Peterson Wealth Management Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Peterson Wealth Management disclosed 166 stock positions valued at approximately $214.60M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, STATE STR SPDR S&P 500 ETF T, and VANGUARD SCOTTSDALE FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 166
- Portfolio Value
- $214.60M
Holdings by Sector
Peterson Wealth Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 15.35% | 44,722 | +6,042 | +15.62% | $32,933,219 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.14% | 40,645 | +6,006 | +17.34% | $30,352,155 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 8.75% | 227,319 | +42,768 | +23.17% | $18,787,899 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 6.67% | 60,505 | +15,326 | +33.92% | $14,316,581 |
| SELECT SECTOR SPDR TR | XLU | Other | 4.63% | 219,280 | +1,479 | +0.68% | $9,942,155 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.17% | 37,572 | +1,860 | +5.21% | $8,954,910 |
| MICROSOFT CORP | MSFT | Technology | 4.12% | 23,724 | +11,381 | +92.21% | $8,849,544 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.70% | 8,485 | +1,901 | +28.87% | $7,937,740 |
| WALMART INC | WMT | Consumer Defensive | 3.41% | 64,590 | +20,305 | +45.85% | $7,315,478 |
| SELECT SECTOR SPDR TR | XLY | Other | 3.26% | 59,570 | +19,540 | +48.81% | $6,986,333 |
| SELECT SECTOR SPDR TR | XLV | Other | 3.12% | 42,142 | +1,901 | +4.72% | $6,686,240 |
| NEXTERA ENERGY INC | NEE | Utilities | 2.60% | 63,650 | +14,791 | +30.27% | $5,586,601 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.15% | 14,078 | +528 | +3.90% | $4,608,090 |
| ELI LILLY & CO | LLY | Healthcare | 2.12% | 3,798 | +3,470 | +1057.93% | $4,555,435 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 2.12% | 9,505 | +32 | +0.34% | $4,539,303 |
| NVIDIA CORPORATION | NVDA | Technology | 2.02% | 21,639 | +2,582 | +13.55% | $4,329,744 |
| BROADCOM INC | AVGO | Technology | 1.97% | 11,177 | +6,718 | +150.66% | $4,221,966 |
| META PLATFORMS INC | META | Communication Services | 1.90% | 7,240 | +2,543 | +54.14% | $4,078,426 |
| APPLE INC | AAPL | Technology | 1.74% | 12,908 | +9,272 | +255.01% | $3,735,195 |
| SELECT SECTOR SPDR TR | XLF | Other | 1.14% | 45,453 | +21,327 | +88.40% | $2,436,743 |
| ISHARES TR | TFLO | Other | 1.07% | 45,207 | +45,207 | +100.00% | $2,288,830 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.82% | 2,499 | -19 | -0.75% | $1,757,991 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.76% | 15,200 | -288 | -1.86% | $1,628,377 |
| SELECT SECTOR SPDR TR | XLP | Other | 0.67% | 17,246 | +1,028 | +6.34% | $1,432,629 |
| PEPSICO INC | PEP | Consumer Defensive | 0.61% | 9,673 | +24 | +0.25% | $1,309,786 |
| TESLA INC | TSLA | Consumer Cyclical | 0.50% | 2,554 | +459 | +21.91% | $1,074,212 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.50% | 2,075 | +129 | +6.63% | $1,065,594 |
| FIRST TR EXCHANGE-TRADED FD | SKYY | Other | 0.48% | 7,670 | +3,819 | +99.17% | $1,032,075 |
| GE VERNOVA INC | GEV | Utilities | 0.44% | 799 | +216 | +37.05% | $938,858 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.39% | 7,205 | +7,205 | +100.00% | $840,607 |
Showing 30 of 166 holdings in the latest reporting period.