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Peterson Wealth Services Portfolio holdings
AUM
$474M
Turnover
13.55%
1-Year Est. Return
30.32%
This Fund
S&P 500
This Quarter Est. Return
+3.5%
1 Year Est. Return
+30.32%
3 Year Est. Return
+160.46%
5 Year Est. Return
+222.55%
10 Year Est. Return
–
AUM
$474M
AUM Growth
+$15.5M
(+3.4%)
Cap. Flow
+$12.2M
Cap. Flow % of AUM
Cap. Flow %
2.58%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
251
New
6
Increased
127
Reduced
25
Closed
28
Avg Time Held
2.3
years
Top 10 Avg Time Held
2.1
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$8.95M |
| 2 |
Garmin
GRMN
|
+$2.87M |
| 3 |
Union Pacific
UNP
|
+$1.5M |
| 4 |
Equinix
EQIX
|
+$1.26M |
| 5 |
Microsoft
MSFT
|
+$735K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$5.03M |
| 2 |
Stryker
SYK
|
+$4.48M |
| 3 |
ExxonMobil
XOM
|
+$3.47M |
| 4 |
McDonald's
MCD
|
+$3.18M |
| 5 |
Zoetis
ZTS
|
+$1.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.9% |
| 2 | Industrials | 14.25% |
| 3 | Financials | 10.66% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Miscellaneous | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Realty Income
O
$56.4B
| $2.15M | 0.45% |
39,567
+2,114
| +6% | +$130K |
2024 Q4
7 quarters
|
|
52
Monolithic Power Systems
MPWR
$70.6B
| $1.96M | 0.41% |
1,454
+150
| +12% | +$197K |
2023 Q4
11 quarters
|
|
53
UnitedHealth
UNH
$363B
| $1.94M | 0.41% |
5,288
+315
| +6% | +$127K |
2021 Q4
19 quarters
|
|
54
Cummins
CMI
$62.4B
| $1.88M | 0.4% |
3,640
+90
| +3% | +$54.3K |
2025 Q1
6 quarters
|
|
55
Vertiv
VRT
$80.7B
| $1.87M | 0.39% |
7,749
+743
| +11% | +$202K |
2024 Q4
7 quarters
|
|
56
Verizon
VZ
$193B
| $1.68M | 0.36% |
36,706
+1,935
| +6% | +$91K |
2021 Q4
19 quarters
|
|
57
Diamondback Energy
FANG
$50.9B
| $1.62M | 0.34% |
8,792
+334
| +4% | +$65.4K |
2023 Q4
11 quarters
|
|
58
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
| $1.5M | 0.32% |
2,282
+201
| +10% | +$138K |
2024 Q4
7 quarters
|
|
59
Reliance Steel & Aluminium
RS
$22.1B
| $1.45M | 0.31% |
3,771
+289
| +8% | +$115K |
2024 Q3
8 quarters
|
|
60
The Ensign Group
ENSG
$10.9B
| $1.37M | 0.29% |
7,981
+650
| +9% | +$114K |
2024 Q2
9 quarters
|
|
61
Climb Global Solutions
CLMB
$804M
| $1.37M | 0.29% |
42,723
+1,150
| +3% | +$31.7K |
2025 Q4
3 quarters
|
|
62
Service Corp International
SCI
$10.2B
| $1.3M | 0.27% |
17,011
+1,619
| +11% | +$131K |
2026 Q2
1 quarter
|
|
63
Axcelis
ACLS
$3.34B
| $1.28M | 0.27% |
9,751
+560
| +6% | +$71.6K |
2024 Q1
10 quarters
|
|
64
Entergy
ETR
$53.5B
| $1.25M | 0.26% |
12,579
+834
| +7% | +$90K |
2025 Q4
3 quarters
|
|
65
Alphabet (Google) Class A
GOOGL
$3.67T
| $1.23M | 0.26% |
3,582
+1
| +0% | +$347 |
2021 Q4
19 quarters
|
|
|
66
Equinix
EQIX
$106B
| $1.23M | 0.26% |
+1,217
| New | +$1.26M |
2026 Q3
0 quarters
|
|
67
Super Micro Computer
SMCI
$17.8B
| $1.14M | 0.24% |
27,864
+2,996
| +12% | +$102K |
2025 Q1
6 quarters
|
|
68
Zurn Elkay Water Solutions
ZWS
$7.46B
| $1.12M | 0.24% |
24,009
+1,802
| +8% | +$87.1K |
2025 Q4
3 quarters
|
|
69
UFP Technologies
UFPT
$2.37B
| $1.1M | 0.23% |
3,694
+126
| +4% | +$35.5K |
2023 Q4
11 quarters
|
|
70
Brunswick
BC
$4.91B
| $1.06M | 0.22% |
16,445
+1,674
| +11% | +$128K |
2023 Q4
11 quarters
|
|
71
Lantheus
LNTH
$6.62B
| $1.05M | 0.22% |
10,549
+1,265
| +14% | +$129K |
2024 Q1
10 quarters
|
|
72
Iris Energy
IREN
$8.27B
| $1.05M | 0.22% |
25,607
+2,465
| +11% | +$101K |
2025 Q3
4 quarters
|
|
73
iShares Core US Aggregate Bond ETF
AGG
$137B
| $1.05M | 0.22% |
11,072
+825
| +8% | +$80.1K |
2023 Q4
11 quarters
|
|
74
Applied Materials
AMAT
$302B
| $1.04M | 0.22% |
2,038
+131
| +7% | +$66.5K |
2024 Q3
8 quarters
|
|
75
NextEra Energy
NEE
$179B
| $1.04M | 0.22% |
13,699
+801
| +6% | +$67.8K |
2024 Q2
9 quarters
|
|
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Peterson Wealth Services's Q3 2026 Portfolio in Review
As of Q3 2026, Peterson Wealth Services held 251 positions worth $474M, up 3.4% from $459M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Peterson Wealth Services's Q3 2026 filing shows 6 new, 127 increased, 25 reduced and 28 closed positions. Its largest new stake was Equinix: 1,217 shares worth $1.23M. The largest sale was Berkshire Hathaway Class B, an estimated $5.03M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.
- Peterson Wealth Services's largest Q3 2026 buy was Equinix: 1,217 shares worth $1.23M.
- Peterson Wealth Services added most to Advanced Micro Devices in Q3 2026, an estimated $8.95M increase.
- Peterson Wealth Services's biggest Q3 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $5.03M.
- Peterson Wealth Services fully exited ExxonMobil in Q3 2026, selling an estimated $3.47M.
- Peterson Wealth Services's ten largest holdings make up 43% of its $474M portfolio in Q3 2026.
- Peterson Wealth Services opened 6 new positions and closed 28 in Q3 2026.
- Peterson Wealth Services's portfolio value rose 3.4% quarter-over-quarter to $474M.
Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.