Peterson Wealth Management
Latest statistics and disclosures from Peterson Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, QQQ, VCIT, XLU, VIG, and represent 46.28% of Peterson Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VCIT (+$15M), XLU (+$10M), CIBR (+$8.2M), MSFT, COST, CRWD, AAPL, TSLA, SPY, VIG.
- Started 126 new stock positions in XLE, RKLB, AEP, LIN, RDDT, NFLX, USAS, LMT, XLU, IREN.
- Reduced shares in these 7 stocks: XHB, JPM, , SKYY, PH, TSM, XLP.
- Sold out of its position in UNH.
- Peterson Wealth Management was a net buyer of stock by $43M.
- Peterson Wealth Management has $173M in assets under management (AUM), dropping by 28.13%.
- Central Index Key (CIK): 0001785144
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Portfolio Holdings for Peterson Wealth Management
Peterson Wealth Management holds 166 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 13.1 | $23M | 35k | 650.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.9 | $22M | 39k | 577.18 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.9 | $15M | NEW | 185k | 82.75 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 5.8 | $10M | NEW | 218k | 45.89 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 5.6 | $9.7M | +2% | 45k | 215.06 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 4.8 | $8.2M | NEW | 131k | 62.68 |
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| Amazon (AMZN) | 4.3 | $7.4M | +2% | 36k | 208.27 |
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| Costco Wholesale Corporation (COST) | 3.8 | $6.6M | +8% | 6.6k | 996.49 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 3.4 | $5.9M | 40k | 146.61 |
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| Wal-Mart Stores (WMT) | 3.2 | $5.5M | +3% | 44k | 124.28 |
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| Crowdstrike Hldgs Cl A (CRWD) | 3.2 | $5.5M | +6% | 14k | 390.41 |
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| Microsoft Corporation (MSFT) | 2.6 | $4.6M | NEW | 12k | 370.18 |
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| Nextera Energy (NEE) | 2.6 | $4.5M | +5% | 49k | 92.88 |
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| Select Sector Spdr Tr State Street Con (XLY) | 2.5 | $4.4M | +4% | 40k | 108.98 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $4.1M | +2% | 8.5k | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 2.3 | $4.0M | -8% | 14k | 294.17 |
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| NVIDIA Corporation (NVDA) | 1.9 | $3.3M | 19k | 174.40 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $3.2M | 9.5k | 337.95 |
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| Meta Platforms Cl A (META) | 1.6 | $2.7M | +4% | 4.7k | 572.12 |
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| Palo Alto Networks (PANW) | 1.0 | $1.8M | +15% | 11k | 160.32 |
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| Select Sector Spdr Tr State Street Com (XLC) | 1.0 | $1.7M | 16k | 110.86 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.9 | $1.6M | 2.5k | 616.81 |
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| Pepsi (PEP) | 0.9 | $1.5M | 9.6k | 155.29 |
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| Broadcom (AVGO) | 0.8 | $1.4M | +5% | 4.5k | 309.54 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.8 | $1.3M | 16k | 81.98 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.7 | $1.2M | 24k | 49.37 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $972k | +8% | 1.9k | 499.68 |
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| Apple (AAPL) | 0.5 | $923k | +52% | 3.6k | 253.82 |
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| Roblox Corp Cl A (RBLX) | 0.5 | $813k | 14k | 56.56 |
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| Tesla Motors (TSLA) | 0.5 | $779k | +59% | 2.1k | 371.75 |
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| Ge Vernova (GEV) | 0.3 | $509k | +59% | 583.00 | 873.02 |
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| Employers Holdings (EIG) | 0.2 | $426k | 10k | 41.14 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $423k | 2.5k | 169.65 |
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| First Tr Exchange-traded Cloud Computing (SKYY) | 0.2 | $421k | -9% | 3.9k | 109.36 |
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| Home Depot (HD) | 0.2 | $345k | +8% | 1.1k | 328.85 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $345k | 13k | 25.64 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $334k | +13% | 2.5k | 132.87 |
