PETERSON WEALTH MANAGEMENT
CIK: 0001785144SEC EDGAR →
Portfolio Value
$134.6B
Holdings
41
As of
Q4 2025
New Positions
39
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 38,430 | $23.6B | 17.54% |
| 2 | SPDR S&P 500 ETF TR | 34,194 | $23.3B | 17.32% |
| 3 | VANGUARD SPECIALIZED FUNDS | 43,950 | $9.7B | 7.18% |
| 4 | AMAZON COM INC | 34,824 | $8.0B | 5.97% |
| 5 | CROWDSTRIKE HLDGS INC | 13,153 | $6.2B | 4.58% |
| 6 | SELECT SECTOR SPDR TR | 39,664 | $6.1B | 4.56% |
| 7 | COSTCO WHSL CORP NEW | 6,078 | $5.2B | 3.89% |
| 8 | WALMART INC | 42,923 | $4.8B | 3.55% |
| 9 | JPMORGAN CHASE & CO. | 14,746 | $4.8B | 3.53% |
| 10 | SELECT SECTOR SPDR TR | 38,280 | $4.6B | 3.39% |
Quarterly Changes
New Positions (41)
$23.6B · 38K shares
$23.3B · 34K shares
$9.7B · 44K shares
$8.0B · 35K shares
$6.2B · 13K shares
$6.1B · 40K shares
$5.2B · 6K shares
$4.8B · 43K shares
$4.8B · 15K shares
$4.6B · 38K shares
$4.2B · 8K shares
$3.7B · 46K shares
$3.5B · 19K shares
$3.0B · 4K shares
$2.9B · 10K shares
$2.8B · 28K shares
$1.8B · 15K shares
$1.8B · 10K shares
$1.5B · 2K shares
$1.5B · 4K shares
$1.4B · 10K shares
$1.3B · 24K shares
$1.3B · 16K shares
$1.2B · 14K shares
$1.0B · 2K shares
$649.0M · 2K shares
$590.0M · 1K shares
$555.0M · 4K shares
$442.0M · 10K shares
$360.0M · 13K shares
$331.0M · 965 shares
$319.0M · 2K shares
$297.0M · 2K shares
$288.0M · 6K shares
$285.0M · 266 shares
$267.0M · 1K shares
$264.0M · 800 shares
$238.0M · 365 shares
$236.0M · 3K shares
$230.0M · 263 shares
$220.0M · 7K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $59.6B | 44.3% |
| Unknown | 3 | $29.0B | 21.6% |
| Technology | 7 | $17.6B | 13.1% |
| Consumer Defensive | 3 | $11.4B | 8.5% |
| Consumer Cyclical | 3 | $9.0B | 6.7% |
| Utilities | 2 | $4.0B | 2.9% |
| Communication Services | 1 | $3.0B | 2.2% |
| Healthcare | 2 | $549.0M | 0.4% |
| Energy | 1 | $297.0M | 0.2% |
| Industrials | 1 | $230.0M | 0.2% |