Peterson Wealth Management ETF holdings
Sparks, NV
Reported $134.6M in 56 ETFs in its Form 13F for June 30, 2026.
ETF value
$134.6M
ETFs held
56
Change from prior quarter
+25.1%
With price moves
ETFs as a share of its 13F
62.7%
of $214.6M
Top 10 of 56 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| QQQ | Invesco QQQ Trust | $32.9M | 44,722 | +6,042 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $30.4M | 40,645 | +6,006 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $18.8M | 227,319 | +42,768 shares |
| VIG | Vanguard Dividend Appreciation ETF | $14.3M | 60,505 | +15,326 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $9.9M | 219,280 | +1,479 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $7.0M | 59,570 | +19,540 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $6.7M | 42,142 | +1,901 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $2.4M | 45,453 | +21,327 shares |
| TFLO | iShares Treasury Floating Rate Bond ETF | $2.3M | 45,207 | New position |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $1.8M | 2,499 | −19 shares |
46 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001785144. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peterson Wealth Management own?
Peterson Wealth Management reported 56 ETF positions worth $134.6M in its Form 13F for June 30, 2026. The largest was QQQ, at $32.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.