What Peterson Wealth Management reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1785144 · Filed Jul 30, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| 40.6K |
| +17.3% |
| $30.4M |
| 14.1% |
VANGUARD SCOTTSDALE FDSINT-TERM CORP | 227.3K | +23.2% | $18.8M | 8.8% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 60.5K | +33.9% | $14.3M | 6.7% |
SELECT SECTOR SPDR TRST STR UTIL ETF | 219.3K | New | $9.9M | 4.6% |
AMZNAmazon Com Inc | 37.6K | +5.2% | $9M | 4.2% |
MSFTMicrosoft Corp | 23.7K | +92.2% | $8.8M | 4.1% |
COSTCostco Wholesale Corp | 8.5K | +28.9% | $7.9M | 3.7% |
WMTWalmart Inc. | 64.6K | +45.9% | $7.3M | 3.4% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 59.6K | New | $7M | 3.3% |
SELECT SECTOR SPDR TRST STR CARE ETF | 42.1K | New | $6.7M | 3.1% |
NEENextEra Energy Inc | 63.7K | +30.3% | $5.6M | 2.6% |
JPMJPMorgan Chase & Co | 14.1K | +3.9% | $4.6M | 2.1% |
LLYELI LILLY & Co | 3.8K | +1,057.9% | $4.6M | 2.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 9.5K | +0.3% | $4.5M | 2.1% |
NVDANVIDIA Corp | 21.6K | +13.5% | $4.3M | 2% |
AVGOBroadcom Inc. | 11.2K | +150.7% | $4.2M | 2% |
METAMeta Platforms, Inc. | 7.2K | +54.1% | $4.1M | 1.9% |
AAPLApple Inc. | 12.9K | +255.0% | $3.7M | 1.7% |
SELECT SECTOR SPDR TRST STR FINL ETF | 45.5K | New | $2.4M | 1.1% |
ISHARES TRTRS FLT RT BD | 45.2K | New | $2.3M | 1.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 2.5K | −0.8% | $1.8M | 0.8% |
SELECT SECTOR SPDR TRST STR SVC ETF | 15.2K | New | $1.6M | 0.8% |
SELECT SECTOR SPDR TRST STR STAPL ETF | 17.2K | New | $1.4M | 0.7% |
PEPPepsiCo Inc | 9.7K | +0.2% | $1.3M | 0.6% |
TSLATesla, Inc. | 2.6K | +21.9% | $1.1M | 0.5% |
MAMastercard Inc | 2.1K | +6.6% | $1.1M | 0.5% |
FIRST TR EXCHANGE-TRADED FDCLOUD COMPUTING | 7.7K | +99.2% | $1M | 0.5% |
GEVGE Vernova Inc. | 799 | +37.0% | $938.9K | 0.4% |
PLTRPalantir Technologies Inc. | 7.2K | New | $840.6K | 0.4% |
RBLXRoblox Corp | 14.4K | ±0% | $782K | 0.4% |
EIGEmployers Holdings, Inc. | 10.4K | +0.8% | $526.2K | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 2.7K | New | $512.4K | 0.2% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 13.5K | +0.3% | $396.5K | 0.2% |
SPDR SERIES TRUSTST STR SP BIOT | 2.1K | New | $335.2K | 0.2% |
SPDR INDEX SHS FDSST STR PO EX ETF | 6.6K | New | $331.7K | 0.2% |
EXXON MOBIL CORPCOM | 2.4K | −5.1% | $323.2K | 0.2% |
ISHARES TRRUSSELL 2000 ETF | 1.1K | −2.7% | $317.8K | 0.1% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 7.4K | +0.3% | $271.4K | 0.1% |
HDHome Depot, Inc. | 680 | −35.2% | $239.7K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 3.2K | +1.0% | $238K | 0.1% |
GOOGLAlphabet Inc. | 607 | +25.9% | $216.9K | 0.1% |
PHParker-Hannifin Corp | 189 | −11.3% | $184.4K | 0.1% |
