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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
-3.14%
1 Year Est. Return
+17.58%
3 Year Est. Return
+77.96%
5 Year Est. Return
+83.93%
10 Year Est. Return
–
AUM
$172M
AUM Growth
+$37.9M
(+28%)
Cap. Flow
+$44.3M
Cap. Flow
% of AUM
25.68%
Top 10 Holdings %
Top 10 Hldgs %
65.77%
Holding
167
New
126
Increased
32
Reduced
6
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$15.4M |
| 2 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$9.77M |
| 3 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$8.79M |
| 4 |
Microsoft
MSFT
|
+$5.16M |
| 5 |
Costco
COST
|
+$493K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$3.02M |
| 2 |
JPMorgan Chase
JPM
|
+$363K |
| 3 |
UnitedHealth
UNH
|
+$264K |
| 4 |
First Trust Cloud Computing ETF
SKYY
|
+$49K |
| 5 |
Parker-Hannifin
PH
|
+$47.3K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.1% |
| 2 | Consumer Staples | 8.07% |
| 3 | Financials | 5.63% |
| 4 | Consumer Discretionary | 5.13% |
| 5 | Utilities | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BMNR
101
BitMine Immersion Technologies
BMNR
$11.1B
| $29.4K | 0.02% |
+1,486
| New | +$35K |
|
102
Unilever
UL
$139B
| $28.3K | 0.02% |
+496
| New | +$33.2K |
|
103
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.77B
| $27.8K | 0.02% |
+610
| New | +$28K |
|
104
Vanguard Real Estate ETF
VNQ
$39.2B
| $26.8K | 0.02% |
+302
| New | +$27.7K |
|
105
Honeywell
HON
$78.6B
| $26.4K | 0.02% |
+117
| New | +$26.7K |
|
|
B
106
Barrick Mining
B
$68.8B
| $25.4K | 0.01% |
+622
| New | +$28.7K |
|
107
Ford
F
$56.3B
| $25.3K | 0.01% |
+2,193
| New | +$28.9K |
|
108
iShares MSCI USA Quality Factor ETF
QUAL
$47.7B
| $23.3K | 0.01% |
+122
| New | +$24.5K |
|
109
Chevron
CVX
$366B
| $22.3K | 0.01% |
+108
| New | +$19.7K |
|
110
Sysco
SYY
$40.3B
| $21.7K | 0.01% |
+304
| New | +$25.1K |
|
|
TEM
111
Tempus AI
TEM
$8.43B
| $21.5K | 0.01% |
+475
| New | +$27K |
|
112
Main Street Capital
MAIN
$5.31B
| $21.2K | 0.01% |
+400
| New | +$23.7K |
|
113
Cisco
CSCO
$479B
| $18.1K | 0.01% |
+233
| New | +$18.2K |
|
|
CRWV
114
CoreWeave
CRWV
$49B
| $17.1K | 0.01% |
+221
| New | +$19.2K |
|
115
IBM
IBM
$222B
| $16.3K | 0.01% |
+67
| New | +$18.1K |
|
116
Cintas
CTAS
$80.6B
| $16.2K | 0.01% |
+96
| New | +$18.4K |
|
117
Corning
GLW
$135B
| $15.8K | 0.01% |
+116
| New | +$14K |
|
118
iShares Core S&P Small-Cap ETF
IJR
$112B
| $15.5K | 0.01% |
+125
| New | +$15.9K |
|
119
Iris Energy
IREN
$13.9B
| $15.4K | 0.01% |
+450
| New | +$20.3K |
|
120
Boeing
BA
$190B
| $14.7K | 0.01% |
+74
| New | +$16.9K |
|
121
VanEck Rare Earth/Strategic Metals ETF
REMX
$2.11B
| $14.5K | 0.01% |
+165
| New | +$14.9K |
|
|
TTAN
122
ServiceTitan Inc
TTAN
$8.25B
| $12.7K | 0.01% |
+200
| New | +$15.4K |
|
123
Amgen
AMGN
$221B
| $12.3K | 0.01% |
+35
| New | +$12.5K |
|
|
PML
124
PIMCO Municipal Income Fund II
PML
$485M
| $12.3K | 0.01% |
+1,625
| New | +$12.5K |
|
125
JPMorgan US Quality Factor ETF
JQUA
$8.43B
| $12.1K | 0.01% |
+197
| New | +$12.5K |
|
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Peterson Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Peterson Wealth Management held 167 positions worth $172M, up 28% from $135M the previous quarter. Its ten largest holdings account for 66% of the portfolio.
Peterson Wealth Management deployed $44.3M of net new capital in Q1 2026, opening 126 new positions and adding to 32 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 184,551 shares worth $15.3M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 12% a quarter earlier, followed by Consumer Staples and Financials.
On the sell side, the largest reduction was State Street SPDR S&P Homebuilders ETF, an estimated $3.02M trimmed.
- Peterson Wealth Management's largest Q1 2026 buy was Vanguard Intermediate-Term Corporate Bond ETF: 184,551 shares worth $15.3M.
- Peterson Wealth Management added most to Costco in Q1 2026, an estimated $493K increase.
- Peterson Wealth Management's biggest Q1 2026 reduction was State Street SPDR S&P Homebuilders ETF, cutting an estimated $3.02M.
- Peterson Wealth Management fully exited UnitedHealth in Q1 2026, selling an estimated $264K.
- Peterson Wealth Management's ten largest holdings make up 66% of its $172M portfolio in Q1 2026.
- Peterson Wealth Management opened 126 new positions and closed 1 in Q1 2026.
- Peterson Wealth Management's portfolio value rose 28% quarter-over-quarter to $172M.
Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.