§ 13F · FUND PROFILE
PETERSON WEALTH MANAGEMENT.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $144M (13F)Positions · 39Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 35K | $23M | 13.1% | +1% |
| 2 | QQQ | INVESCO QQQ TR | 39K | $22M | 12.9% | +1% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 185K | $15M | 8.9% | NEW |
| 4 | XLU | SELECT SECTOR SPDR TR | 218K | $10M | 5.8% | NEW |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 45K | $10M | 5.6% | +3% |
| 6 | CIBR | FIRST TR EXCHANGE-TRADED FD | 131K | $8M | 4.8% | NEW |
| 7 | AMZN | AMAZON COM INC | 36K | $7M | 4.3% | +3% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 7K | $7M | 3.8% | +8% |
| 9 | XLV | SELECT SECTOR SPDR TR | 40K | $6M | 3.4% | +1% |
| 10 | WMT | WALMART INC | 44K | $6M | 3.2% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
PETERSON WEALTH MANAGEMENT is a Other fund managing $144 million in assets. The fund runs a portfolio of 39 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed