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PWM

Peterson Wealth Management Portfolio holdings

AUM $215M
1-Year Est. Return 17.58%
This Fund
S&P 500
This Quarter Est. Return
+11.52%
1 Year Est. Return
+17.58%
3 Year Est. Return
+77.96%
5 Year Est. Return
+83.93%
10 Year Est. Return
–
AUM
$215M
AUM Growth
+$42.1M
Cap. Flow
+$22.3M
Cap. Flow %
10.4%
Top 10 Hldgs %
68.21%
Holding
202
New
35
Increased
83
Reduced
18
Closed
18

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.6M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$4.16M
4
LLY icon
Eli Lilly
LLY
+$3.55M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$3.53M

Top Sells

Rank Stock Value
1
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$9.97M
2
CRWD icon
CrowdStrike
CRWD
+$7.96M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.07M
4
PANW icon
Palo Alto Networks
PANW
+$1.78M
5
HD icon
Home Depot
HD
+$120K

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.83%
2 Technology 12.69%
3 Consumer Staples 7.89%
4 Consumer Discretionary 4.95%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
26
Tesla
TSLA
$1.44T
$1.07M 0.5%
2,554
+459
+22% +$183K
MA icon
27
Mastercard
MA
$499B
$1.07M 0.5%
2,075
+129
+7% +$64.3K
SKYY icon
28
First Trust Cloud Computing ETF
SKYY
$3.27B
$1.03M 0.48%
7,670
+3,819
+99% +$485K
GEV icon
29
GE Vernova
GEV
$255B
$939K 0.44%
799
+216
+37% +$220K
PLTR icon
30
Palantir
PLTR
$402B
$841K 0.39%
+7,205
New +$983K
RBLX icon
31
Roblox
RBLX
$32.5B
$782K 0.36%
14,380
– –
EIG icon
32
Employers Holdings
EIG
$892M
$526K 0.25%
10,424
+81
+0.8% +$3.55K
XLK icon
33
State Street Technology Select Sector SPDR ETF
XLK
$122B
$512K 0.24%
2,690
+173
+7% +$29.6K
SCHX icon
34
Schwab US Large- Cap ETF
SCHX
$73.9B
$396K 0.18%
13,472
+36
+0.3% +$1.03K
XBI icon
35
State Street SPDR S&P Biotech ETF
XBI
$10.9B
$335K 0.16%
2,118
+745
+54% +$101K
SPDW icon
36
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.1B
$332K 0.15%
6,582
+93
+1% +$4.61K
XOM icon
37
ExxonMobil
XOM
$683B
$323K 0.15%
2,364
-127
-5% -$19K
IWM icon
38
iShares Russell 2000 ETF
IWM
$78.5B
$318K 0.15%
1,058
-29
-3% -$8.15K
SCHM icon
39
Schwab US Mid-Cap ETF
SCHM
$14.7B
$271K 0.13%
7,360
+22
+0.3% +$757
HD icon
40
Home Depot
HD
$308B
$240K 0.11%
680
-370
-35% -$120K
BND icon
41
Vanguard Total Bond Market
BND
$161B
$238K 0.11%
3,242
+32
+1% +$2.35K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.14T
$217K 0.1%
607
+125
+26% +$45K
PH icon
43
Parker-Hannifin
PH
$120B
$184K 0.09%
189
-24
-11% -$22K
ALAB icon
44
Astera Labs
ALAB
$50.5B
$184K 0.09%
380
+40
+12% +$10.6K
IVT icon
45
InvenTrust Properties
IVT
$2.48B
$151K 0.07%
4,268
+33
+0.8% +$1.08K
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$13B
$148K 0.07%
4,082
+5
+0.1% +$179
AMD icon
47
Advanced Micro Devices
AMD
$843B
$138K 0.06%
237
+87
+58% +$35.7K
SMH icon
48
VanEck Semiconductor ETF
SMH
$69.2B
$136K 0.06%
207
+77
+59% +$42K
O icon
49
Realty Income
O
$56.3B
$136K 0.06%
2,190
– –
MCRI icon
50
Monarch Casino & Resort
MCRI
$2.18B
$134K 0.06%
1,019
+3
+0.3% +$350
1
2
3 4 5

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NC
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LF
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SFG
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SWMP
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COA
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PIMC
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Peterson Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Peterson Wealth Management held 202 positions worth $215M, up 24% from $172M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Peterson Wealth Management deployed $22.3M of net new capital in Q2 2026, opening 35 new positions and adding to 83 existing holdings. Its largest new stake was iShares Treasury Floating Rate Bond ETF: 45,207 shares worth $2.29M.

By sector, the portfolio is most concentrated in Miscellaneous at 63% of assets, up from 63% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was First Trust NASDAQ Cybersecurity ETF, an estimated $9.97M trimmed.

  • Peterson Wealth Management's largest Q2 2026 buy was iShares Treasury Floating Rate Bond ETF: 45,207 shares worth $2.29M.
  • Peterson Wealth Management added most to Microsoft in Q2 2026, an estimated $4.6M increase.
  • Peterson Wealth Management's biggest Q2 2026 reduction was First Trust NASDAQ Cybersecurity ETF, cutting an estimated $9.97M.
  • Peterson Wealth Management fully exited Palo Alto Networks in Q2 2026, selling an estimated $1.78M.
  • Peterson Wealth Management's ten largest holdings make up 68% of its $215M portfolio in Q2 2026.
  • Peterson Wealth Management opened 35 new positions and closed 18 in Q2 2026.
  • Peterson Wealth Management's portfolio value rose 24% quarter-over-quarter to $215M.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.