PETERSON WEALTH MANAGEMENT

Q1 2026 13F-HR Holdings

Location
Sparks, NV
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$172,492
Net value change ($000)
+37,874 (28.1%)
New positions
126
Sold out positions
1
Turnover %
24.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCIT 15,272 NEW
XLU 9,995 NEW
CIBR 8,215 NEW
MSFT 4,569 NEW
COST 1,319 25.2%
NEE 819 22.0%
WMT 722 15.1%
TSM 307 10.6%
AAPL 273 42.0%
GEV 270 113.0%
Top Reduces (Value $000, Stocks/ETFs)
XHB -2,834 -99.9%
QQQ -1,283 -5.4%
SPY -791 -3.4%
JPM -765 -16.1%
CRWD -684 -11.1%
AMZN -600 -7.5%
RBLX -352 -30.2%
META -282 -9.5%
UNH -264 -100.0%
XLV -240 -3.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type