Peterson Wealth Management
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Peterson Wealth Management reported 41 stock positions worth $134.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 17.5% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 17.3%) and Vanguard Dividend Apprec ETF (VIG, 7.2%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 13 and reduced 21. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +45%) and the biggest sale Nvidia (NVDA, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $134.6M (Q4 2025)
- SEC Filing
- 0001785144-26-000002 ↗ filed Feb 4, 2026
Holdings Value
Holdings 41 stocks · $134.6M
| QQQ Invesco QQQ Trust Series 1 | 17.54% | 38,430 | $23.6M | Add +44.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 17.32% | 34,194 | $23.3M | Add +45.0% |
| VIG Vanguard Dividend Apprec ETF | 7.18% | 43,950 | $9.7M | Reduce -27.2% |
| AMZN Amazon.com Inc. | 5.97% | 34,824 | $8.0M | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.58% | 13,153 | $6.2M | Add +333.8% |
| XLV SS Health Care Select Sector | 4.56% | 39,664 | $6.1M | New |
| COST Costco Wholesale Corp. | 3.89% | 6,078 | $5.2M | Reduce -7.0% |
| WMT Walmart Inc. | 3.55% | 42,923 | $4.8M | Reduce -12.7% |
| JPM JPMorgan Chase & Co. | 3.53% | 14,746 | $4.8M | Add +1.2% |
| XLY SS Consumer Disc Select Sect | 3.40% | 38,280 | $4.6M | Reduce -24.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.08% | 8,257 | $4.2M | New |
| NEE Nextera Energy Inc. | 2.76% | 46,329 | $3.7M | New |
| NVDA Nvidia Corp. | 2.64% | 19,025 | $3.5M | Reduce -63.6% |
| META Meta Platforms Inc. Class A | 2.21% | 4,498 | $3.0M | Add +6.1% |
| TSM Taiwan Semiconductor-SP ADR | 2.15% | 9,523 | $2.9M | Reduce -49.8% |
| XHB SS SPDR S&P Homebldrs ETF | 2.11% | 27,557 | $2.8M | Reduce -31.2% |
| XLC SS Comm Select Sector SPDR | 1.33% | 15,196 | $1.8M | Reduce -46.5% |
| PANW Palo Alto Networks Inc. | 1.31% | 9,601 | $1.8M | Add +28.0% |
| MDY State Street SPDR S&P Midcap | 1.12% | 2,495 | $1.5M | Reduce -0.9% |
| AVGO Broadcom Inc. | 1.08% | 4,207 | $1.5M | Reduce -45.9% |
| PEP Pepsico Inc. | 1.02% | 9,560 | $1.4M | Reduce -26.0% |
| XLF SS Financial Select Sector | 0.97% | 23,746 | $1.3M | Reduce -71.2% |
| XLP SS Consumer Staples Sel Sect | 0.94% | 16,311 | $1.3M | Reduce -8.2% |
| RBLX Roblox Corp. Class A | 0.87% | 14,380 | $1.2M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.76% | 1,791 | $1.0M | Reduce -79.7% |
| AAPL Apple Inc. | 0.48% | 2,391 | $650K | Add +8.1% |
| TSLA Tesla Inc. | 0.44% | 1,312 | $590K | Reduce -7.1% |
| SKYY First Trust Cloud Computing | 0.41% | 4,272 | $556K | Reduce -46.6% |
| EIG Employers Holdings Inc. | 0.33% | 10,260 | $443K | Add +0.8% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 13,397 | $361K | Add +0.3% |
| HD Home Depot Inc. | 0.25% | 965 | $332K | Reduce -35.8% |
| XLK SS Technology Select Sector | 0.24% | 2,223 | $320K | Reduce -18.9% |
| XOM Exxon Mobil Corp. | 0.22% | 2,474 | $298K | Add +0.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 6,489 | $288K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.21% | 266 | $286K | New |
| IWM iShares Russell 2000 ETF | 0.20% | 1,085 | $267K | Reduce -1.5% |
