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Peterson Wealth Management
CIK:0001785144
Investment Adviser
$222M AUM
40 holdings
Sparks, NV, USA
Peterson Wealth Management is a registered investment adviser.
Investment Strategy
Information not found
Latest 13F Filing Activity
Peterson Wealth Management filed their most recent 13F report on Jun 30, 2025 disclosing 40 equity positions with a total 13F market value of $169M. The fund increased holdings in Vanguard Specialized Funds, Invesco QQQ TR, SPDR Series Trust among other positions. Peterson Wealth Management reduced exposure to SPDR Ser TR, Select Sector SPDR TR, Home Depot Inc. among others.
Top Holdings
Equity Positions (40)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 11.60% | $19.6M | 35,453 | $352.45 | $551.64 | +$5.6M |
S SPY | SPDR S&P 500 ETF TR | 11.33% | $19.1M | 30,931 | $435.82 | $617.85 | +$4.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 8.53% | $14.4M | 70,314 | $177.15 | $204.67 | +$6.8M |
N NVDA | NVIDIA CORPORATION | 6.77% | $11.4M | 72,264 | $89.44 | $157.99 | +$3.7M |
A AMZN | AMAZON COM INC | 4.41% | $7.4M | 33,882 | $156.59 | $219.39 | +$1.6M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+12.6%
SERVICES-PREPACKAGED SOFTWARE
+7.2%
RETAIL-VARIETY STORES
+6.4%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.4%
SERVICES-BUSINESS SERVICES, NEC
+2.8%
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