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PWM
Peterson Wealth Management Portfolio holdings
AUM
$172M
1-Year Est. Return
22.85%
This Fund
S&P 500
This Quarter
Est. Return
-3.14%
1 Year Est. Return
+22.85%
3 Year Est. Return
+68.48%
5 Year Est. Return
+75.2%
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 | |
|---|---|---|---|---|---|---|
126
Halliburton
HAL
$26.1B
| $11.7K | 0.01% |
+300
| New | +$10.4K |
|
127
Rayonier
RYN
$6.67B
| $11.3K | 0.01% |
+550
| New | +$12.1K |
|
128
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
| $11.3K | 0.01% |
+24
| New | +$11.6K |
|
|
BULL
129
Webull Corp
BULL
$3.73B
| $11K | 0.01% |
+2,300
| New | +$14.9K |
|
130
Target
TGT
$66.3B
| $10.9K | 0.01% |
+90
| New | +$10.1K |
|
|
USAS
131
Americas Gold and Silver
USAS
$1.24B
| $10.4K | 0.01% |
+2,000
| New | +$14.6K |
|
132
AGNC Investment
AGNC
$12.7B
| $10.4K | 0.01% |
+1,033
| New | +$11.4K |
|
133
Dutch Bros
BROS
$8.86B
| $10.1K | 0.01% |
+200
| New | +$10.9K |
|
134
AstraZeneca
AZN
$269B
| $9.86K | 0.01% |
+50
| New | +$9.64K |
|
135
Texas Pacific Land
TPL
$26.9B
| $9.49K | 0.01% |
+20
| New | +$8.6K |
|
136
Ares Capital
ARCC
$13.4B
| $9.32K | 0.01% |
+517
| New | +$10K |
|
137
Carnival Corporation Ltd
CCL
$38.1B
| $9.11K | 0.01% |
+352
| New | +$10.3K |
|
138
Visa
V
$677B
| $8.83K | 0.01% |
+29
| New | +$9.32K |
|
139
CleanSpark
CLSK
$3.08B
| $8.51K | ﹤0.01% |
+1,000
| New | +$10.7K |
|
140
Casey's General Stores
CASY
$32.1B
| $8.02K | ﹤0.01% |
+11
| New | +$7.17K |
|
141
Walt Disney
DIS
$171B
| $7.83K | ﹤0.01% |
+81
| New | +$8.56K |
|
142
Union Pacific
UNP
$174B
| $7.54K | ﹤0.01% |
+31
| New | +$7.59K |
|
|
OKLO
143
Oklo
OKLO
$6.41B
| $7.44K | ﹤0.01% |
+150
| New | +$10.8K |
|
144
Atlassian
TEAM
$26.5B
| $6.83K | ﹤0.01% |
+100
| New | +$9.86K |
|
145
Dow Inc
DOW
$22B
| $6.25K | ﹤0.01% |
+150
| New | +$4.76K |
|
146
SoundHound AI
SOUN
$2.48B
| $5.67K | ﹤0.01% |
+825
| New | +$7.12K |
|
147
Credo Technology Group
CRDO
$33.1B
| $5.63K | ﹤0.01% |
+60
| New | +$7.3K |
|
148
Sempra
SRE
$58.1B
| $5.51K | ﹤0.01% |
+57
| New | +$5.22K |
|
149
Invesco Financial Preferred ETF
PGF
$674M
| $5.5K | ﹤0.01% |
+400
| New | +$5.69K |
|
150
FS KKR Capital
FSK
$3.01B
| $5.47K | ﹤0.01% |
+537
| New | +$6.72K |
|
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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.