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Peterson Wealth Services

CIK 1906799 · latest 13F filed 26 October 2026 · Read the filing on EDGAR

Peterson Wealth Services reported 223 US-listed holdings worth $474.2 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: Apple Inc. (6.6%), NVIDIA Corp. (6.6%) and Comfort Systems USA Inc. (5.6%). Against the quarter before, it opened 6 positions, added to 124, trimmed 24 and sold out of 28.

Reported holdings$474.2M+3.4% on Q2 2026
Positions223-22 on Q2 2026
The largest ten43.2%of its reported holdings
Latest 13FQ3 2026filed 26 October 2026
Where the money is
Added to
AAPL6.6%NVDA6.6%FIX5.6%VUG5.2%JPM3.5%TSLA3.4%AMZN3.2%PLTR3.1%AVGO3.1%ASML2.8%COST2.8%AMD2.8%MSFT2.1%RJF2.1%209 more47.1%

The 14 largest of its 223 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $313.1 million in 218 positions$313MQ3 24Q4 2024: $325.8 million in 211 positions$326MQ4 24Q1 2025: $317.7 million in 200 positions$318MQ1 25Q2 2025: $365.0 million in 221 positions$365MQ2 25Q3 2025: $405.2 million in 216 positions$405MQ3 25Q4 2025: $391.1 million in 218 positions$391MQ4 25Q1 2026: $404.7 million in 215 positions$405MQ1 26Q2 2026: $458.7 million in 245 positions$459MQ2 26Q3 2026: $474.2 million in 223 positions$474MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +34.6% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +34.6%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 6Added 124Held 69Trimmed 24Sold out 28
Opened: 6Added: 124Held: 69Trimmed: 24Sold out: 28

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 6

  1. Equinix Inc. EQIX$1.2 million
  2. KLA Corp. KLAC$404,255
  3. Broadridge Financial Solutions, Inc. BR$305,123
  4. Carlisle Companies Inc. CSL$274,550
  5. Ferrovial SE FER$5,031
  6. Vanguard Small Cap ETF VB$285

Added to 124

  1. Advanced Micro Devices Inc. AMD+17,393 shares · +440%
  2. Garmin Ltd. GRMN+10,365 shares · +57%
  3. Union Pacific Corp. UNP+5,143 shares · +25%
  4. Microsoft Corp. MSFT+1,589 shares · +9%
  5. Tesla, Inc. TSLA+1,814 shares · +4%
  6. Amazon.com Inc. AMZN+2,198 shares · +4%
  7. Home Depot, Inc. HD+1,762 shares · +10%
  8. Costco Wholesale Corp. COST+532 shares · +4%

and 116 more in the table below

Trimmed 24

  1. Berkshire Hathaway Inc. Class B BRKB-9,968 shares · -56%
  2. Stryker Corp. SYK-14,232 shares · -99%
  3. McDonald's Corp. MCD-12,088 shares · -99%
  4. Zoetis Inc. ZTS-17,532 shares · -100%
  5. Invesco Actively Managed Exc GSY-6,040 shares · -91%
  6. lululemon athletica Inc. LULU-1,729 shares · -91%
  7. Marathon Petroleum Corp. MPC-273 shares · -1%
  8. First Trust Exchange-Traded FD FTCS-255 shares · -16%

and 16 more in the table below

Sold out of 28

  1. ExxonMobil Holdings Corp. XOM$3.5 million last quarter
  2. Abbott Laboratories ABT$185,231 last quarter
  3. Lennar Corp. LEN$149,579 last quarter
  4. Stride, Inc. LRN$149,454 last quarter
  5. Vanguard World FD VGT$129,082 last quarter
  6. Coca-Cola Co. KO$81,433 last quarter
  7. AstraZeneca PLC AZN$7,964 last quarter
  8. CSX Corp. CSX$6,036 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL94.5K$31.5 million6.64%+1.1K
NVIDIA Corp. NVDA137.2K$31.3 million6.61%+1.3K
Comfort Systems USA Inc. FIX16.2K$26.8 million5.64%+87
Vanguard Growth ETF VUG275.6K$24.8 million5.24%+443
JPMorgan Chase & Co. JPM50.2K$16.6 million3.50%+509
Tesla, Inc. TSLA45.2K$16.0 million3.38%+1.8K
Amazon.com Inc. AMZN61.6K$15.3 million3.23%+2.2K
Palantir Technologies Inc. PLTR78.6K$14.7 million3.10%+2.0K
Broadcom Inc. AVGO41.4K$14.6 million3.07%+548
ASML Holding N.V. ASML7.3K$13.2 million2.77%+48
Costco Wholesale Corp. COST14.4K$13.1 million2.76%+532
Advanced Micro Devices Inc. AMD21.3K$13.1 million2.75%+17.4K
Microsoft Corp. MSFT19.5K$10.0 million2.11%+1.6K
Raymond James Financial Inc. RJF63.2K$10.0 million2.11%+1.2K
Canadian Natural Resources Limited CNQ198.4K$9.3 million1.97%+4.6K
Philip Morris International Inc. PM44.8K$8.6 million1.80%+548
Visa Inc. V22.9K$8.2 million1.74%+682
Garmin Ltd. GRMN28.6K$8.2 million1.73%+10.4K
Marathon Petroleum Corp. MPC18.2K$7.2 million1.52%-273
Union Pacific Corp. UNP25.8K$7.0 million1.48%+5.1K
Netflix Inc. NFLX89.6K$6.2 million1.31%+4.4K
Eli Lilly & Co. LLY5.0K$5.8 million1.22%+93
Meta Platforms, Inc. META8.0K$5.8 million1.22%+257
Home Depot, Inc. HD19.3K$5.5 million1.16%+1.8K
Eaton Corp. plc ETN10.2K$4.4 million0.92%+379
Motorola Solutions, Inc. MSI9.5K$4.2 million0.89%+449
Cadence Design Systems Inc. CDNS12.7K$4.2 million0.88%+448
Chubb Ltd. CB12.6K$4.1 million0.86%+512
AbbVie Inc. ABBV15.3K$4.0 million0.84%+728
Emcor Group, Inc. EME5.2K$3.9 million0.82%+328
Johnson & Johnson JNJ14.7K$3.9 million0.82%+279
Walmart Inc. WMT37.2K$3.9 million0.81%+1.5K
Berkshire Hathaway Inc. Class B BRKB7.7K$3.8 million0.81%-10.0K
Oracle Corp. ORCL27.7K$3.8 million0.80%+1.4K
Analog Devices Inc. ADI9.2K$3.6 million0.77%+149
SPDR S&P 500 SPY4.8K$3.6 million0.76%+12
Old Dominion Freight Line, Inc. ODFL20.5K$3.6 million0.75%+1.4K
Astera Labs Inc. ALAB9.4K$3.4 million0.71%+100
Vistra Corp. VST23.5K$3.3 million0.69%+1.4K
CME Group Inc. CME11.0K$2.9 million0.61%+527
Air Products & Chemicals, Inc. APD9.8K$2.7 million0.58%+467
Johnson Controls International plc JCI18.1K$2.7 million0.57%+229
Sterling Infrastructure, Inc. STRL5.2K$2.5 million0.53%+481
IES Holdings, Inc. IESC7.8K$2.5 million0.53%+398
Vanguard S&P 500 VOO3.5K$2.5 million0.52%+587
Darden Restaurants Inc. DRI12.2K$2.4 million0.50%+474
