PETERSON WEALTH MANAGEMENT
All 13F Filings
- Location
- Sparks, NV
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 214,601
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 184 | 214,601 | 13F-HR | PETERSON WEALTH MANAGEMENT |
| Q1 2026 | 5/15/2026 | 166 | 172,492 | 13F-HR | PETERSON WEALTH MANAGEMENT |
| Q4 2025 | 2/4/2026 | 41 | 134,618 | 13F-HR | PETERSON WEALTH MANAGEMENT |
| Q3 2025 | 12/17/2025 | 39 | 144,341 | 13F-HR | PETERSON WEALTH MANAGEMENT |
| Q2 2025 | 10/15/2025 | 40 | 168,663 | 13F-HR | PETERSON WEALTH MANAGEMENT |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 81.19 K | 38.2% | 15.76 K | 0 | 15.76 K |
| ETFs | 131.1 K | 61.8% | 24.06 K | 0 | 24.06 K |
| Other | 4 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
214,601
Holdings
184
QoQ value change ($000)
42,109
(24.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.