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PETERSON WEALTH MANAGEMENT

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13F filer, CIK 1785144, SPARKS, NV

PETERSON WEALTH MANAGEMENT reported $168,663,008 across 40 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-10-15. Its ten largest share positions make up 60.51% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-004290

Period
2025-06-30
Reported value
$169M
Holdings
40
Top 10 weight
60.51%
New
9
Sold out
19

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VIGadded+31,397$6.43M
SPYDnew+121,023$5.14M
JPMnew+16,245$4.71M
XLFadded+85,476$4.48M
CASYnew+7,839$4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SDYexited-60,569-$8.22M
XLKreduced-27,217-$6.89M
HDexited-10,266-$3.76M
SMHexited-17,489-$3.7M
DLRexited-20,577-$2.95M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-004290, largest first. % of portfolio is the value over $168,663,008, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 29,427 shares; 2025Q1: 29,719 shares; 2025Q2: 35,453 shares 35,453$19.6M11.6%+5,734Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 26,348 shares; 2025Q1: 26,795 shares; 2025Q2: 30,931 shares 30,931$19.1M11.33%+4,136Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,435 shares; 2024Q4: 53,212 shares; 2025Q1: 38,917 shares; 2025Q2: 70,314 shares 70,314$14.4M8.53%+31,397Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,917 shares; 2024Q4: 70,353 shares; 2025Q1: 71,486 shares; 2025Q2: 72,264 shares 72,264$11.4M6.77%+778Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 29,243 shares; 2025Q1: 30,765 shares; 2025Q2: 33,882 shares 33,882$7.43M4.41%+3,117Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 30,294 shares; 2025Q1: 30,711 shares; 2025Q2: 30,392 shares 30,392$6.61M3.92%-319Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 13,445 shares; 2025Q1: 14,047 shares; 2025Q2: 12,621 shares 12,621$6.28M3.72%-1,426Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,622 shares; 2025Q1: 7,587 shares; 2025Q2: 6,324 shares 6,324$6.26M3.71%-1,263Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,450 shares; 2025Q1: 21,855 shares; 2025Q2: 25,690 shares 25,690$5.82M3.45%+3,835Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,645 shares; 2025Q1: 13,682 shares; 2025Q2: 99,158 shares 99,158$5.19M3.08%+85,476Timeline
SPYDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,023 shares 121,023$5.14M3.05%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,929 shares; 2025Q1: 7,525 shares; 2025Q2: 8,416 shares 8,416$4.73M2.8%+891Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: 16,245 shares 16,245$4.71M2.79%newTimeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,562 shares; 2024Q4: 48,592 shares; 2025Q1: 50,307 shares; 2025Q2: 47,230 shares 47,230$4.62M2.74%-3,077Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,839 shares 7,839$4M2.37%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,246 shares; 2025Q1: 8,425 shares; 2025Q2: 14,288 shares 14,288$3.94M2.34%+5,863Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 8,280 shares; 2025Q1: 9,447 shares; 2025Q2: 35,842 shares 35,842$3.89M2.31%+26,395Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,638 shares 16,638$3.71M2.2%newTimeline
IAKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,478 shares 25,478$3.43M2.03%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,875 shares; 2025Q2: 45,561 shares 45,561$3.32M1.97%+41,686Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 485 shares; 2025Q2: 4,475 shares 4,475$3.3M1.96%+3,990Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 19,090 shares; 2025Q1: 18,725 shares; 2025Q2: 16,040 shares 16,040$3.28M1.95%-2,685Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,951 shares; 2025Q1: 4,157 shares; 2025Q2: 4,047 shares 4,047$3.15M1.87%-110Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 2,714 shares; 2025Q2: 5,396 shares 5,396$2.75M1.63%+2,682Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,756 shares; 2025Q1: 1,816 shares; 2025Q2: 3,457 shares 3,457$1.96M1.16%+1,641Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,691 shares; 2024Q4: 34,124 shares; 2025Q1: 20,348 shares; 2025Q2: 13,882 shares 13,882$1.83M1.09%-6,466Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,035 shares; 2024Q4: 24,035 shares; 2025Q1: 20,035 shares; 2025Q2: 16,535 shares 16,535$1.74M1.03%-3,500Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,382 shares 1,382$1.42M0.84%newTimeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 35,035 shares; 2025Q1: 35,545 shares; 2025Q2: 17,160 shares 17,160$1.39M0.82%-18,385Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,493 shares; 2025Q1: 13,589 shares; 2025Q2: 10,080 shares 10,080$1.23M0.73%-3,509Timeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 10,038 shares; 2025Q2: 10,104 shares 10,104$477K0.28%+66Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 25,924 shares; 2025Q1: 10,366 shares; 2025Q2: 2,211 shares 2,211$454K0.27%-8,155Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 13,320 shares; 2025Q1: 13,320 shares; 2025Q2: 13,320 shares 13,320$326K0.19%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,581 shares; 2024Q4: 28,041 shares; 2025Q1: 28,474 shares; 2025Q2: 1,257 shares 1,257$318K0.19%-27,217Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares 955$303K0.18%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,436 shares; 2025Q1: 2,517 shares; 2025Q2: 2,431 shares 2,431$262K0.16%-86Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares 6,375$258K0.15%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares 1,099$237K0.14%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares 3,138$231K0.14%0Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 7,257 shares; 2025Q1: not reported; 2025Q2: 7,257 shares 7,257$204K0.12%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SDYSPDR SERIES TRUST60,569$8.22Mshares
HDHOME DEPOT INC10,266$3.76Mshares
SMHVANECK ETF TRUST17,489$3.7Mshares
DLRDIGITAL RLTY TR INC20,577$2.95Mshares
GOOGLALPHABET INC16,940$2.62Mshares
XLVSELECT SECTOR SPDR TR16,149$2.36Mshares
WMWASTE MGMT INC DEL9,623$2.23Mshares
CRMSALESFORCE INC7,987$2.14Mshares
FDNFIRST TR EXCHANGE-TRADED FD6,930$1.54Mshares
CIBRFIRST TR EXCHANGE-TRADED FD21,479$1.35Mshares
CVXCHEVRON CORPORATION8,014$1.34Mshares
MCKMCKESSON CORP1,812$1.22Mshares
MRVLMARVELL TECHNOLOGY INC12,985$800Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL1,297$691Kshares
TGTTARGET CORP5,987$625Kshares
HACKAMPLIFY ETF TR8,453$607Kshares
CATCATERPILLAR INC1,749$577Kshares
ETNEATON CORP PLC1,335$363Kshares
XLESELECT SECTOR SPDR TR3,510$328Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-004290 base2025-10-15acceptance time not in the bulk data set