Peterson Wealth Management
Peterson Wealth Management reported 184 holdings worth US$215M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 30, 2026
Peterson Wealth Management reported 184 holdings worth US$215M as of Jun 30, 2026. Largest: Amazon.com, Inc., Microsoft Corp. and Costco Wholesale Corporation. Filed Jul 30, 2026 (Form 13F).
- Holdings
- 184
- Value as reported
- US$215M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 37,572 | US$8.95M | 4.2% |
| Microsoft Corp. | 23,724 | US$8.85M | 4.1% |
| Costco Wholesale Corporation | 8,485 | US$7.94M | 3.7% |
| Walmart Inc. | 64,590 | US$7.32M | 3.4% |
| Nextera Energy, Inc. | 63,650 | US$5.59M | 2.6% |
| Jp Morgan Chase & Co. | 14,078 | US$4.61M | 2.1% |
| Eli Lilly And Company | 3,798 | US$4.56M | 2.1% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 9,505 | US$4.54M | 2.1% |
| Nvidia Corporation | 21,639 | US$4.33M | 2.0% |
| Broadcom Inc. | 11,177 | US$4.22M | 2.0% |
| Meta Platforms, Inc. | 7,240 | US$4.08M | 1.9% |
| Apple Inc | 12,908 | US$3.74M | 1.7% |
| Pepsico, Inc. | 9,673 | US$1.31M | 0.61% |
| Tesla, Inc. | 2,554 | US$1.07M | 0.50% |
| Mastercard Incorporated | 2,075 | US$1.07M | 0.50% |
| Ge Vernova Inc. | 799 | US$939K | 0.44% |
| Palantir Technologies Inc. | 7,205 | US$841K | 0.39% |
| Roblox Corporation | 14,380 | US$782K | 0.36% |
| Employers Holdings Inc | 10,424 | US$526K | 0.25% |
| Exxon Mobil Corporation | 2,364 | US$323K | 0.15% |
| Alphabet Inc (google) Class C | 806 | US$288K | 0.13% |
| Home Depot, Inc. (the) | 680 | US$240K | 0.11% |
| Parker-hannifin Corporation | 189 | US$184K | 0.09% |
| Astera Labs, Inc. | 380 | US$184K | 0.09% |
| Inventrust Properties Corp. | 4,268 | US$151K | 0.07% |
| Advanced Micro Devices Inc | 237 | US$138K | 0.06% |
| Realty Income Corporation | 2,190 | US$136K | 0.06% |
| Monarch Casino & Resort, Inc. | 1,019 | US$134K | 0.06% |
| Netflix, Inc. | 1,870 | US$134K | 0.06% |
| Lockheed Martin Corporation | 257 | US$131K | 0.06% |
| Altria Group, Inc. | 1,671 | US$120K | 0.06% |
| Waste Management, Inc. | 525 | US$117K | 0.05% |
| Coca-cola Consolidated, Inc. | 500 | US$95,460 | 0.04% |
| Corning Incorporated | 363 | US$92,774 | 0.04% |
| Verizon Communications Inc. | 2,191 | US$92,767 | 0.04% |
| Keycorp | 3,950 | US$91,057 | 0.04% |
| Atmos Energy Corporation | 520 | US$89,502 | 0.04% |
| British American Tobacco P.l.c. | 1,422 | US$87,823 | 0.04% |
| Mcdonald's Corporation | 311 | US$84,020 | 0.04% |
| Johnson & Johnson | 280 | US$71,112 | 0.03% |
| Reddit, Inc. | 405 | US$70,300 | 0.03% |
| Uipath, Inc. | 5,650 | US$61,416 | 0.03% |
| Mp Materials Corp. | 1,025 | US$57,410 | 0.03% |
| American Electric Power Company, Inc. | 400 | US$54,724 | 0.03% |
| Glacier Bancorp, Inc. | 1,037 | US$53,509 | 0.02% |
| Tempus Ai, Inc. | 900 | US$52,137 | 0.02% |
