Grufity logo
Grufity logo

Latest PETERSON WEALTH MANAGEMENT Stock Portfolio

$214Million | No. of Holdings #182

PETERSON WEALTH MANAGEMENT Performance

2026 Q2+10.08%
YTD+6.83%
2025+14.80%

About PETERSON WEALTH MANAGEMENT and 13F Hedge Fund Stock Holdings

PETERSON WEALTH MANAGEMENT is a hedge fund based in Sparks, NV. On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, PETERSON WEALTH MANAGEMENT reported an equity portfolio of $214.6 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of PETERSON WEALTH MANAGEMENT are QQQ, SPY, BNDW. The fund has invested 15.3% of it's portfolio in INVESCO QQQ TR and 14.1% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off FIRST TR EXCH TRADED FD III (FMB), PALO ALTO NETWORKS INC (PANW) and AMERICAN EXPRESS CO (AXP) stocks. They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, CROWDSTRIKE HLDGS INC (CRWD) and FIRST TR EXCHANGE-TRADED FD (CARZ). PETERSON WEALTH MANAGEMENT opened new stock positions in ISHARES TR (ACWF), PALANTIR TECHNOLOGIES INC (PLTR) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to RIGETTI COMPUTING INC (RGTI), ELI LILLY & CO (LLY) and IONQ INC (IONQ).
PETERSON WEALTH MANAGEMENT Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$214Million
  as of Jul 30, 2026

PETERSON WEALTH MANAGEMENT Annual Return Estimates Vs S&P 500

Our best estimate is that PETERSON WEALTH MANAGEMENT made a return of 10.08% in the last quarter. In trailing 12 months, it's portfolio return was 17.58%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr2,288,830
palantir technologies inc840,607
ishares tr49,448
invesco exch traded fd tr ii37,934
eaton corp plc31,959
american centy etf tr25,617
ishares tr23,277
spdr series trust20,731
New stocks bought by PETERSON WEALTH MANAGEMENT

Additions

Ticker% Inc.
rigetti computing inc1,500
eli lilly & co1,057
ionq inc400
oklo inc256
apple inc255
corning inc212
rocket lab corp178
broadcom inc150
Additions to existing portfolio by PETERSON WEALTH MANAGEMENT

Reductions

Ticker% Reduced
berkshire hathaway inc del-99.85
crowdstrike hldgs inc-99.72
first tr exchange-traded fd-99.11
bitmine immersion techs inc-81.49
cintas corp-78.12
credo technology group holdi-58.33
solstice advanced matls inc-42.86
home depot inc-35.24
PETERSON WEALTH MANAGEMENT reduced stake in above stock

Sold off

Ticker$ Sold
palo alto networks inc-1,780,190
webull corp-11,040
americas gold and silver cor-10,440
invesco exch traded fd tr ii-36,832
spdr series trust-27,767
occidental pete corp-34,679
ares capital corp-9,316
invesco exchange traded fd t-5,504
PETERSON WEALTH MANAGEMENT got rid off the above stocks

Sector Distribution

PETERSON WEALTH MANAGEMENT has about 65.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Defensive
  • Consumer Cyclical
  • Financial Services
  • Utilities
  • Communication Services
  • Healthcare
Sector%
Others65.7
Technology10.5
Consumer Defensive7.8
Consumer Cyclical4.9
Financial Services3
Utilities2.7
Communication Services2.5
Healthcare2.2

Market Cap. Distribution

PETERSON WEALTH MANAGEMENT has about 33.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED65.7
MEGA-CAP29.3
LARGE-CAP4.5

Stocks belong to which Index?

About 33% of the stocks held by PETERSON WEALTH MANAGEMENT either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others66.6
S&P 50033
Top 5 Winners (%)%
astera labs inc
273.7 %
CRDO
credo technology group holdi
134.4 %
AMD
advanced micro devices inc
113.0 %
CLSK
cleanspark inc
71.0 %
AFK
vaneck etf trust
51.1 %
Top 5 Winners ($)$
QQQ
invesco qqq tr
6.6 M
SPY
state str spdr s&p 500 etf t
3.6 M
CRWD
crowdstrike hldgs inc
2.6 M
CARZ
first tr exchange-traded fd
1.8 M
TSM
taiwan semiconductor manufac
1.3 M
Top 5 Losers (%)%
NFLX
netflix inc.
-21.4 %
COP
conocophillips
-21.2 %
CVX
chevron corporation
-19.8 %
BMNR
bitmine immersion techs inc
-19.4 %
XOM
exxon mobil corp
-18.9 %
Top 5 Losers ($)$
WMT
walmart inc
-0.6 M
COST
costco wholesale corporation
-0.5 M
NEE
nextera energy inc
-0.3 M
PEP
pepsico inc
-0.2 M
XLB
select sector spdr tr
-0.1 M

PETERSON WEALTH MANAGEMENT Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of PETERSON WEALTH MANAGEMENT

PETERSON WEALTH MANAGEMENT has 182 stocks in it's portfolio. About 68.2% of the portfolio is in top 10 stocks. WMT proved to be the most loss making stock for the portfolio. QQQ was the most profitable stock for PETERSON WEALTH MANAGEMENT last quarter.

$214.60MTotal Value
204Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of PETERSON WEALTH MANAGEMENT, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
PETERSON WEALTH MANAGEMENT's holding in Ishares Tr over time
1.07%45,207
$2.29M
1.07%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
PETERSON WEALTH MANAGEMENT's holding in Ishares Inc over time
0%100
$5.0K
0%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PETERSON WEALTH MANAGEMENT's holding in American Centy Etf Tr over time
0.01%217
$25.6K
0.01%
new position
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
PETERSON WEALTH MANAGEMENT's holding in American Centy Etf Tr over time
0.01%160
$20.5K
0.01%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
PETERSON WEALTH MANAGEMENT's holding in Vaneck Etf Trust over time
0.06%207
$135.8K
0.06%
increased 59.23 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
PETERSON WEALTH MANAGEMENT's holding in Global X Fds over time
0%62.00
$4.8K
0%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
PETERSON WEALTH MANAGEMENT's holding in Ishares Tr over time
0.06%1,388
$123.5K
0.06%
increased 1.54 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
PETERSON WEALTH MANAGEMENT's holding in Wisdomtree Tr over time
0.05%1,564
$101.2K
0.05%
increased 1.3 percentadded
ALCC
Oklo Inc

Oklo Inc

ALCC
PETERSON WEALTH MANAGEMENT's holding in Oklo Inc over time
0.01%535
$28.0K
0.01%
increased 256.67 percentadded