Q2 2026 13F · SEC CIK 1785144

Peterson Wealth Management

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $214.6M
Reported positions: 184
Top holdings a year, 3 yrs: +22.3%
Assets under management: $251.1M

Peterson Wealth Management is a wealth manager that reported 184 positions worth $214.6M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Invesco Qqq Tr (QQQ, 15.3%), State Str Spdr S&p 500 ETF T (SPY, 14.1%), Vanguard Scottsdale Fds (VCIT, 8.8%). A portfolio copying its top holdings returned 22.3% a year over the last 3 years, against 21.8% for the S&P 500.

Peterson Wealth Management holdings largest 50 of 184 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peterson Wealth Management 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	15.3%	12.9%	44,722	+15.6%	$32.9M
SPYState Str Spdr S&p 500 ETF T	14.1%	13.1%	40,645	+17.3%	$30.4M
VCITVanguard Scottsdale Fds	8.8%	8.9%	227,319	+23.2%	$18.8M
VIGVanguard Specialized Funds	6.7%	5.6%	60,505	+33.9%	$14.3M
XLUSelect Sector Spdr Tr	4.6%	5.8%	219,280	+0.7%	$9.9M
AMZNAmazon Com Inc	4.2%	4.3%	37,572	+5.2%	$9.0M
MSFTMicrosoft Corp	4.1%	2.6%	23,724	+92.2%	$8.8M
COSTCostco Wholesale Corporation	3.7%	3.8%	8,485	+28.9%	$7.9M
WMTWalmart Inc	3.4%	3.2%	64,590	+45.9%	$7.3M
XLYSelect Sector Spdr Tr	3.3%	2.5%	59,570	+48.8%	$7.0M
XLVSelect Sector Spdr Tr	3.1%	3.4%	42,142	+4.7%	$6.7M
NEENextera Energy Inc	2.6%	2.6%	63,650	+30.3%	$5.6M
JPMJpmorgan Chase & Co	2.1%	2.3%	14,078	+3.9%	$4.6M
LLYEli Lilly & Co	2.1%	0.2%	3,798	+1057.9%	$4.6M
TSMTaiwan Semiconductor Manufac	2.1%	1.9%	9,505	+0.3%	$4.5M
NVDANvidia Corporation	2.0%	1.9%	21,639	+13.5%	$4.3M
AVGOBroadcom Inc	2.0%	0.8%	11,177	+150.7%	$4.2M
METAMeta Platforms Inc	1.9%	1.6%	7,240	+54.1%	$4.1M
AAPLApple Inc	1.7%	0.5%	12,908	+255.0%	$3.7M
XLFSelect Sector Spdr Tr	1.1%	0.7%	45,453	+88.4%	$2.4M
TFLOIshares Tr	1.1%	—	45,207	—	$2.3M
MDYState Str Spdr S&p Midcap 40	0.8%	0.9%	2,499	-0.8%	$1.8M
XLCSelect Sector Spdr Tr	0.8%	1.0%	15,200	-1.9%	$1.6M
XLPSelect Sector Spdr Tr	0.7%	0.8%	17,246	+6.3%	$1.4M
PEPPepsico Inc	0.6%	0.9%	9,673	+0.2%	$1.3M
TSLATesla Inc	0.5%	0.5%	2,554	+21.9%	$1.1M
MAMastercard Incorporated	0.5%	0.6%	2,075	+6.6%	$1.1M
SKYYFirst Tr Exchange-Traded Fd	0.5%	0.2%	7,670	+99.2%	$1.0M
GEVGe Vernova Inc	0.4%	0.3%	799	+37.0%	$939K
PLTRPalantir Technologies Inc	0.4%	—	7,205	—	$841K
RBLXRoblox Corp	0.4%	0.5%	14,380	+0.0%	$782K
EIGEmployers Hldgs Inc	0.2%	0.2%	10,424	+0.8%	$526K
XLKSelect Sector Spdr Tr	0.2%	0.2%	2,690	+6.9%	$512K
SCHXSchwab Strategic Tr	0.2%	0.2%	13,472	+0.3%	$396K
XBISpdr Series Trust	0.2%	0.1%	2,118	+54.3%	$335K
SPDWSpdr Index Shs Fds	0.2%	0.2%	6,582	+1.4%	$332K
XOMExxon Mobil Corp	0.2%	0.2%	2,364	-5.1%	$323K
IWMIshares Tr	0.1%	0.2%	1,058	-2.7%	$318K
SCHMSchwab Strategic Tr	0.1%	0.1%	7,360	+0.3%	$271K
HDHome Depot Inc	0.1%	0.2%	680	-35.2%	$240K
BNDVanguard Bd Index Fds	0.1%	0.1%	3,242	+1.0%	$238K
GOOGLAlphabet Inc	0.1%	0.1%	607	+25.9%	$217K
PHParker-Hannifin Corp	0.1%	0.1%	189	-11.3%	$184K
ALABAstera Labs Inc	0.1%	—	380	—	$184K
46124J201InvenTrust Properties Corporation	0.1%	0.1%	4,268	+0.8%	$151K
SCHESchwab Strategic Tr	0.1%	0.1%	4,082	+0.1%	$148K
AMDAdvanced Micro Devices Inc	0.1%	—	237	—	$138K
SMHVaneck ETF Trust	0.1%	—	207	—	$136K
ORealty Income Corp.	0.1%	0.1%	2,190	+0.0%	$136K
MCRIMonarch Casino & Resort	0.1%	—	1,019	—	$134K

