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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
CRDO icon
151
Credo Technology Group
CRDO
$30.6B
$6.8K ﹤0.01%
25
-35
-58% -$6.92K
SOUN icon
152
SoundHound AI
SOUN
$2.78B
$6.63K ﹤0.01%
1,025
+200
+24% +$1.55K
BRK.B icon
153
Berkshire Hathaway Class B
BRK.B
$1.09T
$6.5K ﹤0.01%
13
-8,473
-100% -$4.07M
VIK icon
154
Viking Holdings
VIK
$38B
$6.07K ﹤0.01%
+58
New +$5.02K
MRVL icon
155
Marvell Technology
MRVL
$212B
$5.96K ﹤0.01%
+20
New +$4.01K
ACHR icon
156
Archer Aviation
ACHR
$4.3B
$5.91K ﹤0.01%
+1,250
New +$7.27K
FSK icon
157
FS KKR Capital
FSK
$3.29B
$5.88K ﹤0.01%
560
+23
+4% +$247
KINS icon
158
Kingstone Companies
KINS
$278M
$5.8K ﹤0.01%
+305
New +$4.92K
BLLN
159
BillionToOne Inc
BLLN
$4.66B
$5.64K ﹤0.01%
+47
New +$4.29K
UBER icon
160
Uber
UBER
$146B
$5.41K ﹤0.01%
75
+25
+50% +$1.83K
ARM icon
161
Arm
ARM
$283B
$5.32K ﹤0.01%
+15
New +$3.99K
SRE icon
162
Sempra
SRE
$54.5B
$5.31K ﹤0.01%
57
– –
FCEL icon
163
FuelCell Energy
FCEL
$1.27B
$5.29K ﹤0.01%
+147
New +$2.39K
EWD icon
164
iShares MSCI Sweden ETF
EWD
$740M
$5K ﹤0.01%
+100
New +$5.13K
ONDS icon
165
Ondas Inc
ONDS
$4.13B
$4.94K ﹤0.01%
+600
New +$5.92K
COPX icon
166
Global X Copper Miners ETF NEW
COPX
$7.99B
$4.77K ﹤0.01%
62
– –
LODE icon
167
Comstock
LODE
$214M
$4.75K ﹤0.01%
1,142
– –
SMR icon
168
NuScale Power
SMR
$3.53B
$4.51K ﹤0.01%
+450
New +$5.08K
XHB icon
169
State Street SPDR S&P Homebuilders ETF
XHB
$1.35B
$4.05K ﹤0.01%
35
– –
BMNR
170
BitMine Immersion Technologies
BMNR
$15.1B
$3.66K ﹤0.01%
275
-1,211
-81% -$23.4K
BRSL
171
Brightstar Lottery PLC
BRSL
$1.97B
$3.65K ﹤0.01%
341
+7
+2% +$83
CTAS icon
172
Cintas
CTAS
$80.6B
$3.58K ﹤0.01%
21
-75
-78% -$13K
DRAM
173
Roundhill Memory ETF
DRAM
$27.8B
$3.47K ﹤0.01%
+47
New +$2.45K
NVO
174
Novo Nordisk
NVO
$190B
$3.12K ﹤0.01%
+65
New +$2.79K
RGTI icon
175
Rigetti Computing
RGTI
$5.1B
$3.09K ﹤0.01%
160
+150
+1,500% +$2.9K
5 6
7
8 9

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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
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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.