Peterson Wealth Management
SPARKS, NV
$215m in 183 US stocks at the end of 30 June 2026. The top 10 are 68.2% of the money. It changed about 14.9% of the portfolio this quarter.
Value
$215m
Stocks
183
Top 10 share
68.2%
Turnover
14.9%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRTFLO1.1% of the fund
- Palantir TechnologiesPLTR0.4% of the fund
- Ishares TRIYT<0.1% of the fund
- Invesco Exch Traded FD TR IIPWZ<0.1% of the fund
- EatonETN<0.1% of the fund
- American Centy ETF TRQGRO<0.1% of the fund
- Ishares TRIVV<0.1% of the fund
- Spdr Series TrustSPYG<0.1% of the fund
- American Centy ETF TRAVUS<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- ModernaMRNA<0.1% of the fund
- Vanguard Index FDSVB<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- IntelINTC<0.1% of the fund
- SalesforceCRM<0.1% of the fund
- Quantum ComputingQUBT<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- NikeNKE<0.1% of the fund
- Global X FDSSDIV<0.1% of the fund
- D-Wave QuantumQBTS<0.1% of the fund
- CarnivalCCL<0.1% of the fund
- NokiaNOK<0.1% of the fund
- Viking HoldingsVIK<0.1% of the fund
- Marvell TechnologyMRVL<0.1% of the fund
- Archer AviationACHR<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ15.3% of the fund+16%
- State STR Spdr S&P 500 ETF TSPY14.1% of the fund+17%
- Vanguard Scottsdale FDSVCIT8.8% of the fund+23%
- Vanguard Specialized FundsVIG6.7% of the fund+34%
- Amazon.comAMZN4.2% of the fund+5%
- MicrosoftMSFT4.1% of the fund+92%
- Costco WholesaleCOST3.7% of the fund+29%
- WalmartWMT3.4% of the fund+46%
- Select Sector Spdr TRXLY3.3% of the fund+49%
- Select Sector Spdr TRXLV3.1% of the fund+5%
- NextEra EnergyNEE2.6% of the fund+30%
- JPMorgan ChaseJPM2.1% of the fund+4%
- Eli LillyLLY2.1% of the fund+1058%
- NvidiaNVDA2.0% of the fund+14%
- BroadcomAVGO2.0% of the fund+151%
- Meta PlatformsMETA1.9% of the fund+54%
- AppleAAPL1.7% of the fund+255%
- Select Sector Spdr TRXLF1.1% of the fund+88%
- Select Sector Spdr TRXLP0.7% of the fund+6%
- TeslaTSLA0.5% of the fund+22%
- MastercardMA0.5% of the fund+7%
- First TR Exchange-Traded FDSKYY0.5% of the fund+99%
- GE VernovaGEV0.4% of the fund+37%
- Select Sector Spdr TRXLK0.2% of the fund+7%
- Spdr Series TrustXBI0.2% of the fund+54%
Cut
Sold some of their stake.
- ExxonMobil HoldingsXOM0.2% of the fund-5%
- Ishares TRIWM0.1% of the fund-3%
- Home DepotHD0.1% of the fund-35%
- Parker-HannifinPH<0.1% of the fund-11%
- Waste ManagementWM<0.1% of the fund-14%
- First TR Exchange-Traded FDCIBR<0.1% of the fund-99%
- Spdr Gold TRGLD<0.1% of the fund-21%
- First TR Exchange-Traded FDFDN<0.1% of the fund-2%
- MedtronicMDT<0.1% of the fund-14%
- CrowdStrike HoldingsCRWD<0.1% of the fund-100%
- Credo Technology Group HoldingCRDO<0.1% of the fund-58%
- Berkshire HathawayBRK-B<0.1% of the fund-100%
- Bitmine Immersion TechnologiesBMNR<0.1% of the fund-81%
- CintasCTAS<0.1% of the fund-78%
- Solstice Advanced MaterialsSOLS<0.1% of the fund-43%
Sold out
Sold their entire stake.
