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Latest PETERSON WEALTH MANAGEMENT Stock Portfolio

$172Million– No. of Holdings #164

PETERSON WEALTH MANAGEMENT Performance:
2026 Q1: -2.95%YTD: -2.95%2025: 14.8%
Performance for 2026 Q1 is -2.95%, and YTD is -2.95%, and 2025 is 14.8%.

About PETERSON WEALTH MANAGEMENT and 13F Hedge Fund Stock Holdings

PETERSON WEALTH MANAGEMENT is a hedge fund based in Sparks, NV. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, PETERSON WEALTH MANAGEMENT reported an equity portfolio of $172.5 Millions as of 31 Mar, 2026.

The top stock holdings of PETERSON WEALTH MANAGEMENT are SPY, QQQ, BNDW. The fund has invested 13.1% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 12.9% of portfolio in INVESCO QQQ TR.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), PARKER-HANNIFIN CORP (PH) and FIRST TR EXCHANGE-TRADED FD (CARZ). PETERSON WEALTH MANAGEMENT opened new stock positions in VANGUARD SCOTTSDALE FDS (BNDW), SELECT SECTOR SPDR TR (XLB) and FIRST TR EXCHANGE-TRADED FD (CARZ). The fund showed a lot of confidence in some stocks as they added substantially to GE VERNOVA INC, TESLA INC (TSLA) and APPLE INC (AAPL).
PETERSON WEALTH MANAGEMENT Equity Portfolio Value
Last Reported on: 15 May, 2026

PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of -2.95% in the last quarter. In trailing 12 months, it's portfolio return was 18.87%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
vanguard scottsdale fds15,271,600
select sector spdr tr9,994,890
first tr exchange-traded fd8,214,900
microsoft corp4,569,190
spdr series trust175,373
lockheed martin corp154,040
waste mgmt inc del139,834
alphabet inc138,563
New stocks bought by PETERSON WEALTH MANAGEMENT

Additions

Ticker% Inc.
ge vernova inc59.73
tesla inc59.68
apple inc52.07
eli lilly & co23.31
palo alto networks inc15.65
select sector spdr tr13.23
home depot inc8.81
mastercard incorporated8.65
Additions to existing portfolio by PETERSON WEALTH MANAGEMENT

Reductions

Ticker% Reduced
spdr series trust-99.87
parker-hannifin corp-19.01
first tr exchange-traded fd-9.85
jpmorgan chase & co-8.11
select sector spdr tr-0.57
taiwan semiconductor manufac-0.53
PETERSON WEALTH MANAGEMENT reduced stake in above stock

Sold off

Ticker$ Sold
unitedhealth group inc-264,027
PETERSON WEALTH MANAGEMENT got rid off the above stocks

Sector Distribution

PETERSON WEALTH MANAGEMENT has about 67.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Utilities
  • Communication Services
Sector%
Others67.3
Technology10.2
Consumer Defensive8
Consumer Cyclical5.1
Financial Services3.2
Utilities2.7
Communication Services2.2

Market Cap. Distribution

PETERSON WEALTH MANAGEMENT has about 32.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED67.3
MEGA-CAP24
LARGE-CAP8.3

Stocks belong to which Index?

About 28.5% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others71
S&P 50028.5
Top 5 Winners (%)%
XOM
exxon mobil corp
40.8 %
ge vernova inc
25.7 %
NEE
nextera energy inc
15.2 %
COST
costco wholesale corporation
14.9 %
WMT
walmart inc
11.3 %
Top 5 Winners ($)$
COST
costco wholesale corporation
0.8 M
NEE
nextera energy inc
0.6 M
WMT
walmart inc
0.6 M
TSM
taiwan semiconductor manufac
0.3 M
XOM
exxon mobil corp
0.1 M
Top 5 Losers (%)%
RBLX
roblox corp
-30.2 %
CRWD
crowdstrike hldgs inc
-16.3 %
CARZ
first tr exchange-traded fd
-15.1 %
TSLA
tesla inc
-14.6 %
LLY
eli lilly & co
-13.2 %
Top 5 Losers ($)$
QQQ
invesco qqq tr
-1.4 M
SPY
state str spdr s&p 500 etf t
-1.1 M
CRWD
crowdstrike hldgs inc
-1.1 M
AMZN
amazon com inc
-0.8 M
XLB
select sector spdr tr
-0.4 M

PETERSON WEALTH MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PETERSON WEALTH MANAGEMENT

PETERSON WEALTH MANAGEMENT has 164 stocks in it's portfolio. About 65.8% of the portfolio is in top 10 stocks. QQQ proved to be the most loss making stock for the portfolio. COST was the most profitable stock for PETERSON WEALTH MANAGEMENT last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions