Peterson Wealth Management holds a focused book of 183 stocks worth $214.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter they opened Ishares Treasury Floating Ra and trimmed State Street SPDR S&P Midcap. Their largest long position is Invesco QQQ Trust Series 1 at 15% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1785144/holdings"
Use Arkolith to show PETERSON WEALTH MANAGEMENT's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Peterson Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.2T |
| FMR LLC | 80 / 80 | $803.8B |
| MORGAN STANLEY | 80 / 80 | $574.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $552.3B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $407.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $155.4B |
| ROYAL BANK OF CANADA | 80 / 80 | $153.7B |
| UBS Group AG | 80 / 80 | $150.4B |
Ranked by how many of Peterson Wealth Management's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco QQQ TR UNIT SER 1 | $32.9M | 44.7K | 15.3% | ▲+16% Added · +6K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $30.4M | 40.6K | 14.1% | ▲+17% Added · +6K sh | |
| 3 | Vanguard Scottsdale FDS INT-TERM CORP | $18.8M | 227.3K | 8.8% | ▲+23% Added · +43K sh | |
| 4 | Vanguard Specialized Funds DIV APP ETF | $14.3M | 60.5K | 6.7% | ▲+34% Added · +15K sh | |
| 5 | Select Sector SPDR TR ST STR UTIL ETF | $9.9M | 219.3K | 4.6% | ▲+0.7% Added · +1K sh | |
| 6 | Amazon Com Inc COM | $9.0M | 37.6K | 4.2% | ▲+5.2% Added · +2K sh | |
| 7 | Microsoft Corp COM | $8.8M | 23.7K | 4.1% | ▲+92% Added · +11K sh | |
| 8 | Costco Wholesale Corporation COM | $7.9M | 8.5K | 3.7% | ▲+29% Added · +2K sh | |
| 9 | Walmart Inc COM | $7.3M | 64.6K | 3.4% | ▲+46% Added · +20K sh | |
| 10 | Select Sector SPDR TR ST STR DISCR ETF | $7.0M | 59.6K | 3.3% | ▲+49% Added · +20K sh | |
| 11 | Select Sector SPDR TR ST STR CARE ETF | $6.7M | 42.1K | 3.1% | ▲+4.7% Added · +2K sh | |
| 12 | NextEra Energy Inc COM | $5.6M | 63.6K | 2.6% | ▲+30% Added · +15K sh | |
| 13 | JPMorgan Chase & Co COM | $4.6M | 14.1K | 2.1% | ▲+3.9% Added · +528 sh | |
| 14 | Eli Lilly & Co COM | $4.6M | 3.8K | 2.1% | ▲12× Added · +3K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $4.5M | 9.5K | 2.1% | ▲+0.3% Added · +32 sh | |
| 16 | Nvidia Corporation COM | $4.3M | 21.6K | 2.0% | ▲+14% Added · +3K sh | |
| 17 | Broadcom Inc COM | $4.2M | 11.2K | 2.0% | ▲+151% Added · +7K sh | |
| 18 | Meta Platforms Inc CL A | $4.1M | 7.2K | 1.9% | ▲+54% Added · +3K sh | |
| 19 | Apple Inc COM | $3.7M | 12.9K | 1.7% | ▲+255% Added · +9K sh | |
| 20 | Select Sector SPDR TR ST STR FINL ETF | $2.4M | 45.5K | 1.1% | ▲+88% Added · +21K sh | |
| 21 | Ishares TR TRS FLT RT BD | $2.3M | 45.2K | 1.1% | ▲New New position | |
| 22 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $1.8M | 2.5K | 0.8% | ▼−0.8% Reduced · −19 sh | |
| 23 | Select Sector SPDR TR ST STR SVC ETF | $1.6M | 15.2K | 0.8% | ▼−1.9% Reduced · −288 sh | |
| 24 | Select Sector SPDR TR ST STR STAPL ETF | $1.4M | 17.2K | 0.7% | ▲+6.3% Added · +1K sh | |
| 25 | Pepsico Inc COM | $1.3M | 9.7K | 0.6% | ▲+0.2% Added · +24 sh | |
| 26 | Tesla Inc COM | $1.1M | 2.6K | 0.5% | ▲+22% Added · +459 sh | |
| 27 | Mastercard Incorporated CL A | $1.1M | 2.1K | 0.5% | ▲+6.6% Added · +129 sh | |
| 28 | First TR Exchange-Traded FD CLOUD COMPUTING | $1.0M | 7.7K | 0.5% | ▲+99% Added · +4K sh | |
| 29 | Ge Vernova Inc COM | $939K | 799 | 0.4% | ▲+37% Added · +216 sh | |
| 30 | Palantir Technologies Inc CL A | $841K | 7.2K | 0.4% | ▲New New position | |
| 31 | Roblox Corp CL A | $782K | 14.4K | 0.4% | —Held | |
| 32 | Employers Hldgs Inc COM | $526K | 10.4K | 0.2% | ▲+0.8% Added · +81 sh | |
| 33 | Select Sector SPDR TR ST STR TECHN ETF | $512K | 2.7K | 0.2% | ▲+6.9% Added · +173 sh | |
| 34 | Schwab Strategic TR US LRG CAP ETF | $396K | 13.5K | 0.2% | ▲+0.3% Added · +36 sh | |
| 35 | SPDR Series Trust ST STR SP BIOT | $335K | 2.1K | 0.2% | ▲+54% Added · +745 sh | |
| 36 | SPDR Index SHS FDS ST STR PO EX ETF | $332K | 6.6K | 0.2% | ▲+1.4% Added · +93 sh | |
| 37 | Exxon Mobil Corp COM | $323K | 2.4K | 0.2% | ▼−5.1% Reduced · −127 sh | |
| 38 | Ishares TR RUSSELL 2000 ETF | $318K | 1.1K | 0.1% | ▼−2.7% Reduced · −29 sh | |
| 39 | Schwab Strategic TR US MID-CAP ETF | $271K | 7.4K | 0.1% | ▲+0.3% Added · +22 sh | |
| 40 | Home Depot Inc COM | $240K | 680 | 0.1% | ▼−35% Reduced · −370 sh | |
| 41 | Vanguard BD Index FDS TOTAL BND MRKT | $238K | 3.2K | 0.1% | ▲+1.0% Added · +32 sh | |
| 42 | Alphabet Inc CAP STK CL A | $217K | 607 | 0.1% | ▲+26% Added · +125 sh | |
| 43 | Parker-Hannifin Corp COM | $184K | 189 | 0.1% | ▼−11% Reduced · −24 sh | |
| 44 | Astera Labs Inc COM | $184K | 380 | 0.1% | ▲+12% Added · +40 sh | |
| 45 | Inventrust Pptys Corp COM NEW | $151K | 4.3K | 0.1% | ▲+0.8% Added · +33 sh | |
| 46 | Schwab Strategic TR EMRG MKTEQ ETF | $148K | 4.1K | 0.1% | ▲+0.1% Added · +5 sh | |
| 47 | Advanced Micro Devices Inc COM | $138K | 237 | 0.1% | ▲+58% Added · +87 sh | |
| 48 | Vaneck ETF Trust SEMICONDUCTR ETF | $136K | 207 | 0.1% | ▲+59% Added · +77 sh | |
| 49 | Realty Income Corp COM | $136K | 2.2K | 0.1% | —Held | |
| 50 | Monarch Casino & Resort Inc COM | $134K | 1.0K | 0.1% | ▲+0.3% Added · +3 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.