# EDGAR Filing Document

**Accession Number:** 0001785144
**File Stem:** 0001085146-23-000754
**Filing Date:** 2023-2
**Character Count:** 9777
**Document Hash:** 6154bbe077d6c42f280014abccaa7fa0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000754.hdr.sgml**: 20230208

**ACCESSION NUMBER**: 0001085146-23-000754

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230208

**DATE AS OF CHANGE**: 20230207

**EFFECTIVENESS DATE**: 20230208

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** PETERSON WEALTH MANAGEMENT
- **CENTRAL INDEX KEY:** 0001785144
- **IRS NUMBER:** 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:** 23596752

**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:** 12-31-2022

**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:** 775-673-1100

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

/s/ Jess Peterson  Sparks, NV  02-07-2023<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:** 55

**Form 13F Information Table Value Total:** $98102366

      (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

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| 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 |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 876436 | 7983 | SH |  | SOLE |  | 0 | 0 | 7983 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 273444 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 508200 | 6050 | SH |  | SOLE |  | 0 | 0 | 6050 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 1276077 | 9821 | SH |  | SOLE |  | 0 | 0 | 9821 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 837119 | 2710 | SH |  | SOLE |  | 0 | 0 | 2710 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2160671 | 4733 | SH |  | SOLE |  | 0 | 0 | 4733 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | BBG001S63VG4 | 491465 | 7990 | SH |  | SOLE |  | 0 | 0 | 7990 |
| EMPLOYERS HLDGS INC | COM | 292218104 | BBG001SMM101 | 430394 | 9979 | SH |  | SOLE |  | 0 | 0 | 9979 |
| ETF MANAGERS TR | PRIME CYBR SCRTY | 26924G201 | BBG007HXLJT7 | 305311 | 6931 | SH |  | SOLE |  | 0 | 0 | 6931 |
| ETF SER SOLUTIONS | AAM LW DUR PFD | 26922A198 | BBG00QVJRY11 | 3867617 | 186571 | SH |  | SOLE |  | 0 | 0 | 186571 |
| ETFIS SER TR I | INFRACP REIT PFD | 26923G400 | BBG00FY3L5Z9 | 1935461 | 115619 | SH |  | SOLE |  | 0 | 0 | 115619 |
| ETFIS SER TR I | VIRTUS INFRCAP | 26923G822 | BBG00KXH37F6 | 4318630 | 238072 | SH |  | SOLE |  | 0 | 0 | 238072 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 250986 | 2275 | SH |  | SOLE |  | 0 | 0 | 2275 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | BBG00HJHQ112 | 5428688 | 304811 | SH |  | SOLE |  | 0 | 0 | 304811 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | BBG006H1W526 | 1177685 | 23502 | SH |  | SOLE |  | 0 | 0 | 23502 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 33733E302 | BBG001SN9872 | 572278 | 4647 | SH |  | SOLE |  | 0 | 0 | 4647 |
| HERSHEY CO | COM | 427866108 | BBG001S5S148 | 352089 | 1520 | SH |  | SOLE |  | 0 | 0 | 1520 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 648565 | 2053 | SH |  | SOLE |  | 0 | 0 | 2053 |
| INTUIT | COM | 461202103 | BBG001S6TWR2 | 215239 | 553 | SH |  | SOLE |  | 0 | 0 | 553 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 | BBG003H4RBL9 | 722488 | 16484 | SH |  | SOLE |  | 0 | 0 | 16484 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 | BBG001V18CG8 | 6509013 | 101862 | SH |  | SOLE |  | 0 | 0 | 101862 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 6925120 | 26007 | SH |  | SOLE |  | 0 | 0 | 26007 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | BBG001SNVWC8 | 1881683 | 61634 | SH |  | SOLE |  | 0 | 0 | 61634 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 649663 | 3678 | SH |  | SOLE |  | 0 | 0 | 3678 |
