Peterson Wealth Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed December 17, 2025), Peterson Wealth Management reported 39 stock positions worth $144.3 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 11.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 10.9%) and Vanguard Dividend Apprec ETF (VIG, 9.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 15 and reduced 19. The biggest buy was a new position in SS SPDR S&P Homebldrs ETF (XHB) and the biggest sale an exit from SS SPDR P S&P 500 Hi Div ETF (SPYD).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $144.3M (Q3 2025)
- SEC Filing
- 0001785144-25-000005 ↗ filed Dec 17, 2025
Holdings Value
Holdings 39 stocks · $144.3M
| QQQ Invesco QQQ Trust Series 1 | 11.10% | 26,689 | $16.0M | Reduce -24.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 10.88% | 23,582 | $15.7M | Reduce -23.8% |
| VIG Vanguard Dividend Apprec ETF | 9.02% | 60,361 | $13.0M | Reduce -14.2% |
| NVDA Nvidia Corp. | 6.76% | 52,312 | $9.8M | Reduce -27.6% |
| AMZN Amazon.com Inc. | 5.32% | 34,957 | $7.7M | Add +3.2% |
| COST Costco Wholesale Corp. | 4.19% | 6,537 | $6.1M | Add +3.4% |
| XLY SS Consumer Disc Select Sect | 4.18% | 25,197 | $6.0M | Reduce -17.1% |
| TSM Taiwan Semiconductor-SP ADR | 3.67% | 18,955 | $5.3M | Reduce -26.2% |
| WMT Walmart Inc. | 3.51% | 49,177 | $5.1M | Add +4.1% |
| MA Mastercard Inc. Class A | 3.47% | 8,810 | $5.0M | Add +4.7% |
| MSFT Microsoft Corp. | 3.39% | 9,443 | $4.9M | Reduce -25.2% |
| JPM JPMorgan Chase & Co. | 3.18% | 14,571 | $4.6M | Reduce -10.3% |
| CASY Casey's General Stores Inc. | 3.10% | 7,919 | $4.5M | Add +1.0% |
| XLF SS Financial Select Sector | 3.08% | 82,489 | $4.4M | Reduce -16.8% |
| XHB SS SPDR S&P Homebldrs ETF | 3.07% | 40,028 | $4.4M | New |
| SPLV Invesco S&P 500 Low Volatili | 2.35% | 46,127 | $3.4M | Add +1.2% |
| CTAS Cintas Corp. | 2.35% | 16,503 | $3.4M | Reduce -0.8% |
| XLC SS Comm Select Sector SPDR | 2.33% | 28,422 | $3.4M | Reduce -20.7% |
| META Meta Platforms Inc. Class A | 2.16% | 4,241 | $3.1M | Reduce -5.2% |
| AVGO Broadcom Inc. | 1.78% | 7,773 | $2.6M | Reduce -45.6% |
| RBLX Roblox Corp. Class A | 1.38% | 14,419 | $2.0M | Reduce -12.8% |
| PEP Pepsico Inc. | 1.26% | 12,914 | $1.8M | Reduce -7.0% |
| PANW Palo Alto Networks Inc. | 1.06% | 7,499 | $1.5M | Reduce -53.3% |
| MDY State Street SPDR S&P Midcap | 1.04% | 2,517 | $1.5M | Reduce -27.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.03% | 3,032 | $1.5M | Reduce -43.8% |
| XLP SS Consumer Staples Sel Sect | 0.96% | 17,774 | $1.4M | Add +3.6% |
| SKYY First Trust Cloud Computing | 0.74% | 7,998 | $1.1M | Reduce -20.6% |
| SMCI Super Micro Computer Inc. | 0.69% | 20,715 | $993K | New |
| TSLA Tesla Inc. | 0.43% | 1,412 | $628K | Add +47.9% |
| HD Home Depot Inc. | 0.42% | 1,502 | $608K | New |
| AAPL Apple Inc. | 0.39% | 2,211 | $563K | No change |
| EIG Employers Holdings Inc. | 0.30% | 10,178 | $432K | Add +0.7% |
| XLK SS Technology Select Sector | 0.27% | 1,371 | $386K | Add +9.1% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 13,357 | $352K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.19% | 2,453 | $277K | Add +0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 6,375 | $273K | No change |
| IWM iShares Russell 2000 ETF | 0.18% | 1,102 | $267K | Add +0.3% |
| BND Vanguard Total Bond Market | 0.16% | 3,148 | $234K | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 0.15% | 7,288 | $216K | Add +0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −3.05 |
| IAK iShares U.S. Insurance ETF | Sold out | 0.00% | −2.03 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −1.87 |
| PANW Palo Alto Networks Inc. | Reduce -53.3% | 1.06% | −0.89 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.84 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -43.8% | 1.03% | −0.60 |
| AVGO Broadcom Inc. | Reduce -45.6% | 1.78% | −0.56 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -24.7% | 11.10% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -23.8% | 10.88% | −0.45 |
| MSFT Microsoft Corp. | Reduce -25.2% | 3.39% | −0.33 |
| MDY State Street SPDR S&P Midcap | Reduce -27.2% | 1.04% | −0.12 |
| NVDA Nvidia Corp. | Reduce -27.6% | 6.76% | −0.01 |
| XLF SS Financial Select Sector | Reduce -16.8% | 3.08% | −0.00 |
| SKYY First Trust Cloud Computing | Reduce -20.6% | 0.74% | +0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -20.7% | 2.33% | +0.02 |
| CTAS Cintas Corp. | Reduce -0.8% | 2.35% | +0.15 |
| PEP Pepsico Inc. | Reduce -7.0% | 1.26% | +0.17 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 2.16% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -26.2% | 3.67% | +0.22 |
| XLY SS Consumer Disc Select Sect | Reduce -17.1% | 4.18% | +0.27 |
| RBLX Roblox Corp. Class A | Reduce -12.8% | 1.38% | +0.35 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 3.18% | +0.39 |
| VIG Vanguard Dividend Apprec ETF | Reduce -14.2% | 9.02% | +0.49 |
Portfolio Buys Q2 2025 → Q3 2025
| XHB SS SPDR S&P Homebldrs ETF | New | 3.07% | +3.07 |
| AMZN Amazon.com Inc. | Add +3.2% | 5.32% | +0.91 |
| WMT Walmart Inc. | Add +4.1% | 3.51% | +0.77 |
| CASY Casey's General Stores Inc. | Add +1.0% | 3.10% | +0.73 |
| SMCI Super Micro Computer Inc. | New | 0.69% | +0.69 |
| MA Mastercard Inc. Class A | Add +4.7% | 3.47% | +0.67 |
| COST Costco Wholesale Corp. | Add +3.4% | 4.19% | +0.48 |
| HD Home Depot Inc. | New | 0.42% | +0.42 |
| SPLV Invesco S&P 500 Low Volatili | Add +1.2% | 2.35% | +0.38 |
| TSLA Tesla Inc. | Add +47.9% | 0.43% | +0.26 |
| XLP SS Consumer Staples Sel Sect | Add +3.6% | 0.96% | +0.14 |
| XLK SS Technology Select Sector | Add +9.1% | 0.27% | +0.08 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.24% | +0.05 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.18% | +0.04 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.19% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 0.15% | +0.03 |
| BND Vanguard Total Bond Market | Add +0.3% | 0.16% | +0.03 |
| EIG Employers Holdings Inc. | Add +0.7% | 0.30% | +0.02 |
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 |