ALABAstera Labs, Inc. | 380 | +11.8% | $183.5K | 0.1% |
IVTInvenTrust Properties Corp. | 4.3K | +0.8% | $151.1K | 0.1% |
SCHWAB STRATEGIC TREMRG MKTEQ ETF | 4.1K | +0.1% | $148K | 0.1% |
AMDAdvanced Micro Devices Inc | 237 | +58.0% | $137.7K | 0.1% |
VANECK ETF TRUSTSEMICONDUCTR ETF | 207 | +59.2% | $135.8K | 0.1% |
ORealty Income Corp | 2.2K | ±0% | $135.7K | 0.1% |
MCRIMonarch Casino & Resort Inc | 1K | +0.3% | $134K | 0.1% |
NFLXNetflix Inc | 1.9K | +76.1% | $133.5K | 0.1% |
LMTLockheed Martin Corp | 257 | +0.8% | $130.7K | 0.1% |
ISHARES INCCORE MSCI EMKT | 1.5K | +0.8% | $124K | 0.1% |
ISHARES TRCORE MSCI INTL | 1.4K | +1.5% | $123.5K | 0.1% |
MOAltria Group, Inc. | 1.7K | ±0% | $120.2K | 0.1% |
WMWaste Management Inc | 525 | −13.8% | $117.1K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 1.2K | −99.1% | $104.7K | 0.1% |
WISDOMTREE TREMG MKTS SMCAP | 1.6K | +1.3% | $101.2K | 0.1% |
COKECoca-Cola Consolidated, Inc. | 500 | ±0% | $95.5K | 0.1% |
VANGUARD INDEX FDSLARGE CAP ETF | 276 | +0.4% | $94.9K | 0.1% |
SPDR SERIES TRUSTST STR SP DIV | 623 | New | $94.8K | 0.1% |
GLWCorning Inc | 363 | +212.9% | $92.8K | 0.1% |
VZVerizon Communications Inc | 2.2K | +98.1% | $92.8K | 0.1% |
KEYKeyCorp | 4K | +0.9% | $91.1K | 0.1% |
ATOAtmos Energy Corp | 520 | +0.8% | $89.5K | 0.1% |
BTIBritish American Tobacco p.l.c. | 1.4K | ±0% | $87.8K | 0.1% |
MCDMcDonald's Corp | 311 | +0.6% | $84K | 0.1% |
JNJJohnson & Johnson | 280 | +39.3% | $71.1K | 0.1% |
GOOGAlphabet Inc. | 201 | +17.5% | $71K | 0.1% |
RDDTReddit, Inc. | 405 | ±0% | $70.3K | 0.1% |
PATHUiPath, Inc. | 5.7K | +91.5% | $61.4K | 0.1% |
GLDSPDR Gold Trust | 161 | −21.5% | $59.3K | 0.1% |
MPMP Materials Corp. | 1K | +41.4% | $57.4K | 0.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 818 | +0.2% | $57.2K | 0.1% |
AEPAmerican Electric Power Co Inc | 400 | ±0% | $54.7K | 0.1% |
GBCIGlacier Bancorp, Inc. | 1K | +0.7% | $53.5K | 0.1% |
FIRST TR EXCHANGE-TRADED FDDJ INTERNT IDX | 202 | −2.4% | $53.5K | 0.1% |
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF | 643 | +0.3% | $52.9K | 0.1% |
TEMTempus AI, Inc. | 900 | +89.5% | $52.1K | 0.1% |
COPConocoPhillips | 500 | ±0% | $52K | 0.1% |
GOFGuggenheim Strategic Opportunities Fund | 4.6K | ±0% | $50.1K | 0.1% |
ISHARES TRUS TRSPRTION | 570 | New | $49.4K | 0.1% |
NEANuveen AMT-Free Quality Municipal Income Fund | 3.8K | +0.6% | $44.9K | 0.1% |
DVADaVita Inc. | 200 | ±0% | $44.5K | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 204 | ±0% | $43.5K | 0.1% |
PSXPhillips 66 | 250 | ±0% | $42.3K | 0.1% |
OKEONEOK Inc | 476 | ±0% | $41.4K | 0.1% |
LINLinde PLC | 79 | ±0% | $41.1K | 0.1% |
XELXcel Energy Inc | 494 | +0.6% | $39.7K | 0.1% |
