PETERSON WEALTH MANAGEMENT

CIK

1785144

Location

SPARKS, NV

Portfolio Value

Small $145,078,453

Diversification

Diversified

Filing Date

Global Rank

#5,308 / 8,700 ▲ 1154

Top Industry

Discount Stores 19.1%

Period ended 2 months ago

Filed Jul 30, 2026 · 45d

26 quarters · since Mar 2020

Portfolio Concentration

133 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.7%

+9.6 pts

Top 5

61.4%

+7.9 pts

Top 10

79.7%

+6.8 pts

HHI

1,165

Diversified+430

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.9%	$65,146,863	6
Technology	18.8%	$27,235,881	31
Consumer Defensive	11.7%	$16,935,744	10
Consumer Cyclical	7.3%	$10,616,903	13
Financial Services	4.6%	$6,688,417	20
Utilities	4.0%	$5,803,812	6
Communication Services	3.7%	$5,381,505	7
Healthcare	3.3%	$4,807,739	10
Industrials	1.0%	$1,511,627	15
Energy	0.3%	$476,898	5
Real Estate	0.2%	$309,890	4
Basic Materials	0.1%	$163,174	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+20,305	64,590	$7,315,463
NEE	Nextera Energy Inc	+14,791	63,650	$5,586,560
MSFT	Microsoft Corp	+11,381	23,724	$8,849,526
AAPL	Apple Inc.	+9,272	12,908	$3,735,058
AVGO	Broadcom Inc.	+6,718	11,177	$4,222,111
QQQ	Invesco Qqq Trust, Series 1	+6,042	44,722	$32,933,280
SPY	Spdr S&P 500 ETF Trust	+6,006	40,645	$30,352,466
LLY	ELI LILLY & Co	+3,470	3,798	$4,555,435
PATH	UiPath, Inc.	+2,700	5,650	$61,415
NVDA	Nvidia Corp	+2,582	21,639	$4,329,747
META	Meta Platforms, Inc.	+2,543	7,240	$4,078,219
COST	Costco Wholesale Corp /New	+1,901	8,485	$7,937,462
AMZN	Amazon Com Inc	+1,860	37,572	$8,954,910
VZ	Verizon Communications Inc	+1,085	2,191	$92,766
NFLX	Netflix Inc	+808	1,870	$133,518
JPM	Jpmorgan Chase & Co	+528	14,078	$4,608,151
F	Ford Motor Co	+500	2,693	$37,432
TSLA	Tesla, Inc.	+459	2,554	$1,074,212
TEM	Tempus AI, Inc.	+425	900	$52,137
OKLO	Oklo Inc.	+385	535	$27,996
MP	MP Materials Corp. / DE	+300	1,025	$57,410
AI	C3.ai, Inc.	+300	900	$8,181
GLW	Corning Inc /Ny	+247	363	$92,721
GEV	GE Vernova Inc.	+216	799	$938,713
SOUN	Soundhound Ai, Inc.	+200	1,025	$6,631
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	−14,001	40	$30,525
BRK-B	Berkshire Hathaway Inc	−8,473	13	$6,505
BMNR	Bitmine Immersion Technologies, Inc.	−1,211	275	$3,660
HD	Home Depot, Inc.	−370	680	$239,822
XOM	ExxonMobil Holdings Corp	−127	2,364	$323,206
WM	Waste Management Inc	−84	525	$117,012
CTAS	Cintas Corp	−75	21	$3,571
MDT	Medtronic plc	−75	445	$34,812
HON	Honeywell International Inc	−58	59	$13,210
GOOGL	Alphabet Inc.	−46	607	$216,923
GLD	Spdr Gold Trust	−44	161	$59,309
CRDO	Credo Technology Group Holding Ltd	−35	25	$6,798
PH	Parker-Hannifin Corp	−24	189	$184,864
MDY	Spdr S&P Midcap 400 ETF Trust	−19	2,499	$1,757,646
SOLS	Solstice Advanced Materials Inc.	−12	16	$1,417
No positions match the current search.

