Peterson Wealth Services Portfolio Analysis: Q2 2026 Investment Activity Revealed
Peterson Wealth Services' portfolio holdings as of June 30, 2026, show significant changes with notable additions and exits across various sectors.
As of June 30, 2026, Peterson Wealth Services has released data detailing their investment activities during the second quarter. This analysis focuses on observable purchases and sales based solely on disclosed holdings information.
In terms of observable purchases this quarter:
- VUG (Vanguard Growth ETF) saw a substantial increase, with shares rising by over 225,000 units (VUG). This represents one of the most significant buying activities.
- The investor added positions in several small-cap stocks:
- CLMB (Climb Global Solutions) experienced a massive share increase, boosting its allocation by over 106%
- SCI (Service Corporation International) was added with shares increasing by 100%, creating a new position in the portfolio.
- POWL (Powell Industries) also saw its allocation increase significantly, by over 205%
- AGG (iShares Core U.S. Aggregate Bond ETF), an investment-grade bond fund, was added to the portfolio.
- IEMG (iShares Core MSCI Emerging Markets ETF) showed a substantial increase in allocation, nearly 488%
In contrast, there were notable exits and reductions:
- GSY (Invesco Ultra Short Duration ETF) was sold almost entirely (-99.45% allocation), indicating a significant reduction in this position.
- LULU (Lululemon Athletica) and CMCSA (Comcast Corp New Class A) were completely exited from the portfolio, with their allocations dropping to zero.
- A few other holdings showed decreases:
- FIX (Comfort Systems USA) decreased slightly by -1.69%
- NVDA, another major tech holding, saw a small decrease of -1.11% in allocation percentage.
- AAPL also experienced a minor reduction (-0.06%) during the quarter.
- TSLA decreased by -1.13%
- JPM saw its allocation drop slightly by -0.37%
- FIS (Fidelity National Information Services) experienced a decrease of -2.58% in its portfolio weight.
The overall portfolio structure reflects diversification across multiple sectors, including Technology, Industrials, Consumer Cyclical, Financial Services, and others. The addition of several small-cap stocks suggests a potential focus on growth opportunities outside the largest market caps.
For further details on Peterson Wealth Services' portfolio holdings, you can visit their profile page. Detailed information about specific stocks like VUG, POWL, and others is also available on the respective company pages.