iShares Core MSCI Eafe ETF IEFA24.3K$2.3 million0.50%+2.0K
Powell Industries Inc. POWL12.0K$2.2 million0.47%+1.3K
Pacs Group Inc. PACS52.5K$2.2 million0.46%+1.5K
Advanced Energy Industries Inc. AEIS7.7K$2.2 million0.46%+742
Realty Income Corp. O39.6K$2.1 million0.45%+2.1K
Monolithic Power Systems, Inc. MPWR1.5K$2.0 million0.41%+150
UnitedHealth Group Inc. UNH5.3K$1.9 million0.41%+315
Cummins Inc. CMI3.6K$1.9 million0.40%+90
Vertiv Holdings Co. VRT7.7K$1.9 million0.39%+743
Verizon Communications Inc. VZ36.7K$1.7 million0.36%+1.9K
Diamondback Energy, Inc. FANG8.8K$1.6 million0.34%+334
SPDR S&P MidCap 400 ETF MDY2.3K$1.5 million0.32%+201
Reliance, Inc. RS3.8K$1.5 million0.31%+289
Ensign Group, Inc. ENSG8.0K$1.4 million0.29%+650
Climb Global Solutions Inc. CLMB42.7K$1.4 million0.29%+1.1K
Service Corp. International SCI17.0K$1.3 million0.27%+1.6K
Axcelis Technologies Inc. ACLS9.8K$1.3 million0.27%+560
Entergy Corp. ETR12.6K$1.2 million0.26%+834
Alphabet Inc. GOOGL3.6K$1.2 million0.26%+1
Equinix Inc. EQIX1.2K$1.2 million0.26%new
Super Micro Computer, Inc. SMCI27.9K$1.1 million0.24%+3.0K
Zurn Elkay Water Solutions Corp. ZWS24.0K$1.1 million0.24%+1.8K
UFP Technologies Inc. UFPT3.7K$1.1 million0.23%+126
Brunswick Corp. BC16.4K$1.1 million0.22%+1.7K
Lantheus Holdings, Inc. LNTH10.5K$1.0 million0.22%+1.3K
Iris Energy Ltd IREN25.6K$1.0 million0.22%+2.5K
iShares Trust AGG11.1K$1.0 million0.22%+825
Applied Materials Inc. AMAT2.0K$1.0 million0.22%+131
NextEra Energy Inc. NEE13.7K$1.0 million0.22%+801
Fidelity National Information Services, Inc. FIS31.2K$1.0 million0.22%+4.0K
Agco Corp. AGCO8.8K$1.0 million0.21%+607
Invesco Exchange Traded FD T XSMO12.2K$993,2100.21%+1.1K
Simpson Manufacturing Co., Inc. SSD5.8K$990,1230.21%+481
InterDigital, Inc. IDCC2.7K$869,9310.18%+293
Hewlett Packard Enterprise Co. HPE13.1K$837,6510.18%+1.3K
iShares Core MSCI Emerging Mark IEMG10.1K$818,3690.17%+967
ConocoPhillips COP6.5K$816,4040.17%-6
Healthequity, Inc. HQY9.0K$799,6780.17%+951
Dexcom Inc. DXCM9.2K$793,6950.17%-143
Trane Technologies plc TT1.7K$789,3220.17%+66
First Citizens BancShares Inc FCNCA380$782,2270.16%+10
Archrock, Inc. AROC25.2K$764,6280.16%+1.9K
Aaon, Inc. AAON9.1K$755,6790.16%+1.3K
NXP Semiconductors N.V. NXPI3.0K$724,0970.15%+301
Kinsale Capital Group, Inc. KNSL2.2K$719,9630.15%+129
Lam Research Corp. LRCX2.0K$646,5200.14%+210
Extra Space Storage Inc. EXR4.9K$639,8150.13%+461
Valero Energy Corp. VLO1.6K$609,6370.13%+174
GE Vernova Inc. GEV601$570,7830.12%+76
Alphabet Inc. GOOG1.6K$560,7250.12%+1
Phillips 66 PSX2.1K$530,6790.11%+280
Charles Schwab Corp. SCHW5.4K$523,2190.11%+1.2K
Celsius Holdings, Inc. CELH19.0K$518,7750.11%+2.8K
IQVIA Holdings Inc. IQV1.9K$501,9430.11%-9
American Express Co. AXP1.6K$494,0590.10%-15
Cisco Systems, Inc. CSCO4.5K$488,3120.10%+691
TJX Companies Inc. TJX3.5K$460,8670.10%-21
