Peterson Wealth Management reported 123 positions worth $79.85M for the quarter ended Jun 30, 2026, up 23.3% on the prior quarter. It opened 24 new positions, added to 55, trimmed 12 and exited 13. Its largest holding is Amazon Com Inc at 11.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +11.4K | +92.2% | $4.25M | 11.08% |
| LLY ELI LILLY & Co | +3,470 | +1,057.9% | $4.16M | 5.71% |
| AAPL Apple Inc. | +9,272 | +255.0% | $2.68M | 4.68% |
| AVGO Broadcom Inc. | +6,718 | +150.7% | $2.54M | 5.29% |
| WMT Walmart Inc. | +20.3K | +45.9% | $2.30M | 9.16% |
| COST Costco Wholesale Corp | +1,901 | +28.9% | $1.78M | 9.94% |
| META Meta Platforms, Inc. | +2,543 | +54.1% | $1.43M | 5.11% |
| NEE Nextera Energy Inc | +14.8K | +30.3% | $1.30M | 7% |
| PLTR Palantir Technologies Inc. | +7,205 | – | $840.61K | 1.05% |
| NVDA Nvidia Corp | +2,582 | +13.5% | $516.63K | 5.42% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | -56.0K | -99.7% | $10.68M | 0.038% |
| BRK-B Berkshire Hathaway Inc | -8,473 | -99.8% | $4.24M | <0.01% |
| PANW Palo Alto Networks Inc | -11.1K | -100.0% | $1.78M | Exited |
| HD Home Depot, Inc. | -370 | -35.2% | $130.43K | 0.3% |
| AXP American Express Co | -124 | -100.0% | $37.55K | Exited |
| OXY Occidental Petroleum Corp | -534 | -100.0% | $34.68K | Exited |
| PH Parker-Hannifin Corp | -24 | -11.3% | $23.42K | 0.231% |
| WM Waste Management Inc | -84 | -13.8% | $18.74K | 0.147% |
| XOM ExxonMobil Holdings Corp | -127 | -5.1% | $17.36K | 0.405% |
| GLD Spdr Gold Trust | -44 | -21.5% | $16.21K | 0.074% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| PLTR Palantir Technologies Inc. | +7,205 | $840.61K | 1.05% |
| ETN Eaton Corp plc | +75 | $31.96K | 0.04% |
| SPCX Space Exploration Technologies Corp | +111 | $18.97K | 0.024% |
| MRNA Moderna, Inc. | +269 | $18.84K | 0.024% |
| HONA Honeywell Aerospace Inc. | +82 | $18.13K | 0.023% |
| INTC Intel Corp | +128 | $17.87K | 0.022% |
| CRM Salesforce, Inc. | +100 | $15.67K | 0.02% |
| QUBT Quantum Computing Inc. | +1,600 | $15.52K | 0.019% |
| NKE NIKE, Inc. | +300 | $12.32K | 0.015% |
| QBTS D-Wave Quantum Inc. | +450 | $10.80K | 0.014% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| PANW Palo Alto Networks Inc | -11.1K | $1.78M | 2.75% |
| AXP American Express Co | -124 | $37.55K | 0.058% |
| OXY Occidental Petroleum Corp | -534 | $34.68K | 0.054% |
| TTAN ServiceTitan, Inc. | -200 | $12.69K | 0.02% |
| HAL Halliburton Co | -300 | $11.70K | 0.018% |
| BULL Webull Corp | -2,300 | $11.04K | 0.017% |
| TPL Texas Pacific Land Corp | -20 | $9.49K | 0.015% |
| ARCC Ares Capital Corp | -517 | $9.32K | 0.014% |
| TEAM Atlassian Corp | -100 | $6.83K | 0.011% |
| DOW Dow Inc. | -150 | $6.25K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 37.6K | $8.95M | 11.21% | +1,860 | +5.2% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 23.7K | $8.85M | 11.08% | +11.4K | +92.2% | Added | 0% |
| 3 | COST Costco Wholesale Corp | Consumer Staples | 8,485 | $7.94M | 9.94% | +1,901 | +28.9% | Added | 0% |
| 4 | WMT Walmart Inc. | Consumer Staples | 64.6K | $7.32M | 9.16% | +20.3K | +45.9% | Added | 0% |
| 5 | NEE Nextera Energy Inc | Utilities | 63.7K | $5.59M | 7% | +14.8K | +30.3% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 14.1K | $4.61M | 5.77% | +528 | +3.9% | Added | 0% |
| 7 | LLY ELI LILLY & Co | Healthcare | 3,798 | $4.56M | 5.71% | +3,470 | +1,057.9% | Added | 0% |
| 8 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 9,505 | $4.54M | 5.68% | +32 | +0.3% | Added | 0% |
| 9 | NVDA Nvidia Corp | Technology | 21.6K | $4.33M | 5.42% | +2,582 | +13.5% | Added | 0% |
| 10 | AVGO Broadcom Inc. | Technology | 11.2K | $4.22M | 5.29% | +6,718 | +150.7% | Added | 0% |
| 11 | META Meta Platforms, Inc. | Technology | 7,240 | $4.08M | 5.11% | +2,543 | +54.1% | Added | 0% |
| 12 | AAPL Apple Inc. | Technology | 12.9K | $3.74M | 4.68% | +9,272 | +255.0% | Added | 0% |
| 13 | PEP Pepsico Inc | Consumer Staples | 9,673 | $1.31M | 1.64% | +24 | +0.2% | Added | 0% |
| 14 | TSLA Tesla, Inc. | Consumer Discretionary | 2,554 | $1.07M | 1.35% | +459 | +21.9% | Added | 0% |
| 15 | MA Mastercard Inc | Financial Services | 2,075 | $1.07M | 1.33% | +129 | +6.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Peterson Wealth Management.
As of its Q2 2026 13F filing, Peterson Wealth Management’s five largest positions were Amazon Com Inc (AMZN) at 11.2%, Microsoft Corp (MSFT) at 11.1%, Costco Wholesale Corp (COST) at 9.9%, Walmart Inc. (WMT) at 9.2%, Nextera Energy Inc (NEE) at 7.0% of the reported portfolio.
Peterson Wealth Management reported a 13F portfolio worth $79.85M across 123 positions for Q2 2026. That is up 23.3% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($4.25M), ELI LILLY & Co ($4.16M), Apple Inc. ($2.68M). It opened 24 new positions.
Its largest sales by value were CrowdStrike Holdings, Inc. ($10.68M), Berkshire Hathaway Inc ($4.24M), Palo Alto Networks Inc ($1.78M). It exited 13 positions entirely.
From the Form 13F-HR reports Peterson Wealth Management files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.