PETERSON WEALTH MANAGEMENT

Q3 2025 13F-HR Holdings

Location
Sparks, NV
Holdings as of
9/30/2025
Date filed
12/17/2025
Form type
13F-HR
Num holdings
39
Total value ($000)
$144,341
Net value change ($000)
-24,322 (-14.4%)
New positions
3
Sold out positions
4
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/15/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XHB 4,435 NEW
SMCI 993 NEW
HD 608 NEW
CASY 477 11.9%
WMT 450 9.7%
TSLA 325 107.3%
MA 282 6.0%
RBLX 258 14.8%
AMZN 243 3.3%
AAPL 109 24.0%
Top Reduces (Value $000, Stocks/ETFs)
SPYD -5,136 -100.0%
QQQ -3,534 -18.1%
IAK -3,426 -100.0%
SPY -3,401 -17.8%
LLY -3,155 -100.0%
PANW -1,755 -53.5%
NVDA -1,657 -14.5%
NOW -1,421 -100.0%
MSFT -1,387 -22.1%
AVGO -1,375 -34.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type