | Trim |
| 32 | XLF | Ss Financial Select Sector | -2.1% | -71.21% | Trim |
| 33 | MA | Mastercard Inc - A | -2.7% | -79.67% | Trim |
| 34 | NVDA | Nvidia CORP | -4.1% | -63.63% | Trim |
| 35 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 36 | MSFT | Microsoft CORP | — | EXIT | Sold out |
| 37 | CASY | Casey's General Stores Inc | — | EXIT | Sold out |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 39 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 40 | SPLV | Invesco S&p 500 Low Volatili | — | EXIT | Sold out |
| 41 | CTAS | Cintas CORP | — | EXIT | Sold out |
| 42 | SMCI | Super Micro Computer Inc | — | EXIT | Sold out |
| 43 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 44 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 45 | GEV | GE Vernova Inc | — | NEW | New buy |
| 46 | PH | Parker Hannifin CORP | — | 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 41 disclosed positions in Q4 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 33.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLV
市值: $6.1M
Top Position Liquidated / Trimmed
MSFT
前期市值: $4.9M
During Q4 2025, Peterson Wealth Management's top holdings by market value included QQQ (17.5%)、SPY (17.3%)、VIG (7.2%). The largest single position, QQQ, represented 17.5% of total portfolio value.
In Q4 2025, Peterson Wealth Management made 46 total portfolio adjustments, initiating 7 new buys, adding to 15 positions, trimming 19 holdings, and fully liquidating 5 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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