| LILLY ELI  CO | COM | 532457108 | BBG001S5STL8 | 1094593 | 2992 | SH |  | SOLE |  | 0 | 0 | 2992 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 814712 | 3397 | SH |  | SOLE |  | 0 | 0 | 3397 |
| PEPSICO INC | COM | 713448108 | BBG001S695T1 | 4800334 | 26571 | SH |  | SOLE |  | 0 | 0 | 26571 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 793144 | 15479 | SH |  | SOLE |  | 0 | 0 | 15479 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 893598 | 5896 | SH |  | SOLE |  | 0 | 0 | 5896 |
| ROBLOX CORP | CL A | 771049103 | BBG001V1Y6Z1 | 669066 | 23509 | SH |  | SOLE |  | 0 | 0 | 23509 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 | BBG00L5F9FV7 | 819237 | 17071 | SH |  | SOLE |  | 0 | 0 | 17071 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | BBG001S7T1S7 | 217625 | 2488 | SH |  | SOLE |  | 0 | 0 | 2488 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | BBG001S7T223 | 1565026 | 45761 | SH |  | SOLE |  | 0 | 0 | 45761 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 | BBG001S7T1Q9 | 970935 | 7517 | SH |  | SOLE |  | 0 | 0 | 7517 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 | BBG001S7T107 | 1767445 | 23708 | SH |  | SOLE |  | 0 | 0 | 23708 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | BBG001S7SCQ6 | 1293237 | 9520 | SH |  | SOLE |  | 0 | 0 | 9520 |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 81369Y704 | BBG001S7T232 | 1296668 | 13203 | SH |  | SOLE |  | 0 | 0 | 13203 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 2376452 | 19097 | SH |  | SOLE |  | 0 | 0 | 19097 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | BBG001S8LH99 | 515218 | 1555 | SH |  | SOLE |  | 0 | 0 | 1555 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 7717982 | 20181 | SH |  | SOLE |  | 0 | 0 | 20181 |
| SPDR SER TR | ICE PFD SEC ETF | 78464A292 | BBG001T5L3N9 | 1732641 | 52792 | SH |  | SOLE |  | 0 | 0 | 52792 |
| SPDR SER TR | NUVEEN BLMBRG MU | 78468R721 | BBG001SRSPW6 | 414156 | 9078 | SH |  | SOLE |  | 0 | 0 | 9078 |
| SPDR SER TR | PORTFOLIO LN COR | 78464A367 | BBG001SRZBZ6 | 333114 | 14838 | SH |  | SOLE |  | 0 | 0 | 14838 |
| SPDR SER TR | PRTFLO S HI | 78468R788 | BBG00B6WD879 | 325387 | 8221 | SH |  | SOLE |  | 0 | 0 | 8221 |
| SPDR SER TR | PRTFLO S VL | 78464A508 | BBG001SG4284 | 1965320 | 50535 | SH |  | SOLE |  | 0 | 0 | 50535 |
| SPDR SER TR | S DIVID ETF | 78464A763 | BBG001SPTBP8 | 8390722 | 67067 | SH |  | SOLE |  | 0 | 0 | 67067 |
| STATE STR CORP | COM | 857477103 | BBG001S5RLD5 | 210137 | 2709 | SH |  | SOLE |  | 0 | 0 | 2709 |
| TARGET CORP | COM | 87612E106 | BBG001SC0K41 | 232403 | 1559 | SH |  | SOLE |  | 0 | 0 | 1559 |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 92189H409 | BBG001SZDBR1 | 1327467 | 26260 | SH |  | SOLE |  | 0 | 0 | 26260 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | BBG002D68GN8 | 250428 | 1234 | SH |  | SOLE |  | 0 | 0 | 1234 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 1213366 | 6346 | SH |  | SOLE |  | 0 | 0 | 6346 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 7372582 | 48552 | SH |  | SOLE |  | 0 | 0 | 48552 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 2114722 | 19543 | SH |  | SOLE |  | 0 | 0 | 19543 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 542847 | 3829 | SH |  | SOLE |  | 0 | 0 | 3829 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 1457480 | 9290 | SH |  | SOLE |  | 0 | 0 | 9290 |

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