Latest PETERSON WEALTH MANAGEMENT Stock Portfolio

PETERSON WEALTH MANAGEMENT Performance:

2025 Q4: -2.25%YTD: 8.17%2024: 18.25%

Performance for 2025 Q4 is -2.25%, and YTD is 8.17%, and 2024 is 18.25%.

About PETERSON WEALTH MANAGEMENT and 13F Hedge Fund Stock Holdings

PETERSON WEALTH MANAGEMENT is a hedge fund based in Sparks, NV. On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, PETERSON WEALTH MANAGEMENT reported an equity portfolio of $134.6 Millions as of 31 Dec, 2025.

The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, VIG. The fund has invested 17.5% of it's portfolio in INVESCO QQQ TR and 17.3% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off MICROSOFT CORP (MSFT), CASEYS GEN STORES INC (CASY) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in MASTERCARD INCORPORATED (MA), SELECT SECTOR SPDR TR (XLB) and NVIDIA CORPORATION (NVDA). PETERSON WEALTH MANAGEMENT opened new stock positions in SELECT SECTOR SPDR TR (XLB), BERKSHIRE HATHAWAY INC DEL and NEXTERA ENERGY INC (NEE). The fund showed a lot of confidence in some stocks as they added substantially to CROWDSTRIKE HLDGS INC (CRWD), SELECT SECTOR SPDR TR (XLB) and SPDR S&P 500 ETF TR (SPY).

PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of -2.25% in the last quarter. In trailing 12 months, it's portfolio return was 8.17%.

Performance
S&P 500

New Buys

Ticker	$ Bought
select sector spdr tr	6,139,970
berkshire hathaway inc del	4,150,380
nextera energy inc	3,719,330
eli lilly & co	285,865
unitedhealth group inc	264,027
ge vernova inc	238,577
parker-hannifin corp	230,933

New stocks bought by PETERSON WEALTH MANAGEMENT

Additions

Ticker	% Inc.
crowdstrike hldgs inc	333
select sector spdr tr	62.14
select sector spdr tr	51.92
spdr s&p 500 etf tr	45.00
invesco qqq tr	43.99
palo alto networks inc	28.03
apple inc	8.14
meta platforms inc	6.06

Additions to existing portfolio by PETERSON WEALTH MANAGEMENT

Reductions

Ticker	% Reduced
mastercard incorporated	-79.67
select sector spdr tr	-71.21
nvidia corporation	-63.63
taiwan semiconductor mfg ltd	-49.76
first tr exchange traded fd	-46.59
select sector spdr tr	-46.53
broadcom inc	-45.88
home depot inc	-35.75

PETERSON WEALTH MANAGEMENT reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch traded fd tr ii	-3,389,380
super micro computer inc	-993,077
cintas corp	-3,387,470
microsoft corp	-4,891,200
caseys gen stores inc	-4,476,640

PETERSON WEALTH MANAGEMENT got rid off the above stocks

Sector Distribution

PETERSON WEALTH MANAGEMENT has about 63.5% of it's holdings in Others sector.

Sector	%
Others	63.5
Technology	10.1
Consumer Defensive	8.5
Consumer Cyclical	6.7
Financial Services	4.6
Communication Services	3.1
Utilities	2.8

Market Cap. Distribution

PETERSON WEALTH MANAGEMENT has about 36.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	63.5
MEGA-CAP	26.4
LARGE-CAP	9.7

Stocks belong to which Index?

About 30.7% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	69
S&P 500	30.7

Top 5 Winners (%)		%
WMT	walmart inc	7.6 %
XOM	exxon mobil corp	6.7 %
TSM	taiwan semiconductor mfg ltd	6.6 %
AAPL	apple inc	6.5 %
AMZN	amazon com inc	5.1 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	0.5 M
QQQ	invesco qqq tr	0.5 M
AMZN	amazon com inc	0.4 M
WMT	walmart inc	0.4 M
TSM	taiwan semiconductor mfg ltd	0.4 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-45.5 %
XLB	select sector spdr tr	-43.6 %
RBLX	roblox corp	-41.5 %
HD	home depot inc	-12.4 %
META	meta platforms inc	-9.8 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-3.8 M
RBLX	roblox corp	-0.8 M
COST	costco whsl corp new	-0.4 M
META	meta platforms inc	-0.3 M
BIL	spdr series trust	-0.3 M

PETERSON WEALTH MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PETERSON WEALTH MANAGEMENT

PETERSON WEALTH MANAGEMENT has 41 stocks in it's portfolio. About 71.5% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for PETERSON WEALTH MANAGEMENT last quarter.

Last Reported on: 04 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.48	2,391	649,976	added	8.14

AMZN	amazon com inc	5.97	34,824	8,038,080	reduced	-0.38

AVGO	broadcom inc	1.08	4,207	1,456,190	reduced	-45.88

BIL	spdr series trust	2.11	27,557	2,837,220	reduced	-31.16

BIV	vanguard bd index fds	0.17	3,189	236,246	added	1.3

CARZ	first tr exchange traded fd	0.41	4,272	555,702	reduced	-46.59

CASY	caseys gen stores inc	0.00	0.00	0.00	sold off	-100

CGW	invesco exch traded fd tr ii	0.00	0.00	0.00	sold off	-100

COST	costco whsl corp new	3.89	6,078	5,241,700	reduced	-7.02

CRWD	crowdstrike hldgs inc	4.58	13,153	6,165,600	added	333

CTAS	cintas corp	0.00	0.00	0.00	sold off	-100

CWI	spdr index shs fds	0.21	6,489	288,160	added	1.79

EIG	employers hldgs inc	0.33	10,260	442,940	added	0.81

FNDA	schwab strategic tr	0.27	13,397	360,519	added	0.3

FNDA	schwab strategic tr	0.16	7,320	220,107	added	0.44

HD	home depot inc	0.25	965	331,950	reduced	-35.75

IJR	ishares tr	0.20	1,085	267,032	reduced	-1.54

JPM	jpmorgan chase & co.	3.53	14,746	4,751,430	added	1.2

LLY	eli lilly & co	0.21	266	285,865	new

MA	mastercard incorporated	0.76	1,791	1,022,650	reduced	-79.67