Peterson Wealth Management holds a focused book of 183 reported positions worth $214.6M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; 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 reported non-option book. Cloning the disclosed picks since 2025 would be +11% (+12.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Peterson Wealth Management is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Peterson Wealth Management's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peterson Wealth Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlueSpruce Investments, LP | 8 / 80 | $640.4M |
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Ketron Financial | 23 / 80 | $292.9M |
| Draper Asset Management, LLC | 11 / 80 | $177.4M |
| Integrated Financial Solutions, Inc. | 19 / 80 | $156.3M |
| Conway Capital Management, Inc. | 14 / 80 | $186.9M |
| Emerald Advisors, LLC | 30 / 80 | $654.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Peterson Wealth Management: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.