Peterson Wealth Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Peterson Wealth Management reported 183 stock positions worth $214.6 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 15.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.1%) and Vanguard Int-Term Corporate (VCIT, 8.8%). Compared with Q1 2026, it opened 34 new positions, sold out of 18, added to 85 and reduced 17. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +16%) and the biggest sale First Trust Nasdaq Cybersecu (CIBR, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- SPARKS, NV
- CIK
- 0001785144
- Portfolio Value
- $214.6M (Q2 2026)
- SEC Filing
- 0001785144-26-000006 ↗ filed Jul 30, 2026
Holdings Value
Holdings 183 stocks · $214.6M
| QQQ Invesco QQQ Trust Series 1 | 15.35% | 44,722 | $32.9M | Add +15.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.14% | 40,645 | $30.4M | Add +17.3% |
| VCIT Vanguard Int-Term Corporate | 8.75% | 227,319 | $18.8M | Add +23.2% |
| VIG Vanguard Dividend Apprec ETF | 6.67% | 60,505 | $14.3M | Add +33.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 4.63% | 219,280 | $9.9M | Add +0.7% |
| AMZN Amazon.com Inc. | 4.17% | 37,572 | $9.0M | Add +5.2% |
| MSFT Microsoft Corp. | 4.12% | 23,724 | $8.8M | Add +92.2% |
| COST Costco Wholesale Corp. | 3.70% | 8,485 | $7.9M | Add +28.9% |
| WMT Walmart Inc. | 3.41% | 64,590 | $7.3M | Add +45.9% |
| XLY SS Consumer Disc Select Sect | 3.26% | 59,570 | $7.0M | Add +48.8% |
| XLV SS Health Care Select Sector | 3.12% | 42,142 | $6.7M | Add +4.7% |
| NEE Nextera Energy Inc. | 2.60% | 63,650 | $5.6M | Add +30.3% |
| JPM JPMorgan Chase & Co. | 2.15% | 14,078 | $4.6M | Add +3.9% |
| LLY Eli Lilly & Co. | 2.12% | 3,798 | $4.6M | Add +1057.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.12% | 9,505 | $4.5M | Add +0.3% |
| NVDA Nvidia Corp. | 2.02% | 21,639 | $4.3M | Add +13.6% |
| AVGO Broadcom Inc. | 1.97% | 11,177 | $4.2M | Add +150.7% |
| META Meta Platforms Inc. Class A | 1.90% | 7,240 | $4.1M | Add +54.1% |
| AAPL Apple Inc. | 1.74% | 12,908 | $3.7M | Add +255.0% |
| XLF SS Financial Select Sector | 1.14% | 45,453 | $2.4M | Add +88.4% |
| TFLO iShares Treasury Floating Ra | 1.07% | 45,207 | $2.3M | New |
| MDY State Street SPDR S&P Midcap | 0.82% | 2,499 | $1.8M | Reduce -0.8% |
| XLC SS Comm Select Sector SPDR | 0.76% | 15,200 | $1.6M | Reduce -1.9% |
| XLP SS Consumer Staples Sel Sect | 0.67% | 17,246 | $1.4M | Add +6.3% |
| PEP Pepsico Inc. | 0.61% | 9,673 | $1.3M | Add +0.3% |
| TSLA Tesla Inc. | 0.50% | 2,554 | $1.1M | Add +21.9% |
| MA Mastercard Inc. Class A | 0.50% | 2,075 | $1.1M | Add +6.6% |
| SKYY First Trust Cloud Computing | 0.48% | 7,670 | $1.0M | Add +99.2% |
| GEV GE Vernova Inc. | 0.44% | 799 | $939K | Add +37.0% |
| PLTR Palantir Technologies Inc. Class A | 0.39% | 7,205 | $841K | New |
| RBLX Roblox Corp. Class A | 0.36% | 14,380 | $782K | No change |
| EIG Employers Holdings Inc. | 0.25% | 10,424 | $526K | Add +0.8% |
| XLK SS Technology Select Sector | 0.24% | 2,690 | $512K | Add +6.9% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 13,472 | $396K | Add +0.3% |
| XBI SS SPDR S&P Biotech ETF | 0.16% | 2,118 | $335K | Add +54.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 6,582 | $332K | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.15% | 2,364 | $323K | Reduce -5.1% |
