PETERSON WEALTH MANAGEMENT: 13F holdings
CIK 17851442026Q2
| Positions | 184 |
|---|---|
| Reported value | $214.6m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| QQQ INVESCO QQQ TR | 44,722 | $32.9m | 15.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 40,645 | $30.4m | 14.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 227,319 | $18.8m | 8.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 60,505 | $14.3m | 6.7% |
| XLU SELECT SECTOR SPDR TR | 219,280 | $9.9m | 4.6% |
| AMZN AMAZON COM INC | 37,572 | $9.0m | 4.2% |
| MSFT MICROSOFT CORP | 23,724 | $8.8m | 4.1% |
| COST COSTCO WHOLESALE CORPORATION | 8,485 | $7.9m | 3.7% |
| WMT WALMART INC | 64,590 | $7.3m | 3.4% |
| XLY SELECT SECTOR SPDR TR | 59,570 | $7.0m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1785144")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.