Peterson Wealth Management

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Peterson Wealth Management reported 166 stock positions worth $172.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.1% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 12.9%) and Vanguard Int-Term Corporate (VCIT, 8.9%). Compared with Q4 2025, it opened 126 new positions, sold out of 1, added to 32 and reduced 6. The biggest buy was a new position in Vanguard Int-Term Corporate (VCIT) and the biggest sale SS SPDR S&P Homebldrs ETF (XHB, shares −100%).

Most Recent 13F
Q2 2026
Location
SPARKS, NV
CIK
0001785144
Portfolio Value
$172.5M (Q1 2026)
SEC Filing
0001785144-26-000004 ↗ filed May 15, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $138.5M Q1 2024 Q2 2024: $162.0M Q2 2024 Q3 2024: $156.5M Q3 2024 Q4 2024: $168.0M Q4 2024 Q1 2025: $148.6M Q1 2025 Q2 2025: $168.7M Q2 2025 Q3 2025: $144.3M Q3 2025 Q4 2025: $134.6M Q4 2025 Q1 2026: $172.5M $172.5M Q1 2026 Q2 2026: $214.6M Q2 2026

Holdings 166 stocks · $172.5M
SPY SS SPDR S&P 500 ETF Trust-US 13.06% 34,639 $22.5M Add +1.3%
QQQ Invesco QQQ Trust Series 1 12.94% 38,680 $22.3M Add +0.7%
VCIT Vanguard Int-Term Corporate 8.85% 184,551 $15.3M New
XLU St Sr Utl SL SE SPDR ETF-Usd 5.79% 217,801 $10.0M New
VIG Vanguard Dividend Apprec ETF 5.63% 45,179 $9.7M Add +2.8%
CIBR First Trust Nasdaq Cybersecu 4.76% 131,061 $8.2M New
AMZN Amazon.com Inc. 4.31% 35,712 $7.4M Add +2.5%
COST Costco Wholesale Corp. 3.80% 6,584 $6.6M Add +8.3%
XLV SS Health Care Select Sector 3.42% 40,241 $5.9M Add +1.4%
WMT Walmart Inc. 3.19% 44,285 $5.5M Add +3.2%
CRWD CrowdStrike Holdings Inc. Class A 3.18% 14,041 $5.5M Add +6.8%
MSFT Microsoft Corp. 2.65% 12,343 $4.6M New
NEE Nextera Energy Inc. 2.63% 48,859 $4.5M Add +5.5%
XLY SS Consumer Disc Select Sect 2.53% 40,030 $4.4M Add +4.6%
BRK.B Berkshire Hathaway Inc. Class B 2.36% 8,486 $4.1M Add +2.8%
JPM JPMorgan Chase & Co. 2.31% 13,550 $4.0M Reduce -8.1%
NVDA Nvidia Corp. 1.93% 19,057 $3.3M Add +0.2%
TSM Taiwan Semiconductor-SP ADR 1.86% 9,473 $3.2M Reduce -0.5%
META Meta Platforms Inc. Class A 1.56% 4,697 $2.7M Add +4.4%
PANW Palo Alto Networks Inc. 1.03% 11,104 $1.8M Add +15.7%
XLC SS Comm Select Sector SPDR 1.00% 15,488 $1.7M Add +1.9%
MDY State Street SPDR S&P Midcap 0.90% 2,518 $1.6M Add +0.9%
PEP Pepsico Inc. 0.87% 9,649 $1.5M Add +0.9%
AVGO Broadcom Inc. 0.80% 4,459 $1.4M Add +6.0%
XLP SS Consumer Staples Sel Sect 0.77% 16,218 $1.3M Reduce -0.6%
XLF SS Financial Select Sector 0.69% 24,126 $1.2M Add +1.6%
MA Mastercard Inc. Class A 0.56% 1,946 $972K Add +8.7%
AAPL Apple Inc. 0.54% 3,636 $923K Add +52.1%
RBLX Roblox Corp. Class A 0.47% 14,380 $813K No change
TSLA Tesla Inc. 0.45% 2,095 $779K Add +59.7%
GEV GE Vernova Inc. 0.30% 583 $509K Add +59.7%
EIG Employers Holdings Inc. 0.25% 10,343 $426K Add +0.8%
XOM Exxon Mobil Corp. 0.24% 2,491 $423K Add +0.7%
SKYY First Trust Cloud Computing 0.24% 3,851 $421K Reduce -9.8%
HD Home Depot Inc. 0.20% 1,050 $345K Add +8.8%
SCHX Schwab US Large-Cap ETF 0.20% 13,436 $345K Add +0.3%
