Peterson Wealth Management
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 16, 2025), Peterson Wealth Management reported 50 stock positions worth $148.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 10.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.4%) and SS SPDR S&P Dividend ETF (SDY, 5.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 31 and reduced 14. The biggest buy was Waste Management (WM, shares +119%) and the biggest sale Apple (AAPL, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $148.6M (Q1 2025)
- SEC Filing
- 0001172661-25-002444 ↗ filed Jun 16, 2025
Holdings Value
Holdings 50 stocks · $148.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 10.09% | 26,795 | $15.0M | Add +1.7% |
| QQQ Invesco QQQ Trust Series 1 | 9.38% | 29,719 | $13.9M | Add +1.0% |
| SDY SS SPDR S&P Dividend ETF | 5.53% | 60,569 | $8.2M | Add +4.3% |
| NVDA Nvidia Corp. | 5.22% | 71,486 | $7.7M | Add +1.6% |
| VIG Vanguard Dividend Apprec ETF | 5.08% | 38,917 | $7.5M | Reduce -26.9% |
| COST Costco Wholesale Corp. | 4.83% | 7,587 | $7.2M | Reduce -0.5% |
| XLY SS Consumer Disc Select Sect | 4.08% | 30,711 | $6.1M | Add +1.4% |
| XLK SS Technology Select Sector | 3.96% | 28,474 | $5.9M | Add +1.5% |
| AMZN Amazon.com Inc. | 3.94% | 30,765 | $5.9M | Add +5.2% |
| MSFT Microsoft Corp. | 3.55% | 14,047 | $5.3M | Add +4.5% |
| WMT Walmart Inc. | 2.97% | 50,307 | $4.4M | Add +3.5% |
| MA Mastercard Inc. Class A | 2.78% | 7,525 | $4.1M | Reduce -31.1% |
| HD Home Depot Inc. | 2.53% | 10,266 | $3.8M | Add +15.7% |
| SMH Vaneck Semiconductor ETF | 2.49% | 17,489 | $3.7M | Add +4.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.44% | 21,855 | $3.6M | Add +1.9% |
| LLY Eli Lilly & Co. | 2.31% | 4,157 | $3.4M | Reduce -16.0% |
| PANW Palo Alto Networks Inc. | 2.15% | 18,725 | $3.2M | Reduce -1.9% |
| PEP Pepsico Inc. | 2.05% | 20,348 | $3.1M | Reduce -40.4% |
| DLR Digital Realty Trust Inc. | 1.98% | 20,577 | $2.9M | Add +39.4% |
| XLP SS Consumer Staples Sel Sect | 1.95% | 35,545 | $2.9M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 1.76% | 16,940 | $2.6M | Add +3.2% |
| XLV SS Health Care Select Sector | 1.59% | 16,149 | $2.4M | Add +5.1% |
| AAPL Apple Inc. | 1.55% | 10,366 | $2.3M | Reduce -60.0% |
| WM Waste Management Inc. | 1.50% | 9,623 | $2.2M | Add +118.6% |
| CRM Salesforce Inc. | 1.44% | 7,987 | $2.1M | Add +3.4% |
| FDN First Trust DJ Internet Ind | 1.04% | 6,930 | $1.5M | Reduce -25.4% |
| AVGO Broadcom Inc. | 0.95% | 8,425 | $1.4M | Add +2.2% |
| SKYY First Trust Cloud Computing | 0.94% | 13,589 | $1.4M | Add +0.7% |
| CIBR First Trust Nasdaq Cybersecu | 0.91% | 21,479 | $1.4M | Reduce -21.9% |
| CVX Chevron Corp. | 0.90% | 8,014 | $1.3M | Add +1.5% |
| MCK McKesson Corp. | 0.82% | 1,812 | $1.2M | Add +0.1% |
| RBLX Roblox Corp. Class A | 0.79% | 20,035 | $1.2M | Reduce -16.6% |
| MDY State Street SPDR S&P Midcap | 0.65% | 1,816 | $969K | Add +3.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.64% | 2,714 | $957K | Add +326.7% |
| XLC SS Comm Select Sector SPDR | 0.61% | 9,447 | $911K | Add +14.1% |
| MRVL Marvell Technology Inc. | 0.54% | 12,985 | $800K | Reduce -24.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,297 | $691K | Reduce -77.3% |
| XLF SS Financial Select Sector | 0.46% | 13,682 | $682K | Add +8.2% |
| TGT Target Corp. | 0.42% | 5,987 | $625K | Reduce -0.0% |
| HACK Amplify Cybersecurity ETF | 0.41% | 8,453 | $607K | Add +0.9% |
| CAT Caterpillar Inc. | 0.39% | 1,749 | $577K | Add +3.7% |
| EIG Employers Holdings Inc. | 0.34% | 10,038 | $508K | Add +0.6% |
| ETN Eaton Corp. PLC | 0.24% | 1,335 | $363K | New |
| XLE SS Energy Select Sector | 0.22% | 3,510 | $328K | Reduce -0.0% |
| XOM Exxon Mobil Corp. | 0.20% | 2,517 | $299K | Add +3.3% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 13,320 | $294K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 3,875 | $290K | New |
