PETERSON WEALTH MANAGEMENT — 13F Holdings & Portfolio
CIK 1785144 · latest 13F-HR filed 2026-05-15
PETERSON WEALTH MANAGEMENT manages $172.5M in 13F-reported U.S. long-equity assets across 166 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SPY (13.06%), QQQ (12.94%), VCIT (8.85%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 126 new positions, exited 1, added to 10, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$172.5M
Long-equity book
166
Distinct positions
2026-03-31
Filed 2026-05-15
+126 / −1 / ↑10 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION$1.3M +25.2%
- NEXTERA ENERGY INC$818.7K +22.0%
- WALMART INC$721.7K +15.1%
- TAIWAN SEMICONDUCTOR MANUFAC$307.5K +10.6%
- APPLE INC$272.9K +42.0%
Top Trims
- SPDR SERIES TRUST-$2.8M -99.9%
- INVESCO QQQ TR-$1.3M -5.4%
- JPMORGAN CHASE & CO-$765.5K -16.1%
- CROWDSTRIKE HLDGS INC-$683.9K -11.1%
- AMAZON COM INC-$600.3K -7.5%
New Positions
- VANGUARD SCOTTSDALE FDS$15.3M
- SELECT SECTOR SPDR TR$10.0M
- FIRST TR EXCHANGE-TRADED FD$8.2M
- MICROSOFT CORP$4.6M
- SPDR SERIES TRUST$175.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $22.5M | 13.06% | 34,639 | SH |
| 2 | INVESCO QQQ TR | QQQ | 46090E103 | $22.3M | 12.94% | 38,680 | SH |
| 3 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $15.3M | 8.85% | 184,551 | SH |
| 4 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $10.0M | 5.79% | 217,801 | SH |
| 5 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $9.7M | 5.63% | 45,179 | SH |
| 6 | FIRST TR EXCHANGE-TRADED FD | CIBR | 33734X846 | $8.2M | 4.76% | 131,061 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $7.4M | 4.31% | 35,712 | SH |
| 8 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $6.6M | 3.80% | 6,584 | SH |
| 9 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $5.9M | 3.42% | 40,241 | SH |
| 10 | WALMART INC | WMT | 931142103 | $5.5M | 3.19% | 44,285 | SH |
| 11 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.5M | 3.18% | 14,041 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $4.6M | 2.65% | 12,343 | SH |
| 13 | NEXTERA ENERGY INC | NEE | 65339F101 | $4.5M | 2.63% | 48,859 | SH |
| 14 | SELECT SECTOR SPDR TR | XLY | 81369Y407 | $4.4M | 2.53% | 40,030 | SH |
| 15 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.1M | 2.36% | 8,486 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $4.0M | 2.31% | 13,550 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $3.3M | 1.93% | 19,057 | SH |
| 18 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $3.2M | 1.86% | 9,473 | SH |
| 19 | META PLATFORMS INC | META | 30303M102 | $2.7M | 1.56% | 4,697 | SH |
| 20 | PALO ALTO NETWORKS INC | PANW | 697435105 | $1.8M | 1.03% | 11,104 | SH |
| 21 | SELECT SECTOR SPDR TR | XLC | 81369Y852 | $1.7M | 1.00% | 15,488 | SH |
| 22 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $1.6M | 0.90% | 2,518 | SH |
| 23 | PEPSICO INC | PEP | 713448108 | $1.5M | 0.87% | 9,649 | SH |
| 24 | BROADCOM INC | AVGO | 11135F101 | $1.4M | 0.80% | 4,459 | SH |
| 25 | SELECT SECTOR SPDR TR | XLP | 81369Y308 | $1.3M | 0.77% | 16,218 | SH |
| 26 | SELECT SECTOR SPDR TR | XLF | 81369Y605 | $1.2M | 0.69% | 24,126 | SH |
| 27 | MASTERCARD INCORPORATED | MA | 57636Q104 | $972.4K | 0.56% | 1,946 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $922.9K | 0.54% | 3,636 | SH |
| 29 | ROBLOX CORP | RBLX | 771049103 | $813.3K | 0.47% | 14,380 | SH |
| 30 | TESLA INC | TSLA | 88160R101 | $778.8K | 0.45% | 2,095 | SH |
| 31 | GE VERNOVA INC | GEV | 36828A101 | $509.0K | 0.30% | 583 | SH |
| 32 | EMPLOYERS HLDGS INC | EIG | 292218104 | $425.5K | 0.25% | 10,343 | SH |
| 33 | EXXON MOBIL CORP | XOM | 30231G102 | $422.6K | 0.24% | 2,491 | SH |
| 34 | FIRST TR EXCHANGE-TRADED FD | SKYY | 33734X192 | $421.1K | 0.24% | 3,851 | SH |
| 35 | HOME DEPOT INC | HD | 437076102 | $345.3K | 0.20% | 1,050 | SH |
| 36 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $344.5K | 0.20% | 13,436 | SH |
| 37 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $334.4K | 0.19% | 2,517 | SH |
| 38 | ELI LILLY & CO | LLY | 532457108 | $301.7K | 0.17% | 328 | SH |
| 39 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $296.2K | 0.17% | 6,489 | SH |
| 40 | ISHARES TR | IWM | 464287655 | $269.5K | 0.16% | 1,087 | SH |
| 41 | VANGUARD BD INDEX FDS | BND | 921937835 | $236.4K | 0.14% | 3,210 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $227.2K | 0.13% | 7,338 | SH |
| 43 | PARKER-HANNIFIN CORP | PH | 701094104 | $190.8K | 0.11% | 213 | SH |
| 44 | SPDR SERIES TRUST | XBI | 78464A870 | $175.4K | 0.10% | 1,373 | SH |
| 45 | LOCKHEED MARTIN CORP | LMT | 539830109 | $154.0K | 0.09% | 255 | SH |
| 46 | WASTE MGMT INC DEL | WM | 94106L109 | $139.8K | 0.08% | 609 | SH |
| 47 | ALPHABET INC | GOOGL | 02079K305 | $138.6K | 0.08% | 482 | SH |
| 48 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $134.3K | 0.08% | 4,077 | SH |
| 49 | REALTY INCOME CORP | O | 756109104 | $134.0K | 0.08% | 2,190 | SH |
| 50 | INVENTRUST PPTYS CORP | IVT | 46124J201 | $129.0K | 0.07% | 4,235 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $172.5M | 166 | 0001785144-26-000004 |
| 2025-12-31 | 2026-02-04 | $134.6M | 41 | 0001785144-26-000002 |
| 2025-09-30 | 2025-12-17 | $144.3M | 39 | 0001785144-25-000005 |