PETERSON WEALTH MANAGEMENT - Portfolio overview

PETERSON WEALTH MANAGEMENT has 168 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 12.70%
2. QQQ - INVESCO QQQ TR, 12.59%
3. VCIT - VANGUARD SCOTTSDALE FDS, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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