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CIK: 0001785144
Total reported value
$214.6M
$214.6M
166 檔
37.2%
At the close of Q1 2026, Peterson Wealth Management disclosed equity holdings valued at approximately $214.6M, spread across 166 reported holdings.
In Q1 2026, Peterson Wealth Management displayed an active expansion posture, initiating 126 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.06% | +1.08% | +1.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.94% | +2.41% | +0.65% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 8.85% | -0.10% | — | |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 5.79% | -1.16% | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.63% | +1.04% | +2.80% | |
| 6 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 4.76% | -4.71% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.31% | -0.14% | +2.55% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.80% | -0.10% | +8.33% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 3.42% | -0.30% | +1.45% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 3.19% | +0.22% | +3.17% | |
| 11 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 3.18% | -3.17% | +6.75% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | +1.47% | — | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 2.63% | -0.03% | +5.46% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 2.53% | +0.73% | +4.57% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.36% | -2.36% | +2.77% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.31% | -0.16% | -8.11% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | +0.09% | +0.17% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.86% | +0.26% | -0.53% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | +0.34% | +4.42% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.03% | -1.03% | EXIT | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 1.00% | -0.24% | +1.92% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.90% | -0.08% | +0.92% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.26% | +0.93% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +1.17% | +5.99% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.77% | -0.10% | -0.57% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.69% | +0.45% | +1.60% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.56% | -0.06% | +8.65% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.54% | +1.20% | +52.07% | |
| 29 | RBLX | Roblox CORP -class A | Stock-Comm Services | 0.47% | -0.11% | — | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | +0.05% | +59.68% | |
| 31 | GEV | GE Vernova Inc | Stock-Industrials | 0.30% | +0.14% | +59.73% | |
| 32 | EIG | Employers Holdings Inc | Stock-Other | 0.25% | — | +0.81% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.09% | +0.69% | |
| 34 | SKYY | First Trust Cloud Computing | ETF-Other | 0.24% | +0.24% | -9.85% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.09% | +8.81% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.20% | -0.02% | +0.29% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.05% | +13.23% | |
| 38 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.17% | +1.95% | +23.31% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.17% | -0.02% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | -0.01% | +0.18% | |
| 41 | BND | Vanguard Total Bond Market | ETF-Other | 0.14% | -0.03% | +0.66% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.13% | — | +0.25% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.11% | -0.02% | -19.01% | |
| 44 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.10% | +0.06% | — | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.09% | -0.03% | — | |
| 46 | WM | Waste Management Inc | Stock-Industrials | 0.08% | -0.03% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | +0.02% | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.08% | -0.01% | — | |
| 49 | O | Realty Income CORP | Stock-Real Estate | 0.08% | -0.02% | — | |
| 50 | IVT | Inventrust Properties CORP | Stock-Other | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.1% | +59.73% | Add |
| 2 | AAPL | Apple Inc | +0.1% | +52.07% | Add |
| 3 | XOM | Exxon Mobil CORP | 0% | +0.69% | Add |
| 4 | TSLA | Tesla Inc | 0% | +59.68% | Add |
| 5 | SCHM | Schwab US Mid Cap ETF | 0% | +0.25% | Add |
| 6 | LLY | Eli Lilly & Co | 0% | +23.31% | Add |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 8 | IWM | Ishares Russell 2000 ETF | 0% | +0.18% | Add |
| 9 | BND | Vanguard Total Bond Market | 0% | +0.66% | Add |
| 10 | XLK | Ss Technology Select Sector | -0.1% | +13.23% | Add |
| 11 | HD | Home Depot Inc | -0.1% | +8.81% | Add |
| 12 | PH | Parker Hannifin CORP | -0.1% | -19.01% | Trim |
| 13 | SCHX | Schwab US Large-cap ETF | -0.1% | +0.29% | Add |
| 14 | EIG | Employers Holdings Inc | -0.1% | +0.81% | Add |
| 15 | COST | Costco Wholesale CORP | -0.1% | +8.33% | Add |
| 16 | NEE | Nextera Energy Inc | -0.1% | +5.46% | Add |
| 17 | PEP | Pepsico Inc | -0.2% | +0.93% | Add |
| 18 | SKYY | First Trust Cloud Computing | -0.2% | -9.85% | Trim |
| 19 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -0.57% | Trim |
| 20 | MA | Mastercard Inc - A | -0.2% | +8.65% | Add |
| 21 | MDY | State Street Spdr S&p Midcap | -0.2% | +0.92% | Add |
| 22 | XLF | Ss Financial Select Sector | -0.3% | +1.60% | Add |
| 23 | AVGO | Broadcom Inc | -0.3% | +5.99% | Add |
| 24 | PANW | Palo Alto Networks Inc | -0.3% | +15.65% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -0.53% | Trim |
| 26 | XLC | Ss Comm Select Sector Spdr | -0.3% | +1.92% | Add |
| 27 | WMT | Walmart Inc | -0.4% | +3.17% | Add |
| 28 | RBLX | Roblox CORP -class A | -0.4% | — | Unchanged |
| 29 | META | Meta Platforms Inc-class A | -0.7% | +4.42% | Add |
| 30 | NVDA | Nvidia CORP | -0.7% | +0.17% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | +2.77% | Add |
| 32 | XLY | Ss Consumer Disc Select Sect | -0.9% | +4.57% | Add |
| 33 | XLV | Ss Health Care Select Sector | -1.1% | +1.45% | Add |
| 34 | JPM | Jpmorgan Chase & Co | -1.2% | -8.11% | Trim |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -1.4% | +6.75% | Add |
| 36 | VIG | Vanguard Dividend Apprec ETF | -1.6% | +2.80% | Add |
| 37 | AMZN | Amazon.com Inc | -1.7% | +2.55% | Add |
| 38 | XHB | Ss Spdr S&p Homebldrs ETF | -2.1% | -99.87% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -4.3% | +1.30% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -4.6% | +0.65% | Add |
| 41 | VCIT | Vanguard Int-term Corporate | — | NEW | New buy |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 43 | CIBR | First Trust Nasdaq Cybersecu | — | NEW | New buy |
| 44 | MSFT | Microsoft CORP | — | NEW | New buy |
| 45 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 46 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | New buy |
| 47 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 48 | WM | Waste Management Inc | — | NEW | New buy |
| 49 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Peterson Wealth Management reported a total U.S. public equity portfolio value of $214.6M across 166 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, VCIT) accounted for 37.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
VCIT
市值: $15.3M
Top Position Liquidated / Trimmed
UNH
前期市值: $264.0K
During Q1 2026, Peterson Wealth Management's top holdings by market value included SPY (13.1%)、QQQ (12.9%)、VCIT (8.8%). The largest single position, SPY, represented 13.1% of total portfolio value.
In Q1 2026, Peterson Wealth Management made 165 total portfolio adjustments, initiating 126 new buys, adding to 32 positions, trimming 6 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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