StockDriftsStockDriftsTop 50 Peterson Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 15.35% | 44.7K | $32.9M | +15.62%(+6.04K) | $453.55(+61.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.14% | 40.6K | $30.4M | +17.34%(+6.01K) | $533.52(+45.33%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.75% | 227.3K | $18.8M | +23.17%(+42.77K) | $83.10(-2.35%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.67% | 60.5K | $14.3M | +33.92%(+15.33K) | $187.58(+30.64%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 4.63% | 219.3K | $9.9M | +0.68%(+1.48K) | $44.30(-0.69%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.17% | 37.6K | $9.0M | +5.21%(+1.86K) | $158.76(+65.36%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.12% | 23.7K | $8.8M | +92.21%(+11.38K) | $358.46(+35.60%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.7% | 8.5K | $7.9M | +28.87%(+1.90K) | $652.18(+46.25%) | 2026-06-30 | |
| WMT | WALMART INC | 3.41% | 64.6K | $7.3M | +45.85%(+20.30K) | $78.06(+47.21%) | 2026-06-30 | |
| XLY | SELECT SECTOR SPDR TR | 3.26% | 59.6K | $7.0M | +48.81%(+19.54K) | $93.28(+26.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.04% | +56.27% | +7.84% | +45.83% |
| Top 20 Holdings Unweighted | +15.83% | +55.40% | +8.13% | +47.80% |
Peterson Wealth Management reports $214.60M in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (15.3%), SPY (14.1%) and VCIT (8.8%). The top 20 holdings account for 89.08% of reported assets. Its disclosed equity book has returned +56.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peterson Wealth Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1785144). View Peterson Wealth Management’s 13F filings on SEC