Peterson Wealth Services
Sector Allocation
- Technology38.7%$183.5M
- Industrials13.4%$63.7M
- Financials11.2%$52.9M
- Consumer Discretionary9.0%$42.8M
- Other8.2%$38.9M
- Consumer Staples5.6%$26.4M
- Healthcare5.0%$23.5M
- Energy4.5%$21.4M
- Communication Services1.7%$8.0M
- Utilities1.2%$5.8M
AUM History
13fpro.ai/research/fund/peterson-wealth-services-1906799
Conviction and streaks
Stable · top 10 = 43.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$31.5MNVDA
$31.3MFIX
$26.8M- VANGUARD$24.8M
JPM
$16.6MTSLA
$16.0MAMZN
$15.3MPLTR
$14.7MAVGO
$14.6MASML
$13.2MCOST
$13.1MAMD
$13.1MMSFT
$10.0MRJF
$10.0MCNQ
$9.3MPM
$8.6MV
$8.2MGRMN
$8.2MMPC
$7.2MUNP
$7.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peterson-wealth-services-1906799
Peterson Wealth Services 13F holdings — Q3 2026
$474.2M portfolio (+3.4% QoQ) · 223 holdings · Q3 2026 13F · top 10 are 43% of the stock portfolio
$31.5M
6.6% of stocks
+1%This quarter+3.3%Since Q-end4+ qtrsHeld$31.3M
6.6% of stocks
+0.9%This quarter-5.4%Since Q-end4+ qtrsHeld$26.8M
5.6% of stocks
+0.5%This quarter-24.8%Since Q-end4+ qtrsHeld- 4
VANGUARD MORNINGSTAR GROWTH ETF - GROWTH ETF
$24.8M
5.2% of stocks
+0.2%This quarter—Since Q-end—HeldAIQuality—Est. buy— $16.6M
3.5% of stocks
+1%This quarter+1.0%Since Q-end4+ qtrsHeld$16.0M
3.4% of stocks
+4%This quarter+10.4%Since Q-end4+ qtrsHeld$15.3M
3.2% of stocks
+4%This quarter-0.0%Since Q-end4+ qtrsHeld$14.7M
3.1% of stocks
+3%This quarter+6.3%Since Q-end4+ qtrsHeld$14.6M
3.1% of stocks
+1%This quarter-6.3%Since Q-end4+ qtrsHeld$13.2M
2.8% of stocks
+0.7%This quarter-12.2%Since Q-end4+ qtrsHeld
All holdings — Peterson Wealth Services (Q3 2026)
223 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $13.1M | 2.8% | 14K | +4% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $13.1M | 2.8% | 21K | +440% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | MICROSOFT CORP | Technology | $10.0M | 2.1% | 19K | +9% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | RAYMOND JAMES FINANCIAL INC | Financials | $10.0M | 2.1% | 63K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | CANADIAN NATURAL RESOURCES Ltd | Energy | $9.3M | 2.0% | 198K | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Philip Morris International Inc. | Consumer Staples | $8.6M | 1.8% | 45K | +1% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $8.2M | 1.7% | 23K | +3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | GARMIN LTD | Technology | $8.2M | 1.7% | 29K | +57% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Marathon Petroleum Corp | Energy | $7.2M | 1.5% | 18K | -1% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNION PACIFIC CORP | Industrials | $7.0M | 1.5% | 26K | +25% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | NETFLIX INC | Communication Services | $6.2M | 1.3% | 90K | +5% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $5.8M | 1.2% | 5,007 | +2% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | Meta Platforms, Inc. | Technology | $5.8M | 1.2% | 7,965 | +3% | 4+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | HOME DEPOT, INC. | Consumer Discretionary | $5.5M | 1.2% | 19K | +10% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Eaton Corp plc | Industrials | $4.4M | 0.9% | 10K | +4% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $MSI | Motorola Solutions, Inc. | Technology | $4.2M | 0.9% | 9,495 | +5% | |||