| IWM iShares Russell 2000 ETF | 0.15% | 1,058 | $318K | Reduce -2.7% |
| SCHM Schwab US Mid Cap ETF | 0.13% | 7,360 | $271K | Add +0.3% |
| HD Home Depot Inc. | 0.11% | 680 | $240K | Reduce -35.2% |
| BND Vanguard Total Bond Market | 0.11% | 3,242 | $238K | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.10% | 607 | $217K | Add +25.9% |
| PH Parker Hannifin Corp. | 0.09% | 189 | $184K | Reduce -11.3% |
| ALAB Astera Labs Inc. | 0.09% | 380 | $184K | Add +11.8% |
| IVT Inventrust Properties Corp. | 0.07% | 4,268 | $151K | Add +0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.07% | 4,082 | $148K | Add +0.1% |
| AMD Advanced Micro Devices | 0.06% | 237 | $138K | Add +58.0% |
| SMH Vaneck Semiconductor ETF | 0.06% | 207 | $136K | Add +59.2% |
| O Realty Income Corp. | 0.06% | 2,190 | $136K | No change |
| MCRI Monarch Casino & Resort Inc. | 0.06% | 1,019 | $134K | Add +0.3% |
| NFLX Netflix Inc. | 0.06% | 1,870 | $134K | Add +76.1% |
| LMT Lockheed Martin Corp. | 0.06% | 257 | $131K | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.06% | 1,497 | $124K | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.06% | 1,388 | $124K | Add +1.5% |
| MO Altria Group Inc. | 0.06% | 1,671 | $120K | No change |
| WM Waste Management Inc. | 0.05% | 525 | $117K | Reduce -13.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.05% | 1,165 | $105K | Reduce -99.1% |
| DGS Wisdomtree Em Small Cap | 0.05% | 1,564 | $101K | Add +1.3% |
| COKE Coca-Cola Consolidated Inc. | 0.04% | 500 | $95K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 276 | $95K | Add +0.4% |
| SDY SS SPDR S&P Dividend ETF | 0.04% | 623 | $95K | Add +0.3% |
| GLW Corning Inc. | 0.04% | 363 | $93K | Add +212.9% |
| VZ Verizon Communications Inc. | 0.04% | 2,191 | $93K | Add +98.1% |
| KEY Keycorp | 0.04% | 3,950 | $91K | Add +0.9% |
| ATO Atmos Energy Corp. | 0.04% | 520 | $90K | Add +0.8% |
| BTI British American Tob-SP ADR | 0.04% | 1,422 | $88K | No change |
| MCD McDonald's Corp. | 0.04% | 311 | $84K | Add +0.7% |
| JNJ Johnson & Johnson | 0.03% | 280 | $71K | Add +39.3% |
| GOOG Alphabet Inc. Class C | 0.03% | 201 | $71K | Add +17.5% |
| RDDT Reddit Inc. Class A | 0.03% | 405 | $70K | No change |
| PATH Uipath Inc. Class A | 0.03% | 5,650 | $61K | Add +91.5% |
| GLD SPDR Gold Shares | 0.03% | 161 | $59K | Reduce -21.5% |
| MP MP Materials Corp. | 0.03% | 1,025 | $57K | Add +41.4% |
| DFAT Dimensional US Target Value | 0.03% | 818 | $57K | Add +0.3% |
| AEP American Electric Power | 0.03% | 400 | $55K | No change |
| GBCI Glacier Bancorp Inc. | 0.02% | 1,037 | $54K | Add +0.7% |
| FDN First Trust DJ Internet Ind | 0.02% | 202 | $53K | Reduce -2.4% |
| DFAS Dimensional US Small Cap ETF | 0.02% | 643 | $53K | Add +0.3% |
| TEM Tempus AI Inc. Class A | 0.02% | 900 | $52K | Add +89.5% |
| COP Conocophillips | 0.02% | 500 | $52K | No change |
| GOF Guggenheim Strategic Opport | 0.02% | 4,588 | $50K | No change |
| IYT iShares US Transportation Et | 0.02% | 570 | $49K | New |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | 0.02% | 3,828 | $45K | Add +0.6% |
| DVA Davita Inc. | 0.02% | 200 | $44K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 204 | $43K | No change |
| PSX Phillips 66 | 0.02% | 250 | $42K | No change |
| OKE Oneok Inc. | 0.02% | 476 | $41K | No change |
| LIN Linde PLC | 0.02% | 79 | $41K | No change |
