PETERSON WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, PETERSON WEALTH MANAGEMENT held in its portfolio 40 assets valued at $134,618,365 (i.e. $134.62M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($23.61M), SPDR S&P 500 ETF TR ($23.32M), and VANGUARD SPECIALIZED FUNDS ($9.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
PETERSON WEALTH MANAGEMENT - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 38430 | 23607678 | UNIT SER 1 |
| SPDR S&P 500 ETF TR | 34194 | 23317579 | TR UNIT |
| VANGUARD SPECIALIZED FUNDS | 43950 | 9659436 | DIV APP ETF |
| AMAZON COM INC | 34824 | 8038076 | COM |
| CROWDSTRIKE HLDGS INC | 13153 | 6165600 | CL A |
| SELECT SECTOR SPDR TR | 39664 | 6139967 | STATE STREET HEA |
| SELECT SECTOR SPDR TR | 54591 | 5838044 | STATE STREET CON |
| COSTCO WHSL CORP NEW | 6078 | 5241701 | COM |
| WALMART INC | 42923 | 4782020 | COM |
| JPMORGAN CHASE & CO. | 14746 | 4751427 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8257 | 4150381 | CL B NEW |
| NEXTERA ENERGY INC | 46329 | 3719329 | COM |
| NVIDIA CORPORATION | 19025 | 3548127 | COM |
| META PLATFORMS INC | 4498 | 2969018 | CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 9523 | 2893944 | SPONSORED ADS |
| SPDR SERIES TRUST | 27557 | 2837221 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 15196 | 1788929 | STATE STREET COM |
| PALO ALTO NETWORKS INC | 9601 | 1768504 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 2495 | 1504996 | UTSER1 S&PDCRP |
| BROADCOM INC | 4207 | 1456191 | COM |
| PEPSICO INC | 9560 | 1372023 | COM |
| SELECT SECTOR SPDR TR | 23746 | 1300543 | STATE STREET FIN |
| ROBLOX CORP | 14380 | 1165211 | CL A |
| MASTERCARD INCORPORATED | 1791 | 1022653 | CL A |
| APPLE INC | 2391 | 649976 | COM |
| TESLA INC | 1312 | 590033 | COM |
| FIRST TR EXCHANGE TRADED FD | 4272 | 555702 | CLOUD COMPUTING |
| EMPLOYERS HLDGS INC | 10260 | 442940 | COM |
| SCHWAB STRATEGIC TR | 13397 | 360519 | US LRG CAP ETF |
| HOME DEPOT INC | 965 | 331950 | COM |
| SELECT SECTOR SPDR TR | 2223 | 319996 | STATE STREET TEC |
| EXXON MOBIL CORP | 2474 | 297704 | COM |
| SPDR INDEX SHS FDS | 6489 | 288160 | PORTFOLIO DEVLPD |
| ELI LILLY & CO | 266 | 285865 | COM |
| ISHARES TR | 1085 | 267032 | RUSSELL 2000 ETF |
| UNITEDHEALTH GROUP INC | 800 | 264027 | COM |
| GE VERNOVA INC | 365 | 238577 | COM |
| VANGUARD BD INDEX FDS | 3189 | 236246 | TOTAL BND MRKT |
| PARKER-HANNIFIN CORP | 263 | 230933 | COM |
| SCHWAB STRATEGIC TR | 7320 | 220107 | US MID-CAP ETF |
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