Peterson Wealth Management has filed its quarterly holdings report for the third quarter of 2026, revealing a total portfolio value of approximately $217.76 million as of September 30. This filing is significant as it provides insights into the firm’s investment strategies and positions in the financial services sector.

Peterson Wealth Management, based in Sparks, Nevada, is registered under the Central Index Key (CIK) number 0001785144. The firm operates primarily in the financial services industry, focusing on managing assets and investments for its clients. The latest filing, dated November 6, 2026, is part of its ongoing compliance with SEC regulations.

The filing indicates that Peterson Wealth Management holds a total of 185 different securities. Among its top investments are major corporations such as Microsoft Corp, Walmart Inc, and Goldman Sachs Group Inc. Specifically, the firm has allocated significant capital to:

  • Microsoft Corp: 19,863 shares valued at approximately $10.19 million.
  • Walmart Inc: 64,081 shares valued at approximately $6.66 million.
  • Goldman Sachs Group Inc: 5 shares valued at approximately $4,526.

These holdings reflect a diverse investment strategy, focusing on established companies with strong market positions. The report highlights a notable investment in the technology sector, particularly with Microsoft, which has been a consistent performer in the stock market.

This update may affect various stakeholders, including investors, analysts, and competitors within the financial services industry. By disclosing its holdings, Peterson Wealth Management provides transparency that can influence investor perceptions and decision-making processes.

Looking ahead, the next steps for Peterson Wealth Management remain unclear as the filing does not specify any upcoming votes or further actions. Investors and market analysts will likely monitor future filings to gauge the firm's ongoing investment strategies and market positioning.

For more detailed information, the full filing can be accessed through the SEC's EDGAR database, accession number 0001785144-26-000010.