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

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 Q1 2026 Q2 2026: $214.6M $214.6M Q2 2026

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
NAC Nuveen Ca QLTY Muni Inc. 0.01% 2,655 $32K No change
ETN Eaton Corp. PLC 0.01% 75 $32K New
IBIT iShares Bitcoin Trust ETF 0.01% 950 $32K Add +15.2%
CRWD CrowdStrike Holdings Inc. Class A 0.01% 40 $31K Reduce -99.7%
UL Unilever PLC-Sponsored ADR 0.01% 505 $30K Add +1.8%
VNQ Vanguard Real Estate ETF 0.01% 304 $29K Add +0.7%
OKLO Oklo Inc. 0.01% 535 $28K Add +256.7%
QUAL iShares MSCI USA Quality Fac 0.01% 122 $27K No change
XLE SS Energy Select Sector 0.01% 500 $27K No change
QGRO American Century US Quality 0.01% 217 $26K New
SYY Sysco Corp. 0.01% 304 $25K No change
IVV iShares Core S&P 500 ETF 0.01% 31 $23K New
B Barrick Mining Corp. 0.01% 622 $23K No change
MAIN Main Street Capital Corp. 0.01% 400 $21K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.01% 174 $21K New
IREN Iren Ltd. filed as IREN LIMITED 0.01% 450 $21K No change
AVUS Avantis U.S. Equity ETF 0.01% 160 $20K New
V Visa Inc. Class A 0.01% 59 $20K Add +103.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 67 $19K No change
SPCX Space Exploration Techn Class A 0.01% 111 $19K New
MRNA Moderna Inc. 0.01% 269 $19K New
IJR iShares Core S&P Small-Cap E 0.01% 125 $19K No change
VB Vanguard Most SM-Cap ETF-Usd 0.01% 61 $19K New
HONA Honeywell Aerospace Inc. 0.01% 82 $18K Add +40.2%
CVX Chevron Corp. 0.01% 109 $18K Add +0.9%
INTC Intel Corp. 0.01% 128 $18K New
BA The Boeing Co. 0.01% 74 $16K No change
CRM Salesforce Inc. 0.01% 100 $16K New
QUBT Quantum Computing Inc. 0.01% 1,600 $16K New
CLSK Cleanspark Inc. 0.01% 1,000 $15K No change
BROS Dutch Bros Inc. Class A 0.01% 200 $14K No change
JQUA JPMorgan US Quality Factor 0.01% 197 $14K No change
RKLB Rocket Lab Corp. 0.01% 139 $14K Add +178.0%
HON Honeywell International Inc. 0.01% 59 $13K Add +0.8%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.01% 24 $13K No change
AMGN Amgen Inc. 0.01% 35 $13K No change
PML PIMCO Municipal Income FD II 0.01% 1,651 $13K Add +1.6%
NKE Nike Inc. Class B 0.01% 300 $12K New
RYN Rayonier Inc. 0.01% 557 $12K Add +1.3%
TGT Target Corp. 0.01% 91 $12K Add +1.1%
AGNC AGNC Investment Corp. 0.01% 1,033 $11K No change
SDIV Global X Superdividend ETF 0.01% 448 $11K New
QBTS D-Wave Quantum Inc. 0.01% 450 $11K New
CCL Carnival Corp. Ltd. 0.00% 352 $10K No change
AZN Astrazeneca PLC 0.00% 50 $9K No change
CASY Casey's General Stores Inc. 0.00% 11 $9K No change
UNP Union Pacific Corp. 0.00% 31 $8K No change
AI C3.AI Inc. Class A 0.00% 900 $8K Add +50.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 81 $8K No change
NOK Nokia Corp.-Spon ADR 0.00% 550 $7K New
CRDO Credo Technology Group Holdi 0.00% 25 $7K Reduce -58.3%
SOUN Soundhound AI Inc. Class A 0.00% 1,025 $7K Add +24.2%
BRK.B Berkshire Hathaway Inc. Class B 0.00% 13 $7K Reduce -99.8%
VIK Viking Holdings Ltd. 0.00% 58 $6K New
MRVL Marvell Technology Inc. 0.00% 20 $6K New
ACHR Archer Aviation Inc. Class A 0.00% 1,250 $6K New
FSK FS KKR Capital Corp. 0.00% 560 $6K Add +4.3%
KINS Kingstone Cos Inc. 0.00% 305 $6K New
BLLN Billiontoone Inc. Class A 0.00% 47 $6K New
UBER Uber Technologies Inc. 0.00% 75 $5K Add +50.0%
ARM Arm Holdings PLC-ADR 0.00% 15 $5K New
SRE Sempra 0.00% 57 $5K No change
FCEL Fuelcell Energy Inc. 0.00% 147 $5K New
EWD iShares MSCI Sweden ETF 0.00% 100 $5K New
ONDS Ondas Inc. 0.00% 600 $5K New
COPX Global X Copper Miners ETF 0.00% 62 $5K No change
LODE Comstock Inc. 0.00% 1,142 $5K No change
SMR Nuscale Power Corp. 0.00% 450 $5K New
XHB SS SPDR S&P Homebldrs ETF 0.00% 35 $4K No change
BMNR Bitmine Immersion Technologi 0.00% 275 $4K Reduce -81.5%
BRSL Brightstar Lottery PLC 0.00% 341 $4K Add +2.1%
CTAS Cintas Corp. 0.00% 21 $4K Reduce -78.1%
DRAM Roundhill Memory ETF 0.00% 47 $3K New
NVO Novo-Nordisk A/S-Spons ADR 0.00% 65 $3K New
RGTI Rigetti Computing Inc. 0.00% 160 $3K Add +1500.0%
IONQ Ionq Inc. 0.00% 50 $3K Add +400.0%
SPLV Invesco S&P 500 Low Volatili 0.00% 33 $2K No change
DOCN Digitalocean Holdings Inc. 0.00% 15 $2K New
MICC The Magnum Ice Cream Co. NV 0.00% 111 $2K No change
SOLS Solstice Adv Materials Inc. 0.00% 16 $1K Reduce -42.9%
ON On Semiconductor 0.00% 15 $1K New
MU Micron Technology Inc. 0.00% 1 $1K New
FPEI First Trust Institutional PR 0.00% 5 $91 No change
Lines left out (1) · $15 — a value with no share or principal amount
SecurityClassSharesValue
FMB First Trust Managed Municipa MANAGD MUN ETF0$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

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