Peterson Wealth Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed October 15, 2025), Peterson Wealth Management reported 40 stock positions worth $168.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 11.3%) and Vanguard Dividend Apprec ETF (VIG, 8.5%). Compared with Q1 2025, it opened 9 new positions, sold out of 19, added to 15 and reduced 13. The biggest buy was Vanguard Dividend Apprec ETF (VIG, shares +81%) and the biggest sale an exit from SS SPDR S&P Dividend ETF (SDY).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $168.7M (Q2 2025)
- SEC Filing
- 0001172661-25-004290 ↗ filed Oct 15, 2025
Holdings Value
Holdings 40 stocks · $168.7M
| QQQ Invesco QQQ Trust Series 1 | 11.60% | 35,453 | $19.6M | Add +19.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 11.33% | 30,931 | $19.1M | Add +15.4% |
| VIG Vanguard Dividend Apprec ETF | 8.53% | 70,314 | $14.4M | Add +80.7% |
| NVDA Nvidia Corp. | 6.77% | 72,264 | $11.4M | Add +1.1% |
| AMZN Amazon.com Inc. | 4.41% | 33,882 | $7.4M | Add +10.1% |
| XLY SS Consumer Disc Select Sect | 3.92% | 30,392 | $6.6M | Reduce -1.0% |
| MSFT Microsoft Corp. | 3.72% | 12,621 | $6.3M | Reduce -10.2% |
| COST Costco Wholesale Corp. | 3.71% | 6,324 | $6.3M | Reduce -16.6% |
| TSM Taiwan Semiconductor-SP ADR | 3.45% | 25,690 | $5.8M | Add +17.6% |
| XLF SS Financial Select Sector | 3.08% | 99,158 | $5.2M | Add +624.7% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 3.05% | 121,023 | $5.1M | New |
| MA Mastercard Inc. Class A | 2.80% | 8,416 | $4.7M | Add +11.8% |
| JPM JPMorgan Chase & Co. | 2.79% | 16,245 | $4.7M | New |
| WMT Walmart Inc. | 2.74% | 47,230 | $4.6M | Reduce -6.1% |
| CASY Casey's General Stores Inc. | 2.37% | 7,839 | $4.0M | New |
| AVGO Broadcom Inc. | 2.34% | 14,288 | $3.9M | Add +69.6% |
| XLC SS Comm Select Sector SPDR | 2.31% | 35,842 | $3.9M | Add +279.4% |
| CTAS Cintas Corp. | 2.20% | 16,638 | $3.7M | New |
| IAK iShares U.S. Insurance ETF | 2.03% | 25,478 | $3.4M | New |
| SPLV Invesco S&P 500 Low Volatili | 1.97% | 45,561 | $3.3M | Add +1075.8% |
| META Meta Platforms Inc. Class A | 1.96% | 4,475 | $3.3M | Add +822.7% |
| PANW Palo Alto Networks Inc. | 1.95% | 16,040 | $3.3M | Reduce -14.3% |
| LLY Eli Lilly & Co. | 1.87% | 4,047 | $3.2M | Reduce -2.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.63% | 5,396 | $2.7M | Add +98.8% |
| MDY State Street SPDR S&P Midcap | 1.16% | 3,457 | $2.0M | Add +90.4% |
| PEP Pepsico Inc. | 1.09% | 13,882 | $1.8M | Reduce -31.8% |
| RBLX Roblox Corp. Class A | 1.03% | 16,535 | $1.7M | Reduce -17.5% |
| NOW ServiceNow Inc. | 0.84% | 1,382 | $1.4M | New |
| XLP SS Consumer Staples Sel Sect | 0.82% | 17,160 | $1.4M | Reduce -51.7% |
| SKYY First Trust Cloud Computing | 0.73% | 10,080 | $1.2M | Reduce -25.8% |
| EIG Employers Holdings Inc. | 0.28% | 10,104 | $477K | Add +0.7% |
| AAPL Apple Inc. | 0.27% | 2,211 | $454K | Reduce -78.7% |
| SCHX Schwab US Large-Cap ETF | 0.19% | 13,320 | $326K | No change |
| XLK SS Technology Select Sector | 0.19% | 1,257 | $318K | Reduce -95.6% |
| TSLA Tesla Inc. | 0.18% | 955 | $303K | New |
| XOM Exxon Mobil Corp. | 0.16% | 2,431 | $262K | Reduce -3.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 6,375 | $258K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,099 | $237K | New |
| BND Vanguard Total Bond Market | 0.14% | 3,138 | $231K | No change |
