PETERSON WEALTH MANAGEMENT

Q3 2026 13F-HR Holdings

Location
Sparks, NV
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$217,764
Net value change ($000)
+3,163 (1.5%)
New positions
17
Sold out positions
16
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
TFLO 16,269 710.7%
AAPL 2,376 63.6%
XLK 2,296 448.4%
SPY 2,207 7.3%
CIBR 1,966 1872.4%
VIG 1,812 12.7%
QQQ 1,693 5.1%
MSFT 1,338 15.1%
XLE 1,065 3944.4%
AMZN 1,019 11.4%
Top Reduces (Value $000, Stocks/ETFs)
VCIT -14,827 -78.9%
NEE -4,213 -75.4%
META -3,522 -86.4%
AVGO -2,697 -63.9%
XLU -2,649 -26.6%
XLF -1,708 -70.1%
XLY -698 -10.0%
PLTR -675 -80.3%
WMT -656 -9.0%
SKYY -478 -46.3%
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