| 27 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $4.2M | 0.9% | 13K | +4% | |||
| 28 | $CB | Chubb Ltd | Financials | $4.1M | 0.9% | 13K | +4% | |||
| 29 | $ABBV | AbbVie Inc. | Healthcare | $4.0M | 0.8% | 15K | +5% | |||
| 30 | $EME | EMCOR Group, Inc. | Industrials | $3.9M | 0.8% | 5,152 | +7% | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.9M | 0.8% | 15K | +2% | |||
| 32 | $WMT | Walmart Inc. | Consumer Staples | $3.9M | 0.8% | 37K | +4% | |||
| 33 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $3.8M | 0.8% | 7,694 | -56% | |||
| 34 | $ORCL | ORACLE CORP | Technology | $3.8M | 0.8% | 28K | +5% | |||
| 35 | $ADI | ANALOG DEVICES INC | Technology | $3.6M | 0.8% | 9,173 | +2% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.6M | 0.8% | 4,755 | +0.3% | |||
| 37 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $3.6M | 0.8% | 20K | +8% | |||
| 38 | $ALAB | Astera Labs, Inc. | Technology | $3.4M | 0.7% | 9,449 | +1% | |||
| 39 | $VST | Vistra Corp. | Utilities | $3.3M | 0.7% | 24K | +6% | |||
| 40 | $CME | CME GROUP INC. | Financials | $2.9M | 0.6% | 11K | +5% | |||
| 41 | $APD | Air Products & Chemicals, Inc. | Materials | $2.7M | 0.6% | 9,824 | +5% | |||
| 42 | $JCI | Johnson Controls International plc | Industrials | $2.7M | 0.6% | 18K | +1% | |||
| 43 | $STRL | STERLING INFRASTRUCTURE, INC. | Industrials | $2.5M | 0.5% | 5,155 | +10% | |||
| 44 | $IESC | IES Holdings, Inc. | Industrials | $2.5M | 0.5% | 7,818 | +111% | |||
| 45 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | — | $2.5M | 0.5% | 3,524 | +20% | |||
| 46 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $2.4M | 0.5% | 12K | +4% | |||
| 47 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | — | $2.3M | 0.5% | 24K | +9% | |||
| 48 | $POWL | POWELL INDUSTRIES INC | Technology | $2.2M | 0.5% | 12K | +12% | |||
| 49 | $PACS | PACS Group, Inc. | Healthcare | $2.2M | 0.5% | 53K | +3% | |||
| 50 | $AEIS | ADVANCED ENERGY INDUSTRIES INC | Technology | $2.2M | 0.5% | 7,676 | +11% | |||
| 51 | $O | REALTY INCOME CORP | Real Estate | $2.1M | 0.5% | 40K | +6% | |||
| 52 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $2.0M | 0.4% | 1,454 | +12% | |||
| 53 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.9M | 0.4% | 5,288 | +6% | |||
| 54 | $CMI | CUMMINS INC | Industrials | $1.9M | 0.4% | 3,640 | +3% | |||
| 55 | $VRT | Vertiv Holdings Co | Technology | $1.9M | 0.4% | 7,749 | +11% | |||
| 56 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.7M | 0.4% | 37K | +6% | |||
| 57 | $FANG | Diamondback Energy, Inc. | Energy | $1.6M | 0.3% | 8,792 | +4% | |||
| 58 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $1.5M | 0.3% | 2,282 | +10% | |||
| 59 | $RS | RELIANCE, INC. | Consumer Discretionary | $1.5M | 0.3% | 3,771 | +8% | |||
| 60 | $ENSG | ENSIGN GROUP, INC | Healthcare | $1.4M | 0.3% | 7,981 | +9% | |||
| 61 | $CLMB | Climb Global Solutions, Inc. | Technology | $1.4M | 0.3% | 43K | +3% | |||
| 62 | $SCI | SERVICE CORP INTERNATIONAL | Consumer Discretionary | $1.3M | 0.3% | 17K | +11% | |||
| 63 | $ACLS | AXCELIS TECHNOLOGIES INC | Technology | $1.3M | 0.3% | 9,751 | +6% | |||
