Investor
PETERSON WEALTH MANAGEMENT
CIK 0001785144 · filed 2026-05-15 · SEC filing
13F book
$172.5M
Positions
166
126 new · 1 sold
Largest name
13.1%
Spdr S&P 500 Etf Tr
Est. mark
−$5.18M
Price effect on 40 names still held. Flow $43.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 34.6K | $22.5M | 13.1% | −$1.08M | Added−$790.5K |
| Invesco Qqq Tr | — | 38.7K | $22.3M | 12.9% | −$1.43M | Added−$1.28M |
| Vanguard Scottsdale Fds | — | 184.6K | $15.3M | 8.9% | — | New |
| Select Sector Spdr Tr | — | 217.8K | $9.99M | 5.8% | — | New |
| Vanguard Specialized Funds | — | 45.2K | $9.72M | 5.6% | −$207.5K | Added$56.8K |
| First Tr Exchange Traded Fd | — | 131.1K | $8.21M | 4.8% | — | New |
| Amazon Com Inc | AMZN | 35.7K | $7.44M | 4.3% | −$785.3K | Added−$600.3K |
| Costco Whsl Corp New | — | 6.58K | $6.56M | 3.8% | $814.9K | Added$1.32M |
| Select Sector Spdr Tr | — | 40.2K | $5.9M | 3.4% | −$324.8K | Added−$240.3K |
| Walmart Inc. | WMT | 44.3K | $5.5M | 3.2% | $552.4K | Added$721.7K |
| Crowdstrike Hldgs Inc | — | 14K | $5.48M | 3.2% | −$1.03M | Added−$683.9K |
| Microsoft Corp | MSFT | 12.3K | $4.57M | 2.6% | — | New |
| Nextera Energy Inc | — | 48.9K | $4.54M | 2.6% | $583.7K | Added$818.7K |
| Select Sector Spdr Tr | — | 40K | $4.36M | 2.5% | −$399.2K | Added−$208.5K |
| Berkshire Hathaway Inc Del | — | 8.49K | $4.07M | 2.4% | −$193.6K | Added−$83.9K |
| Jpmorgan Chase & Co. | — | 13.6K | $3.99M | 2.3% | −$380.1K | Cut−$765.5K |
| Nvidia Corp | NVDA | 19.1K | $3.32M | 1.9% | −$230.2K | Added−$224.6K |
| Taiwan Semiconductor Mfg Ltd | — | 9.47K | $3.2M | 1.9% | $322.7K | Cut$307.5K |
| Meta Platforms, Inc. | META | 4.7K | $2.69M | 1.6% | −$395.6K | Added−$281.8K |
| Palo Alto Networks Inc | PANW | 11.1K | $1.78M | 1.0% | −$229.3K | Added$11.7K |
| Select Sector Spdr Tr | — | 15.5K | $1.72M | 1.0% | −$104.3K | Added−$71.9K |
| Spdr S&P Midcap 400 Etf Tr | — | 2.52K | $1.55M | 0.9% | $34K | Added$48.1K |
| Pepsico Inc | PEP | 9.65K | $1.5M | 0.9% | $112.6K | Added$126.4K |
| Broadcom Inc. | AVGO | 4.46K | $1.38M | 0.8% | −$154K | Added−$76K |
| Select Sector Spdr Tr | — | 16.2K | $1.33M | 0.8% | $69.7K | Cut$62.5K |
| Select Sector Spdr Tr | — | 24.1K | $1.19M | 0.7% | −$128.2K | Added−$109.5K |
| Mastercard Inc | MA | 1.95K | $972.4K | 0.6% | −$127.7K | Added−$50.3K |
| Apple Inc. | AAPL | 3.64K | $922.9K | 0.5% | −$43.1K | Added$272.9K |
| Roblox Corp | RBLX | 14.4K | $813.3K | 0.5% | −$351.9K | Held |
| Tesla, Inc. | TSLA | 2.1K | $778.8K | 0.5% | −$102.3K | Added$188.8K |
| GE Vernova Inc. | GEV | 583 | $509K | 0.3% | $80.1K | Added$270.4K |
| Employers Hldgs Inc | — | 10.3K | $425.5K | 0.2% | −$20.8K | Added−$17.4K |
| Exxon Mobil Corp | — | 2.49K | $422.6K | 0.2% | $122K | Added$124.9K |
