PETERSON WEALTH MANAGEMENT

CIK

1785144

Location

SPARKS, NV

Portfolio Value

Small $107,242,943

Diversification

Diversified

Filing Date

Global Rank

#5,562 / 8,605 ▲ 327 · as of Mar 2026

Top Industry

Discount Stores 19.9%

3Y Alpha vs SPY

+0.8%

Period ended 3 months ago

Filed May 15, 2026 · 55d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.1%

SPY

+76.5%

Annualised alpha

-0.1%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

123 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

21.0%

−2.6 pts

Top 5

60.0%

−4.9 pts

Top 10

79.1%

−4.9 pts

HHI

1,089

Diversified−221

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.4%	$46,536,471	6
Technology	15.6%	$16,766,127	23
Consumer Defensive	13.0%	$13,914,418	10
Financial Services	9.3%	$9,945,388	21
Consumer Cyclical	8.2%	$8,844,056	11
Utilities	4.4%	$4,737,751	6
Communication Services	3.6%	$3,864,374	8
Industrials	1.0%	$1,065,649	11
Energy	0.6%	$655,436	8
Healthcare	0.4%	$470,266	7
Real Estate	0.3%	$284,683	4
Basic Materials	0.1%	$158,324	8

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
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	$1,370,436
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	Exxon Mobil Corp	+17	2,491	$422,623
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−1,196	13,550	$3,985,868
PH	Parker-Hannifin Corp	−50	213	$190,686
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−50	9,473	$3,201,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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.

Portfolio Positions

Compact Export CSV View 13F filing

123 positions · $107,242,943 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	34,639	+445	$22,527,127	−3.4%	21.01%
QQQ	Invesco Qqq Trust, Series 1	Added	38,680	+250	$22,325,322	−5.4%	20.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	35,712	+888	$7,437,738	−7.5%	6.94%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,584	+506	$6,560,495	+25.2%	6.12%
WMT	Walmart Inc. Consumer Defensive	Added	44,285	+1,362	$5,503,739	+15.1%	5.13%
MSFT	Microsoft Corp Technology	NEW	12,343	NEW	$4,569,008	NEW	4.26%
NEE	Nextera Energy Inc Utilities	Added	48,859	+2,530	$4,538,023	+22.0%	4.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	8,486	+229	$4,066,491	−2.0%	3.79%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,550	-1,196	$3,985,868	−16.1%	3.72%
NVDA	Nvidia Corp Technology	Added	19,057	+32	$3,323,540	−6.3%	3.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	9,473	-50	$3,201,400	+10.6%	2.99%
META	Meta Platforms, Inc. Communication Services	Added	4,697	+199	$2,687,294	−9.5%	2.51%
PANW	Palo Alto Networks Inc Technology	Added	11,104	+1,503	$1,780,193	+0.7%	1.66%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,518	+23	$1,553,001	+3.2%	1.45%
PEP	Pepsico Inc Consumer Defensive	Added	9,649	+89	$1,498,393	+9.2%	1.40%
AVGO	Broadcom Inc. Technology	Added	4,459	+252	$1,380,105	−5.2%	1.29%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	14,041	+888	$1,370,436	−11.1%	1.28%
MA	Mastercard Inc Financial Services	Added	1,946	+155	$972,338	−4.9%	0.91%
AAPL	Apple Inc. Technology	Added	3,636	+1,245	$922,780	+42.0%	0.86%
RBLX	Roblox Corp Communication Services	Held	14,380	0	$813,332	−30.2%	0.76%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,095	+783	$778,816	+32.0%	0.73%
GEV	GE Vernova Inc. Industrials	Added	583	+218	$508,900	+113.3%	0.47%
EIG	Employers Holdings, Inc. Financial Services	Added	10,343	+83	$425,511	−3.9%	0.40%
XOM	Exxon Mobil Corp Energy	Added	2,491	+17	$422,623	+42.0%	0.39%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,050	+85	$345,334	+4.0%	0.32%
LLY	ELI LILLY & Co Healthcare	Added	328	+62	$301,684	+5.5%	0.28%
PH	Parker-Hannifin Corp Industrials	Reduced	213	-50	$190,686	−17.5%	0.18%
LMT	Lockheed Martin Corp Industrials	NEW	255	NEW	$154,119	NEW	0.14%
WM	Waste Management Inc Industrials	NEW	609	NEW	$139,942	NEW	0.13%
GOOGL	Alphabet Inc. Communication Services	NEW	482	NEW	$138,603	NEW	0.13%
O	Realty Income Corp Real Estate	NEW	2,190	NEW	$133,984	NEW	0.12%
IVT	InvenTrust Properties Corp. Real Estate	NEW	4,235	NEW	$128,998	NEW	0.12%
MO	Altria Group, Inc. Consumer Defensive	NEW	1,671	NEW	$110,269	NEW	0.10%
NFLX	Netflix Inc Communication Services	NEW	1,062	NEW	$102,111	NEW	0.10%
MCRI	Monarch Casino & Resort Inc Consumer Cyclical	NEW	1,016	NEW	$97,129	NEW	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	309	NEW	$96,034	NEW	0.09%
COKE	Coca-Cola Consolidated, Inc. Consumer Defensive	NEW	500	NEW	$95,870	NEW	0.09%
ATO	Atmos Energy Corp Utilities	NEW	516	NEW	$95,315	NEW	0.09%
GLD	Spdr Gold Trust	NEW	205	NEW	$88,209	NEW	0.08%
BTI	British American Tobacco p.l.c. Consumer Defensive	NEW	1,422	NEW	$83,144	NEW	0.08%
KEY	Keycorp /New/ Financial Services	NEW	3,915	NEW	$78,495	NEW	0.07%
COP	Conocophillips Energy	NEW	500	NEW	$66,000	NEW	0.06%
VZ	Verizon Communications Inc Communication Services	NEW	1,106	NEW	$55,521	NEW	0.05%
RDDT	Reddit, Inc. Communication Services	NEW	405	NEW	$54,533	NEW	0.05%
AEP	American Electric Power Co Inc Utilities	NEW	400	NEW	$52,432	NEW	0.05%
GOF	Guggenheim Strategic Opportunities Fund Financial Services	NEW	4,588	NEW	$50,559	NEW	0.05%
JNJ	Johnson & Johnson Healthcare	NEW	201	NEW	$49,132	NEW	0.05%
GBCI	Glacier Bancorp, Inc. Financial Services	NEW	1,030	NEW	$46,010	NEW	0.04%
PSX	Phillips 66 Energy	NEW	250	NEW	$45,545	NEW	0.04%
MDT	Medtronic plc Healthcare	NEW	520	NEW	$45,058	NEW	0.04%