Peterson Wealth Management

13F filer · CIK 0001785144

Reported Jul 30, 2026

Net buyer this quarter

13F portfolio value$215MU.S. long equity reported on 13F

Positions13824 new · 15 closed

Net flow last quarter+$14MBuys minus sells

Top 10 positions weight53.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 30, 2026138 positions
QQQInvesco QQQ Trust, Series 1	$32.9M	15.35%	Not reported	+15.6%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$30.4M	14.14%	Not reported	+17.3%	Q4 2019
AMZNAmazon Com Inc	$8.95M	4.17%	0.00%	+5.2%	Q4 2019
MSFTMicrosoft Corp	$8.85M	4.12%	0.00%	+92.2%	Q4 2019
COSTCostco Wholesale Corp	$7.94M	3.70%	0.00%	+28.9%	Q4 2019
WMTWalmart Inc.	$7.32M	3.41%	0.00%	+45.9%	Q4 2019
NEENextera Energy Inc	$5.59M	2.60%	0.00%	+30.3%	Q4 2025
JPMJPMorgan Chase & Co	$4.61M	2.15%	0.00%	+3.9%	Q1 2021
LLYELI LILLY & Co	$4.56M	2.12%	0.00%	+1057.9%	Q1 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$4.54M	2.12%	0.00%	+0.3%	Q4 2024
NVDANvidia Corp	$4.33M	2.02%	0.00%	+13.6%	Q1 2021
AVGOBroadcom Inc.	$4.22M	1.97%	0.00%	+150.7%	Q4 2024
METAMeta Platforms, Inc.	$4.08M	1.90%	Not reported	+54.1%	Q4 2024
AAPLApple Inc.	$3.74M	1.74%	0.00%	+255.0%	Q1 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.76M	0.82%	Not reported	-0.8%	Q2 2021
PEPPepsico Inc	$1.31M	0.61%	0.00%	+0.3%	Q4 2019
TSLATesla, Inc.	$1.07M	0.50%	0.00%	+21.9%	Q2 2025
MAMastercard Inc	$1.07M	0.50%	0.00%	+6.6%	Q4 2019
SKYYSkye International, Inc	$1.03M	0.48%	Not reported	+99.2%	Q2 2023
GEVGE Vernova Inc.	$939K	0.44%	0.00%	+37.1%	Q4 2025
PLTRPalantir Technologies Inc.	$841K	0.39%	0.00%	New	Q2 2026
RBLXRoblox Corp	$782K	0.36%	0.00%	Not reported	Q4 2021
EIGEmployers Holdings, Inc.	$526K	0.25%	0.06%	+0.8%	Q3 2020
XOMExxonMobil Holdings Corp	$323K	0.15%	0.00%	-5.1%	Q1 2022
HDHome Depot, Inc.	$240K	0.11%	0.00%	-35.2%	Q4 2019
GOOGLAlphabet Inc.	$217K	0.10%	0.00%	+25.9%	Q1 2022
PHParker-Hannifin Corp	$184K	0.09%	0.00%	-11.3%	Q4 2025
ALABAstera Labs, Inc.	$184K	0.09%	0.00%	+11.8%	Q1 2026
IVTInvenTrust Properties Corp.	$151K	0.07%	0.01%	+0.8%	Q1 2026
AMDAdvanced Micro Devices Inc	$138K	0.06%	0.00%	+58.0%	Q2 2021
SMHMarket Vectors ETF Trust	$136K	0.06%	Not reported	+59.2%	Q3 2022
ORealty Income Corp	$136K	0.06%	0.00%	Not reported	Q4 2019
MCRIMonarch Casino & Resort Inc	$134K	0.06%	0.01%	+0.3%	Q1 2026
NFLXNetflix Inc	$134K	0.06%	0.00%	+76.1%	Q3 2020
LMTLockheed Martin Corp	$131K	0.06%	0.00%	+0.8%	Q1 2026
IDEVEndo Pharmaceuticals Solutions Inc.	$124K	0.06%	Not reported	+1.5%	Q1 2026
MOAltria Group, Inc.	$120K	0.06%	0.00%	Not reported	Q1 2026
WMWaste Management Inc	$117K	0.05%	0.00%	-13.8%	Q4 2019
COKECoca-Cola Consolidated, Inc.	$95.5K	0.04%	0.00%	Not reported	Q1 2026
GLWCorning Inc	$92.8K	0.04%	0.00%	+212.9%	Q1 2026
VZVerizon Communications Inc	$92.8K	0.04%	0.00%	+98.1%	Q2 2020
KEYKeycorp	$91.1K	0.04%	0.00%	+0.9%	Q1 2026
ATOAtmos Energy Corp	$89.5K	0.04%	0.00%	+0.8%	Q1 2026
BTIBritish American Tobacco p.l.c.	$87.8K	0.04%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$84K	0.04%	0.00%	+0.7%	Q1 2026
JNJJohnson & Johnson	$71.1K	0.03%	0.00%	+39.3%	Q1 2021
GOOGAlphabet Inc.	$71K	0.03%	Not reported	+17.5%	Q1 2026
RDDTReddit, Inc.	$70.3K	0.03%	Not reported	Not reported	Q1 2026
PATHUiPath, Inc.	$61.4K	0.03%	Not reported	+91.5%	Q1 2026
GLDSPDR Gold Trust	$59.3K	0.03%	0.00%	-21.5%	Q1 2026

