13F HOLDINGS REPORT
PETERSON WEALTH MANAGEMENT
Quarter ended Q4 2025 · Filed December 17, 2025 · Accession 0001785144-25-000005
Total Value
$144.3M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 26,689 | $16.0M | 11.10% |
| 2 | SPDR S&P 500 ETF TR | SPY | 23,582 | $15.7M | 10.88% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 60,361 | $13.0M | 9.02% |
| 4 | NVIDIA CORPORATION | NVDA | 52,312 | $9.8M | 6.76% |
| 5 | AMAZON COM INC | AMZN | 34,957 | $7.7M | 5.32% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 6,537 | $6.1M | 4.19% |
| 7 | SELECT SECTOR SPDR TR | 81369Y407 | 25,197 | $6.0M | 4.18% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 18,955 | $5.3M | 3.67% |
| 9 | WALMART INC | WMT | 49,177 | $5.1M | 3.51% |
| 10 | MASTERCARD INCORPORATED | MA | 8,810 | $5.0M | 3.47% |
| 11 | MICROSOFT CORP | MSFT | 9,443 | $4.9M | 3.39% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 14,571 | $4.6M | 3.18% |
| 13 | CASEYS GEN STORES INC | 147528103 | 7,919 | $4.5M | 3.10% |
| 14 | SELECT SECTOR SPDR TR | 81369Y605 | 82,489 | $4.4M | 3.08% |
| 15 | SPDR SERIES TRUST | 78464A888 | 40,028 | $4.4M | 3.07% |
| 16 | INVESCO EXCH TRADED FD TR II | IVZ | 46,127 | $3.4M | 2.35% |
| 17 | CINTAS CORP | CTAS | 16,503 | $3.4M | 2.35% |
| 18 | SELECT SECTOR SPDR TR | 81369Y852 | 28,422 | $3.4M | 2.33% |
| 19 | META PLATFORMS INC | META | 4,241 | $3.1M | 2.16% |
| 20 | BROADCOM INC | AVGO | 7,773 | $2.6M | 1.78% |
| 21 | ROBLOX CORP | RBLX | 14,419 | $2.0M | 1.38% |
| 22 | PEPSICO INC | PEP | 12,914 | $1.8M | 1.26% |
| 23 | PALO ALTO NETWORKS INC | PANW | 7,499 | $1.5M | 1.06% |
| 24 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,517 | $1.5M | 1.04% |
| 25 | CROWDSTRIKE HLDGS INC | CRWD | 3,032 | $1.5M | 1.03% |
| 26 | SELECT SECTOR SPDR TR | 81369Y308 | 17,774 | $1.4M | 0.97% |
| 27 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 7,998 | $1.1M | 0.74% |
| 28 | SUPER MICRO COMPUTER INC | SMCI | 20,715 | $993,077 | 0.69% |
| 29 | TESLA INC | TSLA | 1,412 | $627,945 | 0.44% |
| 30 | HOME DEPOT INC | HD | 1,502 | $608,479 | 0.42% |
| 31 | APPLE INC | AAPL | 2,211 | $562,907 | 0.39% |
| 32 | EMPLOYERS HLDGS INC | EIG | 10,178 | $432,382 | 0.30% |
| 33 | SELECT SECTOR SPDR TR | 81369Y803 | 1,371 | $386,444 | 0.27% |
| 34 | SCHWAB STRATEGIC TR | 808524201 | 13,357 | $351,826 | 0.24% |
| 35 | EXXON MOBIL CORP | XOM | 2,453 | $276,537 | 0.19% |
| 36 | SPDR INDEX SHS FDS | 78463X889 | 6,375 | $272,786 | 0.19% |
| 37 | ISHARES TR | 464287655 | 1,102 | $266,712 | 0.18% |
| 38 | VANGUARD BD INDEX FDS | 921937835 | 3,148 | $234,141 | 0.16% |
| 39 | SCHWAB STRATEGIC TR | 808524508 | 7,288 | $216,013 | 0.15% |