| XEL Xcel Energy Inc. | 0.02% | 494 | $40K | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.02% | 326 | $38K | Add +39.9% |
| PWZ Invesco California Amt-Free | 0.02% | 1,548 | $38K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 2,693 | $37K | Add +22.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 117 | $37K | No change |
| NVG Nuveen Amt-FR Muni CRDT | 0.02% | 2,830 | $36K | Add +0.6% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.02% | 3,675 | $36K | No change |
| MLM Martin Marietta Materials | 0.02% | 62 | $36K | No change |
| CRWV Coreweave Inc. Class A | 0.02% | 356 | $35K | Add +61.1% |
| MDT Medtronic PLC | 0.02% | 445 | $35K | Reduce -14.4% |
| VEA Vanguard Ftse Developed ETF | 0.02% | 480 | $34K | No change |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | 0.02% | 2,696 | $34K | No change |
Lines left out (1) · $15 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| FMB First Trust Managed Municipa | MANAGD MUN ETF | 0 | $15 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $214.6M.
Portfolio Sells Q1 2026 → Q2 2026
| CIBR First Trust Nasdaq Cybersecu | Reduce -99.1% | 0.05% | −4.71 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -99.7% | 0.01% | −3.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -99.8% | 0.00% | −2.35 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −1.03 |
| XLC SS Comm Select Sector SPDR | Reduce -1.9% | 0.76% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -5.1% | 0.15% | −0.09 |
| HD Home Depot Inc. | Reduce -35.2% | 0.11% | −0.09 |
| MDY State Street SPDR S&P Midcap | Reduce -0.8% | 0.82% | −0.08 |
| WM Waste Management Inc. | Reduce -13.8% | 0.05% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -11.3% | 0.09% | −0.02 |
| GLD SPDR Gold Shares | Reduce -21.5% | 0.03% | −0.02 |
| AXP American Express Co. | Sold out | 0.00% | −0.02 |
| IDHQ Invesco S&P International DE | Sold out | 0.00% | −0.02 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.02 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.02 |
| BMNR Bitmine Immersion Technologi | Reduce -81.5% | 0.00% | −0.02 |
| MDT Medtronic PLC | Reduce -14.4% | 0.02% | −0.01 |
| REMX Vaneck Rar Earth ND STG-Usdi | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -2.7% | 0.15% | −0.01 |
| CTAS Cintas Corp. | Reduce -78.1% | 0.00% | −0.01 |
| TTAN Servicetitan Inc. Class A | Sold out | 0.00% | −0.01 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.01 |
| BULL Webull Corp. | Sold out | 0.00% | −0.01 |
| USAS Americas Gold and Silver Cor | Sold out | 0.00% | −0.01 |
| TPL Texas Pacific Land Corp. | Sold out | 0.00% | −0.01 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.01 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.00 |
| DOW Dow Inc. | Sold out | 0.00% | −0.00 |
| FDN First Trust DJ Internet Ind | Reduce -2.4% | 0.02% | −0.00 |
| PGF Invesco Financial Preferred | Sold out | 0.00% | −0.00 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.00 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.00 |
| SOLS Solstice Adv Materials Inc. | Reduce -42.9% | 0.00% | −0.00 |
| UP Wheels Up Experience Inc. | Sold out | 0.00% | −0.00 |
| CRDO Credo Technology Group Holdi | Reduce -58.3% | 0.00% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +15.6% | 15.35% | +2.40 |
| LLY Eli Lilly & Co. | Add +1057.9% | 2.12% | +1.95 |
| MSFT Microsoft Corp. | Add +92.2% | 4.12% | +1.47 |