Newmont Corp. NEM3.6K$411,2290.09%+527
KLA Corp. KLAC2.1K$404,2550.09%new
Cognex Corp. CGNX6.4K$385,4050.08%+1.3K
Microchip Technology Inc. MCHP4.8K$375,7750.08%+1.3K
Micron Technology Inc. MU351$373,8770.08%+144
S&P Global Inc. SPGI907$357,8370.08%-8
Salesforce, Inc. CRM1.5K$355,6990.08%+54
Allstate Corp. ALL1.5K$341,3540.07%-12
Oshkosh Corp. OSK2.5K$323,3730.07%+561
EOG Resources Inc. EOG2.2K$305,1760.06%+512
Broadridge Financial Solutions, Inc. BR1.9K$305,1230.06%new
Landstar System Inc. LSTR1.8K$305,0300.06%+519
SEI Investments Co. SEIC2.9K$298,6650.06%+692
Procter & Gamble Co. PG2.0K$290,5450.06%+599
PulteGroup Inc. PHM2.5K$285,6660.06%+668
Vanguard Value ETF VTV1.3K$285,4420.06%no change
Amphenol Corp. APH3.3K$280,1920.06%-12
Edwards Lifesciences Corp. EW3.2K$280,1080.06%-8
United Parcel Service Inc. UPS3.0K$277,2380.06%+878
Vanguard Ftse Emerging Markets VWO4.7K$277,1300.06%+1.5K
Global Payments Inc. GPN3.4K$275,2460.06%+841
Carlisle Companies Inc. CSL852$274,5500.06%new
D.R. Horton, Inc. DHI2.0K$268,9890.06%+582
Vanguard Ftse Developed Markets VEA3.4K$239,0850.05%no change
Thermo Fisher Scientific Inc. TMO354$239,0180.05%-14
Constellation Energy Corp. CEG935$237,5190.05%+64
Automatic Data Processing Inc. ADP788$203,4040.04%no change
Technology Select Sector SPDR ETF XLK1.0K$203,0000.04%+1
Vaneck ETF Trust HAP2.7K$200,4240.04%no change
Taiwan Semiconductor Manufacturing Company Limited TSM393$179,2830.04%no change
Select Sector SPDR Trust XLE2.9K$177,8580.04%no change
Intuitive Surgical Inc. ISRG434$176,4770.04%no change
Chipotle Mexican Grill Inc. CMG5.3K$168,2810.04%+715
iShares Trust IHI2.9K$148,0280.03%no change
Fastenal Co. FAST3.0K$147,0030.03%+15
General Electric Co. GE440$137,4080.03%+214
Keycorp KEY6.6K$133,3850.03%no change
First Trust Exchange-Traded FD FTCS1.4K$127,6360.03%-255
Synopsys Inc. SNPS286$124,3930.03%+40
Zions Bancorporation, National Association ZION1.9K$116,5890.02%+6
iShares Trust EFG960$115,0370.02%no change
SPDR Ser Trust SPYD2.5K$111,9200.02%+19
Vanguard World FD VFH788$102,5290.02%+2
Invesco QQQ Trust QQQ124$91,7310.02%-6
Chevron Corp. CVX441$90,0700.02%no change
Accenture plc ACN432$79,1900.02%+4
Starbucks Corp. SBUX751$70,6110.01%-27
Bristol-Myers Squibb Co. BMY979$61,0900.01%no change
Occidental Petroleum Corp. OXY1.0K$55,3200.01%no change
iShares Trust EEM745$49,7590.01%no change
Devon Energy Corp. DVN1.0K$46,3730.01%no change
Old National Bancorp ONB1.7K$41,8520.01%+10
McGrath Rentcorp MGRC353$40,3240.01%+2
Norfolk Southern Corp. NSC125$38,5210.01%+1
McDonald's Corp. MCD164$37,7960.01%-12.1K
Coreweave Inc. CRWV405$35,2840.01%no change
Quest Diagnostics Inc. DGX150$34,9610.01%-17
Ford Motor Co. F2.7K$32,1950.01%+29
Autozone Inc. AZO11$31,1300.01%no change
Cipher Mining Inc. CIFR1.9K$30,6060.01%no change