Q1 2026Reported May 15, 2026128 positions
SPYSPDR S&P 500 ETF Trust	$22.5M	13.06%	Not reported	+1.3%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$22.3M	12.94%	Not reported	+0.7%	Q4 2019
AMZNAmazon Com Inc	$7.44M	4.31%	0.00%	+2.6%	Q4 2019
COSTCostco Wholesale Corp	$6.56M	3.80%	0.00%	+8.3%	Q4 2019
WMTWalmart Inc.	$5.5M	3.19%	0.00%	+3.2%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$5.48M	3.18%	0.01%	+6.8%	Q2 2023
MSFTMicrosoft Corp	$4.57M	2.65%	0.00%	Not reported	Q4 2019
NEENextera Energy Inc	$4.54M	2.63%	0.00%	+5.5%	Q4 2025
BRK.BBerkshire Hathaway Inc	$4.07M	2.36%	Not reported	+2.8%	Q2 2022
JPMJPMorgan Chase & Co	$3.99M	2.31%	0.00%	-8.1%	Q1 2021
NVDANvidia Corp	$3.32M	1.93%	0.00%	+0.2%	Q1 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$3.2M	1.86%	0.00%	-0.5%	Q4 2024
METAMeta Platforms, Inc.	$2.69M	1.56%	Not reported	+4.4%	Q4 2024
PANWPalo Alto Networks Inc	$1.78M	1.03%	0.00%	+15.7%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.55M	0.90%	Not reported	+0.9%	Q2 2021
PEPPepsico Inc	$1.5M	0.87%	0.00%	+0.9%	Q4 2019
AVGOBroadcom Inc.	$1.38M	0.80%	0.00%	+6.0%	Q4 2024
MAMastercard Inc	$972K	0.56%	0.00%	+8.7%	Q4 2019
AAPLApple Inc.	$923K	0.54%	0.00%	+52.1%	Q1 2020
RBLXRoblox Corp	$813K	0.47%	0.00%	Not reported	Q4 2021
TSLATesla, Inc.	$779K	0.45%	0.00%	+59.7%	Q2 2025
GEVGE Vernova Inc.	$509K	0.30%	0.00%	+59.7%	Q4 2025
EIGEmployers Holdings, Inc.	$426K	0.25%	0.06%	+0.8%	Q3 2020
XOMExxonMobil Holdings Corp	$423K	0.24%	0.00%	+0.7%	Q1 2022
SKYYSkye International, Inc	$421K	0.24%	Not reported	-9.9%	Q2 2023
HDHome Depot, Inc.	$345K	0.20%	0.00%	+8.8%	Q4 2019
LLYELI LILLY & Co	$302K	0.17%	0.00%	+23.3%	Q1 2022
PHParker-Hannifin Corp	$191K	0.11%	0.00%	-19.0%	Q4 2025
LMTLockheed Martin Corp	$154K	0.09%	0.00%	New	Q1 2026
WMWaste Management Inc	$140K	0.08%	0.00%	Not reported	Q4 2019
GOOGLAlphabet Inc.	$139K	0.08%	0.00%	Not reported	Q1 2022
ORealty Income Corp	$134K	0.08%	0.00%	Not reported	Q4 2019
IVTInvenTrust Properties Corp.	$129K	0.07%	0.01%	New	Q1 2026
IDEVEndo Pharmaceuticals Solutions Inc.	$114K	0.07%	Not reported	New	Q1 2026
MOAltria Group, Inc.	$110K	0.06%	0.00%	New	Q1 2026
NFLXNetflix Inc	$102K	0.06%	0.00%	Not reported	Q3 2020
MCRIMonarch Casino & Resort Inc	$97.1K	0.06%	0.01%	New	Q1 2026
MCDMcdonalds Corp	$96K	0.06%	0.00%	New	Q1 2026
COKECoca-Cola Consolidated, Inc.	$95.9K	0.06%	0.00%	New	Q1 2026
ATOAtmos Energy Corp	$95.4K	0.06%	0.00%	New	Q1 2026
GLDSPDR Gold Trust	$88.2K	0.05%	0.00%	New	Q1 2026
BTIBritish American Tobacco p.l.c.	$83.1K	0.05%	0.00%	Not reported	Q4 2019
KEYKeycorp	$78.5K	0.05%	0.00%	New	Q1 2026
COPConocophillips	$66K	0.04%	0.00%	New	Q1 2026
VZVerizon Communications Inc	$55.5K	0.03%	0.00%	Not reported	Q2 2020
RDDTReddit, Inc.	$54.5K	0.03%	Not reported	New	Q1 2026
AEPAmerican Electric Power Co Inc	$52.4K	0.03%	0.00%	Not reported	Q4 2019
GOFGuggenheim Strategic Opportunities Fund	$50.6K	0.03%	Not reported	New	Q1 2026
SMHMarket Vectors ETF Trust	$49.8K	0.03%	Not reported	Not reported	Q3 2022
JNJJohnson & Johnson	$49.1K	0.03%	0.00%	Not reported	Q1 2021

