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Peterson Wealth Services — 13F Holdings & Portfolio

CIK 1906799 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Peterson Wealth Services manages $458.7M in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are FIX (6.95%), NVDA (5.93%), AAPL (5.89%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 1, added to 139, and trimmed 48.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1523 E. SKYLINE DRIVE SUITE C
SOUTH OGDEN, UT 84405
Phone
(801) 475-4002
Filing Manager
Peterson Wealth Services
SOUTH OGDEN, UT
Signatory
Shaun Peterson
CCO
Loading holdings…
AUM

$458.7M

Long-equity book

Holdings

245

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+31 / −1 / ↑139 / ↓48

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • COMFORT SYSTEMS USA INCORPORATED$9.3M +41.3%
  • ASML HOLDING NV (NETHERLANDS)$4.6M +47.9%
  • ASTERA LABS INCORPORATED$3.5M +344.9%
  • APPLE INCORPORATED$3.3M +14.0%
  • NVIDIA CORPORATION$3.2M +13.5%
Show all 139 →

Top Trims

  • PALANTIR TECHNOLOGIES INC-$2.3M -20.7%
  • NETFLIX INCORPORATED.-$2.0M -25.1%
  • LULULEMON ATHLETICA INCORPORATED-$1.9M -89.7%
  • CANADIAN NAT RES LIMITED MED TERM (CANADA)-$1.7M -18.3%
  • COMCAST CORPORATION NEW CLASS A-$1.2M -99.5%
Show all 48 →

New Positions

  • SERVICE CORPORATION INTERNATIONAL$1.2M
  • ARCHROCK INCORPORATED$951.9K
  • MICRON TECHNOLOGY INCORPORATED$238.9K
  • VANGUARD FTSE EMERGING MARKETS ETF$189.9K
  • CARDINAL HEALTH INCORPORATED$26.4K
Show all 31 →

Exited Positions

  • PAYCOM SOFTWARE INCORPORATED$377.8K
Show all 1 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 COMFORT SYSTEMS USA INCORPORATED FIX 199908104 $31.9M 6.95% 16,094 SH
2 NVIDIA CORPORATION NVDA 67066G104 $27.2M 5.93% 135,869 SH
3 APPLE INCORPORATED AAPL 037833100 $27.0M 5.89% 93,355 SH
4 VANGUARD GROWTH ETF VUG 922908736 $23.7M 5.17% 275,181 SH
5 TESLA INCORPORATED TSLA 88160R101 $18.2M 3.97% 43,340 SH
6 JPMORGAN CHASE & COMPANY JPM 46625H100 $16.3M 3.55% 49,713 SH
7 BROADCOM INCORPORATED AVGO 11135F101 $15.4M 3.37% 40,885 SH
8 ASML HOLDING NV (NETHERLANDS) ASML N07059210 $14.4M 3.13% 7,216 SH
9 AMAZON COM INCORPORATED AMZN 023135106 $14.2M 3.08% 59,370 SH
10 COSTCO WHOLESALE CORPORATION COST 22160K105 $13.0M 2.83% 13,864 SH
11 RAYMOND JAMES FINL INCORPORATED RJF 754730109 $9.4M 2.06% 62,013 SH
12 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $8.9M 1.95% 76,625 SH
13 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BRK.B 084670702 $8.8M 1.93% 17,662 SH
14 PHILIP MORRIS INTERNATIONAL INCORPORATED PM 718172109 $8.0M 1.75% 44,271 SH
15 CANADIAN NAT RES LIMITED MED TERM (CANADA) CNQ 136385101 $7.7M 1.67% 193,805 SH
16 VISA INCORPORATED COM CLASS A V 92826C839 $7.6M 1.66% 22,232 SH
17 MICROSOFT CORPORATION MSFT 594918104 $6.7M 1.46% 17,901 SH
18 HOME DEPOT INCORPORATED HD 437076102 $6.2M 1.35% 17,587 SH
19 NETFLIX INCORPORATED. NFLX 64110L106 $6.1M 1.33% 85,160 SH
20 ELI LILLY & COMPANY LLY 532457108 $5.9M 1.28% 4,914 SH
21 UNION PAC CORPORATION UNP 907818108 $5.6M 1.23% 20,698 SH
22 MARATHON PETE CORPORATION MPC 56585A102 $4.7M 1.03% 18,461 SH
23 CADENCE DESIGN SYSTEM INCORPORATED CDNS 127387108 $4.6M 1.00% 12,207 SH
24 ASTERA LABS INCORPORATED ALAB 04626A103 $4.5M 0.98% 9,349 SH
25 STRYKER CORPORATION SYK 863667101 $4.5M 0.98% 14,341 SH
26 META PLATFORMS INCORPORATED CLASS A META 30303M102 $4.3M 0.95% 7,708 SH
27 GARMIN LIMITED SHS (SWITZERLAND) GRMN H2906T109 $4.3M 0.95% 18,270 SH
28 EATON CORPORATION PLC SHS (IRELAND) ETN G29183103 $4.2M 0.91% 9,775 SH
29 OLD DOMINION FREIGHT LINE INCORPORATED ODFL 679580100 $4.1M 0.90% 19,044 SH
30 CHUBB LIMITED (SWITZERLAND) CB H1467J104 $4.1M 0.90% 12,078 SH
31 WALMART INC WMT 931142103 $4.0M 0.88% 35,657 SH
32 EMCOR GROUP INCORPORATED EME 29084Q100 $4.0M 0.87% 4,824 SH
33 STERLING INFRASTRUCTURE INCORPORATED STRL 859241101 $3.9M 0.86% 4,674 SH
34 ORACLE CORPORATION ORCL 68389X105 $3.8M 0.84% 26,258 SH
35 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $3.8M 0.82% 9,046 SH
36 ABBVIE INCORPORATED ABBV 00287Y109 $3.7M 0.80% 14,557 SH
37 JOHNSON & JOHNSON JNJ 478160104 $3.7M 0.80% 14,383 SH
38 ANALOG DEVICES INCORPORATED ADI 032654105 $3.6M 0.78% 9,024 SH
39 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $3.5M 0.77% 4,743 SH
40 VISTRA CORPORATION VST 92840M102 $3.5M 0.77% 22,127 SH
41 EXXON MOBIL CORPORATION XOM 30231G102 $3.5M 0.76% 25,371 SH
42 MCDONALDS CORPORATION MCD 580135101 $3.3M 0.72% 12,252 SH
43 POWELL INDUSTRIES INCORPORATED POWL 739128106 $3.1M 0.67% 10,740 SH
44 AIR PRODUCTS AND CHEMICALS INCORPORATED APD 009158106 $2.7M 0.60% 9,357 SH
45 IES HOLDINGS INCORPORATED IESC 44951W106 $2.7M 0.59% 3,710 SH
46 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $2.6M 0.57% 17,829 SH
47 ADVANCED ENERGY INDUSTRIES AEIS 007973100 $2.6M 0.56% 6,934 SH
48 CUMMINS INCORPORATED CMI 231021106 $2.5M 0.55% 3,550 SH
49 DARDEN RESTAURANTS INCORPORATED DRI 237194105 $2.4M 0.53% 11,764 SH
50 VERTIV HOLDINGS COMPANY COM CLASS A VRT 92537N108 $2.3M 0.51% 7,006 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $458.7M 245 0001906799-26-000004
2026-03-31 2026-04-30 $404.7M 215 0001906799-26-000002
2025-12-31 2026-02-12 $391.1M 218 0001906799-26-000001