| 64 | $ETR | ENTERGY CORP /DE/ | Utilities | $1.2M | 0.3% | 13K | +7% | |||
| 65 | $GOOGL | Alphabet Inc. | Technology | $1.2M | 0.3% | 3,582 | +0.0% | |||
| 66 | $EQIX | EQUINIX INC | Real Estate | $1.2M | 0.3% | 1,217 | New | |||
| 67 | $SMCI | Super Micro Computer, Inc. | Technology | $1.1M | 0.2% | 28K | +12% | |||
| 68 | $ZWS | Zurn Elkay Water Solutions Corp | Industrials | $1.1M | 0.2% | 24K | +8% | |||
| 69 | $UFPT | UFP TECHNOLOGIES INC | Healthcare | $1.1M | 0.2% | 3,694 | +4% | |||
| 70 | $BC | BRUNSWICK CORP | Industrials | $1.1M | 0.2% | 16K | +11% | |||
| 71 | $LNTH | Lantheus Holdings, Inc. | Healthcare | $1.0M | 0.2% | 11K | +14% | |||
| 72 | $IREN | IREN Ltd | Financials | $1.0M | 0.2% | 26K | +11% | |||
| 73 | — | ISHARES TR CORE US AGGBD ET - CORE US AGGBD ET | — | $1.0M | 0.2% | 11K | +8% | |||
| 74 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.0M | 0.2% | 2,038 | +7% | |||
| 75 | $NEE | NEXTERA ENERGY INC | Utilities | $1.0M | 0.2% | 14K | +6% | |||
| 76 | $FIS | Fidelity National Information Services, Inc. | Financials | $1.0M | 0.2% | 31K | +15% | |||
| 77 | $AGCO | AGCO CORP /DE | Industrials | $1.0M | 0.2% | 8,788 | +7% | |||
| 78 | $IVZ | Invesco Ltd. | Financials | $993K | 0.2% | 12K | +10% | |||
| 79 | $SSD | Simpson Manufacturing Co., Inc. | Industrials | $990K | 0.2% | 5,794 | +9% | |||
| 80 | $IDCC | InterDigital, Inc. | Technology | $870K | 0.2% | 2,668 | +12% | |||
| 81 | $HPE | Hewlett Packard Enterprise Co | Technology | $838K | 0.2% | 13K | +11% | |||
| 82 | — | ISHARES INCORPORATED CORE MSCI EMKT - CORE MSCI EMKT | — | $818K | 0.2% | 10K | +11% | |||
| 83 | $COP | CONOCOPHILLIPS | Energy | $816K | 0.2% | 6,523 | -0.1% | |||
| 84 | $HQY | HEALTHEQUITY, INC. | Industrials | $800K | 0.2% | 9,040 | +12% | |||
| 85 | $DXCM | DEXCOM INC | Healthcare | $794K | 0.2% | 9,198 | -2% | |||
| 86 | $TT | Trane Technologies plc | Technology | $789K | 0.2% | 1,746 | +4% | |||
| 87 | $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | Financials | $782K | 0.2% | 380 | +3% | |||
| 88 | $AROC | Archrock, Inc. | Energy | $765K | 0.2% | 25K | +8% | |||
| 89 | $AAON | AAON, INC. | Industrials | $756K | 0.2% | 9,131 | +16% | |||
| 90 | $NXPI | NXP Semiconductors N.V. | Technology | $724K | 0.1% | 3,048 | +11% | |||
| 91 | $KNSL | Kinsale Capital Group, Inc. | Financials | $720K | 0.1% | 2,231 | +6% | |||
| 92 | $LRCX | LAM RESEARCH CORP | Technology | $647K | 0.1% | 1,968 | +12% | |||
| 93 | $EXR | Extra Space Storage Inc. | Real Estate | $640K | 0.1% | 4,865 | +10% | |||
| 94 | $VLO | VALERO ENERGY CORP/TX | Energy | $610K | 0.1% | 1,573 | +12% | |||
| 95 | $GEV | GE Vernova Inc. | Industrials | $571K | 0.1% | 601 | +14% | |||
| 96 | $GOOG | Alphabet Inc. | Technology | $561K | 0.1% | 1,646 | +0.1% | |||
| 97 | $PSX | Phillips 66 | Energy | $531K | 0.1% | 2,079 | +16% | |||
| 98 | $SCHW | SCHWAB CHARLES CORP | Financials | $523K | 0.1% | 5,353 | +29% | |||
| 99 | $CELH | Celsius Holdings, Inc. | Consumer Staples | $519K | 0.1% | 19K | +17% | |||
| 100 | $IQV | IQVIA HOLDINGS INC. | Healthcare | $502K | 0.1% | 1,867 | -0.5% | |||
| 101 | $AXP | AMERICAN EXPRESS CO | Financials | $494K | 0.1% | 1,625 | -0.9% | |||
| 102 | $CSCO | CISCO SYSTEMS, INC. | Technology | $488K | 0.1% | 4,537 | +18% | |||
