Peterson Wealth Management Portfolio Holdings

Peterson Wealth Management

  • $167 Million
  • Q2 2025

Peterson Wealth Management has filed its 13F form on October 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $167 Million distributed in 40 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 $19.6M, Spdr S&P 500 ETF Trust with a value of $19.1M, Vanguard Dividend Appreciation with a value of $12.8M, Nvidia Corp with a value of $11.4M, and Amazon Com Inc with a value of $7.43M.

Examining the 13F form we can see an increase of $19.7M in the current position value, from $147M to 167M.

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

Portfolio value $167 Million
ETFs: $85.1 Million
Technology: $35.4 Million
Consumer Defensive: $12.7 Million
Consumer Cyclical: $11.7 Million
Financial Services: $9.91 Million
Communication Services: $5.04 Million
Industrials: $3.71 Million
Healthcare: $3.15 Million
Other: $262,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21B
$4 Million 2.4% of portfolio
7,839
Q2 2025 New
$142B
$3.94 Million 2.36% of portfolio
14,288
Q2 2025 Added 69.59%
$19B
$3.71 Million 2.22% of portfolio
16,638
Q2 2025 New
$61.8B
$3.28 Million 1.97% of portfolio
16,040
Q2 2025 Reduced 14.34%
$105B
$2.75 Million 1.65% of portfolio
5,396
Q2 2025 Added 98.82%
$75.6B
$1.74 Million 1.04% of portfolio
16,535
Q2 2025 Reduced 17.47%
$182B
$1.42 Million 0.85% of portfolio
1,382
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $167 Million
  • Prior Value $147 Million
  • Filing
  • Period Q2 2025
  • Filing Date October 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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