PETERSON WEALTH MANAGEMENT
Sector Allocation
- Other62.7%$134.6M
- Technology15.1%$32.4M
- Consumer Staples7.9%$16.9M
- Consumer Discretionary4.9%$10.6M
- Financials3.1%$6.7M
- Utilities2.7%$5.8M
- Healthcare2.2%$4.8M
- Industrials0.7%$1.4M
- Energy0.3%$566,351
- Real Estate0.1%$309,884
AUM History
13fpro.ai/research/fund/peterson-wealth-management-1785144
Conviction and streaks
Concentrating · top 10 = 68.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
QQQ
$32.9MSPY
$30.4M- VANGUARD$18.8M
- VANGUARD$14.3M
- SELECT$9.9M
AMZN
$9.0MMSFT
$8.8MCOST
$7.9MWMT
$7.3M- SELECT$7.0M
- SELECT$6.7M
NEE
$5.6MJPM
$4.6MLLY
$4.6MTSM
$4.5MNVDA
$4.3MAVGO
$4.2MMETA
$4.1MAAPL
$3.7M- SELECT$2.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peterson-wealth-management-1785144
PETERSON WEALTH MANAGEMENT 13F holdings — Q2 2026
$214.6M portfolio (+24.4% QoQ) · 184 holdings · Q2 2026 13F · top 10 are 68% of the stock portfolio
$32.9M
15.3% of stocks
+16%This quarter+5.5%Since filed4+ qtrsHeld$30.4M
14.1% of stocks
+17%This quarter+3.8%Since filed4+ qtrsHeld- 3
VANGUARD SCOTTSDALE FDS - INT-TERM CORP
$18.8M
8.8% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$14.3M
6.7% of stocks
+34%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SELECT SECTOR SPDR TR - ST STR UTIL ETF
$9.9M
4.6% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— $9.0M
4.2% of stocks
+5%This quarter+7.5%Since filed4+ qtrsHeld$8.8M
4.1% of stocks
+92%This quarter+17.8%Since filed2 qtrsHeld$7.9M
3.7% of stocks
+29%This quarter+4.0%Since filed4+ qtrsHeld$7.3M
3.4% of stocks
+46%This quarter+7.4%Since filed4+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row- 10
SELECT SECTOR SPDR TR - ST STR DISCR ETF
$7.0M
3.3% of stocks
+49%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $32.9M | 15.3% | +16% | +5.5% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 2 | $30.4M | 14.1% | +17% | +3.8% | 4+ qtrsAdded 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $18.8M | 8.8% | +23% | — | — | — | — | |
| 4 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $14.3M | 6.7% | +34% | — | — | — | — | |
| 5 | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $9.9M | 4.6% | +0.7% | — | — | — | — | |
| 6 | $9.0M | 4.2% | +5% | +7.5% | 4+ qtrsAdded 2 qtrs in a row | 67.5#364 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | $8.8M | 4.1% | +92% | +17.8% | 2 qtrsAdded 2 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 8 | $7.9M | 3.7% | +29% | +4.0% | 4+ qtrsAdded 2 qtrs in a row | 63.8#579 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | $7.3M | 3.4% | +46% | +7.4% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $7.0M | 3.3% | +49% | — | — | — | — |
All holdings — PETERSON WEALTH MANAGEMENT (Q2 2026)
184 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SELECT SECTOR SPDR TR - ST STR CARE ETFetf/fund | — | $6.7M | 3.1% | 42K | +5% | — | — | 13F |
| 12 | NEXTERA ENERGY INC | Utilities | $5.6M | 2.6% | 64K | +30% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $4.6M | 2.1% | 14K | +4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $4.6M | 2.1% | 3,798 | +1058% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $4.5M | 2.1% | 9,505 | +0.3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | NVIDIA CORP | Technology | $4.3M | 2.0% | 22K | +14% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Broadcom Inc. | Technology | $4.2M | 2.0% | 11K | +151% | 4+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Meta Platforms, Inc. | Technology | $4.1M | 1.9% | 7,240 | +54% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Apple Inc. | Technology | $3.7M | 1.7% | 13K | +255% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | SELECT SECTOR SPDR TR - ST STR FINL ETFetf/fund | — | $2.4M | 1.1% | 45K | +88% | — | — | 13F |