| 103 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $461K | 0.1% | 3,483 | -0.6% | |||
| 104 | $NEM | NEWMONT Corp /DE/ | Materials | $411K | 0.1% | 3,565 | +17% | |||
| 105 | $KLAC | KLA CORP | Technology | $404K | 0.1% | 2,074 | New | |||
| 106 | $CGNX | COGNEX CORP | Technology | $385K | 0.1% | 6,355 | +25% | |||
| 107 | $MCHP | MICROCHIP TECHNOLOGY INC | Technology | $376K | 0.1% | 4,832 | +36% | |||
| 108 | $MU | MICRON TECHNOLOGY INC | Technology | $374K | 0.1% | 351 | +70% | |||
| 109 | $SPGI | S&P Global Inc. | Financials | $358K | 0.1% | 907 | -0.9% | |||
| 110 | $CRM | Salesforce, Inc. | Technology | $356K | 0.1% | 1,549 | +4% | |||
| 111 | $ALL | ALLSTATE CORP | Financials | $341K | 0.1% | 1,539 | -0.8% | |||
| 112 | $OSK | OSHKOSH CORP | Industrials | $323K | 0.1% | 2,510 | +29% | |||
| 113 | $EOG | EOG RESOURCES INC | Energy | $305K | 0.1% | 2,215 | +30% | |||
| 114 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $305K | 0.1% | 1,894 | New | |||
| 115 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $305K | 0.1% | 1,809 | +40% | |||
| 116 | $SEIC | SEI INVESTMENTS CO | Financials | $299K | 0.1% | 2,909 | +31% | |||
| 117 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $291K | 0.1% | 2,000 | +43% | |||
| 118 | $PHM | PULTEGROUP INC/MI/ | Industrials | $286K | 0.1% | 2,461 | +37% | |||
| 119 | — | VANGUARD MORNINGSTAR VALUE ETF - VALUE ETF | — | $285K | 0.1% | 1,321 | — | |||
| 120 | $APH | AMPHENOL CORP /DE/ | Technology | $280K | 0.1% | 3,324 | +99% | |||
| 121 | $EW | Edwards Lifesciences Corp | Healthcare | $280K | 0.1% | 3,245 | -0.2% | |||
| 122 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $277K | 0.1% | 2,967 | +42% | |||
| 123 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | — | $277K | 0.1% | 4,673 | +47% | |||
| 124 | $GPN | GLOBAL PAYMENTS INC | Financials | $275K | 0.1% | 3,370 | +33% | |||
| 125 | $CSL | CARLISLE COMPANIES INC | Materials | $275K | 0.1% | 852 | New | |||
| 126 | $DHI | HORTON D R INC /DE/ | Industrials | $269K | 0.1% | 1,968 | +42% | |||
| 127 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | — | $239K | 0.1% | 3,386 | — | |||
| 128 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $239K | 0.1% | 354 | -4% | |||
| 129 | $CEG | Constellation Energy Corp | Utilities | $238K | 0.1% | 935 | +7% | |||
| 130 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $203K | 0.0% | 788 | — | |||
| 131 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | — | $203K | 0.0% | 1,037 | +0.1% | |||
| 132 | — | VANECK NATURAL RESOURCES ETF - NATURAL RESOURC | — | $200K | 0.0% | 2,742 | — | |||
| 133 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $179K | 0.0% | 393 | — | |||
| 134 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ST STR ENERG ETF | — | $178K | 0.0% | 2,892 | — | |||
| 135 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $176K | 0.0% | 434 | — | |||
| 136 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $168K | 0.0% | 5,267 | +16% | |||
| 137 | — | ISHARES TR U.S. MED DVC ETF - U.S. MED DVC ETF | — | $148K | 0.0% | 2,894 | — | |||
| 138 | $FAST | FASTENAL CO | Industrials | $147K | 0.0% | 2,968 | +0.5% | |||
| 139 | $GE | GENERAL ELECTRIC CO | Industrials | $137K | 0.0% | 440 | +95% | |||
| 140 | $KEY | KEYCORP /NEW/ | Financials | $133K | 0.0% | 6,646 | — | |||
