Institutional Fund
Peterson Wealth Management
Sparks, NVCIK 17851445 filings on record
Portfolio Value
$172.49M
Q1 2026
Holdings
166
Reported positions
New Buys
126
Opened this quarter
QoQ Change
+28.1%
from $134.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr13.1%
- Invesco Qqq Tr12.9%
- Vanguard Scottsdale Fds8.9%
- Select Sector Spdr Tr5.8%
- Vanguard Specialized Funds5.6%
- First Tr Exchange Traded Fd4.8%
- Other49.0%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 34.6K | $22.53M | 13.1% | +445 | Added |
| 2 | Invesco Qqq Tr | 38.7K | $22.33M | 12.9% | +250 | Added |
| 3 | Vanguard Scottsdale Fds | 184.6K | $15.27M | 8.9% | +184.6K | New |
| 4 | Select Sector Spdr Tr | 217.8K | $9.99M | 5.8% | +217.8K | New |
| 5 | Vanguard Specialized Funds | 45.2K | $9.72M | 5.6% | +1.2K | Added |
| 6 | First Tr Exchange Traded Fd | 131.1K | $8.21M | 4.8% | +131.1K | New |
| 7 | Amazon Com Inc | 35.7K | $7.44M | 4.3% | +888 | Added |
| 8 | Costco Whsl Corp New | 6.6K | $6.56M | 3.8% | +506 | Added |
| 9 | Select Sector Spdr Tr | 40.2K | $5.90M | 3.4% | +577 | Added |
| 10 | Walmart Inc | 44.3K | $5.50M | 3.2% | +1.4K | Added |
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