CSCOCisco Systems, Inc. | 326 | +39.9% | $38.3K | 0.1% |
INVESCO EXCH TRADED FD TR IICALIF AMT MUN | 1.5K | New | $37.9K | 0.1% |
FFord Motor Co | 2.7K | +22.8% | $37.4K | 0.1% |
RCLRoyal Caribbean Cruises Ltd | 117 | ±0% | $37.3K | 0.1% |
NVGNuveen AMT-Free Municipal Credit Income Fund | 2.8K | +0.6% | $36.2K | 0.1% |
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | 3.7K | ±0% | $36.1K | 0.1% |
MLMMartin Marietta Materials Inc | 62 | ±0% | $35.5K | 0.1% |
CRWVCoreWeave, Inc. | 356 | +61.1% | $35.4K | 0.1% |
MDTMedtronic plc | 445 | −14.4% | $34.8K | 0.1% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 480 | ±0% | $34.2K | 0.1% |
NKXNuveen California Amt-Free Quality Municipal Income Fund | 2.7K | ±0% | $33.8K | 0.1% |
NACNuveen California Quality Municipal Income Fund | 2.7K | ±0% | $32.2K | 0.1% |
ETNEaton Corp plc | 75 | New | $32K | 0.1% |
IBITiShares Bitcoin Trust ETF | 950 | +15.2% | $31.6K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 40 | −99.7% | $30.5K | 0.1% |
ULUnilever PLC | 505 | +1.8% | $30.4K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 304 | +0.7% | $29.3K | 0.1% |
OKLOOklo Inc. | 535 | +256.7% | $28K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 122 | ±0% | $26.7K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 500 | New | $26.6K | 0.1% |
AMERICAN CENTY ETF TRUS QUALITY GROW | 217 | New | $25.6K | 0.1% |
SYYSysco Corp | 304 | ±0% | $25.4K | 0.1% |
ISHARES TRCORE S&P500 ETF | 31 | New | $23.3K | 0.1% |
BBarrick Mining Corp | 622 | ±0% | $22.8K | 0.1% |
MAINMain Street Capital CORP | 400 | ±0% | $20.8K | 0.1% |
SPDR SERIES TRUSTST STR P500GRW | 174 | New | $20.7K | 0.1% |
IRENIREN Ltd | 450 | ±0% | $20.6K | 0.1% |
AMERICAN CENTY ETF TRUS EQT ETF | 160 | New | $20.5K | 0.1% |
VVisa Inc. | 59 | +103.4% | $20.4K | 0.1% |
IBMInternational Business Machines Corp | 67 | ±0% | $19K | 0.1% |
SPCXSpace Exploration Technologies Corp | 111 | New | $19K | 0.1% |
MRNAModerna, Inc. | 269 | New | $18.8K | 0.1% |
ISHARES TRCORE S&P SCP ETF | 125 | ±0% | $18.6K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 61 | New | $18.5K | 0.1% |
HONAHoneywell Aerospace Inc. | 82 | New | $18.1K | 0.1% |
CVXChevron Corp | 109 | +0.9% | $18K | 0.1% |
INTCIntel Corp | 128 | New | $17.9K | 0.1% |
BABoeing Co | 74 | ±0% | $16K | 0.1% |
CRMSalesforce, Inc. | 100 | New | $15.7K | 0.1% |
QUBTQuantum Computing Inc. | 1.6K | New | $15.5K | 0.1% |
CLSKCleanspark, Inc. | 1K | ±0% | $14.6K | 0.1% |
BROSDutch Bros Inc. | 200 | ±0% | $14.4K | 0.1% |
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | 197 | ±0% | $14.3K | 0.1% |
RKLBRocket Lab Corp | 139 | +178.0% | $14.1K | 0.1% |
HONHoneywell International Inc | 59 | New | $13.1K | 0.1% |
DIASPDR DOW Jones Industrial Average ETF Trust | 24 | ±0% | $12.7K | 0.1% |
