13F HOLDINGS REPORT
PETERSON WEALTH MANAGEMENT
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001785144-26-000002
Total Value
$134.6M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INVESCO QQQ TR | IVZ | 38,430 | $23.6M | 17.54% |
| 2 | SPDR S&P 500 ETF TR | SPY | 34,194 | $23.3M | 17.32% |
| 3 | VANGUARD SPECIALIZED FUNDS | 921908844 | 43,950 | $9.7M | 7.18% |
| 4 | AMAZON COM INC | AMZN | 34,824 | $8.0M | 5.97% |
| 5 | CROWDSTRIKE HLDGS INC | CRWD | 13,153 | $6.2M | 4.58% |
| 6 | SELECT SECTOR SPDR TR | 81369Y209 | 39,664 | $6.1M | 4.56% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 6,078 | $5.2M | 3.89% |
| 8 | WALMART INC | WMT | 42,923 | $4.8M | 3.55% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 14,746 | $4.8M | 3.53% |
| 10 | SELECT SECTOR SPDR TR | 81369Y407 | 38,280 | $4.6M | 3.40% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,257 | $4.2M | 3.08% |
| 12 | NEXTERA ENERGY INC | NEE-PW | 46,329 | $3.7M | 2.76% |
| 13 | NVIDIA CORPORATION | NVDA | 19,025 | $3.5M | 2.64% |
| 14 | META PLATFORMS INC | META | 4,498 | $3.0M | 2.21% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,523 | $2.9M | 2.15% |
| 16 | SPDR SERIES TRUST | 78464A888 | 27,557 | $2.8M | 2.11% |
| 17 | SELECT SECTOR SPDR TR | 81369Y852 | 15,196 | $1.8M | 1.33% |
| 18 | PALO ALTO NETWORKS INC | PANW | 9,601 | $1.8M | 1.31% |
| 19 | SPDR S&P MIDCAP 400 ETF TR | MDY | 2,495 | $1.5M | 1.12% |
| 20 | BROADCOM INC | AVGO | 4,207 | $1.5M | 1.08% |
| 21 | PEPSICO INC | PEP | 9,560 | $1.4M | 1.02% |
| 22 | SELECT SECTOR SPDR TR | 81369Y605 | 23,746 | $1.3M | 0.97% |
| 23 | SELECT SECTOR SPDR TR | 81369Y308 | 16,311 | $1.3M | 0.94% |
| 24 | ROBLOX CORP | RBLX | 14,380 | $1.2M | 0.87% |
| 25 | MASTERCARD INCORPORATED | MA | 1,791 | $1.0M | 0.76% |
| 26 | APPLE INC | AAPL | 2,391 | $649,976 | 0.48% |
| 27 | TESLA INC | TSLA | 1,312 | $590,033 | 0.44% |
| 28 | FIRST TR EXCHANGE TRADED FD | 33734X192 | 4,272 | $555,702 | 0.41% |
| 29 | EMPLOYERS HLDGS INC | EIG | 10,260 | $442,940 | 0.33% |
| 30 | SCHWAB STRATEGIC TR | 808524201 | 13,397 | $360,519 | 0.27% |
| 31 | HOME DEPOT INC | HD | 965 | $331,950 | 0.25% |
| 32 | SELECT SECTOR SPDR TR | 81369Y803 | 2,223 | $319,996 | 0.24% |
| 33 | EXXON MOBIL CORP | XOM | 2,474 | $297,704 | 0.22% |
| 34 | SPDR INDEX SHS FDS | 78463X889 | 6,489 | $288,160 | 0.21% |
| 35 | ELI LILLY & CO | LLY | 266 | $285,865 | 0.21% |
| 36 | ISHARES TR | 464287655 | 1,085 | $267,032 | 0.20% |
| 37 | UNITEDHEALTH GROUP INC | UNH | 800 | $264,027 | 0.20% |
| 38 | GE VERNOVA INC | GEV | 365 | $238,577 | 0.18% |
| 39 | VANGUARD BD INDEX FDS | 921937835 | 3,189 | $236,246 | 0.18% |
| 40 | PARKER-HANNIFIN CORP | PH | 263 | $230,933 | 0.17% |
| 41 | SCHWAB STRATEGIC TR | 808524508 | 7,320 | $220,107 | 0.16% |