- Palo Alto NetworksPANW-100%
- American ExpressAXP-100%
- Invesco Exch Traded FD TR IIIDHQ-100%
- Occidental PetroleumOXY-100%
- Spdr Series TrustSPYD-100%
- Honeywell InternationalHON-100%
- Vaneck ETF TrustREMX-100%
- ServiceTitanTTAN-100%
- HalliburtonHAL-100%
- WebullBULL-100%
- Americas Gold & SilverUSAS-100%
- Texas Pacific LandTPL-100%
- Ares CapitalARCC-100%
- Carnival-100%
- AtlassianTEAM-100%
- DOWDOW-100%
- Invesco Exchange Traded FD TPGF-100%
- AppLovinAPP-100%
- Global PaymentsGPN-100%
- Wheels UP Experience-100%
Holdings
- Invesco QQQ TRQQQ
- Share
- 15.3%
- Value
- $33m
- Shares
- 44,722
+16%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 14.1%
- Value
- $30m
- Shares
- 40,645
+17%
- Vanguard Scottsdale FDSVCIT
- Share
- 8.8%
- Value
- $19m
- Shares
- 227,319
+23%
- Vanguard Specialized FundsVIG
- Share
- 6.7%
- Value
- $14m
- Shares
- 60,505
+34%
- Select Sector Spdr TRXLU
- Share
- 4.6%
- Value
- $10m
- Shares
- 219,280
Held
- Select Sector Spdr TRXLY
- Share
- 3.3%
- Value
- $7m
- Shares
- 59,570
+49%
- Select Sector Spdr TRXLV
- Share
- 3.1%
- Value
- $7m
- Shares
- 42,142
+5%
- Select Sector Spdr TRXLF
- Share
- 1.1%
- Value
- $2m
- Shares
- 45,453
+88%
- Ishares TRTFLO
- Share
- 1.1%
- Value
- $2m
- Shares
- 45,207
New
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.8%
- Value
- $2m
- Shares
- 2,499
Held
- Select Sector Spdr TRXLC
- Share
- 0.8%
- Value
- $2m
- Shares
- 15,200
Held
- Select Sector Spdr TRXLP
- Share
- 0.7%
- Value
- $1m
- Shares
- 17,246
+6%
- First TR Exchange-Traded FDSKYY
- Share
- 0.5%
- Value
- $1m
- Shares
- 7,670
+99%
- Select Sector Spdr TRXLK
- Share
- 0.2%
- Value
- $512,416
- Shares
- 2,690
+7%
- Schwab Strategic TRSCHX
- Share
- 0.2%
- Value
- $396,468
- Shares
- 13,472
Held
- Spdr Series TrustXBI
- Share
- 0.2%
- Value
- $335,174
- Shares
- 2,118
+54%
- Spdr Index SHS FDSSPDW
- Share
- 0.2%
- Value
- $331,675
- Shares
- 6,582
Held
- Ishares TRIWM
- Share
- 0.1%
- Value
- $317,809
- Shares
- 1,058
-3%
- Schwab Strategic TRSCHM
- Share
- 0.1%
- Value
- $271,358
- Shares
- 7,360
Held
- Vanguard BD Index FDSBND
- Share
- 0.1%
- Value
- $238,021
- Shares
- 3,242
Held
- Schwab Strategic TRSCHE
- Share
- <0.1%
- Value
- $148,029
- Shares
- 4,082
Held
- Vaneck ETF TrustSMH
- Share
- <0.1%
- Value
- $135,773
- Shares
- 207
+59%
- IsharesIEMG
- Share
- <0.1%
- Value
- $123,980
- Shares
- 1,497
Held
- Ishares TRIDEV
- Share
- <0.1%
- Value
- $123,502
- Shares
- 1,388
Held
- First TR Exchange-Traded FDCIBR
- Share
- <0.1%
- Value
- $104,653
- Shares
- 1,165
-99%
- Wisdomtree TRDGS
- Share
- <0.1%
- Value
- $101,202
- Shares
- 1,564
Held
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $94,936
- Shares
- 276
Held
- Spdr Series TrustSDY
- Share
- <0.1%
- Value
- $94,810
- Shares
- 623
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $59,309
- Shares
- 161
-21%
- Dimensional ETF TrustDFAT
- Share
- <0.1%
- Value
- $57,211
- Shares
- 818
Held
- First TR Exchange-Traded FDFDN
- Share
- <0.1%
- Value
- $53,473
- Shares
- 202
-2%
- Dimensional ETF TrustDFAS
- Share
- <0.1%
- Value
- $52,939
- Shares
- 643
Held
- Guggenheim Strategic Opportunities FundGOF
- Share
- <0.1%
- Value
- $50,101
- Shares
- 4,588
Held
- Ishares TRIYT
- Share
- <0.1%
- Value
- $49,448
- Shares
- 570
New
- Nuveen AMT Free Qlty MUNXNEAX
