Peterson Wealth Services

Q4 2025 13F-HR Holdings

Location
South Ogden, UT
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
218
Total value ($000)
$391,068
Net value change ($000)
-14,173 (-3.5%)
New positions
7
Sold out positions
5
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 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)
GSY 2,798 4055.1%
LLY 1,438 41.0%
PACS 1,246 159.3%
AAPL 1,169 4.9%
ETR 874 NEW
IREN 642 4012.5%
AMZN 607 4.7%
ODFL 581 25.8%
ASML 554 7.6%
LULU 488 24.2%
Top Reduces (Value $000, Stocks/ETFs)
VUG -4,439 -15.7%
ORCL -2,308 -31.1%
NVDA -1,828 -6.7%
PLTR -1,756 -11.5%
COP -1,455 -25.5%
SMCI -973 -96.3%
PEG -901 -100.0%
HD -890 -13.9%
GARMIN LTD -775 -17.5%
RJF -751 -7.1%
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