Q4 2025Reported Feb 4, 202628 positions
QQQInvesco QQQ Trust, Series 1	$23.6M	17.54%	Not reported	+44.0%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$23.3M	17.32%	Not reported	+45.0%	Q4 2019
AMZNAmazon Com Inc	$8.04M	5.97%	0.00%	-0.4%	Q4 2019
CRWDCrowdStrike Holdings, Inc.	$6.17M	4.58%	0.01%	+333.8%	Q2 2023
COSTCostco Wholesale Corp	$5.24M	3.89%	0.00%	-7.0%	Q4 2019
WMTWalmart Inc.	$4.78M	3.55%	0.00%	-12.7%	Q4 2019
JPMJPMorgan Chase & Co	$4.75M	3.53%	0.00%	+1.2%	Q1 2021
BRK.BBerkshire Hathaway Inc	$4.15M	3.08%	Not reported	Not reported	Q2 2022
NEENextera Energy Inc	$3.72M	2.76%	0.00%	New	Q4 2025
NVDANvidia Corp	$3.55M	2.64%	0.00%	-63.6%	Q1 2021
METAMeta Platforms, Inc.	$2.97M	2.21%	Not reported	+6.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.89M	2.15%	0.00%	-49.8%	Q4 2024
PANWPalo Alto Networks Inc	$1.77M	1.31%	0.00%	+28.0%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.5M	1.12%	Not reported	-0.9%	Q2 2021
AVGOBroadcom Inc.	$1.46M	1.08%	0.00%	-45.9%	Q4 2024
PEPPepsico Inc	$1.37M	1.02%	0.00%	-26.0%	Q4 2019
RBLXRoblox Corp	$1.17M	0.87%	0.00%	-0.3%	Q4 2021
MAMastercard Inc	$1.02M	0.76%	0.00%	-79.7%	Q4 2019
AAPLApple Inc.	$650K	0.48%	0.00%	+8.1%	Q1 2020
TSLATesla, Inc.	$590K	0.44%	0.00%	-7.1%	Q2 2025
SKYYSkye International, Inc	$556K	0.41%	Not reported	-46.6%	Q2 2023
EIGEmployers Holdings, Inc.	$443K	0.33%	0.05%	+0.8%	Q3 2020
HDHome Depot, Inc.	$332K	0.25%	0.00%	-35.8%	Q4 2019
XOMExxonMobil Holdings Corp	$298K	0.22%	0.00%	+0.9%	Q1 2022
LLYELI LILLY & Co	$286K	0.21%	0.00%	Not reported	Q1 2022
UNHUnitedhealth Group Inc	$264K	0.20%	0.00%	New	Q4 2025
GEVGE Vernova Inc.	$239K	0.18%	0.00%	New	Q4 2025
