Peterson Wealth Management Portfolio Holdings

Peterson Wealth Management

  • $141 Million
  • Q3 2025

Peterson Wealth Management has filed its 13F form on December 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $141 Million distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $16M, Spdr S&P 500 ETF Trust with a value of $15.7M, Vanguard Dividend Appreciation with a value of $11M, Nvidia Corp with a value of $9.76M, and Amazon Com Inc with a value of $7.68M.

Examining the 13F form we can see an decrease of $25.7M in the current position value, from $167M to 141M.

Below you can find more details about Peterson Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $141 Million
ETFs: $70 Million
Technology: $26.1 Million
Consumer Cyclical: $13.4 Million
Consumer Defensive: $12.9 Million
Financial Services: $10 Million
Communication Services: $5.11 Million
Industrials: $3.39 Million
Energy: $276,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16 Million 11.34% of portfolio
26,689
Q3 2025 Reduced 24.72%
$0
$15.7 Million 11.12% of portfolio
23,582
Q3 2025 Reduced 23.76%
$0
$11 Million 7.78% of portfolio
60,361
Q3 2025 Reduced 14.16%
$465B
$9.76 Million 6.91% of portfolio
52,312
Q3 2025 Reduced 27.61%
$2.39T
$7.68 Million 5.43% of portfolio
34,957
Q3 2025 Added 3.17%
$404B
$6.05 Million 4.28% of portfolio
6,537
Q3 2025 Added 3.37%
$0
$6.04 Million 4.27% of portfolio
25,197
Q3 2025 Reduced 17.09%
$1.46T
$5.29 Million 3.75% of portfolio
18,955
Q3 2025 Reduced 26.22%
$279B
$5.07 Million 3.59% of portfolio
49,177
Q3 2025 Added 4.12%
$512B
$5.01 Million 3.55% of portfolio
8,810
Q3 2025 Added 4.68%
$3.78T
$4.89 Million 3.46% of portfolio
9,443
Q3 2025 Reduced 25.18%
$881B
$4.6 Million 3.25% of portfolio
14,571
Q3 2025 Reduced 10.3%
$20.1B
$4.48 Million 3.17% of portfolio
7,919
Q3 2025 Added 1.02%
$0
$4.44 Million 3.15% of portfolio
82,489
Q3 2025 Reduced 16.81%
$0
$4.44 Million 3.14% of portfolio
40,028
Q3 2025 New
$0
$3.39 Million 2.4% of portfolio
46,127
Q3 2025 Added 1.24%
$0
$3.36 Million 2.38% of portfolio
28,422
Q3 2025 Reduced 20.7%
$1.37T
$3.11 Million 2.2% of portfolio
4,241
Q3 2025 Reduced 5.23%
$139B
$2.56 Million 1.82% of portfolio
7,773
Q3 2025 Reduced 45.6%
$55.8B
$2 Million 1.41% of portfolio
14,419
Q3 2025 Reduced 12.8%
$204B
$1.81 Million 1.28% of portfolio
12,914
Q3 2025 Reduced 6.97%
$61.4B
$1.53 Million 1.08% of portfolio
7,499
Q3 2025 Reduced 53.25%
$0
$1.5 Million 1.06% of portfolio
2,517
Q3 2025 Reduced 27.19%
$115B
$1.49 Million 1.05% of portfolio
3,032
Q3 2025 Reduced 43.81%
$0
$1.35 Million 0.96% of portfolio
17,774
Q3 2025 Added 3.58%
$0
$1.08 Million 0.76% of portfolio
7,998
Q3 2025 Reduced 20.65%
$1.29T
$627,000 0.44% of portfolio
1,412
Q3 2025 Added 47.85%
$367B
$608,000 0.43% of portfolio
1,502
Q3 2025 New
$4.3T
$562,000 0.4% of portfolio
2,211
Q2 2025 Reduced 78.67%
$1.07B
$432,000 0.31% of portfolio
10,178
Q3 2025 Added 0.73%
$0
$386,000 0.27% of portfolio
1,371
Q3 2025 Added 9.07%
$0
$351,000 0.25% of portfolio
13,357
Q3 2025 Added 0.28%
$490B
$276,000 0.2% of portfolio
2,453
Q3 2025 Added 0.9%
$0
$266,000 0.19% of portfolio
1,102
Q3 2025 Added 0.27%
$0
$272,000 0.19% of portfolio
6,375
Q1 2024 New
$0
$234,000 0.17% of portfolio
3,148
Q3 2025 Added 0.32%
$0
$216,000 0.15% of portfolio
7,288
Q3 2025 Added 0.43%
Super Micro Computer Inc
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $141 Million
  • Prior Value $167 Million
  • Filing
  • Period Q3 2025
  • Filing Date December 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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