§ 13F · FUND PROFILE
PETERSON WEALTH MANAGEMENT.
AUM · $215M (13F)Positions · 184Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 45K | $33M | 15.3% | +16% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 41K | $30M | 14.1% | +17% |
| 3 | VCIT | VANGUARD SCOTTSDALE FDS | 227K | $19M | 8.8% | +23% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 61K | $14M | 6.7% | +34% |
| 5 | XLU | SELECT SECTOR SPDR TR | 219K | $10M | 4.6% | +1% |
| 6 | AMZN | AMAZON COM INC | 38K | $9M | 4.2% | +5% |
| 7 | MSFT | MICROSOFT CORP | 24K | $9M | 4.1% | +92% |
| 8 | COST | COSTCO WHOLESALE CORPORATION | 8K | $8M | 3.7% | +29% |
| 9 | WMT | WALMART INC | 65K | $7M | 3.4% | +46% |
| 10 | XLY | SELECT SECTOR SPDR TR | 60K | $7M | 3.3% | +49% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
PETERSON WEALTH MANAGEMENT is a Other fund managing $215 million in assets. The fund runs a portfolio of 184 positions.
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