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Peterson Wealth Services — 13F Holdings & Portfolio

CIK 1906799 · latest 13F-HR filed 2026-04-30

Backtest portfolio

Peterson Wealth Services manages $404.7M in 13F-reported U.S. long-equity assets across 215 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (5.92%), AAPL (5.86%), FIX (5.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 8, added to 108, and trimmed 66.

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.

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AUM

$404.7M

Long-equity book

Holdings

215

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+5 / −8 / ↑108 / ↓66

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NETFLIX INCORPORATED.$7.6M +1405.5%
  • COMFORT SYSTEMS USA INCORPORATED$7.2M +47.1%
  • CANADIAN NAT RES LIMITED MED TERM (CANADA)$2.9M +45.8%
  • COSTCO WHOLESALE CORPORATION$2.0M +16.7%
  • ZOETIS INCORPORATED CLASS A$1.9M +40868.6%
Show all 108 →

Top Trims

  • CONOCOPHILLIPS-$3.4M -79.4%
  • TESLA INCORPORATED-$3.1M -16.1%
  • PALANTIR TECHNOLOGIES INCORPORATED CLASS A-$2.3M -16.9%
  • VANGUARD GROWTH ETF-$2.2M -9.1%
  • INVESCO ULTRA SHORT DURATION ETF-$2.1M -72.8%
Show all 66 →

New Positions

  • EMCOR GROUP INCORPORATED$3.5M
  • VISTRA CORPORATION$3.3M
  • CONSTELLATION ENERGY CORPORATION$242.2K
  • VERSANT MEDIA GROUP INCORPORATED COM CLASS A$49.0K
  • DISNEY WALT COMPANY$964
Show all 5 →

