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 $172.5M across 164 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($22.5M, 13.06%), QQQ ($22.3M, 12.94%), VCIT ($15.3M, 8.85%), XLU ($10.0M, 5.79%), VIG ($9.7M, 5.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $22.5M | 13.06% | 34,639 | Added |
| 2 | QQQ | INVESCO QQQ TR | $22.3M | 12.94% | 38,680 | Added |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | $15.3M | 8.85% | 184,551 | New |
| 4 | XLU | SELECT SECTOR SPDR TR | $10.0M | 5.79% | 217,801 | New |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $9.7M | 5.63% | 45,179 | Added |
| 6 | CIBR | FIRST TR EXCHANGE-TRADED FD | $8.2M | 4.76% | 131,061 | New |
| 7 | AMZN | AMAZON COM INC | $7.4M | 4.31% | 35,712 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $6.6M | 3.80% | 6,584 | Added |
| 9 | XLV | SELECT SECTOR SPDR TR | $5.9M | 3.42% | 40,241 | Added |
| 10 | WMT | WALMART INC | $5.5M | 3.19% | 44,285 | Added |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $5.5M | 3.18% | 14,041 | Added |
| 12 | MSFT | MICROSOFT CORP | $4.6M | 2.65% | 12,343 | New |
| 13 | NEE | NEXTERA ENERGY INC | $4.5M | 2.63% | 48,859 | Added |
| 14 | XLY | SELECT SECTOR SPDR TR | $4.4M | 2.53% | 40,030 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 2.36% | 8,486 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $4.0M | 2.31% | 13,550 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $3.3M | 1.93% | 19,057 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.2M | 1.86% | 9,473 | Trimmed |
| 19 | META | META PLATFORMS INC | $2.7M | 1.56% | 4,697 | Added |
| 20 | PANW | PALO ALTO NETWORKS INC | $1.8M | 1.03% | 11,104 | Added |
| 21 | XLC | SELECT SECTOR SPDR TR | $1.7M | 1.00% | 15,488 | Added |
| 22 | MDY | STATE STR SPDR S&P MIDCAP 40 | $1.6M | 0.90% | 2,518 | Added |
| 23 | PEP | PEPSICO INC | $1.5M | 0.87% | 9,649 | Added |
| 24 | AVGO | BROADCOM INC | $1.4M | 0.80% | 4,459 | Added |
| 25 | XLP | SELECT SECTOR SPDR TR | $1.3M | 0.77% | 16,218 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31