Institutions / Peterson Wealth Management
Peterson Wealth Management
CIK 1785144 · Institution · as of Dec 31, 2025
Portfolio value
$134.62M
Positions
41
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 41 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Qqq Tr | $23.61M | 17.5% |
| SPDR S&P 500 ETF Tr | $23.32M | 17.3% |
| Vanguard Specialized Funds | $9.66M | 7.2% |
| Amazon.com Inc | $8.04M | 6.0% |
| CrowdStrike Holdings, Inc. | $6.17M | 4.6% |
| Select Sector SPDR Tr | $6.14M | 4.6% |
| Costco Wholesale Corp /New | $5.24M | 3.9% |
| Walmart Inc. | $4.78M | 3.6% |
| JPMorgan Chase & Co | $4.75M | 3.5% |
| Select Sector SPDR Tr | $4.57M | 3.4% |
| Warren E. Buffett | $4.15M | 3.1% |
| Nextera Energy Inc | $3.72M | 2.8% |
| NVIDIA Corp | $3.55M | 2.6% |
| Meta Platforms Inc | $2.97M | 2.2% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $2.89M | 2.1% |
| SPDR Series Trust | $2.84M | 2.1% |
| Select Sector SPDR Tr | $1.79M | 1.3% |
| Palo Alto Networks Inc | $1.77M | 1.3% |
| SPDR S&P Midcap 400 ETF Tr | $1.50M | 1.1% |
| Broadcom Inc. | $1.46M | 1.1% |
| Pepsico Inc | $1.37M | 1.0% |
| Select Sector SPDR Tr | $1.30M | 1.0% |
| Select Sector SPDR Tr | $1.27M | 0.9% |
| ROBLOX Corp | $1.17M | 0.9% |
| Mastercard Inc | $1.02M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.