Filed: 5/15/2026ACC: 0001785144-26-000004
📋 What this filing means
PETERSON WEALTH MANAGEMENT filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $172.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$172.49M
Total AUM (reported)
1.20M
Total Shares
Allocation by class
COM$46.72M27.1%
TR UNIT$22.53M13.1%
UNIT SER 1$22.33M12.9%
INT-TERM CORP$15.27M8.9%
CL A$10.09M5.8%
STATE STREET UTI$9.99M5.8%
DIV APP ETF$9.72M5.6%
Portfolio Concentration
Top 3$60.12M34.9%
4–10$53.33M30.9%
11–25$45.47M26.4%
Rest$13.57M7.9%
Top 3 weight
34.9%
Top 10 weight
65.8%
Voting Authority Distribution
Total shares with voting rights: 1.20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings166
Rows:
STATE STR SPDR S&P 500 ETF T
SOLEShares34.64K
TypeSH
Market value$22.53M
13.06%
Sole
0.00
Shared
0.00
None
34.64K
INVESCO QQQ TR
SOLEShares38.68K
TypeSH
Market value$22.33M
12.94%
Sole
0.00
Shared
0.00
None
38.68K
VANGUARD SCOTTSDALE FDS
SOLEShares184.55K
TypeSH
Market value$15.27M
8.85%
Sole
0.00
Shared
0.00
None
184.55K
SELECT SECTOR SPDR TR
SOLEShares217.80K
TypeSH
Market value$9.99M
5.79%
Sole
0.00
Shared
0.00
None
217.80K
VANGUARD SPECIALIZED FUNDS
SOLEShares45.18K
TypeSH
Market value$9.72M
5.63%
Sole
0.00
Shared
0.00
None
45.18K
FIRST TR EXCHANGE-TRADED FD
SOLEShares131.06K
TypeSH
Market value$8.21M
4.76%
Sole
0.00
Shared
0.00
None
131.06K
AMAZON COM INC
SOLEShares35.71K
TypeSH
Market value$7.44M
4.31%
Sole
0.00
Shared
0.00
None
35.71K
COSTCO WHOLESALE CORPORATION
SOLEShares6.58K
TypeSH
Market value$6.56M
3.80%
Sole
0.00
Shared
0.00
None
6.58K
SELECT SECTOR SPDR TR
SOLEShares40.24K
TypeSH
Market value$5.90M
3.42%
Sole
0.00
Shared
0.00
None
40.24K
WALMART INC
SOLEShares44.28K
TypeSH
Market value$5.50M
3.19%
Sole
0.00
Shared
0.00
None
44.28K
CROWDSTRIKE HLDGS INC
SOLEShares14.04K
TypeSH
Market value$5.48M
3.18%
Sole
0.00
Shared
0.00
None
14.04K
MICROSOFT CORP
SOLEShares12.34K
TypeSH
Market value$4.57M
2.65%
Sole
0.00
Shared
0.00
None
12.34K
NEXTERA ENERGY INC
SOLEShares48.86K
TypeSH
Market value$4.54M
2.63%
Sole
0.00
Shared
0.00
None
48.86K
SELECT SECTOR SPDR TR
SOLEShares40.03K
TypeSH
Market value$4.36M
2.53%
Sole
0.00
Shared
0.00
None
40.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.49K
TypeSH
Market value$4.07M
2.36%
Sole
0.00
Shared
0.00
None
8.49K
JPMORGAN CHASE & CO
SOLEShares13.55K
TypeSH
Market value$3.99M
2.31%
Sole
0.00
Shared
0.00
None
13.55K
NVIDIA CORPORATION
SOLEShares19.06K
TypeSH
Market value$3.32M
1.93%
Sole
0.00
Shared
0.00
None
19.06K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares9.47K
TypeSH
Market value$3.20M
1.86%
Sole
0.00
Shared
0.00
None
9.47K
META PLATFORMS INC
SOLEShares4.70K
TypeSH
Market value$2.69M
1.56%
Sole
0.00
Shared
0.00
None
4.70K
PALO ALTO NETWORKS INC
SOLEShares11.10K
TypeSH
Market value$1.78M
1.03%
Sole
0.00
Shared
0.00
None
11.10K
SELECT SECTOR SPDR TR
SOLEShares15.49K
