# EDGAR Filing Document

**Accession Number:** 0001785144
**File Stem:** 0001785144-26-000002
**Filing Date:** 2026-2
**Character Count:** 7764
**Document Hash:** bb6be5f77104d0841ca097ebcbf9cb87
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001785144-26-000002.hdr.sgml**: 20260204

**ACCESSION NUMBER**: 0001785144-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260204

**DATE AS OF CHANGE**: 20260204

**EFFECTIVENESS DATE**: 20260204

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PETERSON WEALTH MANAGEMENT
- **CENTRAL INDEX KEY:** 0001785144

**ORGANIZATION NAME:**
- **EIN:** 469505182
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19661
- **FILM NUMBER:** 26596449

**BUSINESS ADDRESS:**
- **STREET 1:** 2255 GREEN VISTA DR. SUITE 403
- **CITY:** SPARKS
- **STATE:** NV
- **ZIP:** 89431
- **BUSINESS PHONE:** 775-673-1100

**MAIL ADDRESS:**
- **STREET 1:** 2255 GREEN VISTA DR. SUITE 403
- **CITY:** SPARKS
- **STATE:** NV
- **ZIP:** 89431

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** PETERSON WEALTH MANAGEMENT<br>**Address:** 2255 GREEN VISTA DR. SUITE 403<br>SPARKS, NV 89431

**Form 13F File Number:** 028-19661

**CRD Number (if applicable):** 000285415

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jess Peterson<br>**Title:** Chief Compliance Officer<br>**Phone:** 7756731100

**Signature, Place, and Date of Signing:**

Jess Peterson  Spark, NV  02-04-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 41

**Form 13F Information Table Value Total:** $134618365

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 2893944 | 9523 | SH |  | SOLE |  | 0 | 0 | 9523 |
| ELI LILLY  CO | COM | 532457108 |  | 285865 | 266 | SH |  | SOLE |  | 0 | 0 | 266 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 297704 | 2474 | SH |  | SOLE |  | 0 | 0 | 2474 |
| BROADCOM INC | COM | 11135F101 |  | 1456191 | 4207 | SH |  | SOLE |  | 0 | 0 | 4207 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 230933 | 263 | SH |  | SOLE |  | 0 | 0 | 263 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 33734X192 |  | 555702 | 4272 | SH |  | SOLE |  | 0 | 0 | 4272 |
| HOME DEPOT INC | COM | 437076102 |  | 331950 | 965 | SH |  | SOLE |  | 0 | 0 | 965 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 288160 | 6489 | SH |  | SOLE |  | 0 | 0 | 6489 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4150381 | 8257 | SH |  | SOLE |  | 0 | 0 | 8257 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 6165600 | 13153 | SH |  | SOLE |  | 0 | 0 | 13153 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 6139967 | 39664 | SH |  | SOLE |  | 0 | 0 | 39664 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 220107 | 7320 | SH |  | SOLE |  | 0 | 0 | 7320 |
| WALMART INC | COM | 931142103 |  | 4782020 | 42923 | SH |  | SOLE |  | 0 | 0 | 42923 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 319996 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A888 |  | 2837221 | 27557 | SH |  | SOLE |  | 0 | 0 | 27557 |
| AMAZON COM INC | COM | 023135106 |  | 8038076 | 34824 | SH |  | SOLE |  | 0 | 0 | 34824 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 1788929 | 15196 | SH |  | SOLE |  | 0 | 0 | 15196 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 1504996 | 2495 | SH |  | SOLE |  | 0 | 0 | 2495 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 1267053 | 16311 | SH |  | SOLE |  | 0 | 0 | 16311 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 264027 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3548127 | 19025 | SH |  | SOLE |  | 0 | 0 | 19025 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 5241701 | 6078 | SH |  | SOLE |  | 0 | 0 | 6078 |
| TESLA INC | COM | 88160R101 |  | 590033 | 1312 | SH |  | SOLE |  | 0 | 0 | 1312 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 23607678 | 38430 | SH |  | SOLE |  | 0 | 0 | 38430 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1768504 | 9601 | SH |  | SOLE |  | 0 | 0 | 9601 |
| ROBLOX CORP | CL A | 771049103 |  | 1165211 | 14380 | SH |  | SOLE |  | 0 | 0 | 14380 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 9659436 | 43950 | SH |  | SOLE |  | 0 | 0 | 43950 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1022653 | 1791 | SH |  | SOLE |  | 0 | 0 | 1791 |
| GE VERNOVA INC | COM | 36828A101 |  | 238577 | 365 | SH |  | SOLE |  | 0 | 0 | 365 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 4751427 | 14746 | SH |  | SOLE |  | 0 | 0 | 14746 |
| PEPSICO INC | COM | 713448108 |  | 1372023 | 9560 | SH |  | SOLE |  | 0 | 0 | 9560 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 1300543 | 23746 | SH |  | SOLE |  | 0 | 0 | 23746 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 360519 | 13397 | SH |  | SOLE |  | 0 | 0 | 13397 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 267032 | 1085 | SH |  | SOLE |  | 0 | 0 | 1085 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 236246 | 3189 | SH |  | SOLE |  | 0 | 0 | 3189 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 3719329 | 46329 | SH |  | SOLE |  | 0 | 0 | 46329 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2969018 | 4498 | SH |  | SOLE |  | 0 | 0 | 4498 |
| EMPLOYERS HLDGS INC | COM | 292218104 |  | 442940 | 10260 | SH |  | SOLE |  | 0 | 0 | 10260 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 23317579 | 34194 | SH |  | SOLE |  | 0 | 0 | 34194 |
| APPLE INC | COM | 037833100 |  | 649976 | 2391 | SH |  | SOLE |  | 0 | 0 | 2391 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 4570991 | 38280 | SH |  | SOLE |  | 0 | 0 | 38280 |

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