| 21 | — | ISHARES TR - TRS FLT RT BDetf/fund | — | $2.3M | 1.1% | 45K | New | — | — | 13F |
| 22 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $1.8M | 0.8% | 2,499 | -0.8% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | SELECT SECTOR SPDR TR - ST STR SVC ETFetf/fund | — | $1.6M | 0.8% | 15K | -2% | — | — | 13F |
| 24 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETFetf/fund | — | $1.4M | 0.7% | 17K | +6% | — | — | 13F |
| 25 | PEPSICO INC | Consumer Staples | $1.3M | 0.6% | 9,673 | +0.2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.5% | 2,554 | +22% | |||
| 27 | $MA | Mastercard Inc | Financials | $1.1M | 0.5% | 2,075 | +7% | |||
| 28 | — | FIRST TR EXCHANGE-TRADED FD - CLOUD COMPUTING | — | $1.0M | 0.5% | 7,670 | +99% | |||
| 29 | $GEV | GE Vernova Inc. | Industrials | $939K | 0.4% | 799 | +37% | |||
| 30 | $PLTR | Palantir Technologies Inc. | Technology | $841K | 0.4% | 7,205 | New | |||
| 31 | $RBLX | Roblox Corp | Technology | $782K | 0.4% | 14K | — | |||
| 32 | $EIG | Employers Holdings, Inc. | Financials | $526K | 0.3% | 10K | +0.8% | |||
| 33 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $512K | 0.2% | 2,690 | +7% | |||
| 34 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $396K | 0.2% | 13K | +0.3% | |||
| 35 | — | SPDR SERIES TRUST - ST STR SP BIOT | — | $335K | 0.2% | 2,118 | +54% | |||
| 36 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $332K | 0.1% | 6,582 | +1% | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $323K | 0.1% | 2,364 | -5% | |||
| 38 | — | ISHARES TR - RUSSELL 2000 ETF | — | $318K | 0.1% | 1,058 | -3% | |||
| 39 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $271K | 0.1% | 7,360 | +0.3% | |||
| 40 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $240K | 0.1% | 680 | -35% | |||
| 41 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $238K | 0.1% | 3,242 | +1.0% | |||
| 42 | $GOOGL | Alphabet Inc. | Technology | $217K | 0.1% | 607 | +26% | |||
| 43 | $PH | Parker-Hannifin Corp | Industrials | $184K | 0.1% | 189 | -11% | |||
| 44 | $ALAB | Astera Labs, Inc. | Technology | $184K | 0.1% | 380 | +12% | |||
| 45 | $IVT | InvenTrust Properties Corp. | Real Estate | $151K | 0.1% | 4,268 | +0.8% | |||
| 46 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $148K | 0.1% | 4,082 | +0.1% | |||
| 47 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $138K | 0.1% | 237 | +58% | |||
| 48 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $136K | 0.1% | 207 | +59% | |||
| 49 | $O | REALTY INCOME CORP | Real Estate | $136K | 0.1% | 2,190 | — | |||
| 50 | $MCRI | MONARCH CASINO & RESORT INC | Consumer Discretionary | $134K | 0.1% | 1,019 | +0.3% | |||
| 51 | $NFLX | NETFLIX INC | Communication Services | $134K | 0.1% | 1,870 | +76% | |||
| 52 | $LMT | LOCKHEED MARTIN CORP | Industrials | $131K | 0.1% | 257 | +0.8% | |||
| 53 | — | ISHARES INC - CORE MSCI EMKT | — | $124K | 0.1% | 1,497 | +0.8% | |||
| 54 | — | ISHARES TR - CORE MSCI INTL | — | $124K | 0.1% | 1,388 | +2% | |||