What Peterson Wealth Management bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.6% /yr; S&P 500 +20.1%
3 years: +22.3% /yr; S&P 500 +21.8%
5 years: +10.6% /yr; S&P 500 +11.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$214.6M	184
Q1 2026	$172.5M	166
Q4 2025	$134.6M	41
Q3 2025	$144.3M	39
Q2 2025	$168.7M	40
Q1 2025	$148.6M	50
Q4 2024	$168.0M	50
Q3 2024	$156.5M	48
Q2 2024	$162.0M	51
Q1 2024	$138.5M	53
Q4 2023	$111.1M	50
Q3 2023	$121.4M	58

Questions about Peterson Wealth Management's portfolio

What stocks does Peterson Wealth Management own?

Peterson Wealth Management's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 184 positions worth $214.6M. The largest are Invesco Qqq Tr (QQQ) at 15.3%, State Str Spdr S&p 500 ETF T (SPY) at 14.1%, Vanguard Scottsdale Fds (VCIT) at 8.8%, Vanguard Specialized Funds (VIG) at 6.7% and Select Sector Spdr Tr (XLU) at 4.6%.

What did Peterson Wealth Management buy last quarter?

In Q2 2026, Peterson Wealth Management added Eli Lilly & Co (LLY) (+1057.9% shares), Apple Inc (AAPL) (+255.0% shares) and Broadcom Inc (AVGO) (+150.7% shares), compared with its Q1 2026 filing.

What did Peterson Wealth Management sell last quarter?

In Q2 2026, Peterson Wealth Management cut from its top 50 First Tr Exchange-Traded Fd (CIBR), cut from its top 50 Crowdstrike Hldgs Inc (CRWD), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Palo Alto Networks Inc (PANW), cut from its top 50 Lockheed Martin Corp (LMT), Home Depot Inc (HD) (-35.2% shares), Parker-Hannifin Corp (PH) (-11.3% shares) and Exxon Mobil Corp (XOM) (-5.1% shares), compared with its Q1 2026 filing.

How has Peterson Wealth Management's portfolio performed?

A portfolio copying Peterson Wealth Management's 20 largest 13F holdings each quarter, from the day each filing was public, returned +22.3% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +23.6% against +20.1%. Over 5 years: +10.6% a year against +11.8%.

When is Peterson Wealth Management's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peterson Wealth Management's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peterson Wealth Management manage?

Peterson Wealth Management reported $251.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $214.6M.