Versant Media Group, Inc. VSNT955$30,2620.01%-146
Stryker Corp. SYK109$29,8830.01%-14.2K
Invesco Actively Managed Exc GSY578$28,8540.01%-6.0K
Bank of Hawaii Corp. BOH400$27,5680.01%no change
iShares North American Natural Resources ETF IGE431$26,5630.01%no change
Caterpillar Inc. CAT32$25,9900.01%no change
Cardinal Health Inc. CAH111$24,6980.01%no change
Altria Group, Inc. MO342$23,0300.00%no change
Baker Hughes Co. BKR400$21,9600.00%no change
Target Corp. TGT128$20,0430.00%+1
iShares Core S&P Small-Cap ETF IJR140$19,0460.00%no change
lululemon athletica Inc. LULU168$16,1600.00%-1.7K
Marvell Technology, Inc. MRVL60$15,8580.00%no change
PepsiCo Inc. PEP116$14,6700.00%no change
iShares Trust ICLN728$12,3760.00%no change
Grifols S.a. GRFS1.5K$11,2500.00%+18
Arista Networks, Inc. ANET54$10,9940.00%no change
Select Sector SPDR Trust XLV58$9,7680.00%no change
Quanta Services, Inc. PWR15$9,6390.00%no change
iShares Core S&P Mid-Cap ETF IJH130$9,3540.00%no change
Vanguard Intl Equity Index F VSS60$9,3150.00%no change
CF Industries Holdings, Inc. CF80$9,2160.00%no change
GSK plc GSK160$7,7070.00%no change
Onto Innovation Inc. ONTO17$5,2330.00%no change
Comcast Corp. CMCSA237$5,1570.00%no change
Nucor Corp. NUE22$5,1430.00%-3
Intercontinental Exchange, Inc. ICE33$5,0850.00%no change
Ferrovial SE FER93$5,0310.00%new
Northrop Grumman Corp. NOC10$4,8570.00%no change
Medtronic plc MDT55$4,7460.00%no change
Zoetis Inc. ZTS67$4,6640.00%-17.5K
Kimco Realty Corp. KIM209$4,6310.00%+3
ProShares Trust NOBL80$4,3280.00%no change
Waste Management Inc. WM21$4,2230.00%no change
Hershey Co. HSY20$3,1520.00%no change
RTX Corp. RTX17$3,0950.00%-48
Paylocity Holding Corp. PCTY21$2,9940.00%no change
Arm Holdings plc ARM10$2,8970.00%no change
Sysco Corp. SYY37$2,8850.00%no change
Boeing Co. BA13$2,4190.00%no change
Fidus Invt Corp. FDUS122$2,3590.00%no change
Robinhood Markets, Inc. HOOD20$2,2500.00%no change
STMicroelectronics N.V. STM37$1,9740.00%no change
Macy's, Inc. M82$1,8670.00%no change
Atkore Inc. ATKR19$1,8000.00%no change
Rivian Automotive Inc. RIVN104$1,5540.00%no change
Murphy USA Inc. MUSA3$1,5120.00%no change
Space Exploration Techn Corp. Class A Com STK SPCX10$1,5090.00%no change
Westlake Corp. WLK23$1,4330.00%no change
e.l.f. Beauty, Inc. ELF14$1,4140.00%no change
Hubspot Inc. HUBS6$1,2300.00%no change
Estee Lauder Companies Inc. EL13$1,2110.00%no change
Amrize Ltd AMRZ30$1,1240.00%no change
Fiserv Inc. FISV24$1,0840.00%no change
Walt Disney Co. DIS10$1,0490.00%no change
Cerence Inc. CRNC100$7830.00%no change
the Trade Desk Inc. TTD37$4500.00%no change
Invesco Exchange Traded FD T PKB4$3630.00%no change
Vanguard Small Cap ETF VB1$2850.00%new
L3Harris Technologies, Inc. LHX1$2490.00%-19
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 28 it sold out of are in the box above.