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CIK: 0001906799
Total reported value
$458.7M
$458.7M
218 檔
24.0%
At the close of Q4 2025, Peterson Wealth Services disclosed equity holdings valued at approximately $458.7M, spread across 218 reported holdings.
Peterson Wealth Services executed strategic sector rebalancing during Q4 2025, establishing 8 new positions while fully exiting 4 holdings and trimming 92 positions.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.54% | +0.01% | +5160.96% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.46% | +0.03% | +8158.76% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 6.10% | -0.19% | +2061.03% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.97% | -0.06% | +28694.67% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.11% | -0.08% | +650.01% | |
| 6 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.93% | +1.37% | -72.74% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.64% | +0.21% | +200.36% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.49% | -0.01% | +3558.69% | |
| 9 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.47% | -0.84% | +2004.05% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.08% | -0.64% | +309.33% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.50% | -0.15% | +81.25% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.17% | +69148.00% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.12% | +1225.78% | |
| 14 | ASML | ASML Holding N.V. | Stock-Tech | 2.01% | +0.73% | -25.78% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.95% | +0.01% | -41.17% | |
| 16 | CNQ | Canadian Natural Resources | Stock-Energy | 1.64% | -0.65% | +593340.63% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.41% | -0.01% | +1451.55% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.37% | +0.33% | +2114.94% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.31% | -0.13% | +1474.75% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.27% | +0.17% | -36.36% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.24% | -0.17% | -34.38% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.13% | +154.10% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.16% | +0.01% | +1497.48% | |
| 24 | COP | Conocophillips | Stock-Energy | 1.09% | -0.07% | +28287.50% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.20% | +178680.00% | |
| 26 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.95% | +0.16% | -93.65% | |
| 27 | GRMN | Garmin Ltd. | Stock-Tech | 0.94% | -0.10% | +7885.40% | |
| 28 | FANG | Diamondback Energy Inc | Stock-Energy | 0.92% | -0.06% | +174.17% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.24% | +3294.52% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.90% | -0.04% | +481.59% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | +0.01% | +273.49% | |
| 32 | MSI | Motorola Solutions Inc | Stock-Tech | 0.79% | -0.09% | +270200.00% | |
| 33 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.79% | -0.08% | -68.86% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.27% | +748.71% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.76% | +0.07% | +199.58% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.05% | -29.64% | |
| 37 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.73% | -0.12% | +2721.76% | |
| 38 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.72% | — | +988.84% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.07% | +2794.98% | |
| 40 | CME | Cme Group Inc | Stock-Financials | 0.68% | -0.23% | +382.44% | |
| 41 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.64% | -0.47% | +14595.12% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.63% | +0.07% | -90.34% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.58% | -0.02% | -62.31% | |
| 44 | MTDR | Matador Resources Co | Stock-Energy | 0.56% | — | +333.75% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.53% | -0.03% | +513.19% | |
| 46 | PACS | Pacs Group Inc | Stock-Other | 0.52% | +0.04% | -37.14% | |
| 47 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.51% | -0.02% | +977.86% | |
| 48 | MDT | Medtronic plc | Stock-Healthcare | 0.49% | — | +191.04% | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.48% | -0.03% | +930.81% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.45% | +0.08% | +211.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GSY | Invesco Ultra Short Duration | +0.7% | +2721.76% | Add |
| 2 | AAPL | Apple Inc | +0.5% | +8158.76% | Add |
| 3 | LLY | Eli Lilly & Co | +0.4% | -36.36% | Trim |
| 4 | PACS | Pacs Group Inc | +0.3% | -37.14% | Trim |
| 5 | AMZN | Amazon.com Inc | +0.3% | +3558.69% | Add |
| 6 | ASML | ASML Holding N.V. | +0.2% | -25.78% | Trim |
| 7 | IREN | IREN Limited | +0.2% | +9417.49% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | +650.01% | Add |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +988.84% | Add |
| 10 | CNQ | Canadian Natural Resources | +0.2% | +593340.63% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +200.36% | Add |
| 12 | LULU | Lululemon Athletica Inc | +0.1% | +14595.12% | Add |
| 13 | V | Visa Inc-class A Shares | +0.1% | -41.17% | Trim |
| 14 | CB | Chubb Limited | +0.1% | +481.59% | Add |
| 15 | FIX | Comfort Systems USA Inc | +0.1% | -72.74% | Trim |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5858.08% | Add |
| 17 | JNJ | Johnson & Johnson | +0.1% | -29.64% | Trim |
| 18 | CMI | Cummins Inc | +0.1% | +211.53% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +142.46% | Add |
| 20 | WMT | Walmart Inc | +0.1% | +178680.00% | Add |
| 21 | AEIS | Advanced Energy Industries | +0.1% | +70.50% | Add |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +748.71% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +273.49% | Add |
| 24 | ADI | Analog Devices Inc | +0.1% | -90.34% | Trim |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +1731.85% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +69148.00% | Add |
| 27 | AMD | Advanced Micro Devices | +0.1% | -51.94% | Trim |
| 28 | BC | Brunswick CORP | +0.1% | +15.66% | Add |
| 29 | UNP | Union Pacific CORP | +0.1% | +1497.48% | Add |
| 30 | MDY | State Street Spdr S&p Midcap | 0% | +188.57% | Add |
| 31 | FCNCA | First Citizens Bcshs -cl A | 0% | -78.95% | Trim |
| 32 | ABBV | Abbvie Inc | 0% | +2794.98% | Add |
| 33 | TSLA | Tesla Inc | 0% | +28694.67% | Add |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +380.70% | Add |
| 35 | XSMO | Invesco S&p Smallcap Momentu | 0% | +501.31% | Add |
| 36 | PM | Philip Morris International | 0% | +2114.94% | Add |
| 37 | NEE | Nextera Energy Inc | 0% | +8999.19% | Add |
| 38 | JNJ | Johnson & Johnson | 0% | -62.31% | Trim |
| 39 | IQV | Iqvia Holdings Inc | 0% | +489.09% | Add |
| 40 | CME | Cme Group Inc | 0% | +382.44% | Add |
| 41 | MCD | Mcdonald's CORP | 0% | +3294.52% | Add |
| 42 | AXP | American Express Co | 0% | -20.95% | Trim |
| 43 | CRM | Salesforce Inc | 0% | -36.89% | Trim |
| 44 | VRT | Vertiv Holdings Co-a | 0% | -68.64% | Trim |
| 45 | LRCX | Lam Research CORP | 0% | +63.77% | Add |
| 46 | POWL | Powell Industries Inc | 0% | +221.66% | Add |
| 47 | RS | Reliance Inc | 0% | +2983.65% | Add |
| 48 | SYK | Stryker CORP | 0% | -34.38% | Trim |
| 49 | AMAT | Applied Materials Inc | 0% | +11160.00% | Add |
| 50 | ISRG | Intuitive Surgical Inc | 0% | +9325.00% | Add |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 218 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 NVDA, AAPL, VUG) accounted for 24.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
ZWS
市值: $977.9K
Top Position Liquidated / Trimmed
PEG
前期市值: $900.5K
During Q4 2025, Peterson Wealth Services's top holdings by market value included NVDA (6.5%)、AAPL (6.5%)、VUG (6.1%). The largest single position, NVDA, represented 6.5% of total portfolio value.
In Q4 2025, Peterson Wealth Services made 199 total portfolio adjustments, initiating 8 new buys, adding to 95 positions, trimming 92 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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