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Showing Q3 2024 data
Peterson Financial Group, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Peterson Financial Group, Inc.
•CIK: 1903905•Filing: Q3 2024
**Peterson Financial Group, Inc.** manages $26M across a diversified portfolio of 430 positions. The fund maintains notable exposure to technology and global equities, highlighted by top holdings including IWY ($2.4M) and IWX ($1.4M). Significant allocations are also directed toward major tech names such as AAPL ($0.7M) and MSFT ($0.6M), alongside international exposure via IEMG ($0.7M). This structure suggests a tactical approach balancing domestic mega-cap growth with broader market diversification.
Total AUM
$26.0M
QoQ Performance
-67.1%
Positions
318
Top 10 Concentration
37.2%
Latest Filing
Q3 2024
Top Holdings Allocation
IWY
IWX
IWY9.1%
IWX5.5%
EFG3.1%
EFV3.0%
VMBS2.6%
IWS2.6%
AAPL2.5%
IEMG2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other78.5%
Technology8.6%
Financial3.3%
Healthcare2.6%
Industrial2.2%
Consumer Staples1.5%
Consumer1.3%
ETF1.2%
🚪 Exited Positionssold since Q2 2024
+17 more exited positions
Changes from Q2 2024
NEW118 new positions
↑17 increased
↓64 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023