| First Tr Exchange Traded Fd | — | 3.85K | $421.1K | 0.2% | −$79.8K | Cut−$134.6K |
| Home Depot, Inc. | HD | 1.05K | $345.3K | 0.2% | −$14.6K | Added$13.3K |
| Schwab Strategic Tr | — | 13.4K | $344.5K | 0.2% | −$17K | Added−$16K |
| Select Sector Spdr Tr | — | 2.52K | $334.4K | 0.2% | −$24.6K | Added$14.4K |
| Eli Lilly & Co | LLY | 328 | $301.7K | 0.2% | −$41.2K | Added$15.8K |
| Spdr Index Shs Fds | — | 6.49K | $296.2K | 0.2% | $8.04K | Held |
| Ishares Tr | — | 1.09K | $269.5K | 0.2% | $1.99K | Added$2.48K |
| Vanguard Bd Index Fds | — | 3.21K | $236.4K | 0.1% | −$1.42K | Added$129 |
| Schwab Strategic Tr | — | 7.34K | $227.2K | 0.1% | $6.52K | Added$7.08K |
| Parker-Hannifin Corp | PH | 213 | $190.8K | 0.1% | $3.79K | Cut−$40.1K |
| Spdr Series Trust | — | 1.37K | $175.4K | 0.1% | — | New |
| Lockheed Martin Corp | LMT | 255 | $154K | 0.1% | — | New |
| Waste Mgmt Inc Del | — | 609 | $139.8K | 0.1% | — | New |
| Alphabet Inc | — | 482 | $138.6K | 0.1% | — | New |
| Schwab Strategic Tr | — | 4.08K | $134.3K | 0.1% | — | New |
| Realty Income Corp | O | 2.19K | $134K | 0.1% | — | New |
| Inventrust Pptys Corp | — | 4.24K | $129K | 0.1% | — | New |
| Ishares Tr | — | 1.37K | $114.2K | 0.1% | — | New |
| Altria Group, Inc. | MO | 1.67K | $110.3K | 0.1% | — | New |
| Ishares Inc | — | 1.49K | $103.6K | 0.1% | — | New |
| Netflix Inc | NFLX | 1.06K | $102.1K | 0.1% | — | New |
| Monarch Casino & Resort Inc | MCRI | 1.02K | $97.1K | 0.1% | — | New |
| Mcdonalds Corp | MCD | 309 | $96K | 0.1% | — | New |
| Coca Cola Cons Inc | — | 500 | $95.9K | 0.1% | — | New |
| Atmos Energy Corp | ATO | 516 | $95.4K | 0.1% | — | New |
| Wisdomtree Tr | — | 1.54K | $92.8K | 0.1% | — | New |
| Spdr Series Trust | — | 621 | $90.6K | 0.1% | — | New |
| Spdr Gold Tr | — | 205 | $88.2K | 0.1% | — | New |
| British Amern Tob Plc | — | 1.42K | $83.1K | 0.0% | — | New |
| Vanguard Index Fds | — | 275 | $82.3K | 0.0% | — | New |
| Keycorp | — | 3.92K | $78.5K | 0.0% | — | New |
| Conocophillips | COP | 500 | $66K | 0.0% | — | New |
| Verizon Communications Inc | VZ | 1.11K | $55.5K | 0.0% | — | New |
| Reddit, Inc. | RDDT | 405 | $54.5K | 0.0% | — | New |
| American Elec Pwr Co Inc | — | 400 | $52.4K | 0.0% | — | New |
| Dimensional Etf Trust | — | 816 | $50.9K | 0.0% | — | New |
| Guggenheim Strategic Opportu | — | 4.59K | $50.6K | 0.0% | — | New |
| Vaneck Etf Trust | — | 130 | $49.8K | 0.0% | — | New |
| Johnson & Johnson | JNJ | 201 | $49.1K | 0.0% | — | New |
| Alphabet Inc | — | 171 | $49K | 0.0% | — | New |
| First Tr Exchange-Traded Fd | — | 207 | $48.4K | 0.0% | — | New |
| Glacier Bancorp Inc New | — | 1.03K | $46K | 0.0% | — | New |
