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Jess Peterson

Peterson Wealth Management

Assets Managed
$172.492M
Holdings
166
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
28.14%(2Q avg: 10.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Peterson Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Peterson Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 172.492M in assets, with a quarterly growth rate of 28.14% and a 2-quarter average growth rate of 10.7%. The portfolio is managed by Jess Peterson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 1.31%
13.06%
$22.527M
34,639 shares@ $650.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 0.66%
12.95%
$22.325M
38,680 shares@ $577.18 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
New Position
8.86%
$15.272M
184,551 shares@ $82.76 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
New Position
5.8%
$9.995M
217,801 shares@ $45.9 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 2.8%
5.64%
$9.716M
45,179 shares@ $215.07 avg price
CIBR
First Trust Nasdaq Cybersecu
Recent Activity
New Position
4.77%
$8.215M
131,061 shares@ $62.68 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.55%
4.32%
$7.438M
35,712 shares@ $208.27 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 8.33%
3.81%
$6.561M
6,584 shares@ $996.49 avg price
XLV
Health Care Select Sector
Recent Activity
Increased 1.46%
3.43%
$5.9M
40,241 shares@ $146.61 avg price
WMT
Walmart Inc
Recent Activity
Increased 3.18%
3.2%
$5.504M
44,285 shares@ $124.28 avg price

1-10 of 166