AMGNAmgen Inc | 35 | ±0% | $12.7K | 0.1% |
PMLPIMCO Municipal Income Fund II | 1.7K | +1.6% | $12.6K | 0.1% |
NKENIKE, Inc. | 300 | New | $12.3K | 0.1% |
RYNRayonier Inc | 557 | +1.3% | $11.8K | 0.1% |
TGTTarget Corp | 91 | +1.1% | $11.8K | 0.1% |
AGNCAGNC Investment Corp. | 1K | ±0% | $11.3K | 0.1% |
GLOBAL X FDSSUPERDIVIDEND | 448 | New | $10.9K | 0.1% |
QBTSD-Wave Quantum Inc. | 450 | New | $10.8K | 0.1% |
CCLCarnival Corp Ltd. | 352 | New | $10.1K | 0.1% |
AZNAstraZeneca PLC | 50 | ±0% | $9.5K | 0.1% |
CASYCasey's General Stores Inc | 11 | ±0% | $8.8K | 0.1% |
UNPUnion Pacific Corp | 31 | ±0% | $8.5K | 0.1% |
AIC3.ai, Inc. | 900 | +50.0% | $8.2K | 0.1% |
DISWalt Disney Co | 81 | ±0% | $7.8K | 0.1% |
NOKNokia Corp | 550 | New | $7.3K | 0.1% |
CRDOCredo Technology Group Holding Ltd | 25 | −58.3% | $6.8K | 0.1% |
SOUNSoundhound AI, Inc. | 1K | +24.2% | $6.6K | 0.1% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 13 | −99.8% | $6.5K | 0.1% |
VIKViking Holdings Ltd | 58 | New | $6.1K | 0.1% |
MRVLMarvell Technology, Inc. | 20 | New | $6K | 0.1% |
ACHRArcher Aviation Inc. | 1.3K | New | $5.9K | 0.1% |
FSKFS KKR Capital Corp | 560 | +4.3% | $5.9K | 0.1% |
KINSKingstone Companies, Inc. | 305 | New | $5.8K | 0.1% |
BLLNBillionToOne, Inc. | 47 | New | $5.6K | 0.1% |
UBERUber Technologies, Inc | 75 | +50.0% | $5.4K | 0.1% |
ARMARM Holdings PLC | 15 | New | $5.3K | 0.1% |
SRESempra | 57 | ±0% | $5.3K | 0.1% |
FCELFuelcell Energy Inc | 147 | New | $5.3K | 0.1% |
ISHARES INCMSCI SWEDEN ETF | 100 | New | $5K | 0.1% |
ONDSOndas Inc. | 600 | New | $4.9K | 0.1% |
GLOBAL X FDSGLOBAL X COPPER | 62 | ±0% | $4.8K | 0.1% |
LODEComstock Inc. | 1.1K | ±0% | $4.8K | 0.1% |
SMRNUSCALE POWER Corp | 450 | New | $4.5K | 0.1% |
SPDR SERIES TRUSTST STR SP HOME | 35 | New | $4.1K | 0.1% |
BMNRBitmine Immersion Technologies, Inc. | 275 | −81.5% | $3.7K | 0.1% |
BRSLBrightstar Lottery PLC | 341 | +2.1% | $3.7K | 0.1% |
CTASCintas Corp | 21 | −78.1% | $3.6K | 0.1% |
ROUNDHILL ETF TRUSTMEMORY ETF | 47 | New | $3.5K | 0.1% |
NVONovo Nordisk a S | 65 | New | $3.1K | 0.1% |
RGTIRigetti Computing, Inc. | 160 | +1,500.0% | $3.1K | 0.1% |
IONQIonQ, Inc. | 50 | +400.0% | $2.7K | 0.1% |
INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | 33 | ±0% | $2.5K | 0.1% |
DOCNDigitalOcean Holdings, Inc. | 15 | New | $2.4K | 0.1% |
MICCMagnum Ice Cream Co N.V. | 111 | ±0% | $1.9K | 0.1% |
SOLSSolstice Advanced Materials Inc. | 16 | −42.9% | $1.4K | 0.1% |
ONON Semiconductor Corp | 15 | New | $1.4K | 0.1% |
MUMicron Technology Inc | 1 | New | $1.2K | 0.1% |
FIRST TR EXCH TRADED FD IIIINSTL PFD SECS | 5 | ±0% | $91 | 0% |
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF | 0 | New | $15 | 0% |