| 55 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $120K | 0.1% | 1,671 | — | |||
| 56 | $WM | WASTE MANAGEMENT INC | Utilities | $117K | 0.1% | 525 | -14% | |||
| 57 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $105K | 0.1% | 1,165 | -99% | |||
| 58 | $WT | WisdomTree, Inc. | Financials | $101K | 0.1% | 1,564 | +1% | |||
| 59 | $COKE | Coca-Cola Consolidated, Inc. | Consumer Staples | $95K | 0.0% | 500 | — | |||
| 60 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $95K | 0.0% | 276 | +0.4% | |||
| 61 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $95K | 0.0% | 623 | +0.3% | |||
| 62 | $GLW | CORNING INC /NY | Materials | $93K | 0.0% | 363 | +213% | |||
| 63 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $93K | 0.0% | 2,191 | +98% | |||
| 64 | $KEY | KEYCORP /NEW/ | Financials | $91K | 0.0% | 3,950 | +0.9% | |||
| 65 | $ATO | ATMOS ENERGY CORP | Energy | $90K | 0.0% | 520 | +0.8% | |||
| 66 | $BTI | British American Tobacco p.l.c. | Consumer Staples | $88K | 0.0% | 1,422 | — | |||
| 67 | $MCD | MCDONALDS CORP | Consumer Discretionary | $84K | 0.0% | 311 | +0.6% | |||
| 68 | $JNJ | JOHNSON & JOHNSON | Healthcare | $71K | 0.0% | 280 | +39% | |||
| 69 | $GOOG | Alphabet Inc. | Technology | $71K | 0.0% | 201 | +18% | |||
| 70 | $RDDT | Reddit, Inc. | Technology | $70K | 0.0% | 405 | — | |||
| 71 | $PATH | UiPath, Inc. | Technology | $61K | 0.0% | 5,650 | +92% | |||
| 72 | $GLD | SPDR GOLD TRUST | Financials | $59K | 0.0% | 161 | -21% | |||
| 73 | $MP | MP Materials Corp. / DE | Materials | $57K | 0.0% | 1,025 | +41% | |||
| 74 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $57K | 0.0% | 818 | +0.2% | |||
| 75 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $55K | 0.0% | 400 | — | |||
| 76 | $GBCI | GLACIER BANCORP, INC. | Financials | $54K | 0.0% | 1,037 | +0.7% | |||
| 77 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $53K | 0.0% | 202 | -2% | |||
| 78 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $53K | 0.0% | 643 | +0.3% | |||
| 79 | $TEM | Tempus AI, Inc. | Technology | $52K | 0.0% | 900 | +89% | |||
| 80 | $COP | CONOCOPHILLIPS | Energy | $52K | 0.0% | 500 | — | |||
| 81 | $GOF | GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | Other | $50K | 0.0% | 4,588 | — | |||
| 82 | — | ISHARES TR - US TRSPRTION | — | $49K | 0.0% | 570 | New | |||
| 83 | — | NUVEEN AMT FREE QLTY MUN INC - COM | — | $45K | 0.0% | 3,828 | +0.6% | |||
| 84 | $DVA | DAVITA INC. | Healthcare | $44K | 0.0% | 200 | — | |||
| 85 | $IVZ | Invesco Ltd. | Financials | $43K | 0.0% | 204 | — | |||
| 86 | $PSX | Phillips 66 | Energy | $42K | 0.0% | 250 | — | |||
| 87 | $OKE | ONEOK INC /NEW/ | Energy | $41K | 0.0% | 476 | — | |||
| 88 | $LIN | LINDE PLC | Materials | $41K | 0.0% | 79 | — | |||
| 89 | $XEL | XCEL ENERGY INC | Utilities | $40K | 0.0% | 494 | +0.6% | |||
| 90 | $CSCO | CISCO SYSTEMS, INC. | Technology | $38K | 0.0% | 326 | +40% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $38K | 0.0% | 1,548 | New | |||
| 92 | $F | FORD MOTOR CO | Consumer Discretionary | $37K | 0.0% | 2,693 | +23% | |||
| 93 | $RCL | ROYAL CARIBBEAN CRUISES LTD | Industrials | $37K | 0.0% | 117 | — | |||
| 94 | $NVG | Nuveen AMT-Free Municipal Credit Income Fund | Other | $36K | 0.0% | 2,830 | +0.6% | |||
| 95 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $36K | 0.0% | 3,675 | — | |||