| Dimensional Etf Trust | — | 641 | $45.6K | 0.0% | — | New |
| Phillips 66 | PSX | 250 | $45.5K | 0.0% | — | New |
| Medtronic Plc | MDT | 520 | $45.1K | 0.0% | — | New |
| Oneok Inc /New/ | OKE | 476 | $43K | 0.0% | — | New |
| Nuveen Amt Free Qlty Mun Inc | — | 3.81K | $42.7K | 0.0% | — | New |
| Linde Plc | LIN | 79 | $39.1K | 0.0% | — | New |
| Invesco Exchange Traded Fd T | — | 204 | $39.1K | 0.0% | — | New |
| Xcel Energy Inc | — | 491 | $39K | 0.0% | — | New |
| American Express Co | AXP | 124 | $37.6K | 0.0% | — | New |
| Astera Labs, Inc. | ALAB | 340 | $37.3K | 0.0% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 1.54K | $36.8K | 0.0% | — | New |
| Martin Marietta Matls Inc | — | 62 | $36.2K | 0.0% | — | New |
| Mp Materials Corp | — | 725 | $35K | 0.0% | — | New |
| Occidental Pete Corp | — | 534 | $34.7K | 0.0% | — | New |
| Nuveen Amt Free Mun Cr Inc F | — | 2.81K | $34.7K | 0.0% | — | New |
| UiPath, Inc. | PATH | 2.95K | $32.7K | 0.0% | — | New |
| Royal Caribbean Group | — | 117 | $32.1K | 0.0% | — | New |
| Nuveen California Amt Qlt Mu | — | 2.7K | $32.1K | 0.0% | — | New |
| Eaton Vance Tax-Managed Glob | — | 3.67K | $31.8K | 0.0% | — | New |
| Ishares Bitcoin Trust Etf | IBIT | 825 | $31.7K | 0.0% | — | New |
| Nuveen Ca Qualty Mun Income | — | 2.65K | $30.9K | 0.0% | — | New |
| Vanguard Tax-Managed Fds | — | 480 | $30.8K | 0.0% | — | New |
| Davita Inc. | DVA | 200 | $30.7K | 0.0% | — | New |
| Select Sector Spdr Tr | — | 500 | $30.6K | 0.0% | — | New |
| Advanced Micro Devices Inc | AMD | 150 | $30.5K | 0.0% | — | New |
| Bitmine Immersion Tecnologie | — | 1.49K | $29.4K | 0.0% | — | New |
| Unilever Plc | — | 496 | $28.3K | 0.0% | — | New |
| Spdr Series Trust | — | 610 | $27.8K | 0.0% | — | New |
| Vanguard Index Fds | — | 302 | $26.8K | 0.0% | — | New |
| Honeywell Intl Inc | — | 117 | $26.4K | 0.0% | — | New |
| Barrick Mng Corp | — | 622 | $25.4K | 0.0% | — | New |
| Ford Mtr Co | — | 2.19K | $25.3K | 0.0% | — | New |
| Ishares Tr | — | 122 | $23.3K | 0.0% | — | New |
| Chevron Corp New | CVX | 108 | $22.3K | 0.0% | — | New |
| Sysco Corp | SYY | 304 | $21.7K | 0.0% | — | New |
| Tempus AI, Inc. | TEM | 475 | $21.5K | 0.0% | — | New |
| Main Str Cap Corp | — | 400 | $21.2K | 0.0% | — | New |
| Cisco Sys Inc | — | 233 | $18.1K | 0.0% | — | New |
| CoreWeave, Inc. | CRWV | 221 | $17.1K | 0.0% | — | New |
| International Business Machs | — | 67 | $16.3K | 0.0% | — | New |
| Cintas Corp | CTAS | 96 | $16.2K | 0.0% | — | New |
| Corning Inc | — | 116 | $15.8K | 0.0% | — | New |
| Ishares Tr | — | 125 | $15.5K | 0.0% | — | New |
| Iren Limited | — | 450 | $15.4K | 0.0% | — | New |
| Boeing Co | — | 74 | $14.7K | 0.0% | — | New |
| Vaneck Etf Trust | — | 165 | $14.5K | 0.0% | — | New |
