13F-HR filed by PETERSON WEALTH MANAGEMENT
PETERSON WEALTH MANAGEMENT filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 166 holding rows worth $172,491,871.
- Accession
- 0001785144-26-000004
- Filer
- CIK 1785144
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 166 entries on the cover page, a total value of $172,491,871 stated on the cover page (in dollars after the unit check, H1), rows summing to $172,491,871 with VALUE read as dollars as filed, 13F file number 028-19661. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 34,639 | $22,527,034 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 38,680 | $22,325,131 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 184,551 | $15,271,597 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 217,801 | $9,994,888 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 45,179 | $9,716,221 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 131,061 | $8,214,898 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 35,712 | $7,437,738 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 6,584 | $6,560,864 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 40,241 | $5,899,711 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 44,285 | $5,503,697 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 14,041 | $5,481,747 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,343 | $4,569,188 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 48,859 | $4,538,067 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 40,030 | $4,362,479 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 8,486 | $4,066,491 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 13,550 | $3,985,950 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 19,057 | $3,323,499 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 9,473 | $3,201,400 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 4,697 | $2,687,237 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 11,104 | $1,780,193 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 15,488 | $1,717,000 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 2,518 | $1,553,135 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 9,649 | $1,498,409 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,459 | $1,380,239 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 16,218 | $1,329,547 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 24,126 | $1,191,093 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 1,946 | $972,378 | dollars as filed | |
| Apple Inc | 037833100 | COM | 3,636 | $922,892 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 14,380 | $813,333 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,095 | $778,816 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 583 | $508,972 | dollars as filed | |
| EMPLOYERS HOLDINGS INC | 292218104 | COMMON STOCK | 10,343 | $425,526 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,491 | $422,600 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X192 | CLOUD COMPUTING | 3,851 | $421,145 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,050 | $345,296 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 13,436 | $344,507 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 2,517 | $334,443 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 328 | $301,685 | dollars as filed | |
| SPDW | 78463X889 | COM | 6,489 | $296,205 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,087 | $269,513 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 3,210 | $236,375 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 7,338 | $227,188 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 213 | $190,816 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 1,373 | $175,373 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 255 | $154,040 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 609 | $139,834 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 482 | $138,563 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 4,077 | $134,349 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 2,190 | $133,984 | dollars as filed | |
| INVENTRUST PPTYS CORP COM NEW | 46124J201 | REIT | 4,235 | $128,989 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 1,367 | $114,240 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 1,671 | $110,269 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 1,485 | $103,588 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,062 | $102,111 | dollars as filed | |
| MONARCH CASINO & RESORT INC | 609027107 | COM | 1,016 | $97,143 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 309 | $95,982 | dollars as filed | |
| COCA COLA CONS INC | 191098102 | COM | 500 | $95,870 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 516 | $95,404 | dollars as filed | |
| WISDOMTREE TR | 97717W281 | EMG MKTS SMCAP | 1,544 | $92,770 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 621 | $90,583 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 205 | $88,209 | dollars as filed | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 1,422 | $83,144 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 275 | $82,264 | dollars as filed | |
| KEYCORP COM | 493267108 | Stock | 3,915 | $78,503 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 500 | $66,000 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 1,106 | $55,521 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 405 | $54,533 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 400 | $52,432 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 816 | $50,945 | dollars as filed | |
| GUGGENHEIM STRATEGIC OPPORTU | 40167F101 | COM SBI | 4,588 | $50,560 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 130 | $49,844 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 201 | $49,132 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 171 | $49,001 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 207 | $48,444 | dollars as filed | |
| GLACIER BANCORP INC NEW | 37637Q105 | COM | 1,030 | $46,023 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 641 | $45,598 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 250 | $45,545 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 520 | $45,058 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 476 | $43,026 | dollars as filed | |
| NUVEEN AMT FREE QLTY MUN INC | 670657105 | COM | 3,806 | $42,740 | dollars as filed | |
