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PWS

Peterson Wealth Services Portfolio holdings

AUM $459M
1-Year Est. Return 42.99%
This Fund
S&P 500
This Quarter Est. Return
+19.41%
1 Year Est. Return
+42.99%
3 Year Est. Return
+153.17%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$459M
AUM Growth
+$54M
Cap. Flow
+$2.91M
Cap. Flow %
0.63%
Top 10 Hldgs %
43.87%
Holding
246
New
31
Increased
97
Reduced
51
Closed
1

Top Buys

Rank Stock Value
1
PM icon
Philip Morris
PM
+$1.65M
2
SCI icon
Service Corp International
SCI
+$1.2M
3
AROC icon
Archrock
AROC
+$860K
4
CLMB icon
Climb Global Solutions
CLMB
+$815K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$712K

Top Sells

Rank Stock Value
1
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.92M
2
LULU icon
lululemon athletica
LULU
+$1.58M
3
CMCSA icon
Comcast
CMCSA
+$1.1M
4
FIX icon
Comfort Systems
FIX
+$501K
5
ELF icon
e.l.f. Beauty
ELF
+$483K

Sector Composition

Rank Sector Weight
1 Technology 30.42%
2 Industrials 16.46%
3 Financials 11.64%
4 Consumer Discretionary 10.56%
5 Healthcare 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
O icon
51
Realty Income
O
$59.6B
$2.32M 0.51%
37,453
+1,662
+5% +$104K
CME icon
52
CME Group
CME
$96.3B
$2.32M 0.5%
10,484
+440
+4% +$122K
AMD icon
53
Advanced Micro Devices
AMD
$776B
$2.3M 0.5%
3,951
-100
-2% -$41K
PACS icon
54
PACS Group
PACS
$7.28B
$2.17M 0.47%
51,004
-2,668
-5% -$95.9K
IEFA icon
55
iShares Core MSCI EAFE ETF
IEFA
$190B
$2.15M 0.47%
22,272
+4,287
+24% +$412K
UNH icon
56
UnitedHealth
UNH
$376B
$2.07M 0.45%
4,973
+395
+9% +$146K
VOO icon
57
Vanguard S&P 500 ETF
VOO
$979B
$2.02M 0.44%
2,937
+34
+1% +$22.7K
MPWR icon
58
Monolithic Power Systems
MPWR
$70.1B
$1.8M 0.39%
1,304
+81
+7% +$122K
ACLS icon
59
Axcelis
ACLS
$4.01B
$1.74M 0.38%
9,191
+1,302
+17% +$193K
FANG icon
60
Diamondback Energy
FANG
$57.1B
$1.49M 0.32%
8,458
+602
+8% +$117K
VZ icon
61
Verizon
VZ
$195B
$1.47M 0.32%
34,771
+1,608
+5% +$75.4K
MDY icon
62
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$1.46M 0.32%
2,081
+312
+18% +$209K
AMAT icon
63
Applied Materials
AMAT
$403B
$1.38M 0.3%
1,907
-9
-0.5% -$4.15K
ETR icon
64
Entergy
ETR
$50.2B
$1.35M 0.29%
11,745
+785
+7% +$88.5K
RS icon
65
Reliance Steel & Aluminium
RS
$20.7B
$1.3M 0.28%
3,482
+169
+5% +$61.8K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.36T
$1.28M 0.28%
3,581
-146
-4% -$52.6K
ZTS icon
67
Zoetis
ZTS
$32.4B
$1.26M 0.28%
17,599
+1,542
+10% +$145K
BC icon
68
Brunswick
BC
$5.13B
$1.24M 0.27%
14,771
+333
+2% +$26.7K
ENSG icon
69
The Ensign Group
ENSG
$10.4B
$1.18M 0.26%
7,331
+232
+3% +$40.9K
SCI icon
70
Service Corp International
SCI
$11.7B
$1.17M 0.25%
+15,392
New +$1.2M
NEE icon
71
NextEra Energy
NEE
$181B
$1.13M 0.25%
12,898
+733
+6% +$66.3K
ZWS icon
72
Zurn Elkay Water Solutions
ZWS
$8.38B
$1.12M 0.24%
22,207
+620
+3% +$30.3K
SSD icon
73
Simpson Manufacturing
SSD
$7.72B
$1.11M 0.24%
5,313
+295
+6% +$55.2K
IREN icon
74
Iris Energy
IREN
$13.2B
$1.06M 0.23%
23,142
+3,206
+16% +$167K
FIS icon
75
Fidelity National Information Services
FIS
$23.1B
$1.06M 0.23%
27,192
+3,499
+15% +$151K
1 2
3
4 5

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FCG
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OCM
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Peterson Wealth Services's Q2 2026 Portfolio in Review

As of Q2 2026, Peterson Wealth Services held 246 positions worth $459M, up 13% from $405M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Peterson Wealth Services's Q2 2026 filing shows 31 new, 97 increased, 51 reduced and 1 closed positions. Its largest new stake was Service Corp International: 15,392 shares worth $1.17M. The largest sale was Vanguard Morningstar Growth ETF, an estimated $1.92M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 29% a quarter earlier, followed by Industrials and Financials.

  • Peterson Wealth Services's largest Q2 2026 buy was Service Corp International: 15,392 shares worth $1.17M.
  • Peterson Wealth Services added most to Philip Morris in Q2 2026, an estimated $1.65M increase.
  • Peterson Wealth Services's biggest Q2 2026 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $1.92M.
  • Peterson Wealth Services fully exited Paycom in Q2 2026, selling an estimated $378K.
  • Peterson Wealth Services's ten largest holdings make up 44% of its $459M portfolio in Q2 2026.
  • Peterson Wealth Services opened 31 new positions and closed 1 in Q2 2026.
  • Peterson Wealth Services's portfolio value rose 13% quarter-over-quarter to $459M.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.