PETERSON WEALTH MANAGEMENT

Q4 2025 13F-HR Holdings

Location
Sparks, NV
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
41
Total value ($000)
$134,618
Net value change ($000)
-9,723 (-6.7%)
New positions
7
Sold out positions
5
Turnover %
23.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 12/17/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPY 7,608 48.4%
QQQ 7,585 47.3%
XLV 6,140 NEW
CRWD 4,679 314.7%
BRK-B 4,150 NEW
NEE 3,719 NEW
AMZN 362 4.7%
LLY 286 NEW
UNH 264 NEW
PANW 242 15.8%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -6,212 -63.6%
MSFT -4,891 -100.0%
CASY -4,477 -100.0%
MA -3,988 -79.6%
SPLV -3,389 -100.0%
CTAS -3,387 -100.0%
VIG -3,366 -25.8%
XLF -3,143 -70.7%
TSM -2,400 -45.3%
XHB -1,598 -36.0%
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