PETERSON WEALTH MANAGEMENT
•CIK: 1785144•Filing: Q4 2025
**PETERSON WEALTH MANAGEMENT** manages $135M across a portfolio of 41 positions, exhibiting a concentrated exposure to major indices and growth sectors. Top holdings reveal significant allocations to technology and market breadth, notably NDQ ($23.6M) and SPY ($23.3M). Further diversification is evident with substantial positions in VIG ($9.7M) and AMZN ($8.0M). The portfolio maintains a balanced tilt across defensive staples (COST, WMT) and cyclical growth areas (XLY, JPM).
Total AUM
$134.6M
QoQ Performance
-14.5%
Positions
35
Top 10 Concentration
71.5%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
SPY
VIG
AMZN
NDQ17.5%
SPY17.3%
VIG7.2%
AMZN6.0%
CRWD4.6%
XLV4.6%
COST3.9%
WMT3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.4%
ETF17.3%
Consumer14.1%
Financial7.4%
Technology6.4%
Utilities2.8%
Consumer Staples1.0%
Healthcare0.4%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW6 new positions
↑15 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023