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| Eli Lilly & Co. (LLY) | 0.2 | $302k | +23% | 328.00 | 919.77 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.2 | $296k | 6.5k | 45.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $270k | 1.1k | 247.94 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $236k | 3.2k | 73.64 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $227k | 7.3k | 30.96 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $191k | -19% | 213.00 | 895.85 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $175k | NEW | 1.4k | 127.73 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $154k | NEW | 255.00 | 604.08 |
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| Waste Management (WM) | 0.1 | $140k | NEW | 609.00 | 229.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $139k | NEW | 482.00 | 287.48 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $134k | NEW | 4.1k | 32.95 |
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| Realty Income (O) | 0.1 | $134k | NEW | 2.2k | 61.18 |
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| Inventrust Pptys Corp Com New (IVT) | 0.1 | $129k | NEW | 4.2k | 30.46 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $114k | NEW | 1.4k | 83.57 |
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| Altria (MO) | 0.1 | $110k | NEW | 1.7k | 65.99 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $104k | NEW | 1.5k | 69.76 |
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| Netflix (NFLX) | 0.1 | $102k | NEW | 1.1k | 96.15 |
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| Monarch Casino & Resort (MCRI) | 0.1 | $97k | NEW | 1.0k | 95.61 |
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| McDonald's Corporation (MCD) | 0.1 | $96k | NEW | 309.00 | 310.62 |
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| Coca-Cola Bottling Co. Consolidated (COKE) | 0.1 | $96k | NEW | 500.00 | 191.74 |
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| Atmos Energy Corporation (ATO) | 0.1 | $95k | NEW | 516.00 | 184.89 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $93k | NEW | 1.5k | 60.08 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $91k | NEW | 621.00 | 145.87 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $88k | NEW | 205.00 | 430.29 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $83k | NEW | 1.4k | 58.47 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $82k | NEW | 275.00 | 299.14 |
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| Key (KEY) | 0.0 | $79k | NEW | 3.9k | 20.05 |
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| ConocoPhillips (COP) | 0.0 | $66k | NEW | 500.00 | 132.00 |
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| Verizon Communications (VZ) | 0.0 | $56k | NEW | 1.1k | 50.20 |
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| Reddit Cl A (RDDT) | 0.0 | $55k | NEW | 405.00 | 134.65 |
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| American Electric Power Company (AEP) | 0.0 | $52k | NEW | 400.00 | 131.08 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.0 | $51k | NEW | 816.00 | 62.43 |
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| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.0 | $51k | NEW | 4.6k | 11.02 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $50k | NEW | 130.00 | 383.42 |
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| Johnson & Johnson (JNJ) | 0.0 | $49k | NEW | 201.00 | 244.44 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $49k | NEW | 171.00 | 286.56 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $48k | NEW | 207.00 | 234.03 |
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| Glacier Ban (GBCI) | 0.0 | $46k | NEW | 1.0k | 44.68 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $46k | NEW | 641.00 | 71.14 |
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| Phillips 66 (PSX) | 0.0 | $46k | NEW | 250.00 | 182.18 |
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| Medtronic SHS (MDT) | 0.0 | $45k | NEW | 520.00 | 86.65 |
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| Oneok (OKE) | 0.0 | $43k | NEW | 476.00 | 90.39 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $43k | NEW | 3.8k | 11.23 |
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| Linde SHS (LIN) | 0.0 | $39k | NEW | 79.00 | 495.49 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $39k | NEW | 204.00 | 191.49 |
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| Xcel Energy (XEL) | 0.0 | $39k | NEW | 491.00 | 79.38 |
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| American Express Company (AXP) | 0.0 | $38k | NEW | 124.00 | 302.84 |
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| Astera Labs (ALAB) | 0.0 | $37k | NEW | 340.00 | 109.60 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (IDHQ) | 0.0 | $37k | NEW | 1.5k | 23.87 |
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| Martin Marietta Materials (MLM) | 0.0 | $36k | NEW | 62.00 | 584.24 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $35k | NEW | 725.00 | 48.26 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $35k | NEW | 534.00 | 64.94 |