| Conocophillips | 500 | US$51,980 | 0.02% |
| Davita Inc. | 200 | US$44,496 | 0.02% |
| Phillips 66 | 250 | US$42,263 | 0.02% |
| Oneok, Inc. | 476 | US$41,383 | 0.02% |
| Xcel Energy Inc. | 494 | US$39,684 | 0.02% |
| Cisco Systems, Inc. | 326 | US$38,292 | 0.02% |
| Ford Mtr Co Del | 2,693 | US$37,436 | 0.02% |
| Martin Marietta Materials, Inc. | 62 | US$35,537 | 0.02% |
| Coreweave, Inc. | 356 | US$35,436 | 0.02% |
| Crowdstrike Holdings, Inc. | 40 | US$30,526 | 0.01% |
| Unilever Plc | 505 | US$30,374 | 0.01% |
| Oklo Inc. | 535 | US$27,997 | 0.01% |
| Sysco Corporation | 304 | US$25,408 | 0.01% |
| Barrick Mining Corporation | 622 | US$22,846 | 0.01% |
| Main Street Capital Corporation | 400 | US$20,752 | <0.01% |
| Visa Inc. | 59 | US$20,359 | <0.01% |
| International Business Machines Corporation | 67 | US$18,967 | <0.01% |
| Space Exploration Technologies Corp | 111 | US$18,965 | <0.01% |
| Moderna, Inc. | 269 | US$18,838 | <0.01% |
| Chevron Corporation | 109 | US$18,033 | <0.01% |
| Intel Corporation | 128 | US$17,873 | <0.01% |
| Boeing Company (the) | 74 | US$16,019 | <0.01% |
| Salesforce, Inc. | 100 | US$15,666 | <0.01% |
| Quantum Computing Inc. | 1,600 | US$15,520 | <0.01% |
| Cleanspark, Inc. | 1,000 | US$14,550 | <0.01% |
| Dutch Bros Inc. | 200 | US$14,362 | <0.01% |
| Rocket Lab Corporation | 139 | US$14,129 | <0.01% |
| Amgen Inc. | 35 | US$12,674 | <0.01% |
| Nike, Inc. | 300 | US$12,315 | <0.01% |
| Rayonier Inc. Reit | 557 | US$11,848 | <0.01% |
| Target Corporation | 91 | US$11,843 | <0.01% |
| Agnc Investment Corp. | 1,033 | US$11,260 | <0.01% |
| D-wave Quantum Inc. | 450 | US$10,796 | <0.01% |
| Carnival Corporation Ltd. | 352 | US$10,052 | <0.01% |
| Caseys General Stores, Inc. | 11 | US$8,753 | <0.01% |
| Union Pacific Corporation | 31 | US$8,492 | <0.01% |
| C3.ai, Inc. | 900 | US$8,181 | <0.01% |
| Walt Disney Company (the) | 81 | US$7,819 | <0.01% |
| Nokia Oyj | 550 | US$7,304 | <0.01% |
| Credo Technology Group Holding Ltd | 25 | US$6,799 | <0.01% |
| Soundhound Ai, Inc. | 1,025 | US$6,632 | <0.01% |
| Berkshire Hathaway Inc. | 13 | US$6,505 | <0.01% |
| Viking Holdings Ltd | 58 | US$6,071 | <0.01% |
| Marvell Technology, Inc. | 20 | US$5,958 | <0.01% |
| Archer Aviation Inc. | 1,250 | US$5,913 | <0.01% |
| Fs Kkr Capital Corp. | 560 | US$5,883 | <0.01% |
| Kingstone Companies, Inc | 305 | US$5,804 | <0.01% |
| Billiontoone, Inc. | 47 | US$5,639 | <0.01% |
| Uber Technologies, Inc. | 75 | US$5,412 | <0.01% |
| Dba Sempra | 57 | US$5,308 | <0.01% |
| Fuelcell Energy, Inc. | 147 | US$5,293 | <0.01% |
| Ondas Inc | 600 | US$4,944 | <0.01% |
| Comstock Inc. | 1,142 | US$4,751 | <0.01% |
| Nuscale Power Corporation | 450 | US$4,514 | <0.01% |
Every holding of Peterson Wealth Management
Source
View original at SEC
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