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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
CELH icon
101
Celsius Holdings
CELH
$7.47B
$473K 0.1%
16,145
+991
+7% +$31.2K
CSCO icon
102
Cisco
CSCO
$457B
$452K 0.1%
3,846
-22
-0.6% -$2.3K
SCHW
103
Charles Schwab
SCHW
$183B
$384K 0.08%
4,163
+39
+0.9% +$3.56K
SPGI icon
104
S&P Global
SPGI
$121B
$373K 0.08%
915
+3
+0.3% +$1.27K
ALL icon
105
Allstate
ALL
$68B
$369K 0.08%
1,551
-83
-5% -$18K
CGNX icon
106
Cognex
CGNX
$10.9B
$368K 0.08%
5,086
-63
-1% -$3.82K
VLO icon
107
Valero Energy
VLO
$90.1B
$364K 0.08%
1,399
-16
-1% -$3.94K
IQV icon
108
IQVIA
IQV
$38.7B
$362K 0.08%
1,876
-30
-2% -$5.23K
GSY icon
109
Invesco Ultra Short Duration ETF
GSY
$3.86B
$332K 0.07%
6,618
-8,957
-58% -$449K
MCHP icon
110
Microchip Technology
MCHP
$40.3B
$325K 0.07%
3,558
-15
-0.4% -$1.34K
PSX icon
111
Phillips 66
PSX
$84.9B
$304K 0.07%
1,799
-8
-0.4% -$1.38K
OSK icon
112
Oshkosh
OSK
$8.79B
$299K 0.07%
1,949
-16
-0.8% -$2.25K
EW icon
113
Edwards Lifesciences
EW
$49.6B
$294K 0.06%
3,253
-96
-3% -$8.04K
APH icon
114
Amphenol
APH
$198B
$294K 0.06%
1,668
-112
-6% -$16.1K
VTV icon
115
Vanguard Morningstar Value ETF
VTV
$188B
$288K 0.06%
1,321
– –
NEM icon
116
Newmont
NEM
$98.7B
$284K 0.06%
3,038
-23
-0.8% -$2.5K
LSTR icon
117
Landstar System
LSTR
$5.93B
$267K 0.06%
1,290
+1
+0.1% +$191
PHM icon
118
Pultegroup
PHM
$24.1B
$246K 0.05%
1,793
+1
+0.1% +$121
VEA icon
119
Vanguard FTSE Developed Markets ETF
VEA
$229B
$241K 0.05%
3,386
– –
MU icon
120
Micron Technology
MU
$930B
$239K 0.05%
+207
New +$155K
CRM icon
121
Salesforce
CRM
$151B
$234K 0.05%
1,495
+30
+2% +$5.28K
DHI icon
122
D.R. Horton
DHI
$40B
$226K 0.05%
1,386
+1
+0.1% +$149
UPS icon
123
United Parcel Service
UPS
$88.6B
$225K 0.05%
2,089
+726
+53% +$75.5K
EOG icon
124
EOG Resources
EOG
$79.2B
$221K 0.05%
1,703
-16
-0.9% -$2.18K
LULU icon
125
lululemon athletica
LULU
$13.5B
$217K 0.05%
1,897
-11,821
-86% -$1.58M
3 4
5
6 7

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UAM
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FCG
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PIN
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OCM
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PC
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MIC
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MCB
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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.