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| Nuveen Insd Dividend Advantage (NVG) | 0.0 | $35k | NEW | 2.8k | 12.33 |
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| Uipath Cl A (PATH) | 0.0 | $33k | NEW | 3.0k | 11.10 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $32k | NEW | 117.00 | 274.74 |
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| Nuveen Ins Ca Tx Fr Adv Mun (NKX) | 0.0 | $32k | NEW | 2.7k | 11.90 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $32k | NEW | 3.7k | 8.66 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $32k | NEW | 825.00 | 38.42 |
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| Nuveen CA Dividend Advantage Muni. Fund (NAC) | 0.0 | $31k | NEW | 2.7k | 11.65 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $31k | NEW | 480.00 | 64.08 |
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| DaVita (DVA) | 0.0 | $31k | NEW | 200.00 | 153.69 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $31k | NEW | 500.00 | 61.26 |
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| Advanced Micro Devices (AMD) | 0.0 | $31k | NEW | 150.00 | 203.43 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $29k | NEW | 1.5k | 19.78 |
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| Unilever Spon Adr New (UL) | 0.0 | $28k | NEW | 496.00 | 56.97 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.0 | $28k | NEW | 610.00 | 45.52 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $27k | NEW | 302.00 | 88.61 |
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| Honeywell International (HON) | 0.0 | $26k | NEW | 117.00 | 225.49 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $25k | NEW | 622.00 | 40.79 |
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| Ford Motor Company (F) | 0.0 | $25k | NEW | 2.2k | 11.54 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $23k | NEW | 122.00 | 191.08 |
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| Chevron Corporation (CVX) | 0.0 | $22k | NEW | 108.00 | 206.48 |
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| SYSCO Corporation (SYY) | 0.0 | $22k | NEW | 304.00 | 71.33 |
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| Tempus Ai Cl A (TEM) | 0.0 | $22k | NEW | 475.00 | 45.22 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $21k | NEW | 400.00 | 52.96 |
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| Cisco Systems (CSCO) | 0.0 | $18k | NEW | 233.00 | 77.59 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $17k | NEW | 221.00 | 77.47 |
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| International Business Machines (IBM) | 0.0 | $16k | NEW | 67.00 | 242.54 |
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| Cintas Corporation (CTAS) | 0.0 | $16k | NEW | 96.00 | 168.36 |
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| Corning Incorporated (GLW) | 0.0 | $16k | NEW | 116.00 | 135.97 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $16k | NEW | 125.00 | 124.31 |
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| Iren Ordinary Shares (IREN) | 0.0 | $15k | NEW | 450.00 | 34.28 |
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| Boeing Company (BA) | 0.0 | $15k | NEW | 74.00 | 199.03 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $15k | NEW | 165.00 | 88.00 |
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| Servicetitan Shs Cl A (TTAN) | 0.0 | $13k | NEW | 200.00 | 63.46 |
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| Amgen (AMGN) | 0.0 | $12k | NEW | 35.00 | 351.86 |
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| Pimco Municipal Income Fund II (PML) | 0.0 | $12k | NEW | 1.6k | 7.57 |
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| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.0 | $12k | NEW | 197.00 | 61.27 |
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| Halliburton Company (HAL) | 0.0 | $12k | NEW | 300.00 | 38.99 |
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| Rayonier (RYN) | 0.0 | $11k | NEW | 550.00 | 20.62 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $11k | NEW | 24.00 | 468.96 |
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| Webull Corp Ord Shs (BULL) | 0.0 | $11k | NEW | 2.3k | 4.80 |
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| Target Corporation (TGT) | 0.0 | $11k | NEW | 90.00 | 121.00 |
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| Americas Gold And Silver Cor Com New (USAS) | 0.0 | $10k | NEW | 2.0k | 5.22 |
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| Agnc Invt Corp Com reit (AGNC) | 0.0 | $10k | NEW | 1.0k | 10.03 |
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| Dutch Bros Cl A (BROS) | 0.0 | $10k | NEW | 200.00 | 50.66 |
