PETERSON WEALTH MANAGEMENT
Filing Date
Global Rank
#5,481
/ 8,623
▲ 294
· as of Mar 2026
Top Industry
Discount Stores
18.6%
3Y Alpha vs SPY
-0.4%
Period ended 4 months ago
Filed May 15, 2026 · 3mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+71.0%
SPY
+65.3%
Annualised alpha
+1.4%
Max drawdown
−20.5%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
123 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.2%
−2.3 pts
Top 5
57.8%
−5.5 pts
Top 10
78.1%
−5.2 pts
HHI
1,033
Diversified−197
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 41.8% | $46,536,471 |
| Technology | 18.7% | $20,877,437 |
| Consumer Defensive | 12.5% | $13,914,418 |
| Financial Services | 8.9% | $9,945,388 |
| Consumer Cyclical | 7.9% | $8,844,056 |
| Utilities | 4.3% | $4,737,751 |
| Communication Services | 3.5% | $3,864,374 |
| Industrials | 1.0% | $1,065,649 |
| Energy | 0.6% | $655,436 |
| Healthcare | 0.4% | $470,266 |
| Real Estate | 0.3% | $284,683 |
| Basic Materials | 0.1% | $158,324 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
22 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NEE | Nextera Energy Inc | +2,530 | 48,859 | $4,538,023 | |
| PANW | Palo Alto Networks Inc | +1,503 | 11,104 | $1,780,193 | |
| WMT | Walmart Inc. | +1,362 | 44,285 | $5,503,739 | |
| AAPL | Apple Inc. | +1,245 | 3,636 | $922,780 | |
| CRWD | CrowdStrike Holdings, Inc. | +888 | 14,041 | $5,481,746 | |
| AMZN | Amazon Com Inc | +888 | 35,712 | $7,437,738 | |
| TSLA | Tesla, Inc. | +783 | 2,095 | $778,816 | |
| COST | Costco Wholesale Corp /New | +506 | 6,584 | $6,560,495 | |
| SPY | Spdr S&P 500 ETF Trust | +445 | 34,639 | $22,527,127 | |
| AVGO | Broadcom Inc. | +252 | 4,459 | $1,380,105 | |
| QQQ | Invesco Qqq Trust, Series 1 | +250 | 38,680 | $22,325,322 | |
| BRK-B | Berkshire Hathaway Inc | +229 | 8,486 | $4,066,491 | |
| GEV | GE Vernova Inc. | +218 | 583 | $508,900 | |
| META | Meta Platforms, Inc. | +199 | 4,697 | $2,687,294 | |
| MA | Mastercard Inc | +155 | 1,946 | $972,338 | |
| PEP | Pepsico Inc | +89 | 9,649 | $1,498,393 | |
| HD | Home Depot, Inc. | +85 | 1,050 | $345,334 | |
| EIG | Employers Holdings, Inc. | +83 | 10,343 | $425,511 | |
| LLY | ELI LILLY & Co | +62 | 328 | $301,684 | |
| NVDA | Nvidia Corp | +32 | 19,057 | $3,323,540 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +23 | 2,518 | $1,553,001 | |
| XOM | ExxonMobil Holdings Corp | +17 | 2,491 | $422,623 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 12,343 | $4,569,008 | |
| LMT | Lockheed Martin Corp | 255 | $154,119 | |
| WM | Waste Management Inc | 609 | $139,942 | |
| GOOGL | Alphabet Inc. | 482 | $138,603 | |
| O | Realty Income Corp | 2,190 | $133,984 | |
| IVT | InvenTrust Properties Corp. | 4,235 | $128,998 | |
| MO | Altria Group, Inc. | 1,671 | $110,269 | |
| NFLX | Netflix Inc | 1,062 | $102,111 | |
| MCRI | Monarch Casino & Resort Inc | 1,016 | $97,129 | |
| MCD | Mcdonalds Corp | 309 | $96,034 | |
| COKE | Coca-Cola Consolidated, Inc. | 500 | $95,870 | |
| ATO | Atmos Energy Corp | 516 | $95,315 | |
| GLD | Spdr Gold Trust | 205 | $88,209 | |
| BTI | British American Tobacco p.l.c. | 1,422 | $83,144 | |
| KEY | Keycorp /New/ | 3,915 | $78,495 | |
| COP | Conocophillips | 500 | $66,000 | |
| VZ | Verizon Communications Inc | 1,106 | $55,521 | |
| RDDT | Reddit, Inc. | 405 | $54,533 | |
| AEP | American Electric Power Co Inc | 400 | $52,432 | |
| GOF | Guggenheim Strategic Opportunities Fund | 4,588 | $50,559 | |
| JNJ | Johnson & Johnson | 201 | $49,132 | |
| GBCI | Glacier Bancorp, Inc. | 1,030 | $46,010 | |
| PSX | Phillips 66 | 250 | $45,545 | |
| MDT | Medtronic plc | 520 | $45,058 | |
| OKE | Oneok Inc /New/ | 476 | $43,025 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UNH | Unitedhealth Group Inc | 800 | $264,088 | |
| No positions match the current search. | ||||
123 tracked positions ·
$111,354,253 total
· filing declares
166 positions · $172,491,871