XLK SS Technology Select Sector 0.19% 2,517 $334K Add +13.2%
LLY Eli Lilly & Co. 0.17% 328 $302K Add +23.3%
SPDW Ste STR SPDR PT DW Eu ETF 0.17% 6,489 $296K No change
IWM iShares Russell 2000 ETF 0.16% 1,087 $270K Add +0.2%
BND Vanguard Total Bond Market 0.14% 3,210 $236K Add +0.7%
SCHM Schwab US Mid Cap ETF 0.13% 7,338 $227K Add +0.3%
PH Parker Hannifin Corp. 0.11% 213 $191K Reduce -19.0%
XBI SS SPDR S&P Biotech ETF 0.10% 1,373 $175K New
LMT Lockheed Martin Corp. 0.09% 255 $154K New
WM Waste Management Inc. 0.08% 609 $140K New
GOOGL Alphabet Inc. Class A 0.08% 482 $139K New
SCHE Schwab Emrg Mrkts Eqty ETF 0.08% 4,077 $134K New
O Realty Income Corp. 0.08% 2,190 $134K New
IVT Inventrust Properties Corp. 0.07% 4,235 $129K New
IDEV iShares Core MSCI Dev MKTS 0.07% 1,367 $114K New
MO Altria Group Inc. 0.06% 1,671 $110K New
IEMG iShares Core MSCI Emerging 0.06% 1,485 $104K New
NFLX Netflix Inc. 0.06% 1,062 $102K New
MCRI Monarch Casino & Resort Inc. 0.06% 1,016 $97K New
MCD McDonald's Corp. 0.06% 309 $96K New
COKE Coca-Cola Consolidated Inc. 0.06% 500 $96K New
ATO Atmos Energy Corp. 0.06% 516 $95K New
DGS Wisdomtree Em Small Cap 0.05% 1,544 $93K New
SDY SS SPDR S&P Dividend ETF 0.05% 621 $91K New
GLD SPDR Gold Shares 0.05% 205 $88K New
BTI British American Tob-SP ADR 0.05% 1,422 $83K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 275 $82K New
KEY Keycorp 0.05% 3,915 $79K New
COP Conocophillips 0.04% 500 $66K New
VZ Verizon Communications Inc. 0.03% 1,106 $56K New
RDDT Reddit Inc. Class A 0.03% 405 $55K New
AEP American Electric Power 0.03% 400 $52K New
DFAT Dimensional US Target Value 0.03% 816 $51K New
GOF Guggenheim Strategic Opport 0.03% 4,588 $51K New
SMH Vaneck Semiconductor ETF 0.03% 130 $50K New
JNJ Johnson & Johnson 0.03% 201 $49K New
GOOG Alphabet Inc. Class C 0.03% 171 $49K New
FDN First Trust DJ Internet Ind 0.03% 207 $48K New
GBCI Glacier Bancorp Inc. 0.03% 1,030 $46K New
DFAS Dimensional US Small Cap ETF 0.03% 641 $46K New
PSX Phillips 66 0.03% 250 $46K New
MDT Medtronic PLC 0.03% 520 $45K New
OKE Oneok Inc. 0.02% 476 $43K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.02% 3,806 $43K New
LIN Linde PLC 0.02% 79 $39K New
RSP Invesco S&P 500 Equal Weight 0.02% 204 $39K New
XEL Xcel Energy Inc. 0.02% 491 $39K New
AXP American Express Co. 0.02% 124 $38K New
ALAB Astera Labs Inc. 0.02% 340 $37K New
IDHQ Invesco S&P International DE 0.02% 1,543 $37K New
MLM Martin Marietta Materials 0.02% 62 $36K New
MP MP Materials Corp. 0.02% 725 $35K New
OXY Occidental Petroleum Corp. 0.02% 534 $35K New
NVG Nuveen Amt-FR Muni CRDT 0.02% 2,812 $35K New
PATH Uipath Inc. Class A 0.02% 2,950 $33K New
RCL Royal Caribbean Cruises Ltd. 0.02% 117 $32K New
XNCMX Nuveen Ca Amt-FR Muni Inc. 0.02% 2,696 $32K New
XEXGX Eaton Vance Tax-Managed Glob 0.02% 3,675 $32K New
IBIT iShares Bitcoin Trust ETF 0.02% 825 $32K New
NAC Nuveen Ca QLTY Muni Inc. 0.02% 2,655 $31K New
VEA Vanguard Ftse Developed ETF 0.02% 480 $31K New
DVA Davita Inc. 0.02% 200 $31K New
XLE SS Energy Select Sector 0.02% 500 $31K New
AMD Advanced Micro Devices 0.02% 150 $31K New

