PETERSON WEALTH MANAGEMENT

Institutional manager (13F) · CIK 1785144

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $169M

#	Issuer	Value	Shares
1	STATE STR SPDR S&P 500 ETF T	$23M	34,639
2	INVESCO QQQ TR	$22M	38,680
3	VANGUARD SCOTTSDALE FDS	$15M	184,551
4	SELECT SECTOR SPDR TR	$10M	217,801
5	VANGUARD SPECIALIZED FUNDS	$10M	45,179
6	FIRST TR EXCHANGE-TRADED FD	$8M	131,061
7	AMAZON COM INC	$7M	35,712
8	COSTCO WHOLESALE CORPORATION	$7M	6,584
9	SELECT SECTOR SPDR TR	$6M	40,241
10	WALMART INC	$6M	44,285
11	CROWDSTRIKE HLDGS INC	$5M	14,041
12	MICROSOFT CORP	$5M	12,343
13	NEXTERA ENERGY INC	$5M	48,859
14	SELECT SECTOR SPDR TR	$4M	40,030
15	BERKSHIRE HATHAWAY INC DEL	$4M	8,486
16	JPMORGAN CHASE & CO	$4M	13,550
17	NVIDIA CORPORATION	$3M	19,057
18	TAIWAN SEMICONDUCTOR MANUFAC	$3M	9,473
19	META PLATFORMS INC	$3M	4,697
20	PALO ALTO NETWORKS INC	$2M	11,104
21	SELECT SECTOR SPDR TR	$2M	15,488
22	STATE STR SPDR S&P MIDCAP 40	$2M	2,518
23	PEPSICO INC	$1M	9,649
24	BROADCOM INC	$1M	4,459
25	SELECT SECTOR SPDR TR	$1M	16,218
26	SELECT SECTOR SPDR TR	$1M	24,126
27	MASTERCARD INCORPORATED	$972k	1,946
28	APPLE INC	$923k	3,636
29	ROBLOX CORP	$813k	14,380
30	TESLA INC	$779k	2,095
31	GE VERNOVA INC	$509k	583
32	EMPLOYERS HLDGS INC	$426k	10,343
33	EXXON MOBIL CORP	$423k	2,491
34	FIRST TR EXCHANGE-TRADED FD	$421k	3,851
35	HOME DEPOT INC	$345k	1,050
36	SCHWAB STRATEGIC TR	$345k	13,436
37	SELECT SECTOR SPDR TR	$334k	2,517
38	ELI LILLY & CO	$302k	328
39	SPDR INDEX SHS FDS	$296k	6,489
40	ISHARES TR	$270k	1,087
41	VANGUARD BD INDEX FDS	$236k	3,210
42	SCHWAB STRATEGIC TR	$227k	7,338
43	PARKER-HANNIFIN CORP	$191k	213
44	SPDR SERIES TRUST	$175k	1,373
45	LOCKHEED MARTIN CORP	$154k	255
46	WASTE MGMT INC DEL	$140k	609
47	ALPHABET INC	$139k	482
48	SCHWAB STRATEGIC TR	$134k	4,077
49	REALTY INCOME CORP	$134k	2,190
50	INVENTRUST PPTYS CORP	$129k	4,235

All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.