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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
NAC icon
101
Nuveen California Quality Municipal Income Fund
NAC
$1.73B
$32.2K 0.02%
2,655
– –
ETN icon
102
Eaton
ETN
$165B
$32K 0.01%
+75
New +$30.2K
IBIT icon
103
iShares Bitcoin Trust
IBIT
$60.2B
$31.6K 0.01%
950
+125
+15% +$5.08K
CRWD icon
104
CrowdStrike
CRWD
$212B
$30.5K 0.01%
160
-56,004
-100% -$7.96M
UL icon
105
Unilever
UL
$134B
$30.4K 0.01%
505
+9
+2% +$520
VNQ icon
106
Vanguard Real Estate ETF
VNQ
$37.4B
$29.3K 0.01%
304
+2
+0.7% +$191
OKLO
107
Oklo
OKLO
$6.74B
$28K 0.01%
535
+385
+257% +$24K
QUAL icon
108
iShares MSCI USA Quality Factor ETF
QUAL
$47B
$26.7K 0.01%
122
– –
XLE icon
109
State Street Energy Select Sector SPDR ETF
XLE
$42.9B
$26.6K 0.01%
500
– –
QGRO icon
110
American Century US Quality Growth ETF
QGRO
$1.97B
$25.6K 0.01%
+217
New +$24.6K
SYY icon
111
Sysco
SYY
$39.9B
$25.4K 0.01%
304
– –
IVV icon
112
iShares Core S&P 500 ETF
IVV
$868B
$23.3K 0.01%
+31
New +$22.6K
B
113
Barrick Mining
B
$71.9B
$22.8K 0.01%
622
– –
MAIN icon
114
Main Street Capital
MAIN
$5.26B
$20.8K 0.01%
400
– –
SPYG icon
115
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
$20.7K 0.01%
+174
New +$19.9K
IREN icon
116
Iris Energy
IREN
$17.3B
$20.6K 0.01%
450
– –
AVUS icon
117
Avantis US Equity ETF
AVUS
$14.4B
$20.5K 0.01%
+160
New +$19.7K
V icon
118
Visa
V
$692B
$20.4K 0.01%
59
+30
+103% +$9.63K
IBM icon
119
IBM
IBM
$229B
$19K 0.01%
67
– –
SPCX
120
SpaceX
SPCX
$1.99T
$19K 0.01%
+111
New +$18.9K
MRNA icon
121
Moderna
MRNA
$57.5B
$18.8K 0.01%
+269
New +$13.9K
IJR icon
122
iShares Core S&P Small-Cap ETF
IJR
$107B
$18.6K 0.01%
125
– –
VB icon
123
Vanguard Morningstar Small-Cap ETF
VB
$79.2B
$18.5K 0.01%
+61
New +$17.5K
HONA
124
Honeywell Aerospace
HONA
$50.2B
$18.1K 0.01%
+82
New +$18.1K
CVX icon
125
Chevron
CVX
$420B
$18K 0.01%
109
+1
+0.9% +$186
3 4
5
6 7

Similar funds

RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return
NC
Nipun Capital Foster City, California $215M AUM 0.3% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
SWMP
Signature Wealth Management Partners Montvale, New Jersey $214M AUM 27.04% 1-Year Est. Return
COA
Crown Oak Advisors Piedmont, California $215M AUM 6.15% 1-Year Est. Return
GP
GLR Partners Columbia, Maryland $215M AUM
PIMC
Praesidium Investment Management Company New York $214M AUM 1.94% 1-Year Est. Return

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.