Peterson Wealth Management
Peterson Wealth Management reported 184 stocks worth $215M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are QQQ (15.3%), SPY (14.1%) and VCIT (8.8%). Compared with Q1 2026, the fund opened new positions in TFLO, PLTR and IYT, added to QQQ, SPY and VCIT, trimmed MDY, XLC and XOM and sold out of PANW, AXP and IDHQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $32.9M | 15.3% | 45K | +6,042 (+16%) | 8 of 8 | |
| 2 |  SPY Spdr S&P 500 ETF TR | $30.4M | 14.1% | 41K | +6,006 (+17%) | 8 of 8 | |
| 3 |  VCIT Vanguard Scottsdale Fds | $18.8M | 8.8% | 227K | +43K (+23%) | 2 of 8 | |
| 4 |  VIG Vanguard Dividend Appreciation ETF | $14.3M | 6.7% | 61K | +15K (+34%) | 8 of 8 | |
| 5 |  XLU Select Sector Spdr TR | $9.9M | 4.6% | 219K | +1,479 (+1%) | 2 of 8 | |
| 6 |  AMZN Amazon Com Inc | $9M | 4.2% | 38K | +1,860 (+5%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $8.8M | 4.1% | 24K | +11K (+92%) | 7 of 8 | |
| 8 |  COST Costco Whsl Corp New | $7.9M | 3.7% | 8,485 | +1,901 (+29%) | 8 of 8 | |
| 9 |  WMT Walmart Inc | $7.3M | 3.4% | 65K | +20K (+46%) | 8 of 8 | |
| 10 |  XLY State Strt Cons Dsry Slt | $7M | 3.3% | 60K | +20K (+49%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PANW Palo Alto Networks Inc | $1.8M | 11K |
 AXP American Express Co | $38K | 124 |
 IDHQ Invesco S&P International Developed High Quality ETF | $37K | 1,543 |
 OXY Occidental Pete Corp | $35K | 534 |
 SPYD State Street Spdr Portfolio S&P 500 High Dividend ETF | $28K | 610 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peterson Wealth Management 13F FAQ
What does Peterson Wealth Management own?
Peterson Wealth Management reported 184 stocks worth $215M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are QQQ (15.3%), SPY (14.1%) and VCIT (8.8%). The table above lists every position in the filing (the top 10 without an account).
What did Peterson Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 83 added to, 17 trimmed and 20 sold out. New positions include TFLO, PLTR and IYT. It sold all of PANW, AXP and IDHQ.
When will Peterson Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Peterson Wealth Management's portfolio worth?
The Q2 2026 filing reports $215M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.