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PETERSON WEALTH MANAGEMENT

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13F filer, CIK 1785144, SPARKS, NV

PETERSON WEALTH MANAGEMENT reported $134,618,365 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-04. Its ten largest share positions make up 71.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001785144-26-000002

Period
2025-12-31
Reported value
$135M
Holdings
41
Top 10 weight
71.52%
New
7
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYadded+10,612$7.24M
QQQadded+11,741$7.21M
XLVnew+39,664$6.14M
CRWDadded+10,121$4.74M
BRK-Bnew+8,257$4.15M

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
NVDAreduced-33,287-$6.21M
MSFTexited-9,443-$4.89M
CASYexited-7,919-$4.48M
MAreduced-7,019-$4.01M
VIGreduced-16,411-$3.61M

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, Q4 2025

Share positions as resolved from 13F-HR 0001785144-26-000002, largest first. % of portfolio is the value over $134,618,365, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,587 shares; 2024Q4: 29,427 shares; 2025Q1: 29,719 shares; 2025Q2: 35,453 shares; 2025Q3: 26,689 shares; 2025Q4: 38,430 shares 38,430$23.6M17.54%+11,741Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,314 shares; 2024Q4: 26,348 shares; 2025Q1: 26,795 shares; 2025Q2: 30,931 shares; 2025Q3: 23,582 shares; 2025Q4: 34,194 shares 34,194$23.3M17.32%+10,612Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,435 shares; 2024Q4: 53,212 shares; 2025Q1: 38,917 shares; 2025Q2: 70,314 shares; 2025Q3: 60,361 shares; 2025Q4: 43,950 shares 43,950$9.66M7.18%-16,411Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,165 shares; 2024Q4: 29,243 shares; 2025Q1: 30,765 shares; 2025Q2: 33,882 shares; 2025Q3: 34,957 shares; 2025Q4: 34,824 shares 34,824$8.04M5.97%-133Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 636 shares; 2025Q1: 2,714 shares; 2025Q2: 5,396 shares; 2025Q3: 3,032 shares; 2025Q4: 13,153 shares 13,153$6.17M4.58%+10,121Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,792 shares; 2024Q4: 15,371 shares; 2025Q1: 16,149 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,664 shares 39,664$6.14M4.56%newTimeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,297 shares; 2024Q4: 7,622 shares; 2025Q1: 7,587 shares; 2025Q2: 6,324 shares; 2025Q3: 6,537 shares; 2025Q4: 6,078 shares 6,078$5.24M3.89%-459Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,562 shares; 2024Q4: 48,592 shares; 2025Q1: 50,307 shares; 2025Q2: 47,230 shares; 2025Q3: 49,177 shares; 2025Q4: 42,923 shares 42,923$4.78M3.55%-6,254Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: not reported; 2025Q2: 16,245 shares; 2025Q3: 14,571 shares; 2025Q4: 14,746 shares 14,746$4.75M3.53%+175Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,401 shares; 2024Q4: 30,294 shares; 2025Q1: 30,711 shares; 2025Q2: 30,392 shares; 2025Q3: 25,197 shares; 2025Q4: 38,280 shares 38,280$4.57M3.4%+13,083Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,531 shares; 2024Q4: 5,725 shares; 2025Q1: 1,297 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,257 shares 8,257$4.15M3.08%newTimeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,329 shares 46,329$3.72M2.76%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,917 shares; 2024Q4: 70,353 shares; 2025Q1: 71,486 shares; 2025Q2: 72,264 shares; 2025Q3: 52,312 shares; 2025Q4: 19,025 shares 19,025$3.55M2.64%-33,287Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 485 shares; 2025Q2: 4,475 shares; 2025Q3: 4,241 shares; 2025Q4: 4,498 shares 4,498$2.97M2.21%+257Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,450 shares; 2025Q1: 21,855 shares; 2025Q2: 25,690 shares; 2025Q3: 18,955 shares; 2025Q4: 9,523 shares 9,523$2.89M2.15%-9,432Timeline
XHBSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,028 shares; 2025Q4: 27,557 shares 27,557$2.84M2.11%-12,471Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,614 shares; 2024Q4: 8,280 shares; 2025Q1: 9,447 shares; 2025Q2: 35,842 shares; 2025Q3: 28,422 shares; 2025Q4: 15,196 shares 15,196$1.79M1.33%-13,226Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,366 shares; 2024Q4: 19,090 shares; 2025Q1: 18,725 shares; 2025Q2: 16,040 shares; 2025Q3: 7,499 shares; 2025Q4: 9,601 shares 9,601$1.77M1.31%+2,102Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,756 shares; 2025Q1: 1,816 shares; 2025Q2: 3,457 shares; 2025Q3: 2,517 shares; 2025Q4: 2,495 shares 2,495$1.5M1.12%-22Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,246 shares; 2025Q1: 8,425 shares; 2025Q2: 14,288 shares; 2025Q3: 7,773 shares; 2025Q4: 4,207 shares 4,207$1.46M1.08%-3,566Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,691 shares; 2024Q4: 34,124 shares; 2025Q1: 20,348 shares; 2025Q2: 13,882 shares; 2025Q3: 12,914 shares; 2025Q4: 9,560 shares 9,560$1.37M1.02%-3,354Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,707 shares; 2024Q4: 12,645 shares; 2025Q1: 13,682 shares; 2025Q2: 99,158 shares; 2025Q3: 82,489 shares; 2025Q4: 23,746 shares 23,746$1.3M0.97%-58,743Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 35,035 shares; 2025Q1: 35,545 shares; 2025Q2: 17,160 shares; 2025Q3: 17,774 shares; 2025Q4: 16,311 shares 16,311$1.27M0.94%-1,463Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,035 shares; 2024Q4: 24,035 shares; 2025Q1: 20,035 shares; 2025Q2: 16,535 shares; 2025Q3: 14,419 shares; 2025Q4: 14,380 shares 14,380$1.17M0.87%-39Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,771 shares; 2024Q4: 10,929 shares; 2025Q1: 7,525 shares; 2025Q2: 8,416 shares; 2025Q3: 8,810 shares; 2025Q4: 1,791 shares 1,791$1.02M0.76%-7,019Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,013 shares; 2024Q4: 25,924 shares; 2025Q1: 10,366 shares; 2025Q2: 2,211 shares; 2025Q3: 2,211 shares; 2025Q4: 2,391 shares 2,391$650K0.48%+180Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 955 shares; 2025Q3: 1,412 shares; 2025Q4: 1,312 shares 1,312$590K0.44%-100Timeline
SKYYFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,493 shares; 2025Q1: 13,589 shares; 2025Q2: 10,080 shares; 2025Q3: 7,998 shares; 2025Q4: 4,272 shares 4,272$556K0.41%-3,726Timeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,979 shares; 2024Q4: 9,979 shares; 2025Q1: 10,038 shares; 2025Q2: 10,104 shares; 2025Q3: 10,178 shares; 2025Q4: 10,260 shares 10,260$443K0.33%+82Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,440 shares; 2024Q4: 13,320 shares; 2025Q1: 13,320 shares; 2025Q2: 13,320 shares; 2025Q3: 13,357 shares; 2025Q4: 13,397 shares 13,397$361K0.27%+40Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,470 shares; 2024Q4: 8,871 shares; 2025Q1: 10,266 shares; 2025Q2: not reported; 2025Q3: 1,502 shares; 2025Q4: 965 shares 965$332K0.25%-537Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,581 shares; 2024Q4: 28,041 shares; 2025Q1: 28,474 shares; 2025Q2: 1,257 shares; 2025Q3: 1,371 shares; 2025Q4: 2,223 shares 2,223$320K0.24%+852Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,035 shares; 2024Q4: 2,436 shares; 2025Q1: 2,517 shares; 2025Q2: 2,431 shares; 2025Q3: 2,453 shares; 2025Q4: 2,474 shares 2,474$298K0.22%+21Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,375 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 6,375 shares; 2025Q4: 6,489 shares 6,489$288K0.21%+114Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 4,951 shares; 2025Q1: 4,157 shares; 2025Q2: 4,047 shares; 2025Q3: not reported; 2025Q4: 266 shares 266$286K0.21%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,102 shares; 2025Q4: 1,085 shares 1,085$267K0.2%-17Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares 800$264K0.2%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 365 shares 365$239K0.18%newTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,138 shares; 2024Q4: 3,138 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,148 shares; 2025Q4: 3,189 shares 3,189$236K0.18%+41Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 263 shares 263$231K0.17%newTimeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,419 shares; 2024Q4: 7,257 shares; 2025Q1: not reported; 2025Q2: 7,257 shares; 2025Q3: 7,288 shares; 2025Q4: 7,320 shares 7,320$220K0.16%+32Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP9,443$4.89Mshares
CASYCASEYS GEN STORES INC7,919$4.48Mshares
SPLVINVESCO EXCH TRADED FD TR II46,127$3.39Mshares
CTASCINTAS CORP16,503$3.39Mshares
SMCISUPER MICRO COMPUTER INC20,715$993Kshares

How Q4 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 0001785144-26-000002 base2026-02-04acceptance time not in the bulk data set