| META Meta Platforms Inc. Class A | 0.19% | 485 | $280K | Add +40.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.16% | 6,375 | $232K | No change |
| BND Vanguard Total Bond Market | 0.16% | 3,138 | $230K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -60.0% | 1.55% | −2.31 |
| VIG Vanguard Dividend Apprec ETF | Reduce -26.9% | 5.08% | −1.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -77.3% | 0.47% | −1.08 |
| PEP Pepsico Inc. | Reduce -40.4% | 2.05% | −1.03 |
| MA Mastercard Inc. Class A | Reduce -31.1% | 2.78% | −0.65 |
| MRVL Marvell Technology Inc. | Reduce -24.7% | 0.54% | −0.60 |
| FDN First Trust DJ Internet Ind | Reduce -25.4% | 1.04% | −0.31 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -21.9% | 0.91% | −0.13 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.12 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.12 |
| TGT Target Corp. | Reduce -0.0% | 0.42% | −0.06 |
| RBLX Roblox Corp. Class A | Reduce -16.6% | 0.79% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -16.0% | 2.31% | +0.04 |
| XLE SS Energy Select Sector | Reduce -0.0% | 0.22% | +0.04 |
| PANW Palo Alto Networks Inc. | Reduce -1.9% | 2.15% | +0.08 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 4.83% | +0.67 |
Portfolio Buys Q4 2024 → Q1 2025
| WM Waste Management Inc. | Add +118.6% | 1.50% | +0.97 |
| SDY SS SPDR S&P Dividend ETF | Add +4.3% | 5.53% | +0.97 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 10.09% | +0.90 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +326.7% | 0.64% | +0.51 |
| HD Home Depot Inc. | Add +15.7% | 2.53% | +0.48 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.0% | 9.38% | +0.43 |
| DLR Digital Realty Trust Inc. | Add +39.4% | 1.98% | +0.43 |
| WMT Walmart Inc. | Add +3.5% | 2.97% | +0.36 |
| XLV SS Health Care Select Sector | Add +5.1% | 1.59% | +0.33 |
| XLP SS Consumer Staples Sel Sect | Add +1.5% | 1.95% | +0.32 |
| ETN Eaton Corp. PLC | New | 0.24% | +0.24 |
| CVX Chevron Corp. | Add +1.5% | 0.90% | +0.22 |
| MCK McKesson Corp. | Add +0.1% | 0.82% | +0.21 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.19% | +0.19 |
| MSFT Microsoft Corp. | Add +4.5% | 3.55% | +0.18 |
| XLC SS Comm Select Sector SPDR | Add +14.1% | 0.61% | +0.14 |
| AMZN Amazon.com Inc. | Add +5.2% | 3.94% | +0.12 |
| XLF SS Financial Select Sector | Add +8.2% | 0.46% | +0.10 |
| XLK SS Technology Select Sector | Add +1.5% | 3.96% | +0.08 |
| SMH Vaneck Semiconductor ETF | Add +4.4% | 2.49% | +0.07 |
| META Meta Platforms Inc. Class A | Add +40.6% | 0.19% | +0.07 |
| MDY State Street SPDR S&P Midcap | Add +3.4% | 0.65% | +0.06 |
| XOM Exxon Mobil Corp. | Add +3.3% | 0.20% | +0.05 |
| EIG Employers Holdings Inc. | Add +0.6% | 0.34% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +1.4% | 4.08% | +0.04 |
| HACK Amplify Cybersecurity ETF | Add +0.9% | 0.41% | +0.04 |
| CAT Caterpillar Inc. | Add +3.7% | 0.39% | +0.02 |
| SKYY First Trust Cloud Computing | Add +0.7% | 0.94% | −0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 2.44% | −0.08 |
| GOOGL Alphabet Inc. Class A | Add +3.2% | 1.76% | −0.09 |
| CRM Salesforce Inc. | Add +3.4% | 1.44% | −0.09 |
| AVGO Broadcom Inc. | Add +2.2% | 0.95% | −0.19 |
| NVDA Nvidia Corp. | Add +1.6% | 5.22% | −0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $214.6M | QQQ, SPY, VCIT, VIG, XLU |
| Q1 2026 | 166 | $172.5M | SPY, QQQ, VCIT, XLU, VIG |
| Q4 2025 | 41 | $134.6M | QQQ, SPY, VIG, AMZN, CRWD |
| Q3 2025 | 39 | $144.3M | QQQ, SPY, VIG, NVDA, AMZN |
| Q2 2025 | 40 | $168.7M | QQQ, SPY, VIG, NVDA, AMZN |
| Q1 2025 | 50 | $148.6M | SPY, QQQ, SDY, NVDA, VIG |
| Q4 2024 | 50 | $168.0M | SPY, QQQ, VIG, NVDA, SDY |
| Q3 2024 | 48 | $156.5M | SPY, QQQ, VIG, NVDA, SDY |
| Q2 2024 | 51 | $162.0M | SPY, QQQ, VIG, SDY, NVDA |
| Q1 2024 | 53 | $138.5M | SPY, QQQ, VIG, SDY, PEP |