PETERSON WEALTH MANAGEMENT

Portfolio Overview

Peterson Wealth Management’s SEC 13F filing for the period ending September 30, 2025, reveals a portfolio undergoing significant consolidation. The total asset value decreased by 13.2%, dropping from $84.18 million to $73.10 million. This decline in value is attributable to a combination of market performance and active deleveraging, as the firm reduced exposure in 11 of its existing positions. The portfolio remains concentrated, consisting of only 20 holdings, which sugg...