| 96 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $36K | 0.0% | 62 | — | |||
| 97 | $CRWV | CoreWeave, Inc. | Technology | $35K | 0.0% | 356 | +61% | |||
| 98 | $MDT | Medtronic plc | Healthcare | $35K | 0.0% | 445 | -14% | |||
| 99 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $34K | 0.0% | 480 | — | |||
| 100 | — | NUVEEN CALIF AMT FREE MUNI I - COM | — | $34K | 0.0% | 2,696 | — | |||
| 101 | $NAC | Nuveen California Quality Municipal Income Fund | Other | $32K | 0.0% | 2,655 | — | |||
| 102 | $ETN | Eaton Corp plc | Industrials | $32K | 0.0% | 75 | New | |||
| 103 | $IBIT | iShares Bitcoin Trust ETF | Financials | $32K | 0.0% | 950 | +15% | |||
| 104 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $31K | 0.0% | 40 | -100% | |||
| 105 | $UL | UNILEVER PLC | Consumer Staples | $30K | 0.0% | 505 | +2% | |||
| 106 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $29K | 0.0% | 304 | +0.7% | |||
| 107 | $OKLO | Oklo Inc. | Utilities | $28K | 0.0% | 535 | +257% | |||
| 108 | — | ISHARES TR - MSCI USA QLT FCT | — | $27K | 0.0% | 122 | — | |||
| 109 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $27K | 0.0% | 500 | — | |||
| 110 | — | AMERICAN CENTY ETF TR - US QUALITY GROW | — | $26K | 0.0% | 217 | New | |||
| 111 | $SYY | SYSCO CORP | Consumer Discretionary | $25K | 0.0% | 304 | — | |||
| 112 | — | ISHARES TR - CORE S&P500 ETF | — | $23K | 0.0% | 31 | New | |||
| 113 | $B | BARRICK MINING CORP | Materials | $23K | 0.0% | 622 | — | |||
| 114 | $MAIN | Main Street Capital CORP | Other | $21K | 0.0% | 400 | — | |||
| 115 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $21K | 0.0% | 174 | New | |||
| 116 | $IREN | IREN Ltd | Financials | $21K | 0.0% | 450 | — | |||
| 117 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $20K | 0.0% | 160 | New | |||
| 118 | $V | VISA INC. | Financials | $20K | 0.0% | 59 | +103% | |||
| 119 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $19K | 0.0% | 67 | — | |||
| 120 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $19K | 0.0% | 111 | New | |||
| 121 | $MRNA | Moderna, Inc. | Healthcare | $19K | 0.0% | 269 | New | |||
| 122 | — | ISHARES TR - CORE S&P SCP ETF | — | $19K | 0.0% | 125 | — | |||
| 123 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $19K | 0.0% | 61 | New | |||
| 124 | $HONA | Honeywell Aerospace Inc. | Industrials | $18K | 0.0% | 82 | New | |||
| 125 | $CVX | CHEVRON CORP | Energy | $18K | 0.0% | 109 | +0.9% | |||
| 126 | $INTC | INTEL CORP | Technology | $18K | 0.0% | 128 | New | |||
| 127 | $BA | BOEING CO | Industrials | $16K | 0.0% | 74 | — | |||
| 128 | $CRM | Salesforce, Inc. | Technology | $16K | 0.0% | 100 | New | |||
| 129 | $QUBT | Quantum Computing Inc. | Technology | $16K | 0.0% | 1,600 | New | |||
| 130 | $CLSK | CLEANSPARK, INC. | Financials | $15K | 0.0% | 1,000 | — | |||
| 131 | $BROS | Dutch Bros Inc. | Consumer Discretionary | $14K | 0.0% | 200 | — | |||
| 132 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | — | $14K | 0.0% | 197 | — | |||
| 133 | $RKLB | Rocket Lab Corp | Industrials | $14K | 0.0% | 139 | +178% | |||
| 134 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $13K | 0.0% | 59 | -50% | |||
| 135 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $13K | 0.0% | 24 | — | |||
| 136 | $AMGN | AMGEN INC | Healthcare | $13K | 0.0% | 35 | — | |||
