PETERSON WEALTH MANAGEMENT

Est. AUM

$172.5M

13F long equity, this entity only

Positions

166

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$22.5M	34639	13.06%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$22.3M	38680	12.94%	SOLE
3	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$15.3M	184551	8.85%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET UTI	$10.0M	217801	5.79%	SOLE
5	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$9.7M	45179	5.63%	SOLE
6	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$8.2M	131061	4.76%	SOLE
7	AMAZON COM INC	COM	$7.4M	35712	4.31%	SOLE
8	COSTCO WHOLESALE CORPORATION	COM	$6.6M	6584	3.80%	SOLE
9	SELECT SECTOR SPDR TR	STATE STREET HEA	$5.9M	40241	3.42%	SOLE
10	WALMART INC	COM	$5.5M	44285	3.19%	SOLE
11	CROWDSTRIKE HLDGS INC	CL A	$5.5M	14041	3.18%	SOLE
12	MICROSOFT CORP	COM	$4.6M	12343	2.65%	SOLE
13	NEXTERA ENERGY INC	COM	$4.5M	48859	2.63%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET CON	$4.4M	40030	2.53%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.1M	8486	2.36%	SOLE
16	JPMORGAN CHASE & CO	COM	$4.0M	13550	2.31%	SOLE
17	NVIDIA CORPORATION	COM	$3.3M	19057	1.93%	SOLE
18	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.2M	9473	1.86%	SOLE
19	META PLATFORMS INC	CL A	$2.7M	4697	1.56%	SOLE
20	PALO ALTO NETWORKS INC	COM	$1.8M	11104	1.03%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET COM	$1.7M	15488	1.00%	SOLE
22	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.6M	2518	0.90%	SOLE
23	PEPSICO INC	COM	$1.5M	9649	0.87%	SOLE
24	BROADCOM INC	COM	$1.4M	4459	0.80%	SOLE
25	SELECT SECTOR SPDR TR	STATE STREET CON	$1.3M	16218	0.77%	SOLE
26	SELECT SECTOR SPDR TR	STATE STREET FIN	$1.2M	24126	0.69%	SOLE
27	MASTERCARD INCORPORATED	CL A	$972K	1946	0.56%	SOLE
28	APPLE INC	COM	$923K	3636	0.54%	SOLE
29	ROBLOX CORP	CL A	$813K	14380	0.47%	SOLE
30	TESLA INC	COM	$779K	2095	0.45%	SOLE
31	GE VERNOVA INC	COM	$509K	583	0.30%	SOLE
32	EMPLOYERS HLDGS INC	COM	$426K	10343	0.25%	SOLE
33	EXXON MOBIL CORP	COM	$423K	2491	0.25%	SOLE
34	FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$421K	3851	0.24%	SOLE
35	HOME DEPOT INC	COM	$345K	1050	0.20%	SOLE
36	SCHWAB STRATEGIC TR	US LRG CAP ETF	$345K	13436	0.20%	SOLE
37	SELECT SECTOR SPDR TR	STATE STREET TEC	$334K	2517	0.19%	SOLE
38	ELI LILLY & CO	COM	$302K	328	0.18%	SOLE
39	SPDR INDEX SHS FDS	STATE STREET SPD	$296K	6489	0.17%	SOLE
40	ISHARES TR	RUSSELL 2000 ETF	$270K	1087	0.16%	SOLE
41	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$236K	3210	0.14%	SOLE
42	SCHWAB STRATEGIC TR	US MID-CAP ETF	$227K	7338	0.13%	SOLE
43	PARKER-HANNIFIN CORP	COM	$191K	213	0.11%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$175K	1373	0.10%	SOLE
45	LOCKHEED MARTIN CORP	COM	$154K	255	0.09%	SOLE
46	WASTE MGMT INC DEL	COM	$140K	609	0.08%	SOLE
47	ALPHABET INC	CAP STK CL A	$139K	482	0.08%	SOLE
48	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$134K	4077	0.08%	SOLE
49	REALTY INCOME CORP	COM	$134K	2190	0.08%	SOLE
50	INVENTRUST PPTYS CORP	COM NEW	$129K	4235	0.07%	SOLE

1–50 of 166

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.