| ServiceTitan, Inc. | TTAN | 200 | $12.7K | 0.0% | — | New |
| Amgen Inc | AMGN | 35 | $12.3K | 0.0% | — | New |
| Pimco Mun Income Fd Ii | — | 1.63K | $12.3K | 0.0% | — | New |
| J P Morgan Exchange Traded F | — | 197 | $12.1K | 0.0% | — | New |
| Halliburton Co | HAL | 300 | $11.7K | 0.0% | — | New |
| Rayonier Inc | RYN | 550 | $11.3K | 0.0% | — | New |
| Spdr Dow Jones Indl Average | — | 24 | $11.3K | 0.0% | — | New |
| Webull Corp | — | 2.3K | $11K | 0.0% | — | New |
| Target Corp | TGT | 90 | $10.9K | 0.0% | — | New |
| Americas Gold And Silver Cor | — | 2K | $10.4K | 0.0% | — | New |
| Agnc Invt Corp | — | 1.03K | $10.4K | 0.0% | — | New |
| Dutch Bros Inc. | BROS | 200 | $10.1K | 0.0% | — | New |
| Astrazeneca Plc Ord | AZN | 50 | $9.86K | 0.0% | — | New |
| Texas Pacific Land Corporati | — | 20 | $9.49K | 0.0% | — | New |
| Ares Capital Corp | ARCC | 517 | $9.32K | 0.0% | — | New |
| Carnival Corp Ltd. | CCL | 352 | $9.11K | 0.0% | — | New |
| Visa Inc. | V | 29 | $8.83K | 0.0% | — | New |
| Cleanspark Inc | — | 1K | $8.51K | 0.0% | — | New |
| Caseys Gen Stores Inc | — | 11 | $8.02K | 0.0% | — | New |
| Disney Walt Co | — | 81 | $7.83K | 0.0% | — | New |
| Union Pac Corp | — | 31 | $7.54K | 0.0% | — | New |
| Oklo Inc. | OKLO | 150 | $7.44K | 0.0% | — | New |
| Atlassian Corp | TEAM | 100 | $6.83K | 0.0% | — | New |
| Dow Inc. | DOW | 150 | $6.25K | 0.0% | — | New |
| Soundhound Ai Inc | — | 825 | $5.67K | 0.0% | — | New |
| Credo Technology Group Holdi | — | 60 | $5.63K | 0.0% | — | New |
| Sempra | — | 57 | $5.51K | 0.0% | — | New |
| Invesco Exchange Traded Fd T | — | 400 | $5.5K | 0.0% | — | New |
| Fs Kkr Cap Corp | — | 537 | $5.47K | 0.0% | — | New |
| Applovin Corp | APP | 13 | $5.17K | 0.0% | — | New |
| C3.ai, Inc. | AI | 600 | $5.05K | 0.0% | — | New |
| Global X Fds | — | 62 | $4.73K | 0.0% | — | New |
| Brightstar Lottery PLC | BRSL | 334 | $4.26K | 0.0% | — | New |
| Uber Technologies, Inc | UBER | 50 | $3.6K | 0.0% | — | New |
| Comstock Inc. | LODE | 1.14K | $3.48K | 0.0% | — | New |
| Spdr Series Trust | — | 35 | $3.46K | 0.0% | −$144 | Cut−$2.83M |
| Rocket Lab Corp | RKLB | 50 | $3.21K | 0.0% | — | New |
| Global Pmts Inc | — | 42 | $2.8K | 0.0% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 33 | $2.43K | 0.0% | — | New |
| Solstice Advanced Matls Inc | — | 28 | $2.13K | 0.0% | — | New |
| Magnum Ice Cream Co Nv | — | 111 | $1.66K | 0.0% | — | New |
| Wheels Up Experience Inc. | UP | 2K | $1.03K | 0.0% | — | New |
| Ionq Inc | — | 10 | $288 | 0.0% | — | New |
| Rigetti Computing Inc | — | 10 | $140 | 0.0% | — | New |
| First Tr Exch Traded Fd Iii | — | 5 | $89 | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.