New Positions

Positions the filer opened this quarter

24 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	7,205	$840,607
ETN	Eaton Corp plc	75	$31,959
SPCX	Space Exploration Technologies Corp	111	$18,965
MRNA	Moderna, Inc.	269	$18,838
HONA	Honeywell Aerospace Inc.	82	$18,105
INTC	Intel Corp	128	$17,872
CRM	Salesforce, Inc.	100	$15,666
QUBT	Quantum Computing Inc.	1,600	$15,520
NKE	NIKE, Inc.	300	$12,315
QBTS	D-Wave Quantum Inc.	450	$10,795
NOK	Nokia Corp	550	$7,304
VIK	Viking Holdings Ltd	58	$6,070
MRVL	Marvell Technology, Inc.	20	$5,957
ACHR	Archer Aviation Inc.	1,250	$5,912
KINS	Kingstone Companies, Inc.	305	$5,804
BLLN	BillionToOne, Inc.	47	$5,639
ARM	Arm Holdings PLC /Uk	15	$5,318
FCEL	Fuelcell Energy Inc	147	$5,293
ONDS	Ondas Inc.	600	$4,944
SMR	NUSCALE POWER Corp	450	$4,513
NVO	Novo Nordisk A S	65	$3,116
DOCN	DigitalOcean Holdings, Inc.	15	$2,355
ON	On Semiconductor Corp	15	$1,418
MU	Micron Technology Inc	1	$1,154
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	316,577	$22,339,227
BNDW	Vanguard Total World Bond ETF	184,551	$15,271,595
VIG	Vanguard Dividend Appreciation ETF	45,481	$9,742,982
—		134,912	$8,636,048
PANW	Palo Alto Networks Inc	11,104	$1,780,193
—		16,218	$1,329,551
STT	State Street Corp	24,126	$1,191,100
FNDA	Schwab Fundamental U.S. Small Company ETF	24,851	$706,020
AAXJ	iShares MSCI All Country Asia ex Japan ETF	4,186	$526,332
CWI	State Street SPDR MSCI ACWI ex-US ETF	6,489	$296,222
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,029	$269,456
BIV	Vanguard Intermediate-Term Bond ETF	3,210	$236,384
DCOR	Dimensional US Core Equity 1 ETF	1,457	$96,553
—		1,544	$92,794
VB	Vanguard Morningstar Small-Cap ETF	275	$82,183
AFK	VanEck Africa Index ETF	295	$64,362
IVZ	Invesco Ltd.	1,543	$54,575
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	207	$48,444
ABI	VictoryShares Pioneer Asset-Based Income ETF	604	$44,655
AXP	American Express Co	124	$37,507
OXY	Occidental Petroleum Corp /De/	534	$34,710
VEA	Vanguard FTSE Developed Markets ETF	480	$30,758
—		610	$27,767
TTAN	ServiceTitan, Inc.	200	$12,692
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	197	$12,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

