account_balance
Investment manager · 13F filer · SEC CIK 1785144
Peterson Wealth Management
Reported value$218Mas of Sep 30, 2026
Positions185 16 new, 14 sold out
Top 10 weight69.6%QQQ alone is 16%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
QQQInvesco QQQ Tr
15.9%Added +5%
SPYSPDR S&P 500 ETF Trust
15.0%Added +5%
TFLOiShares Tr
8.5%Added +710%
VIGVanguard Specialized Funds
7.4%Added +14%
MSFTMicrosoft Corp
4.7%Trimmed −16%
AMZNAmazon.com Inc
4.6%Added +7%
COSTCostco Wholesale Corp
3.9%Added +9%
XLUSelect Sector SPDR Tr
3.3%Trimmed −16%
XLVSelect Sector SPDR Tr
3.3%
WMTWalmart Inc.
3.1%
XLYSelect Sector SPDR Tr
2.9%Trimmed −3%
AAPLApple Inc.
2.8%Added +42%
QQQInvesco QQQ Tr
15.9%Added +5%
SPYSPDR S&P 500 ETF Trust
15.0%Added +5%
TFLOiShares Tr
8.5%+710%
VIGVanguard Specialized Funds
7.4%+14%
MSFTMicrosoft Corp
4.7%
AMZNAmazon.com Inc
4.6%
COST3.9%XLU3.3%
XLV3.3%
WMT3.1%XLY2.9%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
QQQ Invesco QQQ Tr 15.9% Added +5%
SPY SPDR S&P 500 ETF Trust 15.0% Added +5%TFLO iShares Tr 8.5% Added +710%
VIG Vanguard Specialized Funds 7.4% Added +14%
MSFT Microsoft Corp 4.7% Trimmed −16%AMZN Amazon.com Inc 4.6% Added +7%COST Costco Wholesale Corp 3.9% Added +9%XLU Select Sector SPDR Tr 3.3% Trimmed −16%
XLV Select Sector SPDR Tr 3.3% Held
WMT Walmart Inc. 3.1% HeldXLY Select Sector SPDR Tr 2.9% Trimmed −3%
AAPL Apple Inc. 2.8% Added +42%What changed
Biggest moves since Jun 30, 2026
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