Institutional Manager · CIK 0001785144
PETERSON WEALTH MANAGEMENT
Sparks, NV · File #028-19661
Latest AUM
$144.3M
Positions
39
Top-10 Concentration
71.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202541 pos · $134.6M
- 13F HOLDINGS REPORTQ/E Dec 202539 pos · $144.3M
- 13F HOLDINGS REPORTQ/E Sep 202540 pos · $168.7M
- 13F HOLDINGS REPORTQ/E Jun 202550 pos · $148.6M
- 13F HOLDINGS REPORTQ/E Dec 202450 pos · $168.0M
- 13F HOLDINGS REPORTQ/E Sep 202448 pos · $156.5M
- 13F HOLDINGS REPORTQ/E Jun 202451 pos · $162.0M
- 13F HOLDINGS REPORTQ/E Mar 202454 pos · $138.5M
- 13F HOLDINGS REPORTQ/E Dec 202360 pos · $121.5M
- 13F HOLDINGS REPORTQ/E Sep 202368 pos · $126.3M
- 13F HOLDINGS REPORTQ/E Sep 202359 pos · $104.5M
- 13F HOLDINGS REPORTQ/E Mar 202355 pos · $98.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |