PETERSON WEALTH MANAGEMENT

Q2 2026 13F-HR Holdings

Location
Sparks, NV
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$214,601
Net value change ($000)
+42,109 (24.4%)
New positions
38
Sold out positions
20
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 10,608 47.5%
SPY 7,825 34.7%
VIG 4,601 47.4%
MSFT 4,281 93.7%
LLY 4,253 1408.3%
VCIT 3,516 23.0%
AVGO 2,842 205.9%
AAPL 2,812 304.7%
XLY 2,624 60.2%
TFLO 2,289 NEW
Top Reduces (Value $000, Stocks/ETFs)
CIBR -8,110 -98.7%
CRWD -5,451 -99.4%
BRK-B -4,059 -99.8%
PANW -1,780 -100.0%
PEP -188 -12.6%
HD -105 -30.4%
XOM -100 -23.6%
XLC -89 -5.2%
XLU -53 -0.5%
AXP -38 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type