| SCHM Schwab US Mid Cap ETF | 0.12% | 7,257 | $204K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −5.53 |
| XLK SS Technology Select Sector | Reduce -95.6% | 0.19% | −3.77 |
| HD Home Depot Inc. | Sold out | 0.00% | −2.53 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −2.49 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −1.98 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.76 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −1.59 |
| WM Waste Management Inc. | Sold out | 0.00% | −1.50 |
| CRM Salesforce Inc. | Sold out | 0.00% | −1.44 |
| AAPL Apple Inc. | Reduce -78.7% | 0.27% | −1.28 |
| XLP SS Consumer Staples Sel Sect | Reduce -51.7% | 0.82% | −1.13 |
| COST Costco Wholesale Corp. | Reduce -16.6% | 3.71% | −1.12 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −1.04 |
| PEP Pepsico Inc. | Reduce -31.8% | 1.09% | −0.97 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.91 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.90 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.82 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.47 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 1.87% | −0.44 |
| TGT Target Corp. | Sold out | 0.00% | −0.42 |
| HACK Amplify Cybersecurity ETF | Sold out | 0.00% | −0.41 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.39 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.24 |
| WMT Walmart Inc. | Reduce -6.1% | 2.74% | −0.23 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.22 |
| SKYY First Trust Cloud Computing | Reduce -25.8% | 0.73% | −0.21 |
| PANW Palo Alto Networks Inc. | Reduce -14.3% | 1.95% | −0.20 |
| XLY SS Consumer Disc Select Sect | Reduce -1.0% | 3.92% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -3.4% | 0.16% | −0.05 |
| MSFT Microsoft Corp. | Reduce -10.2% | 3.72% | +0.17 |
| RBLX Roblox Corp. Class A | Reduce -17.5% | 1.03% | +0.25 |
Portfolio Buys Q1 2025 → Q2 2025
| VIG Vanguard Dividend Apprec ETF | Add +80.7% | 8.53% | +3.45 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 3.05% | +3.05 |
| JPM JPMorgan Chase & Co. | New | 2.79% | +2.79 |
| XLF SS Financial Select Sector | Add +624.7% | 3.08% | +2.62 |
| CASY Casey's General Stores Inc. | New | 2.37% | +2.37 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.3% | 11.60% | +2.21 |
| CTAS Cintas Corp. | New | 2.20% | +2.20 |
| IAK iShares U.S. Insurance ETF | New | 2.03% | +2.03 |
| SPLV Invesco S&P 500 Low Volatili | Add +1075.8% | 1.97% | +1.77 |
| META Meta Platforms Inc. Class A | Add +822.7% | 1.96% | +1.77 |
| XLC SS Comm Select Sector SPDR | Add +279.4% | 2.31% | +1.69 |
| NVDA Nvidia Corp. | Add +1.1% | 6.77% | +1.55 |
| AVGO Broadcom Inc. | Add +69.6% | 2.34% | +1.39 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +15.4% | 11.33% | +1.24 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.6% | 3.45% | +1.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +98.8% | 1.63% | +0.99 |
| NOW ServiceNow Inc. | New | 0.84% | +0.84 |
| MDY State Street SPDR S&P Midcap | Add +90.4% | 1.16% | +0.51 |
| AMZN Amazon.com Inc. | Add +10.1% | 4.41% | +0.47 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| IWM iShares Russell 2000 ETF | New | 0.14% | +0.14 |
| SCHM Schwab US Mid Cap ETF | New | 0.12% | +0.12 |
| MA Mastercard Inc. Class A | Add +11.8% | 2.80% | +0.03 |
| EIG Employers Holdings Inc. | Add +0.7% | 0.28% | −0.06 |
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 |