Peterson Wealth Management

Peterson Wealth Management as of June 30, 2026

Portfolio Holdings for Peterson Wealth Management

Peterson Wealth Management holds 184 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 15.3 $33M 45k 736.40
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.1 $30M 41k 746.76
Vanguard Scottsdale Fds Int-term Corp (VCIT) 8.8 $19M 227k 82.65
Vanguard Specialized Funds Div App Etf (VIG) 6.7 $14M 61k 236.62
Select Sector Spdr Tr St Str Util Etf (XLU) 4.6 $9.9M 219k 45.34
Amazon (AMZN) 4.2 $9.0M 38k 238.34
Microsoft Corporation (MSFT) 4.1 $8.8M 24k 373.02
Costco Wholesale Corporation (COST) 3.7 $7.9M 8.5k 935.50
Wal-Mart Stores (WMT) 3.4 $7.3M 65k 113.26
Select Sector Spdr Tr St Str Discr Etf (XLY) 3.3 $7.0M 60k 117.28
Select Sector Spdr Tr St Str Care Etf (XLV) 3.1 $6.7M 42k 158.66
Nextera Energy (NEE) 2.6 $5.6M 64k 87.77
JPMorgan Chase & Co. (JPM) 2.1 $4.6M 14k 327.33
Eli Lilly & Co. (LLY) 2.1 $4.6M 3.8k 1199.43
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 2.1 $4.5M 9.5k 477.57
NVIDIA Corporation (NVDA) 2.0 $4.3M 22k 200.09
Broadcom (AVGO) 2.0 $4.2M 11k 377.74
Meta Platforms Cl A (META) 1.9 $4.1M 7.2k 563.32
Apple (AAPL) 1.7 $3.7M 13k 289.37
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.1 $2.4M 46k 53.61
Ishares Tr TRS FLT RT BD (TFLO) 1.1 $2.3M 45k 50.63
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.8 $1.8M 2.5k 703.48
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.8 $1.6M 15k 107.13
Select Sector Spdr Tr St Str Stapl Etf (XLP) 0.7 $1.4M 17k 83.07
Pepsi (PEP) 0.6 $1.3M 9.7k 135.41
Tesla Motors (TSLA) 0.5 $1.1M 2.6k 420.60
Mastercard Incorporated Cl A (MA) 0.5 $1.1M 2.1k 513.54
First Tr Exchange-traded Cloud Computing (SKYY) 0.5 $1.0M 7.7k 134.56
Ge Vernova (GEV) 0.4 $939k 799.00 1175.04
Palantir Technologies Cl A (PLTR) 0.4 $841k 7.2k 116.67
Roblox Corp Cl A (RBLX) 0.4 $782k 14k 54.38
Employers Holdings (EIG) 0.2 $526k 10k 50.48
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.2 $512k 2.7k 190.49
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $397k 14k 29.43
Spdr Series Trust St Str Sp Biot (XBI) 0.2 $335k 2.1k 158.25
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $332k 6.6k 50.39
Exxon Mobil Corporation (XOM) 0.2 $323k 2.4k 136.71
Ishares Tr Russell 2000 Etf (IWM) 0.1 $318k 1.1k 300.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $271k 7.4k 36.87
Home Depot (HD) 0.1 $240k 680.00 352.53
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $238k 3.2k 73.42
Alphabet Cap Stk Cl A (GOOGL) 0.1 $217k 607.00 357.33
Parker-Hannifin Corporation (PH) 0.1 $184k 189.00 975.88
Astera Labs (ALAB) 0.1 $184k 380.00 483.02
Inventrust Pptys Corp Com New (IVT) 0.1 $151k 4.3k 35.40
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $148k 4.1k 36.26
Advanced Micro Devices (AMD) 0.1 $138k 237.00 580.91
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $136k 207.00 655.91
Realty Income (O) 0.1 $136k 2.2k 61.96
Monarch Casino & Resort (MCRI) 0.1 $134k 1.0k 131.55
Netflix (NFLX) 0.1 $134k 1.9k 71.40
Lockheed Martin Corporation (LMT) 0.1 $131k 257.00 508.64
Ishares Core Msci Emkt (IEMG) 0.1 $124k 1.5k 82.82
Ishares Tr Core Msci Intl (IDEV) 0.1 $124k 1.4k 88.98
Altria (MO) 0.1 $120k 1.7k 71.95
Waste Management (WM) 0.1 $117k 525.00 223.06
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $105k 1.2k 89.83
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.0 $101k 1.6k 64.71
Coca-Cola Bottling Co. Consolidated (COKE) 0.0 $96k 500.00 190.92
Vanguard Index Fds Large Cap Etf (VV) 0.0 $95k 276.00 343.97
Spdr Series Trust St Str Sp Div (SDY) 0.0 $95k 623.00 152.18
Corning Incorporated (GLW) 0.0 $93k 363.00 255.58
Verizon Communications (VZ) 0.0 $93k 2.2k 42.34
Key (KEY) 0.0 $91k 4.0k 23.05
Atmos Energy Corporation (ATO) 0.0 $90k 520.00 172.12
British Amern Tob Sponsored Adr (BTI) 0.0 $88k 1.4k 61.76
McDonald's Corporation (MCD) 0.0 $84k 311.00 270.16
Johnson & Johnson (JNJ) 0.0 $71k 280.00 253.97
Alphabet Cap Stk Cl C (GOOG) 0.0 $71k 201.00 353.17
Reddit Cl A (RDDT) 0.0 $70k 405.00 173.58
Uipath Cl A (PATH) 0.0 $61k 5.7k 10.87
Spdr Gold Tr Gold Shs (GLD) 0.0 $59k 161.00 368.38
Mp Materials Corp Com Cl A (MP) 0.0 $57k 1.0k 56.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $57k 818.00 69.94
American Electric Power Company (AEP) 0.0 $55k 400.00 136.81
Glacier Ban (GBCI) 0.0 $54k 1.0k 51.60
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $54k 202.00 264.72
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $53k 643.00 82.33
Tempus Ai Cl A (TEM) 0.0 $52k 900.00 57.93
ConocoPhillips (COP) 0.0 $52k 500.00 103.96
Guggenheim Strategic Opportu Com Sbi (GOF) 0.0 $50k 4.6k 10.92
Ishares Tr Us Trsprtion (IYT) 0.0 $49k 570.00 86.75
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $45k 3.8k 11.74
DaVita (DVA) 0.0 $45k 200.00 222.48
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $44k 204.00 213.10
Phillips 66 (PSX) 0.0 $42k 250.00 169.05
Oneok (OKE) 0.0 $41k 476.00 86.94
Linde SHS (LIN) 0.0 $41k 79.00 520.28
Xcel Energy (XEL) 0.0 $40k 494.00 80.33
Cisco Systems (CSCO) 0.0 $38k 326.00 117.46
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $38k 1.5k 24.51
Ford Motor Company (F) 0.0 $37k 2.7k 13.90
Royal Caribbean Cruises (RCL) 0.0 $37k 117.00 318.76
Nuveen Insd Dividend Advantage (NVG) 0.0 $36k 2.8k 12.80
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $36k 3.7k 9.81
Martin Marietta Materials (MLM) 0.0 $36k 62.00 573.18
Coreweave Com Cl A (CRWV) 0.0 $35k 356.00 99.54
Medtronic SHS (MDT) 0.0 $35k 445.00 78.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $34k 480.00 71.25
Nuveen Ins Ca Tx Fr Adv Mun (NKX) 0.0 $34k 2.7k 12.53
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $32k 2.7k 12.12
Eaton Corp SHS (ETN) 0.0 $32k 75.00 426.12
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $32k 950.00 33.29
Crowdstrike Hldgs Cl A (CRWD) 0.0 $31k 40.00 763.15
Unilever Spon Adr New (UL) 0.0 $30k 505.00 60.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $29k 304.00 96.53
Oklo Com Cl A (OKLO) 0.0 $28k 535.00 52.33
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $27k 122.00 218.98
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $27k 500.00 53.11
American Centy Etf Tr Us Quality Grow (QGRO) 0.0 $26k 217.00 118.05
SYSCO Corporation (SYY) 0.0 $25k 304.00 83.58
Ishares Tr Core S&p500 Etf (IVV) 0.0 $23k 31.00 750.87
Barrick Mng Corp Com Shs (B) 0.0 $23k 622.00 36.73
Main Street Capital Corporation (MAIN) 0.0 $21k 400.00 51.88
Spdr Series Trust ST STR P500GRW (SPYG) 0.0 $21k 174.00 119.14
Iren Ordinary Shares (IREN) 0.0 $21k 450.00 45.73
American Centy Etf Tr Us Eqt Etf (AVUS) 0.0 $21k 160.00 128.08
Visa Com Cl A (V) 0.0 $20k 59.00 345.07
International Business Machines (IBM) 0.0 $19k 67.00 283.09
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $19k 111.00 170.86
