§ 13F · FUND PROFILE
PETERSON WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144.3T (13F)Positions · 39Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$15.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 38K | $23.6T | 17.5% | +44% |
| 2 | SPY | SPDR S&P 500 ETF TR | 34K | $23.3T | 17.3% | +45% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 44K | $9.7T | 7.2% | −27% |
| 4 | AMZN | AMAZON COM INC | 35K | $8.0T | 6.0% | ±0% |
| 5 | CRWD | CROWDSTRIKE HLDGS INC | 13K | $6.2T | 4.6% | +334% |
| 6 | XLV | SELECT SECTOR SPDR TR | 40K | $6.1T | 4.6% | NEW |
| 7 | COST | COSTCO WHSL CORP NEW | 6K | $5.2T | 3.9% | −7% |
| 8 | WMT | WALMART INC | 43K | $4.8T | 3.6% | −13% |
| 9 | JPM | JPMORGAN CHASE & CO. | 15K | $4.8T | 3.5% | +1% |
| 10 | XLY | SELECT SECTOR SPDR TR | 38K | $4.6T | 3.4% | +52% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
PETERSON WEALTH MANAGEMENT is a Other fund managing $144341.4 trillion in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed