Loading…
CIK 0001785144 • 6 13F filings • Jun 16, 2025 – Jul 30, 2026
Import this data to Google Sheets with:
=jivedata("peterson-wealth-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $8.0M | 6.0%Prev: 5.3% | 34,824 SH | Increased-133 SH |
| APPLE INC | COM | $650K | 0.5%Prev: 0.4% | 2,391 SH | Increased+180 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $4.2M | 3.1% | 8,257 SH | New |
| BROADCOM INC | COM | $1.5M | 1.1%Prev: 1.8% | 4,207 SH | Decreased-3,566 SH |
| COSTCO WHSL CORP NEW | COM | $5.2M | 3.9%Prev: 4.2% | 6,078 SH | Decreased-459 SH |
| CROWDSTRIKE HLDGS INC | CL A | $6.2M | 4.6%Prev: 1.0% | 13,153 SH | Increased+10,121 SH |
| ELI LILLY & CO | COM | $286K | 0.2% | 266 SH | New |
| EMPLOYERS HLDGS INC | COM | $443K | 0.3%Prev: 0.3% | 10,260 SH | Increased+82 SH |
| EXXON MOBIL CORP | COM | $298K | 0.2%Prev: 0.2% | 2,474 SH | Increased+21 SH |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | $556K | 0.4%Prev: 0.7% | 4,272 SH | Decreased-3,726 SH |
| GE VERNOVA INC | COM | $239K | 0.2% | 365 SH | New |
| HOME DEPOT INC | COM | $332K | 0.2%Prev: 0.4% | 965 SH | Decreased-537 SH |
| INVESCO QQQ TR | UNIT SER 1 | $23.6M | 17.5%Prev: 11.1% | 38,430 SH | Increased+11,741 SH |
| ISHARES TR | RUSSELL 2000 ETF | $267K | 0.2%Prev: 0.2% | 1,085 SH | Increased-17 SH |
| JPMORGAN CHASE & CO. | COM | $4.8M | 3.5%Prev: 3.2% | 14,746 SH | Increased+175 SH |
| MASTERCARD INCORPORATED | CL A | $1.0M | 0.8%Prev: 3.5% | 1,791 SH | Decreased-7,019 SH |
| META PLATFORMS INC | CL A | $3.0M | 2.2%Prev: 2.2% | 4,498 SH | Decreased+257 SH |
| NEXTERA ENERGY INC | COM | $3.7M | 2.8% | 46,329 SH | New |
| NVIDIA CORPORATION | COM | $3.5M | 2.6%Prev: 6.8% | 19,025 SH | Decreased-33,287 SH |
| PALO ALTO NETWORKS INC | COM | $1.8M | 1.3%Prev: 1.1% | 9,601 SH | Increased+2,102 SH |
| PARKER-HANNIFIN CORP | COM | $231K | 0.2% | 263 SH | New |
| PEPSICO INC | COM | $1.4M | 1.0%Prev: 1.3% | 9,560 SH | Decreased-3,354 SH |
| ROBLOX CORP | CL A | $1.2M | 0.9%Prev: 1.4% | 14,380 SH | Decreased-39 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $361K | 0.3%Prev: 0.2% | 13,397 SH | Increased+40 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $220K | 0.2%Prev: 0.1% | 7,320 SH | Increased+32 SH |
| SELECT SECTOR SPDR TR | STATE STREET COM | $1.8M | 1.3% | 15,196 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET CON | $5.8M | 4.3% | 54,591 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET FIN | $1.3M | 1.0% | 23,746 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET HEA | $6.1M | 4.6% | 39,664 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $320K | 0.2% | 2,223 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $288K | 0.2%Prev: 0.2% | 6,489 SH | Increased+114 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $23.3M | 17.3%Prev: 10.9% | 34,194 SH | Increased+10,612 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $1.5M | 1.1%Prev: 1.0% | 2,495 SH | Increased-22 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.8M | 2.1% | 27,557 SH | New |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $2.9M | 2.1%Prev: 3.7% | 9,523 SH | Decreased-9,432 SH |
| TESLA INC | COM | $590K | 0.4%Prev: 0.4% | 1,312 SH | Decreased-100 SH |
| UNITEDHEALTH GROUP INC | COM | $264K | 0.2% | 800 SH | New |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $236K | 0.2%Prev: 0.2% | 3,189 SH | Increased+41 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $9.7M | 7.2%Prev: 9.0% | 43,950 SH | Decreased-16,411 SH |
| WALMART INC | COM | $4.8M | 3.6%Prev: 3.5% | 42,923 SH | Decreased-6,254 SH |
| 13F-HR |
| 0001785144-26-000006 |
| $214.6M |
| View |
| Oct 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-004290 | $168.7M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001785144-26-000004 | $172.5M | View |
| Jun 16, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002444 | $148.6M | View |