2026 Q1 Portfolio Activity
In 2026 Q1, PETERSON WEALTH MANAGEMENT maintained a portfolio of 167 distinct positions. The most significant new addition was VANGUARD SCOTTSDALE FDS, now representing 8.85% of the total fund value. They heavily accumulated shares in GE VERNOVA INC, increasing the position by 59.7%. Conversely, PETERSON WEALTH MANAGEMENT completely exited their position in SPDR SERIES TRUST.
Position History
hover any row below to update
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Total Positions
167
Quarter
2026 Q1
Top Holding
SPY (13.1%)
Top 10 Concentration
65.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 167
PETERSON WEALTH MANAGEMENT Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 13.06% | 17.32% |
#1
1
Prev: #2
|
6.5 |
—
|
445 | 1.3% |
P
S
|
34,639 | $22,527,034 |
$395.16
+38.2%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 12.94% | 17.54% |
#2
1
Prev: #1
|
6.0 |
—
|
250 | 0.7% |
P
S
|
38,680 | $22,325,131 |
$301.45
+135.2%
|
2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 8.85% | — |
#3
Prev: #—
|
8.0 |
—
|
184,551 | — |
NEW
|
184,551 | $15,271,597 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 5.79% | — |
#4
Prev: #—
|
6.3 |
—
|
217,801 | — |
NEW
|
217,801 | $9,994,888 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 5.63% | 7.18% |
#5
2
Prev: #3
|
3.3 |
—
|
1,229 | 2.8% |
P
S
|
45,179 | $9,716,221 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 4.76% | — |
#6
Prev: #—
|
5.4 |
—
|
131,061 | — |
NEW
|
131,061 | $8,214,898 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.31% | 5.97% |
#7
3
Prev: #4
|
2.2 |
—
|
888 | 2.5% |
P
S
|
35,712 | $7,437,738 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 3.80% | 3.89% |
#8
1
Prev: #7
|
3.5 |
—
|
506 | 8.3% |
P
S
|
6,584 | $6,560,864 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLV
SELECT SECTOR S...
|
Unknown | 3.42% | 4.56% |
#9
3
Prev: #6
|
1.9 |
—
|
577 | 1.5% |
P
S
|
40,241 | $5,899,711 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 3.19% | 3.55% |
#10
2
Prev: #8
|
1.8 |
—
|
1,362 | 3.2% |
P
S
|
44,285 | $5,503,697 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 3.18% | 4.58% |
#11
6
Prev: #5
|
3.3 |
—
|
888 | 6.8% |
P
S
|
14,041 | $5,481,747 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.65% | — |
#12
Prev: #—
|
4.6 |
—
|
12,343 | — |
NEW
|
12,343 | $4,569,188 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 2.63% | 2.76% |
#13
1
Prev: #12
|
3.1 |
—
|
2,530 | 5.5% |
P
S
|
48,859 | $4,538,067 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLY
SELECT SECTOR S...
|
Unknown | 2.53% | 3.40% |
#14
4
Prev: #10
|
1.5 |
—
|
1,750 | 4.6% |
P
S
|
40,030 | $4,362,479 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 2.36% | 3.08% |
#15
4
Prev: #11
|
1.4 |
—
|
229 | 2.8% |
P
S
|
8,486 | $4,066,491 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.31% | 3.53% |
#16
7
Prev: #9
|
1.4 |
—
|
-1,196 | -8.1% |
P
S
|
13,550 | $3,985,950 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.93% | 2.64% |
#17
4
Prev: #13
|
1.3 |
—
|
32 | 0.2% |
P
S
|
19,057 | $3,323,499 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.86% | 2.15% |
#18
3
Prev: #15
|
1.2 |
—
|
-50 | -0.5% |
P
S
|
9,473 | $3,201,400 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.56% | 2.21% |
#19
5
Prev: #14
|
1.1 |
—
|
199 | 4.4% |
P
S
|
4,697 | $2,687,237 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.03% | 1.31% |
#20
2
Prev: #18
|
2.4 |
—
|
1,503 | 15.7% |
P
S
|
11,104 | $1,780,193 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLC
SELECT SECTOR S...
|
ETF | 1.00% | 1.33% |
#21
4
Prev: #17
|
0.9 |
—
|
292 | 1.9% |
P
S
|
15,488 | $1,717,000 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MDY
STATE STR SPDR ...
|
Unknown | 0.90% | 1.12% |
#22
3
Prev: #19
|
0.9 |
—
|
23 | 0.9% |
P
S
|
2,518 | $1,553,135 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.87% | 1.02% |
#23
2
Prev: #21
|
0.8 |
—
|
89 | 0.9% |
P
S
|
9,649 | $1,498,409 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.80% | 1.08% |
#24
4
Prev: #20
|
2.3 |
—
|
252 | 6.0% |
P
S
|
4,459 | $1,380,239 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLP
SELECT SECTOR S...
|
Unknown | 0.77% | 0.94% |
#25
2
Prev: #23
|
0.8 |
—
|
-93 | -0.6% |
P
S
|
16,218 | $1,329,547 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLF
SELECT SECTOR S...
|
Unknown | 0.69% | 0.97% |
#26
4
Prev: #22
|
0.8 |
—
|
380 | 1.6% |
P
S
|
24,126 | $1,191,093 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.56% | 0.76% |
#27
2
Prev: #25
|
2.2 |
—
|
155 | 8.7% |
P
S
|
1,946 | $972,378 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AAPL
APPLE INC
|
Technology | 0.54% | 0.48% |
#28
2
Prev: #26
|
3.2 |
—
|
1,245 | 52.1% |
P
S
|
3,636 | $922,892 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 0.47% | 0.87% |
#29
5
Prev: #24
|
1.2 |
—
|
no change | no change |
P
S
|
14,380 | $813,333 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.45% | 0.44% |
#30
3
Prev: #27
|
3.2 |
—
|
783 | 59.7% |
P
S
|
2,095 | $778,816 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.30% | 0.18% |
#31
7
Prev: #38
|
3.1 |
—
|
218 | 59.7% |
P
S
|
583 | $508,972 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
EIG
EMPLOYERS HLDGS...
|
Financial Services | 0.25% | 0.33% |
#32
3
Prev: #29
|
0.6 |
—
|
83 | 0.8% |
P
S
|
10,343 | $425,526 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.24% | 0.22% |
#33
Prev: #33
|
0.6 |
—
|
17 | 0.7% |
P
S
|
2,491 | $422,600 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SKYY
FIRST TR EXCHAN...
|
ETF | 0.24% | 0.41% |
#34
6
Prev: #28
|
0.6 |
—
|
-421 | -9.9% |
P
S
|
3,851 | $421,145 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.20% | 0.25% |
#35
4
Prev: #31
|
2.1 |
—
|
85 | 8.8% |
P
S
|
1,050 | $345,296 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHX
SCHWAB STRATEGI...
|
ETF | 0.20% | 0.27% |
#36
6
Prev: #30
|
0.6 |
—
|
39 | 0.3% |
P
S
|
13,436 | $344,507 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.19% | 0.24% |
#37
5
Prev: #32
|
2.1 |
—
|
294 | 13.2% |
P
S
|
2,517 | $334,443 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.17% | 0.21% |
#38
3
Prev: #35
|
2.6 |
—
|
62 | 23.3% |
P
S
|
328 | $301,685 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.17% | 0.21% |
#39
5
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
6,489 | $296,205 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IWM
ISHARES TR
|
ETF | 0.16% | 0.20% |
#40
4
Prev: #36
|
0.6 |
—
|
2 | 0.2% |
P
S
|
1,087 | $269,513 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.14% | 0.18% |
#41
2
Prev: #39
|
0.6 |
—
|
21 | 0.7% |
P
S
|
3,210 | $236,375 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 0.13% | 0.16% |
#42
1
Prev: #41
|
0.6 |
—
|
18 | 0.2% |
P
S
|
7,338 | $227,188 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.11% | 0.17% |
#43
3
Prev: #40
|
0.5 |
—
|
-50 | -19.0% |
P
S
|
213 | $190,816 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 0.10% | — |
#44
Prev: #—
|
3.5 |
—
|
1,373 | — |
NEW
|
1,373 | $175,373 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.09% | — |
#45
Prev: #—
|
3.5 |
—
|
255 | — |
NEW
|
255 | $154,040 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
WM
WASTE MGMT INC ...
|
Industrials | 0.08% | — |
#46
Prev: #—
|
3.5 |
—
|
609 | — |
NEW
|
609 | $139,834 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.08% | — |
#47
Prev: #—
|
3.5 |
—
|
482 | — |
NEW
|
482 | $138,563 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SCHE
SCHWAB STRATEGI...
|
ETF | 0.08% | — |
#48
Prev: #—
|
3.5 |
—
|
4,077 | — |
NEW
|
4,077 | $134,349 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
O
REALTY INCOME C...
|
Real Estate | 0.08% | — |
#49
Prev: #—
|
3.5 |
—
|
2,190 | — |
NEW
|
2,190 | $133,984 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
IVT
INVENTRUST PPTY...
|
Real Estate | 0.07% | — |
#50
Prev: #—
|
3.5 |
—
|
4,235 | — |
NEW
|
4,235 | $128,989 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-50 of 167 holdings