| UNH Unitedhealth Group Inc. | 0.20% | 800 | $264K | New |
| GEV GE Vernova Inc. | 0.18% | 365 | $239K | New |
| BND Vanguard Total Bond Market | 0.18% | 3,189 | $236K | Add +1.3% |
| PH Parker Hannifin Corp. | 0.17% | 263 | $231K | New |
| SCHM Schwab US Mid Cap ETF | 0.16% | 7,320 | $220K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -63.6% | 2.64% | −4.13 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −3.39 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −3.10 |
| MA Mastercard Inc. Class A | Reduce -79.7% | 0.76% | −2.71 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −2.35 |
| CTAS Cintas Corp. | Sold out | 0.00% | −2.35 |
| XLF SS Financial Select Sector | Reduce -71.2% | 0.97% | −2.11 |
| VIG Vanguard Dividend Apprec ETF | Reduce -27.2% | 7.18% | −1.85 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -49.8% | 2.15% | −1.52 |
| XLC SS Comm Select Sector SPDR | Reduce -46.5% | 1.33% | −1.00 |
| XHB SS SPDR S&P Homebldrs ETF | Reduce -31.2% | 2.11% | −0.97 |
| XLY SS Consumer Disc Select Sect | Reduce -24.0% | 3.40% | −0.79 |
| AVGO Broadcom Inc. | Reduce -45.9% | 1.08% | −0.69 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.69 |
| RBLX Roblox Corp. Class A | Reduce -0.3% | 0.87% | −0.52 |
| SKYY First Trust Cloud Computing | Reduce -46.6% | 0.41% | −0.33 |
| COST Costco Wholesale Corp. | Reduce -7.0% | 3.89% | −0.30 |
| PEP Pepsico Inc. | Reduce -26.0% | 1.02% | −0.24 |
| HD Home Depot Inc. | Reduce -35.8% | 0.25% | −0.17 |
| XLK SS Technology Select Sector | Reduce -18.9% | 0.24% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -8.2% | 0.94% | −0.02 |
| TSLA Tesla Inc. | Reduce -7.1% | 0.44% | +0.00 |
| IWM iShares Russell 2000 ETF | Reduce -1.5% | 0.20% | +0.01 |
| WMT Walmart Inc. | Reduce -12.7% | 3.55% | +0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -0.9% | 1.12% | +0.08 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 5.97% | +0.65 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +45.0% | 17.32% | +6.44 |
| QQQ Invesco QQQ Trust Series 1 | Add +44.0% | 17.54% | +6.44 |
| XLV SS Health Care Select Sector | New | 4.56% | +4.56 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +333.8% | 4.58% | +3.55 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 3.08% | +3.08 |
| NEE Nextera Energy Inc. | New | 2.76% | +2.76 |
| JPM JPMorgan Chase & Co. | Add +1.2% | 3.53% | +0.35 |
| PANW Palo Alto Networks Inc. | Add +28.0% | 1.31% | +0.26 |
| LLY Eli Lilly & Co. | New | 0.21% | +0.21 |
| UNH Unitedhealth Group Inc. | New | 0.20% | +0.20 |
| GEV GE Vernova Inc. | New | 0.18% | +0.18 |
| PH Parker Hannifin Corp. | New | 0.17% | +0.17 |
| AAPL Apple Inc. | Add +8.1% | 0.48% | +0.09 |
| META Meta Platforms Inc. Class A | Add +6.1% | 2.21% | +0.05 |
| XOM Exxon Mobil Corp. | Add +0.9% | 0.22% | +0.03 |
| EIG Employers Holdings Inc. | Add +0.8% | 0.33% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.8% | 0.21% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.27% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 0.16% | +0.01 |
| BND Vanguard Total Bond Market | Add +1.3% | 0.18% | +0.01 |
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 |