- Share
- <0.1%
- Value
- $44,941
- Shares
- 3,828
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $43,472
- Shares
- 204
Held
- Invesco Exch Traded FD TR IIPWZ
- Share
- <0.1%
- Value
- $37,934
- Shares
- 1,548
New
- Nuveen AMT-Free Municipal Credit Income FundNVG
- Share
- <0.1%
- Value
- $36,224
- Shares
- 2,830
Held
- Eaton Vance Tax-Managed GlobXEXGX
- Share
- <0.1%
- Value
- $36,052
- Shares
- 3,675
Held
- Vanguard Tax-Managed FDSVEA
- Share
- <0.1%
- Value
- $34,200
- Shares
- 480
Held
- Nuveen Calif AMT Free Muni IXNCMX
- Share
- <0.1%
- Value
- $33,775
- Shares
- 2,696
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco QQQ TRQQQ | 15.3% | $33m | 44,722 | +16% |
| State STR Spdr S&P 500 ETF TSPY | 14.1% | $30m | 40,645 | +17% |
| Vanguard Scottsdale FDSVCIT | 8.8% | $19m | 227,319 | +23% |
| Vanguard Specialized FundsVIG | 6.7% | $14m | 60,505 | +34% |
| Select Sector Spdr TRXLU | 4.6% | $10m | 219,280 | Held |
| Amazon.comAMZN | 4.2% | $9m | 37,572 | +5% |
| MicrosoftMSFT | 4.1% | $9m | 23,724 | +92% |
| Costco WholesaleCOST | 3.7% | $8m | 8,485 | +29% |
| WalmartWMT | 3.4% | $7m | 64,590 | +46% |
| Select Sector Spdr TRXLY | 3.3% | $7m | 59,570 | +49% |
| Select Sector Spdr TRXLV | 3.1% | $7m | 42,142 | +5% |
| NextEra EnergyNEE | 2.6% | $6m | 63,650 | +30% |
| JPMorgan ChaseJPM | 2.1% | $5m | 14,078 | +4% |
| Eli LillyLLY | 2.1% | $5m | 3,798 | +1058% |
| Taiwan Semiconductor ManufacturingTSM | 2.1% | $5m | 9,505 | Held |
| NvidiaNVDA | 2.0% | $4m | 21,639 | +14% |
| BroadcomAVGO | 2.0% | $4m | 11,177 | +151% |
| Meta PlatformsMETA | 1.9% | $4m | 7,240 | +54% |
| AppleAAPL | 1.7% | $4m | 12,908 | +255% |
| Select Sector Spdr TRXLF | 1.1% | $2m | 45,453 | +88% |
| Ishares TRTFLO | 1.1% | $2m | 45,207 | New |
| State STR Spdr S&P Midcap 40MDY | 0.8% | $2m | 2,499 | Held |
| Select Sector Spdr TRXLC | 0.8% | $2m | 15,200 | Held |
| Select Sector Spdr TRXLP | 0.7% | $1m | 17,246 | +6% |
| PepsiCoPEP | 0.6% | $1m | 9,673 | Held |
| TeslaTSLA | 0.5% | $1m | 2,554 | +22% |
| MastercardMA | 0.5% | $1m | 2,075 | +7% |
| First TR Exchange-Traded FDSKYY | 0.5% | $1m | 7,670 | +99% |
| GE VernovaGEV | 0.4% | $938,858 | 799 | +37% |
| Palantir TechnologiesPLTR | 0.4% | $840,607 | 7,205 | New |
| RobloxRBLX | 0.4% | $781,984 | 14,380 | Held |
| Employers HoldingsEIG | 0.2% | $526,183 | 10,424 | Held |
| Select Sector Spdr TRXLK | 0.2% | $512,416 | 2,690 | +7% |
| Schwab Strategic TRSCHX | 0.2% | $396,468 | 13,472 | Held |
| Spdr Series TrustXBI | 0.2% | $335,174 | 2,118 | +54% |
| Spdr Index SHS FDSSPDW | 0.2% | $331,675 | 6,582 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $323,190 | 2,364 | -5% |
| Ishares TRIWM | 0.1% | $317,809 | 1,058 | -3% |
| Schwab Strategic TRSCHM | 0.1% | $271,358 | 7,360 | Held |
| Home DepotHD | 0.1% | $239,718 | 680 | -35% |
| Vanguard BD Index FDSBND | 0.1% | $238,021 | 3,242 | Held |
| AlphabetGOOGL | 0.1% | $216,902 | 607 | +26% |
| Parker-HannifinPH | <0.1% | $184,442 | 189 | -11% |
| Astera LabsALAB | <0.1% | $183,548 | 380 | +12% |
| InvenTrust PropertiesIVT | <0.1% | $151,084 | 4,268 | Held |
| Schwab Strategic TRSCHE | <0.1% | $148,029 | 4,082 | Held |
| Advanced Micro DevicesAMD | <0.1% | $137,676 | 237 | +58% |
| Vaneck ETF TrustSMH | <0.1% | $135,773 | 207 | +59% |