| Linde plc | G54950103 | COM | 79 | $39,144 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 204 | $39,063 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 491 | $38,975 | dollars as filed | |
| American Express Company | 025816109 | COM | 124 | $37,552 | dollars as filed | |
| ASTERA LABS INC COM | 04626A103 | COM | 340 | $37,264 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E214 | S&P INTL QULTY | 1,543 | $36,832 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 62 | $36,223 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 725 | $34,989 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 534 | $34,679 | dollars as filed | |
| NUVEEN AMT FREE MUN CR INC F | 67071L106 | COM | 2,812 | $34,677 | dollars as filed | |
| UIPATH INC | 90364P105 | CL A | 2,950 | $32,745 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 117 | $32,144 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 2,696 | $32,077 | dollars as filed | |
| EATON VANCE TAX-MANAGED GLOB | 27829F108 | COM | 3,675 | $31,826 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 825 | $31,697 | dollars as filed | |
| NUVEEN CA DIVI ADV MUN | 67066Y105 | COM | 2,655 | $30,930 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 480 | $30,758 | dollars as filed | |
| DAVITA INC COM | 23918K108 | Stock | 200 | $30,738 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 500 | $30,630 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 150 | $30,515 | dollars as filed | |
| BITMINE IMMERSION TECHS INC | 09175A206 | COM NEW | 1,486 | $29,386 | dollars as filed | |
| UNILEVER PLC SPON ADR NEW | 904767803 | ADR | 496 | $28,257 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 610 | $27,767 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 302 | $26,760 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 117 | $26,382 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 622 | $25,371 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 2,193 | $25,310 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 122 | $23,312 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 108 | $22,300 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 304 | $21,684 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 475 | $21,480 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 400 | $21,184 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 233 | $18,078 | dollars as filed | |
| COREWEAVE INC COM CL A | 21873S108 | COM | 221 | $17,121 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 67 | $16,250 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 96 | $16,163 | dollars as filed | |
| CORNING INC | 219350105 | COM | 116 | $15,773 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 125 | $15,539 | dollars as filed | |
| IRENLTDF | Q4982L109 | STOK | 450 | $15,426 | dollars as filed | |
| Boeing Company | 097023105 | COM | 74 | $14,728 | dollars as filed | |
| VANECK ETF TRUST | 92189H805 | RARE EAR STR ETF | 165 | $14,520 | dollars as filed | |
| SERVICETITAN INC SHS CL A | 81764X103 | Stock | 200 | $12,692 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 35 | $12,315 | dollars as filed | |
| PIMCO MUN INCOME FD II | 72200W106 | COM | 1,625 | $12,305 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 197 | $12,071 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 300 | $11,697 | dollars as filed | |
| RAYONIER INC COM | 754907103 | REIT | 550 | $11,341 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 24 | $11,255 | dollars as filed | |
| WEBULL CORP | G9572D103 | ORD SHS | 2,300 | $11,040 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 90 | $10,890 | dollars as filed | |
| AMERICAS GOLD AND SILVER CORP COM NEW | 03062D803 | Stock | 2,000 | $10,440 | dollars as filed | |
| AGNC INVT CORP COM | 00123Q104 | REIT | 1,033 | $10,361 | dollars as filed | |
| DUTCH BROS INC | 26701L100 | CL A | 200 | $10,132 | dollars as filed | |
| ASTRAZENECA PLC ORD | G0593M107 | ADR | 50 | $9,861 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 20 | $9,491 | dollars as filed | |
| ARES CAPITAL CORP | 04010L103 | COM | 517 | $9,316 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 352 | $9,105 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 29 | $8,830 | dollars as filed | |
| CLEANSPARK INC | 18452B209 | COM NEW | 1,000 | $8,510 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 11 | $8,016 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 81 | $7,830 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 31 | $7,536 | dollars as filed | |
| OKLO INC COM CL A | 02156V109 | Stock | 150 | $7,439 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 100 | $6,825 | dollars as filed | |
| DOW HLDGS INC COM | 260557103 | Stock | 150 | $6,248 | dollars as filed | |
| SOUNDHOUND AI INC CLASS A COM | 836100107 | Stock | 825 | $5,668 | dollars as filed | |
| CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | G25457105 | Stock | 60 | $5,632 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 57 | $5,506 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V621 | FINL PFD ETF | 400 | $5,504 | dollars as filed | |
| FS KKR CAP CORP | 302635206 | COM | 537 | $5,466 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 13 | $5,174 | dollars as filed | |
| C3 AI INC | 12468P104 | CL A | 600 | $5,052 | dollars as filed | |
| GLOBAL X FDS | 37954Y830 | GLOBAL X COPPER | 62 | $4,734 | dollars as filed | |
| INTERNATIONAL GAME TECHNOLOG | G4863A108 | SHS USD | 334 | $4,259 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 50 | $3,597 | dollars as filed | |
| COMSTOCK INC | 205750409 | COMMON STOCK | 1,142 | $3,483 | dollars as filed | |
| SPDR S&P Homebuilders ETF | 78464A888 | SHS | 35 | $3,460 | dollars as filed | |
| ROCKETLABCORPCLASSCLASSA | 773121108 | STOK | 50 | $3,211 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 42 | $2,803 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 33 | $2,426 | dollars as filed | |
| SOLS | 83443Q103 | COM | 28 | $2,135 | dollars as filed | |
| MAGNUM ICE CREAM CO NV ORD SHS | N5505D105 | Stock | 111 | $1,659 | dollars as filed | |
| WHEELS UP EXPERIENCE INC | 96328L205 | COM CL A | 2,000 | $1,033 | dollars as filed | |
| IONQ INC COM | 46222L108 | Stock | 10 | $288 | dollars as filed | |
| RIGETTI COMPUTING INC COMMON STOCK | 76655K103 | Stock | 10 | $140 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739P855 | INSTL PFD SECS | 5 | $89 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001785144-26-000004 | this filing | 2026-05-15 | acceptance time not in the bulk data set |