Moderna (MRNA) 0.0 $19k 269.00 70.03
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $19k 125.00 148.76
Vanguard Index Fds Small Cp Etf (VB) 0.0 $19k 61.00 304.02
Honeywell Aerospace (HONA) 0.0 $18k 82.00 221.09
Chevron Corporation (CVX) 0.0 $18k 109.00 165.44
Intel Corporation (INTC) 0.0 $18k 128.00 139.63
Boeing Company (BA) 0.0 $16k 74.00 216.47
salesforce (CRM) 0.0 $16k 100.00 156.66
Quantum Computing (QUBT) 0.0 $16k 1.6k 9.70
Cleanspark Com New (CLSK) 0.0 $15k 1.0k 14.55
Dutch Bros Cl A (BROS) 0.0 $14k 200.00 71.81
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.0 $14k 197.00 72.42
Rocket Lab Corp (RKLB) 0.0 $14k 139.00 101.65
Honeywell International (HON) 0.0 $13k 59.00 222.69
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $13k 24.00 530.50
Amgen (AMGN) 0.0 $13k 35.00 362.11
Pimco Municipal Income Fund II (PML) 0.0 $13k 1.7k 7.61
Nike CL B (NKE) 0.0 $12k 300.00 41.05
Rayonier (RYN) 0.0 $12k 557.00 21.27
Target Corporation (TGT) 0.0 $12k 91.00 130.14
Agnc Invt Corp Com reit (AGNC) 0.0 $11k 1.0k 10.90
Global X Fds Superdividend (SDIV) 0.0 $11k 448.00 24.44
D-wave Quantum (QBTS) 0.0 $11k 450.00 23.99
Carnival Corp Common Shares (CCL) 0.0 $10k 352.00 28.56
Astrazeneca Ord (AZN) 0.0 $9.5k 50.00 189.62
Casey's General Stores (CASY) 0.0 $8.8k 11.00 795.73
Union Pacific Corporation (UNP) 0.0 $8.5k 31.00 273.94
C3 Ai Cl A (AI) 0.0 $8.2k 900.00 9.09
Walt Disney Company (DIS) 0.0 $7.8k 81.00 96.53
Nokia Corp Sponsored Adr (NOK) 0.0 $7.3k 550.00 13.28
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $6.8k 25.00 271.96
Soundhound Ai Class A Com (SOUN) 0.0 $6.6k 1.0k 6.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $6.5k 13.00 500.38
Viking Holdings Ord Shs (VIK) 0.0 $6.1k 58.00 104.67
Marvell Technology (MRVL) 0.0 $6.0k 20.00 297.90
Archer Aviation Com Cl A (ACHR) 0.0 $5.9k 1.3k 4.73
Fs Kkr Capital Corp (FSK) 0.0 $5.9k 560.00 10.51
Kingstone Companies (KINS) 0.0 $5.8k 305.00 19.03
Billiontoone Cl A (BLLN) 0.0 $5.6k 47.00 119.98
Uber Technologies (UBER) 0.0 $5.4k 75.00 72.16
Arm Holdings Sponsored Ads (ARM) 0.0 $5.3k 15.00 354.60
Sempra Energy (SRE) 0.0 $5.3k 57.00 93.12
Fuelcell Energy Com New (FCEL) 0.0 $5.3k 147.00 36.01
Ishares Msci Sweden Etf (EWD) 0.0 $5.0k 100.00 49.98
Ondas Com New (ONDS) 0.0 $4.9k 600.00 8.24
Global X Fds Global X Copper (COPX) 0.0 $4.8k 62.00 76.97
Comstock Com Shs (LODE) 0.0 $4.8k 1.1k 4.16
Nuscale Pwr Corp Cl A Com (SMR) 0.0 $4.5k 450.00 10.03
Spdr Series Trust St Str Sp Home (XHB) 0.0 $4.1k 35.00 115.71
Bitmine Immersion Techs Com New (BMNR) 0.0 $3.7k 275.00 13.31
Brightstar Lottery Shs Usd (BRSL) 0.0 $3.7k 341.00 10.71
Cintas Corporation (CTAS) 0.0 $3.6k 21.00 170.48
Roundhill Etf Trust Memory Etf 0.0 $3.5k 47.00 73.85
Novo-nordisk A S Adr (NVO) 0.0 $3.1k 65.00 47.94
Rigetti Computing Common Stock (RGTI) 0.0 $3.1k 160.00 19.32
Ionq Inc Pipe (IONQ) 0.0 $2.7k 50.00 53.26
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $2.5k 33.00 75.30
Digitalocean Hldgs (DOCN) 0.0 $2.4k 15.00 157.00
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $1.9k 111.00 17.41
Solstice Advanced Matls Com Shs (SOLS) 0.0 $1.4k 16.00 88.75
ON Semiconductor (ON) 0.0 $1.4k 15.00 94.53
Micron Technology (MU) 0.0 $1.2k 1.00 1154.00
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.0 $91.000000 5.00 18.20
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.0 $0 0 0.00