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PETERSON WEALTH MANAGEMENT

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13F filer, CIK 1785144, SPARKS, NV

PETERSON WEALTH MANAGEMENT reported $144,341,410 across 39 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-12-17. Its ten largest share positions make up 62.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001785144-25-000005

Period
2025-09-30
Reported value
$144M
Holdings
39
Top 10 weight
62.11%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
XHBnew+40,028$4.44M
SMCInew+20,715$993K
HDnew+1,502$608K
AMZNadded+1,075$236K
MAadded+394$224K

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
QQQreduced-8,764-$5.26M
SPYDexited-121,023-$5.14M
SPYreduced-7,349-$4.9M
NVDAreduced-19,952-$3.72M
IAKexited-25,478-$3.43M

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, Q3 2025

Share positions as resolved from 13F-HR 0001785144-25-000005, largest first. % of portfolio is the value over $144,341,410, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 29,427 shares; 2025Q1: 29,719 shares; 2025Q2: 35,453 shares; 2025Q3: 26,689 shares 26,689$16M11.1%-8,764Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 26,348 shares; 2025Q1: 26,795 shares; 2025Q2: 30,931 shares; 2025Q3: 23,582 shares 23,582$15.7M10.88%-7,349Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,435 shares; 2024Q4: 53,212 shares; 2025Q1: 38,917 shares; 2025Q2: 70,314 shares; 2025Q3: 60,361 shares 60,361$13M9.02%-9,953Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,917 shares; 2024Q4: 70,353 shares; 2025Q1: 71,486 shares; 2025Q2: 72,264 shares; 2025Q3: 52,312 shares 52,312$9.76M6.76%-19,952Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 29,243 shares; 2025Q1: 30,765 shares; 2025Q2: 33,882 shares; 2025Q3: 34,957 shares 34,957$7.68M5.32%+1,075Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,622 shares; 2025Q1: 7,587 shares; 2025Q2: 6,324 shares; 2025Q3: 6,537 shares 6,537$6.05M4.19%+213Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 30,294 shares; 2025Q1: 30,711 shares; 2025Q2: 30,392 shares; 2025Q3: 25,197 shares 25,197$6.04M4.18%-5,195Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,450 shares; 2025Q1: 21,855 shares; 2025Q2: 25,690 shares; 2025Q3: 18,955 shares 18,955$5.29M3.67%-6,735Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,562 shares; 2024Q4: 48,592 shares; 2025Q1: 50,307 shares; 2025Q2: 47,230 shares; 2025Q3: 49,177 shares 49,177$5.07M3.51%+1,947Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,929 shares; 2025Q1: 7,525 shares; 2025Q2: 8,416 shares; 2025Q3: 8,810 shares 8,810$5.01M3.47%+394Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,122 shares; 2024Q4: 13,445 shares; 2025Q1: 14,047 shares; 2025Q2: 12,621 shares; 2025Q3: 9,443 shares 9,443$4.89M3.39%-3,178Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: 16,245 shares; 2025Q3: 14,571 shares 14,571$4.6M3.18%-1,674Timeline
CASYCASEYS GEN STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,839 shares; 2025Q3: 7,919 shares 7,919$4.48M3.1%+80Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,645 shares; 2025Q1: 13,682 shares; 2025Q2: 99,158 shares; 2025Q3: 82,489 shares 82,489$4.44M3.08%-16,669Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,028 shares 40,028$4.44M3.07%newTimeline
SPLVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,875 shares; 2025Q2: 45,561 shares; 2025Q3: 46,127 shares 46,127$3.39M2.35%+566Timeline
CTASCINTAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,638 shares; 2025Q3: 16,503 shares 16,503$3.39M2.35%-135Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 8,280 shares; 2025Q1: 9,447 shares; 2025Q2: 35,842 shares; 2025Q3: 28,422 shares 28,422$3.36M2.33%-7,420Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 485 shares; 2025Q2: 4,475 shares; 2025Q3: 4,241 shares 4,241$3.11M2.16%-234Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,246 shares; 2025Q1: 8,425 shares; 2025Q2: 14,288 shares; 2025Q3: 7,773 shares 7,773$2.56M1.78%-6,515Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,035 shares; 2024Q4: 24,035 shares; 2025Q1: 20,035 shares; 2025Q2: 16,535 shares; 2025Q3: 14,419 shares 14,419$2M1.38%-2,116Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,691 shares; 2024Q4: 34,124 shares; 2025Q1: 20,348 shares; 2025Q2: 13,882 shares; 2025Q3: 12,914 shares 12,914$1.81M1.26%-968Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 19,090 shares; 2025Q1: 18,725 shares; 2025Q2: 16,040 shares; 2025Q3: 7,499 shares 7,499$1.53M1.06%-8,541Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,756 shares; 2025Q1: 1,816 shares; 2025Q2: 3,457 shares; 2025Q3: 2,517 shares 2,517$1.5M1.04%-940Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 2,714 shares; 2025Q2: 5,396 shares; 2025Q3: 3,032 shares 3,032$1.49M1.03%-2,364Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 35,035 shares; 2025Q1: 35,545 shares; 2025Q2: 17,160 shares; 2025Q3: 17,774 shares 17,774$1.39M0.97%+614Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,493 shares; 2025Q1: 13,589 shares; 2025Q2: 10,080 shares; 2025Q3: 7,998 shares 7,998$1.08M0.74%-2,082Timeline
SMCISUPER MICRO COMPUTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,715 shares 20,715$993K0.69%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,412 shares 1,412$628K0.44%+457Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,871 shares; 2025Q1: 10,266 shares; 2025Q2: not reported; 2025Q3: 1,502 shares 1,502$608K0.42%newTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 25,924 shares; 2025Q1: 10,366 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares 2,211$563K0.39%0Timeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 10,038 shares; 2025Q2: 10,104 shares; 2025Q3: 10,178 shares 10,178$432K0.3%+74Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,581 shares; 2024Q4: 28,041 shares; 2025Q1: 28,474 shares; 2025Q2: 1,257 shares; 2025Q3: 1,371 shares 1,371$386K0.27%+114Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 13,320 shares; 2025Q1: 13,320 shares; 2025Q2: 13,320 shares; 2025Q3: 13,357 shares 13,357$352K0.24%+37Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,436 shares; 2025Q1: 2,517 shares; 2025Q2: 2,431 shares; 2025Q3: 2,453 shares 2,453$277K0.19%+22Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 6,375 shares 6,375$273K0.19%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,102 shares 1,102$267K0.18%+3Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,148 shares 3,148$234K0.16%+10Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 7,257 shares; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 7,288 shares 7,288$216K0.15%+31Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
SPYDSPDR SERIES TRUST121,023$5.14Mshares
IAKISHARES TR25,478$3.43Mshares
LLYELI LILLY & CO4,047$3.15Mshares
NOWSERVICENOW INC1,382$1.42Mshares

How Q3 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 0001785144-25-000005 base2025-12-17acceptance time not in the bulk data set