We are live on ! Find out more
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
INTC icon
126
Intel
INTC
$544B
$17.9K 0.01%
+128
New +$12.9K
BA icon
127
Boeing
BA
$166B
$16K 0.01%
74
– –
CRM icon
128
Salesforce
CRM
$204B
$15.7K 0.01%
+100
New +$17.6K
QUBT icon
129
Quantum Computing Inc
QUBT
$1.81B
$15.5K 0.01%
+1,600
New +$15.6K
CLSK icon
130
CleanSpark
CLSK
$3.51B
$14.6K 0.01%
1,000
– –
BROS icon
131
Dutch Bros
BROS
$6.06B
$14.4K 0.01%
200
– –
JQUA icon
132
JPMorgan US Quality Factor ETF
JQUA
$8.68B
$14.3K 0.01%
197
– –
RKLB icon
133
Rocket Lab Corp
RKLB
$40.3B
$14.1K 0.01%
139
+89
+178% +$8.87K
HON icon
134
Honeywell
HON
$64.1B
$13.1K 0.01%
59
-58
-50% -$12.9K
DIA icon
135
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
$12.7K 0.01%
24
– –
AMGN icon
136
Amgen
AMGN
$204B
$12.7K 0.01%
35
– –
PML
137
PIMCO Municipal Income Fund II
PML
$466M
$12.6K 0.01%
1,651
+26
+2% +$195
NKE icon
138
Nike
NKE
$54.6B
$12.3K 0.01%
+300
New +$13.2K
RYN icon
139
Rayonier
RYN
$6.02B
$11.8K 0.01%
557
+7
+1% +$147
TGT icon
140
Target
TGT
$70.8B
$11.8K 0.01%
91
+1
+1% +$127
AGNC icon
141
AGNC Investment
AGNC
$12B
$11.3K 0.01%
1,033
– –
SDIV icon
142
Global X SuperDividend ETF
SDIV
$1.22B
$10.9K 0.01%
+448
New +$11.3K
QBTS icon
143
D-Wave Quantum Inc
QBTS
$6.38B
$10.8K 0.01%
+450
New +$9.87K
CCL icon
144
Carnival Corporation Ltd
CCL
$31.2B
$10.1K ﹤0.01%
352
– –
AZN icon
145
AstraZeneca
AZN
$248B
$9.48K ﹤0.01%
50
– –
CASY icon
146
Casey's General Stores
CASY
$22.7B
$8.75K ﹤0.01%
11
– –
UNP icon
147
Union Pacific
UNP
$169B
$8.49K ﹤0.01%
31
– –
AI icon
148
C3.ai
AI
$1.69B
$8.18K ﹤0.01%
900
+300
+50% +$2.85K
DIS icon
149
Walt Disney
DIS
$184B
$7.82K ﹤0.01%
81
– –
NOK icon
150
Nokia
NOK
$62.3B
$7.3K ﹤0.01%
+550
New +$7.08K
4 5
6
7 8

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.