Peterson Wealth Management

Peterson Wealth Management as of March 31, 2026

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