Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PETERSON WEALTH MANAGEMENT (CIK 1785144) reported $214.6M across 183 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($32.9M, 15.35%), SPY ($30.4M, 14.14%), VCIT ($18.8M, 8.75%), VIG ($14.3M, 6.67%), XLU ($9.9M, 4.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $32.9M | 15.35% | 44,722 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $30.4M | 14.14% | 40,645 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $18.8M | 8.75% | 227,319 | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $14.3M | 6.67% | 60,505 | Added |
| 5 | XLU | SELECT SECTOR SPDR TR | $9.9M | 4.63% | 219,280 | Added |
| 6 | AMZN | AMAZON COM INC | $9.0M | 4.17% | 37,572 | Added |
| 7 | MSFT | MICROSOFT CORP | $8.8M | 4.12% | 23,724 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $7.9M | 3.70% | 8,485 | Added |
| 9 | WMT | WALMART INC | $7.3M | 3.41% | 64,590 | Added |
| 10 | XLY | SELECT SECTOR SPDR TR | $7.0M | 3.26% | 59,570 | Added |
| 11 | XLV | SELECT SECTOR SPDR TR | $6.7M | 3.12% | 42,142 | Added |
| 12 | NEE | NEXTERA ENERGY INC | $5.6M | 2.60% | 63,650 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $4.6M | 2.15% | 14,078 | Added |
| 14 | LLY | ELI LILLY & CO | $4.6M | 2.12% | 3,798 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.5M | 2.12% | 9,505 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $4.3M | 2.02% | 21,639 | Added |
| 17 | AVGO | BROADCOM INC | $4.2M | 1.97% | 11,177 | Added |
| 18 | META | META PLATFORMS INC | $4.1M | 1.90% | 7,240 | Added |
| 19 | AAPL | APPLE INC | $3.7M | 1.74% | 12,908 | Added |
| 20 | XLF | SELECT SECTOR SPDR TR | $2.4M | 1.14% | 45,453 | Added |
| 21 | TFLO | ISHARES TR | $2.3M | 1.07% | 45,207 | New |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.8M | 0.82% | 2,499 | Trimmed |
| 23 | XLC | SELECT SECTOR SPDR TR | $1.6M | 0.76% | 15,200 | Trimmed |
| 24 | XLP | SELECT SECTOR SPDR TR | $1.4M | 0.67% | 17,246 | Added |
| 25 | PEP | PEPSICO INC | $1.3M | 0.61% | 9,673 | Added |
Source: SEC Form 13F filings · as of 2026-06-30