| 137 | $PML | PIMCO MUNICIPAL INCOME FUND II | Other | $13K | 0.0% | 1,651 | +2% | |||
| 138 | $NKE | NIKE, Inc. | Consumer Discretionary | $12K | 0.0% | 300 | New | |||
| 139 | $RYN | RAYONIER INC | Real Estate | $12K | 0.0% | 557 | +1% | |||
| 140 | $TGT | TARGET CORP | Consumer Staples | $12K | 0.0% | 91 | +1% | |||
| 141 | $AGNC | AGNC Investment Corp. | Real Estate | $11K | 0.0% | 1,033 | — | |||
| 142 | — | GLOBAL X FDS - SUPERDIVIDEND | — | $11K | 0.0% | 448 | New | |||
| 143 | $QBTS | D-Wave Quantum Inc. | Technology | $11K | 0.0% | 450 | New | |||
| 144 | $CCL | Carnival Corp Ltd. | Industrials | $10K | 0.0% | 352 | — | |||
| 145 | $AZN | ASTRAZENECA PLC | Healthcare | $9K | 0.0% | 50 | — | |||
| 146 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $9K | 0.0% | 11 | — | |||
| 147 | $UNP | UNION PACIFIC CORP | Industrials | $8K | 0.0% | 31 | — | |||
| 148 | $AI | C3.ai, Inc. | Technology | $8K | 0.0% | 900 | +50% | |||
| 149 | $DIS | Walt Disney Co | Communication Services | $8K | 0.0% | 81 | — | |||
| 150 | $NOK | NOKIA CORP | Technology | $7K | 0.0% | 550 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 35 new, 83 added to, 18 trimmed, 17 sold out. Share-count changes; largest moves by dollar size first.
New positions (35)
- ISHARES TR - TRS FLT RT BD$2.3M
first bought this quarter
$PLTRPalantir Technologies Inc.$841K
first bought this quarter
- ISHARES TR - US TRSPRTION$49K
first bought this quarter
$ETNEaton Corp plc$32K
first bought this quarter
- AMERICAN CENTY ETF TR - US QUALITY GROW$26K
first bought this quarter
- ISHARES TR - CORE S&P500 ETF$23K
first bought this quarter
+29 more in the Excel export
Added to (83)
now $30.4M · held 4+ qtrs, 3 adds in a row
now $32.9M · held 4+ qtrs
now $8.8M · held 2 qtrs, 2 adds in a row
now $4.6M · held 3 qtrs, 3 adds in a row
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+34%
now $14.3M
- VANGUARD SCOTTSDALE FDS - INT-TERM CORP+23%
now $18.8M
+77 more in the Excel export
Trimmed (18)
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-99%
now $105K
$CRWDCrowdStrike Holdings, Inc.-100%
now $31K · held 4+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-100%
now $7K · held 3 qtrs
$HDHOME DEPOT, INC.-35%
now $240K · held 4+ qtrs
- SELECT SECTOR SPDR TR - ST STR SVC ETF-2%
now $1.6M
$PHParker-Hannifin Corp-11%
now $184K · held 3 qtrs, 2 trims in a row
+12 more in the Excel export
Holdings by quarter
Every 13F PETERSON WEALTH MANAGEMENT has filed, 26 earlier quarters. Pick one to see what it held then.
Is it too late to follow PETERSON WEALTH MANAGEMENT?
Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of PETERSON WEALTH MANAGEMENT's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+5.5%
Value-weighted move of the 10 largest stock positions
Turnover
15%
Last quarter
Top 10 weight
68%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
PETERSON WEALTH MANAGEMENT disclosed 184 positions worth $214.6M in its Form 13F-HR for Q2 2026, led by $QQQ (INVESCO QQQ TRUST, SERIES 1) at 15.3% of the equity portfolio, followed by $SPY. During the quarter the fund opened 35 new positions and exited 17 and a full exit from $PANW. The portfolio is most concentrated in Other (62.7% of disclosed assets). All figures are sourced directly from PETERSON WEALTH MANAGEMENT’s Form 13F-HR filing with the SEC under CIK 1785144.
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