Long-term investor
Peterson Wealth Management @petersonwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001785144).
Record
- Tracked since 2025-06-30 (446 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +12.1% · all +12.1%
- Max drawdown n/a · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 15.3% · long · since 2025-06-30
- 78462F103 · 14.1% · long · since 2025-06-30
- 92206C870 · 8.8% · long · since 2026-03-31
- 921908844 · 6.7% · long · since 2025-06-30
- 81369Y886 · 4.6% · long · since 2026-03-31
- AMZN · 4.2% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- COST · 3.7% · long · since 2025-06-30
- WMT · 3.4% · long · since 2025-06-30
- 81369Y407 · 3.3% · long · since 2025-06-30
- 81369Y209 · 3.1% · long · since 2025-12-31
- NEE · 2.6% · long · since 2025-12-31