Show all 166 holdings

Portfolio Sells Q4 2025 → Q1 2026
XHB SS SPDR S&P Homebldrs ETF Reduce -99.9% 0.00% −2.11
JPM JPMorgan Chase & Co. Reduce -8.1% 2.31% −1.22
TSM Taiwan Semiconductor-SP ADR Reduce -0.5% 1.86% −0.29
UNH Unitedhealth Group Inc. Sold out 0.00% −0.20
XLP SS Consumer Staples Sel Sect Reduce -0.6% 0.77% −0.17
SKYY First Trust Cloud Computing Reduce -9.8% 0.24% −0.17
PH Parker Hannifin Corp. Reduce -19.0% 0.11% −0.06

Portfolio Buys Q4 2025 → Q1 2026
VCIT Vanguard Int-Term Corporate New 8.85% +8.85
XLU St Sr Utl SL SE SPDR ETF-Usd New 5.79% +5.79
CIBR First Trust Nasdaq Cybersecu New 4.76% +4.76
MSFT Microsoft Corp. New 2.65% +2.65
GEV GE Vernova Inc. Add +59.7% 0.30% +0.12
XBI SS SPDR S&P Biotech ETF New 0.10% +0.10
LMT Lockheed Martin Corp. New 0.09% +0.09
WM Waste Management Inc. New 0.08% +0.08
GOOGL Alphabet Inc. Class A New 0.08% +0.08
SCHE Schwab Emrg Mrkts Eqty ETF New 0.08% +0.08
O Realty Income Corp. New 0.08% +0.08
IVT Inventrust Properties Corp. New 0.07% +0.07
IDEV iShares Core MSCI Dev MKTS New 0.07% +0.07
MO Altria Group Inc. New 0.06% +0.06
IEMG iShares Core MSCI Emerging New 0.06% +0.06
NFLX Netflix Inc. New 0.06% +0.06
MCRI Monarch Casino & Resort Inc. New 0.06% +0.06
COKE Coca-Cola Consolidated Inc. New 0.06% +0.06
MCD McDonald's Corp. New 0.06% +0.06
ATO Atmos Energy Corp. New 0.06% +0.06
DGS Wisdomtree Em Small Cap New 0.05% +0.05
SDY SS SPDR S&P Dividend ETF New 0.05% +0.05
AAPL Apple Inc. Add +52.1% 0.54% +0.05
GLD SPDR Gold Shares New 0.05% +0.05
BTI British American Tob-SP ADR New 0.05% +0.05
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.05% +0.05
KEY Keycorp New 0.05% +0.05
COP Conocophillips New 0.04% +0.04
VZ Verizon Communications Inc. New 0.03% +0.03
RDDT Reddit Inc. Class A New 0.03% +0.03
AEP American Electric Power New 0.03% +0.03
DFAT Dimensional US Target Value New 0.03% +0.03
GOF Guggenheim Strategic Opport New 0.03% +0.03
SMH Vaneck Semiconductor ETF New 0.03% +0.03
JNJ Johnson & Johnson New 0.03% +0.03
GOOG Alphabet Inc. Class C New 0.03% +0.03
FDN First Trust DJ Internet Ind New 0.03% +0.03
GBCI Glacier Bancorp Inc. New 0.03% +0.03
DFAS Dimensional US Small Cap ETF New 0.03% +0.03
PSX Phillips 66 New 0.03% +0.03
MDT Medtronic PLC New 0.03% +0.03
OKE Oneok Inc. New 0.02% +0.02
XNEAX Nuveen Amt-FR QLTY Muni Inc. New 0.02% +0.02
XOM Exxon Mobil Corp. Add +0.7% 0.24% +0.02
LIN Linde PLC New 0.02% +0.02
RSP Invesco S&P 500 Equal Weight New 0.02% +0.02
XEL Xcel Energy Inc. New 0.02% +0.02
AXP American Express Co. New 0.02% +0.02
ALAB Astera Labs Inc. New 0.02% +0.02
IDHQ Invesco S&P International DE New 0.02% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 183$214.6MQQQ, SPY, VCIT, VIG, XLU
Q1 2026 166$172.5MSPY, QQQ, VCIT, XLU, VIG
Q4 2025 41$134.6MQQQ, SPY, VIG, AMZN, CRWD
Q3 2025 39$144.3MQQQ, SPY, VIG, NVDA, AMZN
Q2 2025 40$168.7MQQQ, SPY, VIG, NVDA, AMZN
Q1 2025 50$148.6MSPY, QQQ, SDY, NVDA, VIG
Q4 2024 50$168.0MSPY, QQQ, VIG, NVDA, SDY
Q3 2024 48$156.5MSPY, QQQ, VIG, NVDA, SDY
Q2 2024 51$162.0MSPY, QQQ, VIG, SDY, NVDA
Q1 2024 53$138.5MSPY, QQQ, VIG, SDY, PEP