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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
Cap. Flow
+$44.3M
Cap. Flow %
25.68%
Top 10 Hldgs %
65.77%
Holding
167
New
126
Increased
32
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$15.4M
2
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$9.77M
3
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$8.79M
4
MSFT icon
Microsoft
MSFT
+$5.16M
5
COST icon
Costco
COST
+$493K

Top Sells

Rank Stock Value
1
XHB icon
State Street SPDR S&P Homebuilders ETF
XHB
+$3.02M
2
JPM icon
JPMorgan Chase
JPM
+$363K
3
UNH icon
UnitedHealth
UNH
+$264K
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$49K
5
PH icon
Parker-Hannifin
PH
+$47.3K

Sector Composition

Rank Sector Weight
1 Miscellaneous 62.53%
2 Technology 12.1%
3 Consumer Staples 8.07%
4 Financials 5.63%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$808B
$22.5M 13.06%
34,639
+445
+1% +$303K
QQQ icon
2
Invesco QQQ Trust
QQQ
$488B
$22.3M 12.94%
38,680
+250
+0.7% +$152K
VCIT icon
3
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$68.7B
$15.3M 8.85%
+184,551
New +$15.4M
XLU icon
4
State Street Utilities Select Sector SPDR ETF
XLU
$22B
$9.99M 5.79%
+217,801
New +$9.77M
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$112B
$9.72M 5.63%
45,179
+1,229
+3% +$274K
CIBR icon
6
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$8.21M 4.76%
+131,061
New +$8.79M
AMZN icon
7
Amazon
AMZN
$2.77T
$7.44M 4.31%
35,712
+888
+3% +$196K
COST icon
8
Costco
COST
$401B
$6.56M 3.8%
6,584
+506
+8% +$493K
XLV icon
9
State Street Health Care Select Sector SPDR ETF
XLV
$43B
$5.9M 3.42%
40,241
+577
+1% +$89K
WMT icon
10
Walmart Inc
WMT
$850B
$5.5M 3.19%
44,285
+1,362
+3% +$167K
CRWD icon
11
CrowdStrike
CRWD
$212B
$5.48M 3.18%
56,164
+3,552
+7% +$376K
MSFT icon
12
Microsoft
MSFT
$3.68T
$4.57M 2.65%
+12,343
New +$5.16M
NEE icon
13
NextEra Energy
NEE
$172B
$4.54M 2.63%
48,859
+2,530
+5% +$225K
XLY icon
14
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.9B
$4.36M 2.53%
40,030
+1,750
+5% +$205K
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.09T
$4.07M 2.36%
8,486
+229
+3% +$112K
JPM icon
16
JPMorgan Chase
JPM
$947B
$3.99M 2.31%
13,550
-1,196
-8% -$363K
NVDA icon
17
NVIDIA
NVDA
$5.27T
$3.32M 1.93%
19,057
+32
+0.2% +$5.87K
TSM icon
18
TSMC
TSM
$2.25T
$3.2M 1.86%
9,473
-50
-0.5% -$17.2K
META icon
19
Meta Platforms (Facebook)
META
$1.65T
$2.69M 1.56%
4,697
+199
+4% +$128K
PANW icon
20
Palo Alto Networks
PANW
$270B
$1.78M 1.03%
11,104
+1,503
+16% +$252K
XLC icon
21
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$1.72M 1%
15,488
+292
+2% +$33.8K
MDY icon
22
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.1B
$1.55M 0.9%
2,518
+23
+0.9% +$14.6K
PEP icon
23
PepsiCo
PEP
$186B
$1.5M 0.87%
9,649
+89
+0.9% +$13.9K
AVGO icon
24
Broadcom
AVGO
$1.73T
$1.38M 0.8%
4,459
+252
+6% +$82.9K
XLP icon
25
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$1.33M 0.77%
16,218
-93
-0.6% -$7.83K
1
2 3 4 5

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 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 Miscellaneous at 63% of assets, up from 58% a quarter earlier, followed by Technology and Consumer Staples.

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.