Exited Positions

  • MATADOR RES COMPANY$2.2M
  • BARRICK MINING CORPORATION COM SHS (CANADA)$51.5K
  • TEXAS INSTRS INCORPORATED$26.0K
  • GOLDMINING INCORPORATED (CANADA)$8.6K
  • ISHARES TR S&P 100 ETF$7.2K
Show all 8 →
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 NVIDIA CORPORATION NVDA 67066G104 $24.0M 5.92% 137,388 SH
2 APPLE INCORPORATED AAPL 037833100 $23.7M 5.86% 93,407 SH
3 COMFORT SYSTEMS USA INCORPORATED FIX 199908104 $22.6M 5.58% 16,370 SH
4 VANGUARD GROWTH ETF VUG 922908736 $21.7M 5.36% 49,675 SH
5 TESLA INCORPORATED TSLA 88160R101 $16.3M 4.03% 43,836 SH
6 JPMORGAN CHASE & COMPANY JPM 46625H100 $14.7M 3.63% 49,897 SH
7 COSTCO WHOLESALE CORPORATION COST 22160K105 $14.0M 3.47% 14,089 SH
8 BROADCOM INCORPORATED AVGO 11135F101 $12.8M 3.16% 41,262 SH
9 AMAZON COM INCORPORATED AMZN 023135106 $12.5M 3.09% 60,059 SH
10 PALANTIR TECHNOLOGIES INCORPORATED CLASS A PLTR 69608A108 $11.3M 2.79% 77,116 SH
11 ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) ASML N07059210 $9.7M 2.40% 7,349 SH
12 CANADIAN NAT RES LIMITED MED TERM (CANADA) CNQ 136385101 $9.4M 2.32% 192,389 SH
13 RAYMOND JAMES FINL INCORPORATED RJF 754730109 $9.0M 2.21% 61,861 SH
14 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BRK.B 084670702 $8.5M 2.10% 17,702 SH
15 NETFLIX INCORPORATED. NFLX 64110L106 $8.1M 2.01% 84,412 SH
16 VISA INCORPORATED COM CLASS A V 92826C839 $6.7M 1.65% 22,104 SH
17 MICROSOFT CORPORATION MSFT 594918104 $6.4M 1.58% 17,284 SH
18 PHILIP MORRIS INTERNATIONAL INCORPORATED PM 718172109 $5.7M 1.42% 34,732 SH
19 HOME DEPOT INCORPORATED HD 437076102 $5.5M 1.36% 16,686 SH
20 UNION PAC CORPORATION UNP 907818108 $5.0M 1.22% 20,402 SH
21 STRYKER CORPORATION SYK 863667101 $4.7M 1.15% 14,206 SH
22 ELI LILLY & COMPANY LLY 532457108 $4.5M 1.11% 4,902 SH
23 MARATHON PETE CORPORATION MPC 56585A102 $4.5M 1.11% 18,430 SH
24 META PLATFORMS INCORPORATED CLASS A META 30303M102 $4.4M 1.08% 7,674 SH
25 WALMART INCORPORATED WMT 931142103 $4.4M 1.08% 35,067 SH
26 GARMIN LIMITED SHS (SWITZERLAND) GRMN H2906T109 $4.3M 1.05% 18,322 SH
27 EXXON MOBIL CORPORATION XOM 30231G102 $4.2M 1.03% 24,664 SH
28 ORACLE CORPORATION ORCL 68389X105 $3.9M 0.97% 26,813 SH
29 MCDONALDS CORPORATION MCD 580135101 $3.9M 0.96% 12,478 SH
30 CHUBB LIMITED SWITZ (SWITZERLAND) CB H1467J104 $3.8M 0.94% 11,665 SH
31 MOTOROLA SOLUTIONS INCORPORATED COM NEW MSI 620076307 $3.7M 0.91% 8,510 SH
32 OLD DOMINION FREIGHT LINE INCORPORATED ODFL 679580100 $3.7M 0.90% 18,692 SH
33 EMCOR GROUP INCORPORATED EME 29084Q100 $3.5M 0.87% 4,778 SH
34 JOHNSON & JOHNSON JNJ 478160104 $3.4M 0.85% 14,055 SH
35 EATON CORPORATION PLC SHS (IRELAND) ETN G29183103 $3.4M 0.84% 9,510 SH
36 CADENCE DESIGN SYSTEMS INCORPORATED CDNS 127387108 $3.4M 0.84% 12,198 SH
37 VISTRA CORPORATION VST 92840M102 $3.3M 0.81% 21,926 SH
38 STATE STREET SPDR S&P 500 ETF TRUST SPY 78462F103 $3.1M 0.76% 4,741 SH
39 CME GROUP INCORPORATED CME 12572Q105 $3.0M 0.73% 10,044 SH
40 ABBVIE INCORPORATED ABBV 00287Y109 $3.0M 0.73% 13,570 SH
41 ANALOG DEVICES INCORPORATED ADI 032654105 $2.9M 0.71% 9,024 SH
42 AIR PRODUCTS AND CHEMICALS INCORPORATED APD 009158106 $2.6M 0.63% 8,804 SH
43 JOHNSON CONTROLS INTERNATION SHS (IRELAND) JCI G51502105 $2.4M 0.59% 18,099 SH
44 DARDEN RESTAURANTS INCORPORATED DRI 237194105 $2.2M 0.55% 11,287 SH
45 REALTY INCOME CORPORATION REIT O 756109104 $2.2M 0.54% 35,791 SH
46 LULULEMON ATHLETICA INCORPORATED LULU 550021109 $2.1M 0.52% 13,718 SH
47 ADVANCED ENERGY INDUSTRIES AEIS 007973100 $2.0M 0.50% 6,316 SH
48 STERLING INFRASTRUCTURE INCORPORATED STRL 859241101 $2.0M 0.49% 4,855 SH
49 POWELL INDUSTRIES INCORPORATED POWL 739128106 $1.9M 0.47% 3,519 SH
50 CUMMINS INCORPORATED CMI 231021106 $1.9M 0.47% 3,535 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $404.7M 215 0001906799-26-000002
2025-12-31 2026-02-12 $391.1M 218 0001906799-26-000001