| Realty IncomeO | <0.1% | $135,692 | 2,190 | Held |
| Monarch Casino & ResortMCRI | <0.1% | $134,047 | 1,019 | Held |
| NetflixNFLX | <0.1% | $133,518 | 1,870 | +76% |
| Lockheed MartinLMT | <0.1% | $130,721 | 257 | Held |
| IsharesIEMG | <0.1% | $123,980 | 1,497 | Held |
| Ishares TRIDEV | <0.1% | $123,502 | 1,388 | Held |
| Altria GroupMO | <0.1% | $120,228 | 1,671 | Held |
| Waste ManagementWM | <0.1% | $117,109 | 525 | -14% |
| First TR Exchange-Traded FDCIBR | <0.1% | $104,653 | 1,165 | -99% |
| Wisdomtree TRDGS | <0.1% | $101,202 | 1,564 | Held |
| Coca-Cola ConsolidatedCOKE | <0.1% | $95,460 | 500 | Held |
| Vanguard Index FDSVV | <0.1% | $94,936 | 276 | Held |
| Spdr Series TrustSDY | <0.1% | $94,810 | 623 | Held |
| CorningGLW | <0.1% | $92,774 | 363 | +213% |
| Verizon CommunicationsVZ | <0.1% | $92,767 | 2,191 | +98% |
| KeycorpKEY | <0.1% | $91,057 | 3,950 | Held |
| Atmos EnergyATO | <0.1% | $89,502 | 520 | Held |
| British American Tobacco p.l.c.BTI | <0.1% | $87,823 | 1,422 | Held |
| McDonald'sMCD | <0.1% | $84,020 | 311 | Held |
| Johnson & JohnsonJNJ | <0.1% | $71,112 | 280 | +39% |
| AlphabetGOOG | <0.1% | $70,988 | 201 | +18% |
| RedditRDDT | <0.1% | $70,300 | 405 | Held |
| UiPathPATH | <0.1% | $61,416 | 5,650 | +92% |
| Spdr Gold TRGLD | <0.1% | $59,309 | 161 | -21% |
| MP MaterialsMP | <0.1% | $57,410 | 1,025 | +41% |
| Dimensional ETF TrustDFAT | <0.1% | $57,211 | 818 | Held |
| American Electric PowerAEP | <0.1% | $54,724 | 400 | Held |
| Glacier BancorpGBCI | <0.1% | $53,509 | 1,037 | Held |
| First TR Exchange-Traded FDFDN | <0.1% | $53,473 | 202 | -2% |
| Dimensional ETF TrustDFAS | <0.1% | $52,939 | 643 | Held |
| Tempus AITEM | <0.1% | $52,137 | 900 | +89% |
| ConocoPhillipsCOP | <0.1% | $51,980 | 500 | Held |
| Guggenheim Strategic Opportunities FundGOF | <0.1% | $50,101 | 4,588 | Held |
| Ishares TRIYT | <0.1% | $49,448 | 570 | New |
| Nuveen AMT Free Qlty MUNXNEAX | <0.1% | $44,941 | 3,828 | Held |
| DavitaDVA | <0.1% | $44,496 | 200 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $43,472 | 204 | Held |
| Phillips 66PSX | <0.1% | $42,263 | 250 | Held |
| OneokOKE | <0.1% | $41,383 | 476 | Held |
| LindeLIN | <0.1% | $41,102 | 79 | Held |
| Xcel EnergyXEL | <0.1% | $39,684 | 494 | Held |
| Cisco SystemsCSCO | <0.1% | $38,292 | 326 | +40% |
| Invesco Exch Traded FD TR IIPWZ | <0.1% | $37,934 | 1,548 | New |
| Ford MotorF | <0.1% | $37,436 | 2,693 | +23% |
| Royal Caribbean CruisesRCL | <0.1% | $37,295 | 117 | Held |
| Nuveen AMT-Free Municipal Credit Income FundNVG | <0.1% | $36,224 | 2,830 | Held |
| Eaton Vance Tax-Managed GlobXEXGX | <0.1% | $36,052 | 3,675 | Held |
| Martin Marietta MaterialsMLM | <0.1% | $35,537 | 62 | Held |
| CoreWeaveCRWV | <0.1% | $35,436 | 356 | +61% |
| MedtronicMDT | <0.1% | $34,812 | 445 | -14% |
| Vanguard Tax-Managed FDSVEA | <0.1% | $34,200 | 480 | Held |
| Nuveen Calif AMT Free Muni IXNCMX | <0.1% | $33,775 | 2,696 | Held |
Showing the largest 100 of 183.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.2% since 30 June 2025.
Where the money is
Technology13.1%
Everyday goods7.9%
Retail & consumer4.9%
Financial services3.0%
Utilities2.7%
Health care2.2%
Media & telecom2.2%
Industrials0.7%
Energy0.2%
Real estate0.1%
Materials0.1%
Other62.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.