| AAPL Apple Inc. | Add +255.0% | 1.74% | +1.21 |
| AVGO Broadcom Inc. | Add +150.7% | 1.97% | +1.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +17.3% | 14.14% | +1.08 |
| TFLO iShares Treasury Floating Ra | New | 1.07% | +1.07 |
| VIG Vanguard Dividend Apprec ETF | Add +33.9% | 6.67% | +1.04 |
| XLY SS Consumer Disc Select Sect | Add +48.8% | 3.26% | +0.73 |
| XLF SS Financial Select Sector | Add +88.4% | 1.14% | +0.45 |
| PLTR Palantir Technologies Inc. Class A | New | 0.39% | +0.39 |
| META Meta Platforms Inc. Class A | Add +54.1% | 1.90% | +0.34 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.3% | 2.12% | +0.26 |
| SKYY First Trust Cloud Computing | Add +99.2% | 0.48% | +0.24 |
| WMT Walmart Inc. | Add +45.9% | 3.41% | +0.22 |
| GEV GE Vernova Inc. | Add +37.0% | 0.44% | +0.14 |
| NVDA Nvidia Corp. | Add +13.6% | 2.02% | +0.09 |
| ALAB Astera Labs Inc. | Add +11.8% | 0.09% | +0.06 |
| XBI SS SPDR S&P Biotech ETF | Add +54.3% | 0.16% | +0.05 |
| TSLA Tesla Inc. | Add +21.9% | 0.50% | +0.05 |
| AMD Advanced Micro Devices | Add +58.0% | 0.06% | +0.05 |
| XLK SS Technology Select Sector | Add +6.9% | 0.24% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +59.2% | 0.06% | +0.03 |
| GLW Corning Inc. | Add +212.9% | 0.04% | +0.03 |
| IYT iShares US Transportation Et | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +25.9% | 0.10% | +0.02 |
| PWZ Invesco California Amt-Free | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| QGRO American Century US Quality | New | 0.01% | +0.01 |
| TEM Tempus AI Inc. Class A | Add +89.5% | 0.02% | +0.01 |
| VZ Verizon Communications Inc. | Add +98.1% | 0.04% | +0.01 |
| IVV iShares Core S&P 500 ETF | New | 0.01% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.01% | +0.01 |
| PATH Uipath Inc. Class A | Add +91.5% | 0.03% | +0.01 |
| AVUS Avantis U.S. Equity ETF | New | 0.01% | +0.01 |
| MRNA Moderna Inc. | New | 0.01% | +0.01 |
| SPCX Space Exploration Techn Class A | New | 0.01% | +0.01 |
| OKLO Oklo Inc. | Add +256.7% | 0.01% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.01% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +39.9% | 0.02% | +0.01 |
| CRM Salesforce Inc. | New | 0.01% | +0.01 |
| QUBT Quantum Computing Inc. | New | 0.01% | +0.01 |
| CRWV Coreweave Inc. Class A | Add +61.1% | 0.02% | +0.01 |
| MP MP Materials Corp. | Add +41.4% | 0.03% | +0.01 |
| MCRI Monarch Casino & Resort Inc. | Add +0.3% | 0.06% | +0.01 |
| NKE Nike Inc. Class B | New | 0.01% | +0.01 |
| SDIV Global X Superdividend ETF | New | 0.01% | +0.01 |
| QBTS D-Wave Quantum Inc. | New | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +17.5% | 0.03% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| FMB First Trust Managed Municipa | MANAGD MUN ETF | New | 0 | $15 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $214.6M | QQQ, SPY, VCIT, VIG, XLU |
| Q1 2026 | 166 | $172.5M | SPY, QQQ, VCIT, XLU, VIG |
| Q4 2025 | 41 | $134.6M | QQQ, SPY, VIG, AMZN, CRWD |
| Q3 2025 | 39 | $144.3M | QQQ, SPY, VIG, NVDA, AMZN |
| Q2 2025 | 40 | $168.7M | QQQ, SPY, VIG, NVDA, AMZN |
| Q1 2025 | 50 | $148.6M | SPY, QQQ, SDY, NVDA, VIG |
| Q4 2024 | 50 | $168.0M | SPY, QQQ, VIG, NVDA, SDY |
| Q3 2024 | 48 | $156.5M | SPY, QQQ, VIG, NVDA, SDY |
| Q2 2024 | 51 | $162.0M | SPY, QQQ, VIG, SDY, NVDA |
| Q1 2024 | 53 | $138.5M | SPY, QQQ, VIG, SDY, PEP |