TypeSH
Market value$1.72M
1.00%
Sole
0.00
Shared
0.00
None
15.49K
STATE STR SPDR S&P MIDCAP 40
SOLEShares2.52K
TypeSH
Market value$1.55M
0.90%
Sole
0.00
Shared
0.00
None
2.52K
PEPSICO INC
SOLEShares9.65K
TypeSH
Market value$1.50M
0.87%
Sole
0.00
Shared
0.00
None
9.65K
BROADCOM INC
SOLEShares4.46K
TypeSH
Market value$1.38M
0.80%
Sole
0.00
Shared
0.00
None
4.46K
SELECT SECTOR SPDR TR
SOLEShares16.22K
TypeSH
Market value$1.33M
0.77%
Sole
0.00
Shared
0.00
None
16.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 34.64K | SH | $22.53M 13.06% | 0.00 | 0.00 | 34.64K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 38.68K | SH | $22.33M 12.94% | 0.00 | 0.00 | 38.68K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 184.55K | SH | $15.27M 8.85% | 0.00 | 0.00 | 184.55K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 217.80K | SH | $9.99M 5.79% | 0.00 | 0.00 | 217.80K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 45.18K | SH | $9.72M 5.63% | 0.00 | 0.00 | 45.18K |
FIRST TR EXCHANGE-TRADED FDSOLE | NASDAQ CYB ETF | 131.06K | SH | $8.21M 4.76% | 0.00 | 0.00 | 131.06K |
AMAZON COM INCSOLE | COM | 35.71K | SH | $7.44M 4.31% | 0.00 | 0.00 | 35.71K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.58K | SH | $6.56M 3.80% | 0.00 | 0.00 | 6.58K |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 40.24K | SH | $5.90M 3.42% | 0.00 | 0.00 | 40.24K |
WALMART INCSOLE | COM | 44.28K | SH | $5.50M 3.19% | 0.00 | 0.00 | 44.28K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 14.04K | SH | $5.48M 3.18% | 0.00 | 0.00 | 14.04K |
MICROSOFT CORPSOLE | COM | 12.34K | SH | $4.57M 2.65% | 0.00 | 0.00 | 12.34K |
NEXTERA ENERGY INCSOLE | COM | 48.86K | SH | $4.54M 2.63% | 0.00 | 0.00 | 48.86K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 40.03K | SH | $4.36M 2.53% | 0.00 | 0.00 | 40.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.49K | SH | $4.07M 2.36% | 0.00 | 0.00 | 8.49K |
JPMORGAN CHASE & COSOLE | COM | 13.55K | SH | $3.99M 2.31% | 0.00 | 0.00 | 13.55K |
NVIDIA CORPORATIONSOLE | COM | 19.06K | SH | $3.32M 1.93% | 0.00 | 0.00 | 19.06K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 9.47K | SH | $3.20M 1.86% | 0.00 | 0.00 | 9.47K |
META PLATFORMS INCSOLE | CL A | 4.70K | SH | $2.69M 1.56% | 0.00 | 0.00 | 4.70K |
PALO ALTO NETWORKS INCSOLE | COM | 11.10K | SH | $1.78M 1.03% | 0.00 | 0.00 | 11.10K |
SELECT SECTOR SPDR TRSOLE | STATE STREET COM | 15.49K | SH | $1.72M 1.00% | 0.00 | 0.00 | 15.49K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 2.52K | SH | $1.55M 0.90% | 0.00 | 0.00 | 2.52K |
PEPSICO INCSOLE | COM | 9.65K | SH | $1.50M 0.87% | 0.00 | 0.00 | 9.65K |
BROADCOM INCSOLE | COM | 4.46K | SH | $1.38M 0.80% | 0.00 | 0.00 | 4.46K |
SELECT SECTOR SPDR TRSOLE | STATE STREET CON | 16.22K | SH | $1.33M 0.77% | 0.00 | 0.00 | 16.22K |
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