| 141 | — | FIRST TRUST CAPITAL STRENGTH ETF - CAP STRENGTH ETF | — | $128K | 0.0% | 1,360 | -16% | |||
| 142 | $SNPS | SYNOPSYS INC | Technology | $124K | 0.0% | 286 | +16% | |||
| 143 | $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | Financials | $117K | 0.0% | 1,861 | +0.3% | |||
| 144 | — | ISHARES TR EAFE GRWTH ETF - EAFE GRWTH ETF | — | $115K | 0.0% | 960 | — | |||
| 145 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ST STR SP500DIV | — | $112K | 0.0% | 2,467 | +0.8% | |||
| 146 | — | VANGUARD FINANCIALS ETF - FINANCIALS ETF | — | $103K | 0.0% | 788 | +0.3% | |||
| 147 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $92K | 0.0% | 124 | -5% | |||
| 148 | $CVX | CHEVRON CORP | Energy | $90K | 0.0% | 441 | — | |||
| 149 | $ACN | Accenture plc | Technology | $79K | 0.0% | 432 | +0.9% | |||
| 150 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $71K | 0.0% | 751 | -3% |
What changed in Q3 2026
Against the previous quarter's 13F: 6 new, 128 added to, 24 trimmed, 28 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$EQIXEQUINIX INC$1.2M
first bought this quarter
$KLACKLA CORP$404K
first bought this quarter
$BRBROADRIDGE FINANCIAL SOLUTIONS, INC.$305K
first bought this quarter
$CSLCARLISLE COMPANIES INC$275K
first bought this quarter
$FERFerrovial N.V.$5K
first bought this quarter
- VANGUARD SMALL-CAP INDEX FUND ETF SHARES - SMALL CP ETF$285
first bought this quarter
Added to (128)
now $13.1M · held 4+ qtrs
now $8.2M · held 4+ qtrs
now $7.0M · held 4+ qtrs, 3 adds in a row
$IESCIES Holdings, Inc.+111%
now $2.5M · held 4+ qtrs, 3 adds in a row
now $10.0M · held 4+ qtrs, 3 adds in a row
now $16.0M · held 4+ qtrs
+122 more in the Excel export
Trimmed (24)
$BRK.BBERKSHIRE HATHAWAY INC-56%
now $3.8M · held 4+ qtrs
$SYKSTRYKER CORP-99%
now $30K · held 4+ qtrs
$MCDMCDONALDS CORP-99%
now $38K · held 4+ qtrs, 2 trims in a row
$ZTSZoetis Inc.-100%
now $5K
$LULUlululemon athletica inc.-91%
now $16K
now $7.2M · held 4+ qtrs
+18 more in the Excel export
Sold out (28)
$XOM.R34088EXXON MOBIL CORPwas $3.5M
held 10+ qtrs
$ABTABBOTT LABORATORIESwas $185K
held 8+ qtrs
$LENLENNAR CORP /NEW/was $150K
held 8+ qtrs
$LRNStride, Inc.was $149K
held 4+ qtrs
- VANGUARD INFORMATION TECHNOLOGY ETF - INF TECH ETFwas $129K
$KOCOCA COLA COwas $81K
+22 more in the Excel export
Holdings by quarter
Every 13F Peterson Wealth Services has filed, 19 earlier quarters. Pick one to see what it held then.
Is it too late to follow Peterson Wealth Services?
Holdings as of Sep 30, 2026 (SEC filing). Prices are closing prices as of Oct 26, 2026.
Average quality of Peterson Wealth Services's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since quarter-end
-3.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Peterson Wealth Services disclosed 223 positions worth $474.2M in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.6% of the equity portfolio, followed by $NVDA and $FIX. During the quarter the fund opened 6 new positions and exited 28 — including a new stake in $EQIX and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (38.7% of disclosed assets). All figures are sourced directly from Peterson Wealth Services’s Form 13F-HR filing with the SEC under CIK 1906799.
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