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 123 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 34,639 | $22,527,127 | 20.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 38,680 | $22,325,322 | 20.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 35,712 | $7,437,738 | 6.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 6,584 | $6,560,495 | 5.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 44,285 | $5,503,739 | 4.94% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 14,041 | $5,481,746 | 4.92% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 12,343 | $4,569,008 | 4.10% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 48,859 | $4,538,023 | 4.08% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 8,486 | $4,066,491 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 13,550 | $3,985,868 | 3.58% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 19,057 | $3,323,540 | 2.98% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 9,473 | $3,201,400 | 2.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 4,697 | $2,687,294 | 2.41% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 11,104 | $1,780,193 | 1.60% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 2,518 | $1,553,001 | 1.39% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 9,649 | $1,498,393 | 1.35% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 4,459 | $1,380,105 | 1.24% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 1,946 | $972,338 | 0.87% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,636 | $922,780 | 0.83% | |
| RBLX |
Roblox Corp
Communication Services
|
Held | 14,380 | $813,332 | 0.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 2,095 | $778,816 | 0.70% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 583 | $508,900 | 0.46% | |
| EIG |
Employers Holdings, Inc.
Financial Services
|
Added | 10,343 | $425,511 | 0.38% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,491 | $422,623 | 0.38% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,050 | $345,334 | 0.31% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 328 | $301,684 | 0.27% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 213 | $190,686 | 0.17% | |
| LMT |
Lockheed Martin Corp
Industrials
|
NEW | 255 | $154,119 | 0.14% | |
| WM |
Waste Management Inc
Industrials
|
NEW | 609 | $139,942 | 0.13% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 482 | $138,603 | 0.12% | |
| O |
Realty Income Corp
Real Estate
|
NEW | 2,190 | $133,984 | 0.12% | |
| IVT |
InvenTrust Properties Corp.
Real Estate
|
NEW | 4,235 | $128,998 | 0.12% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 1,671 | $110,269 | 0.10% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 1,062 | $102,111 | 0.09% | |
| MCRI |
Monarch Casino & Resort Inc
Consumer Cyclical
|
NEW | 1,016 | $97,129 | 0.09% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 309 | $96,034 | 0.09% | |
| COKE |
Coca-Cola Consolidated, Inc.
Consumer Defensive
|
NEW | 500 | $95,870 | 0.09% | |
| ATO |
Atmos Energy Corp
Utilities
|
NEW | 516 | $95,315 | 0.09% | |
| GLD |
Spdr Gold Trust
|
NEW | 205 | $88,209 | 0.08% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
NEW | 1,422 | $83,144 | 0.07% | |
| KEY |
Keycorp /New/
Financial Services
|
NEW | 3,915 | $78,495 | 0.07% | |
| COP |
Conocophillips
Energy
|
NEW | 500 | $66,000 | 0.06% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 1,106 | $55,521 | 0.05% | |
| RDDT |
Reddit, Inc.
Communication Services
|
NEW | 405 | $54,533 | 0.05% | |
| AEP |
American Electric Power Co Inc
Utilities
|
NEW | 400 | $52,432 | 0.05% | |
| GOF |
Guggenheim Strategic Opportunities Fund
Financial Services
|
NEW | 4,588 | $50,559 | 0.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 201 | $49,132 | 0.04% | |
| GBCI |
Glacier Bancorp, Inc.
Financial Services
|
NEW | 1,030 | $46,010 | 0.04% | |
| PSX |
Phillips 66
Energy
|
NEW | 250 | $45,545 | 0.04% | |
| MDT |
Medtronic plc
Healthcare
|
NEW | 520 | $45,058 | 0.04% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.