133 tracked positions · $145,078,453 total · filing declares 184 positions · $214,601,027 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 133 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	44,722	+6,042	$32,933,280	+47.5%	22.70%
SPY	Spdr S&P 500 ETF Trust	Added	40,645	+6,006	$30,352,466	+34.7%	20.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	37,572	+1,860	$8,954,910	+20.4%	6.17%
MSFT	Microsoft Corp Technology	Added	23,724	+11,381	$8,849,526	+93.7%	6.10%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	8,485	+1,901	$7,937,462	+21.0%	5.47%
WMT	Walmart Inc. Consumer Defensive	Added	64,590	+20,305	$7,315,463	+32.9%	5.04%
NEE	Nextera Energy Inc Utilities	Added	63,650	+14,791	$5,586,560	+23.1%	3.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,078	+528	$4,608,151	+15.6%	3.18%
LLY	ELI LILLY & Co Healthcare	Added	3,798	+3,470	$4,555,435	+1410.0%	3.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,505	+32	$4,539,302	+41.8%	3.13%
NVDA	Nvidia Corp Technology	Added	21,639	+2,582	$4,329,747	+30.3%	2.98%
AVGO	Broadcom Inc. Technology	Added	11,177	+6,718	$4,222,111	+205.9%	2.91%
META	Meta Platforms, Inc. Communication Services	Added	7,240	+2,543	$4,078,219	+51.8%	2.81%
AAPL	Apple Inc. Technology	Added	12,908	+9,272	$3,735,058	+304.8%	2.57%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	2,499	-19	$1,757,646	+13.2%	1.21%
PEP	Pepsico Inc Consumer Defensive	Added	9,673	+24	$1,309,724	−12.6%	0.90%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,554	+459	$1,074,212	+37.9%	0.74%
MA	Mastercard Inc Financial Services	Added	2,075	+129	$1,065,720	+9.6%	0.73%
GEV	GE Vernova Inc. Industrials	Added	799	+216	$938,713	+84.5%	0.65%
PLTR	Palantir Technologies Inc. Technology	NEW	7,205	NEW	$840,607	NEW	0.58%
RBLX	Roblox Corp Communication Services	Held	14,380	0	$781,984	−3.9%	0.54%
EIG	Employers Holdings, Inc. Financial Services	Added	10,424	+81	$526,203	+23.7%	0.36%
XOM	ExxonMobil Holdings Corp Energy	Reduced	2,364	-127	$323,206	−23.5%	0.22%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	680	-370	$239,822	−30.6%	0.17%
GOOGL	Alphabet Inc. Communication Services	Reduced	607	-46	$216,923	+15.6%	0.15%
PH	Parker-Hannifin Corp Industrials	Reduced	189	-24	$184,864	−3.1%	0.13%
ALAB	Astera Labs, Inc. Technology	Added	380	+40	$183,547	+392.6%	0.13%
IVT	InvenTrust Properties Corp. Real Estate	Added	4,268	+33	$151,087	+17.1%	0.10%
AMD	Advanced Micro Devices Inc Technology	Added	237	+87	$137,675	+351.2%	0.09%
O	Realty Income Corp Real Estate	Held	2,190	0	$135,692	+1.3%	0.09%
MCRI	Monarch Casino & Resort Inc Consumer Cyclical	Added	1,019	+3	$134,110	+38.1%	0.09%
NFLX	Netflix Inc Communication Services	Added	1,870	+808	$133,518	+30.8%	0.09%
LMT	Lockheed Martin Corp Industrials	Added	257	+2	$130,931	−15.0%	0.09%
MO	Altria Group, Inc. Consumer Defensive	Held	1,671	0	$120,228	+9.0%	0.08%
WM	Waste Management Inc Industrials	Reduced	525	-84	$117,012	−16.4%	0.08%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	Held	500	0	$95,460	−0.4%	0.07%
VZ	Verizon Communications Inc Communication Services	Added	2,191	+1,085	$92,766	+67.1%	0.06%
GLW	Corning Inc /Ny Technology	Added	363	+247	$92,721	+487.9%	0.06%
KEY	Keycorp /New/ Financial Services	Added	3,950	+35	$91,047	+16.0%	0.06%
ATO	Atmos Energy Corp Utilities	Added	520	+4	$89,580	−6.0%	0.06%
BTI	British American Tobacco p.l.c. Consumer Defensive	Held	1,422	0	$87,822	+5.6%	0.06%
MCD	Mcdonalds Corp Consumer Cyclical	Added	311	+2	$84,066	−12.5%	0.06%
JNJ	Johnson & Johnson Healthcare	Added	280	+79	$71,111	+44.7%	0.05%
RDDT	Reddit, Inc. Communication Services	Held	405	0	$70,299	+28.9%	0.05%
PATH	UiPath, Inc. Technology	Added	5,650	+2,700	$61,415	+87.6%	0.04%
GLD	Spdr Gold Trust	Reduced	161	-44	$59,309	−32.8%	0.04%
MP	MP Materials Corp. / DE Basic Materials	Added	1,025	+300	$57,410	+64.1%	0.04%
AEP	American Electric Power Co Inc Utilities	Held	400	0	$54,724	+4.4%	0.04%
GBCI	Glacier Bancorp, Inc. Financial Services	Added	1,037	+7	$53,488	+16.3%	0.04%
TEM	Tempus AI, Inc. Healthcare	Added	900	+425	$52,137	+142.7%	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.