Data as of Q4 2025 (Dec 31, 2025)

Peterson Wealth Services

•CIK: 1906799•Filing: Q4 2025

**Peterson Wealth Services** manages $391M across a diversified portfolio of 218 positions. The strategy exhibits significant concentration in technology and growth names, highlighted by top holdings including NVDA ($25.6M) and AAPL ($25.3M). Further exposure is notable in sector ETFs like VUG ($23.9M) and established names such as JPM ($16.1M) and AMZN ($13.7M). This allocation suggests a conviction-driven approach targeting large-cap growth leaders.

Total AUM
$391.1M
QoQ Performance
-3.3%
Positions
218
Top 10 Concentration
45.8%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
AAPL
VUG
NVDA6.5%
AAPL6.5%
VUG6.1%
TSLA5.0%
JPM4.1%
FIX3.9%
AVGO3.6%
AMZN3.5%

📈 Biggest Buys

NVDA
NVIDIA CORPORATION
+5161.0%
6.5% of portfolio
AAPL
APPLE INCORPORATED
+8158.8%
6.5% of portfolio
VUG
VANGUARD GROWTH ETF
+2061.0%
6.1% of portfolio
TSLA
TESLA INCORPORATED
+28694.7%
5.0% of portfolio
JPM
JPMORGAN CHASE & COMPANY.
+650.0%
4.1% of portfolio

📉 Biggest Sells

CDNS
CADENCE DESIGN SYSTEM INCORPORATED
-93.6%
1.0% of portfolio
FIX
COMFORT SYSTEMS USA INCORPORATED
-72.7%
3.9% of portfolio
AZO
AUTOZONE INCORPORATED
-99.9%
0.0% of portfolio
NUE
NUCOR CORPORATION
-100.0%
0.0% of portfolio
ADI
ANALOG DEVICES INCORPORATED
-90.3%
0.6% of portfolio

Sector Breakdown

Other41.8%
Technology22.3%
Consumer15.0%
Financial9.7%
Healthcare3.7%
Energy2.7%
Industrial1.8%
ETF1.2%

🚪 Exited Positionssold since Q3 2025

PEG
PUBLIC SVC ENTERPRISE GRP INCORPORATED
SOLD
$900.5K
ATKR
ATKORE INCORPORATED
SOLD
$538.3K
TTD
THE TRADE DESK INCORPORATED COM CLASS A
SOLD
$478.4K
AWM
SKYWORKS SOLUTIONS INCORPORATED
SOLD
$104.8K
T0V
ACUREN CORPORATION
SOLD
$6.1K
+17 more exited positions

Changes from Q3 2025

NEW7 new positions
↑97 increased
↓95 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

NVDA6.5%
NVIDIA CORPORATION
$25.6M
AAPL6.5%
APPLE INCORPORATED
$25.3M
VUG6.1%
VANGUARD GROWTH ETF
$23.9M
TSLA5.0%
TESLA INCORPORATED
$19.4M
JPM4.1%
JPMORGAN CHASE & COMPANY.
$16.1M

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