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| Astrazeneca Ord (AZN) | 0.0 | $9.9k | NEW | 50.00 | 197.22 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $9.5k | NEW | 20.00 | 474.55 |
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| Ares Capital Corporation (ARCC) | 0.0 | $9.3k | NEW | 517.00 | 18.02 |
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| Carnival Corp Common Stock (CCL) | 0.0 | $9.1k | NEW | 352.00 | 25.87 |
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| Visa Com Cl A (V) | 0.0 | $8.8k | NEW | 29.00 | 304.48 |
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| Cleanspark Com New (CLSK) | 0.0 | $8.5k | NEW | 1.0k | 8.51 |
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| Casey's General Stores (CASY) | 0.0 | $8.0k | NEW | 11.00 | 728.73 |
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| Walt Disney Company (DIS) | 0.0 | $7.8k | NEW | 81.00 | 96.67 |
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| Union Pacific Corporation (UNP) | 0.0 | $7.5k | NEW | 31.00 | 243.10 |
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| Oklo Com Cl A (OKLO) | 0.0 | $7.4k | NEW | 150.00 | 49.59 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $6.8k | NEW | 100.00 | 68.25 |
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| Dow (DOW) | 0.0 | $6.2k | NEW | 150.00 | 41.65 |
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| Soundhound Ai Class A Com (SOUN) | 0.0 | $5.7k | NEW | 825.00 | 6.87 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.0 | $5.6k | NEW | 60.00 | 93.87 |
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| Sempra Energy (SRE) | 0.0 | $5.5k | NEW | 57.00 | 96.60 |
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| Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) | 0.0 | $5.5k | NEW | 400.00 | 13.76 |
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| Fs Kkr Capital Corp (FSK) | 0.0 | $5.5k | NEW | 537.00 | 10.18 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $5.2k | NEW | 13.00 | 398.00 |
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| C3 Ai Cl A (AI) | 0.0 | $5.1k | NEW | 600.00 | 8.42 |
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| Global X Fds Global X Copper (COPX) | 0.0 | $4.7k | NEW | 62.00 | 76.35 |
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| Brightstar Lottery Shs Usd (BRSL) | 0.0 | $4.3k | NEW | 334.00 | 12.75 |
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| Uber Technologies (UBER) | 0.0 | $3.6k | NEW | 50.00 | 71.94 |
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| Comstock Com Shs (LODE) | 0.0 | $3.5k | NEW | 1.1k | 3.05 |
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| Spdr Series Trust State Street Spd (XHB) | 0.0 | $3.5k | -99% | 35.00 | 98.86 |
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| Rocket Lab Corp (RKLB) | 0.0 | $3.2k | NEW | 50.00 | 64.22 |
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| Global Payments (GPN) | 0.0 | $2.8k | NEW | 42.00 | 66.74 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $2.4k | NEW | 33.00 | 73.52 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $2.1k | NEW | 28.00 | 76.25 |
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| Magnum Ice Cream Co Nv Ord Shs (MICC) | 0.0 | $1.7k | NEW | 111.00 | 14.95 |
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| Wheels Up Experience Com Cl A (UP) | 0.0 | $1.0k | NEW | 2.0k | 0.52 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $288.000000 | NEW | 10.00 | 28.80 |
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| Rigetti Computing Common Stock (RGTI) | 0.0 | $140.000000 | NEW | 10.00 | 14.00 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $89.000000 | NEW | 5.00 | 17.80 |
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Past Filings by Peterson Wealth Management
SEC 13F filings are viewable for Peterson Wealth Management going back to 2019
- Peterson Wealth Management 2026 Q1 filed May 15, 2026
- Peterson Wealth Management 2025 Q4 filed Feb. 4, 2026
- Peterson Wealth Management 2025 Q3 filed Dec. 17, 2025
- Peterson Wealth Management 2025 Q2 filed Oct. 15, 2025
- Peterson Wealth Management 2025 Q1 filed June 16, 2025
- Peterson Wealth Management 2024 Q4 filed Feb. 14, 2025
- Peterson Wealth Management 2024 Q3 filed Nov. 14, 2024
- Peterson Wealth Management 2024 Q2 filed Aug. 5, 2024
- Peterson Wealth Management 2024 Q1 filed May 15, 2024
- Peterson Wealth Management 2023 Q4 filed Feb. 22, 2024
- Peterson Wealth Management 2023 Q3 filed Nov. 14, 2023
- Peterson Wealth Management 2023 Q1 filed Aug. 17, 2023
- Peterson Wealth Management 2023 Q2 filed Aug. 17, 2023
- Peterson Wealth Management 2022 Q4 filed Feb. 8, 2023
- Peterson Wealth Management 2022 Q3 filed Oct. 14, 2022
- Peterson Wealth Management 2022 Q2 filed Aug. 3, 2022