PHParker-Hannifin Corp	$231K	0.17%	0.00%	New	Q4 2025
Q3 2025Reported Dec 17, 202526 positions
QQQInvesco QQQ Trust, Series 1	$16M	11.10%	Not reported	-24.7%	Q4 2019
SPYSPDR S&P 500 ETF Trust	$15.7M	10.88%	Not reported	-23.8%	Q4 2019
NVDANvidia Corp	$9.76M	6.76%	0.00%	-27.6%	Q1 2021
AMZNAmazon Com Inc	$7.68M	5.32%	0.00%	+3.2%	Q4 2019
COSTCostco Wholesale Corp	$6.05M	4.19%	0.00%	+3.4%	Q4 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.29M	3.67%	0.00%	-26.2%	Q4 2024
WMTWalmart Inc.	$5.07M	3.51%	0.00%	+4.1%	Q4 2019
MAMastercard Inc	$5.01M	3.47%	0.00%	+4.7%	Q4 2019
MSFTMicrosoft Corp	$4.89M	3.39%	0.00%	-25.2%	Q4 2019
JPMJPMorgan Chase & Co	$4.6M	3.18%	0.00%	-10.3%	Q1 2021
CASYCaseys General Stores Inc	$4.48M	3.10%	0.02%	+1.0%	Q2 2025
CTASCintas Corp	$3.39M	2.35%	0.00%	-0.8%	Q2 2025
METAMeta Platforms, Inc.	$3.11M	2.16%	Not reported	-5.2%	Q4 2024
AVGOBroadcom Inc.	$2.56M	1.78%	0.00%	-45.6%	Q4 2024
RBLXRoblox Corp	$2M	1.38%	0.00%	-12.8%	Q4 2021
PEPPepsico Inc	$1.81M	1.26%	0.00%	-7.0%	Q4 2019
PANWPalo Alto Networks Inc	$1.53M	1.06%	0.00%	-53.3%	Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust	$1.5M	1.04%	Not reported	-27.2%	Q2 2021
CRWDCrowdStrike Holdings, Inc.	$1.49M	1.03%	0.00%	-43.8%	Q2 2023
SKYYSkye International, Inc	$1.08M	0.74%	Not reported	-20.7%	Q2 2023
SMCISuper Micro Computer, Inc.	$993K	0.69%	0.00%	New	Q3 2025
TSLATesla, Inc.	$628K	0.44%	0.00%	+47.9%	Q2 2025
HDHome Depot, Inc.	$608K	0.42%	0.00%	Not reported	Q4 2019
AAPLApple Inc.	$563K	0.39%	0.00%	Not reported	Q1 2020
EIGEmployers Holdings, Inc.	$432K	0.30%	0.04%	+0.7%	Q3 2020
XOMExxonMobil Holdings Corp	$277K	0.19%	0.00%	+0.9%	Q1 2022

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