Peterson Wealth Services
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1906799
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13F Reported Value
ⓘ$458.7M
Holdings
245
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Peterson Wealth Services disclosed 245 positions worth $458.7M in its Form 13F-HR for Q2 2026, led by $FIX (COMFORT SYSTEMS USA INC) at 7.0% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 31 new positions and exited 1 — including a new stake in $SCI and a full exit from $PAYC. The portfolio is most concentrated in Technology (29.9% of disclosed assets). All figures are sourced directly from Peterson Wealth Services’s Form 13F-HR filing with the SEC under CIK 1906799.
AI Fund Analysis
Stable
$FIX7.0% weight
Held 10 quarters
$NVDA5.9% weight
Held 10 quarters
$AAPL5.9% weight
Held 10 quarters
VANGUARD GROWTH ETF - GROW
5.2% weight
Held 10 quarters
$TSLA4.0% weight
Held 10 quarters
$NFLX4 quarters accumulating
STATE STREET TECHNOLOGY SE
4 quarters accumulating
VANGUARD GROWTH ETF - GROW
3 quarters accumulating
$RJF3 quarters accumulating
$PM3 quarters accumulating
Sector Allocation
TechnologyIndustrialsFinancialsConsumer DiscretionaryOtherHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 77.7#61
Quality
$31.9M16,094 sh - 85.9#5
Quality
$27.2M135,869 sh - 76.4#84
Quality
$27.0M93,355 sh VANGUARD GROWTH ETF - GROWTH ETF
—Quality
$23.7M275,181 sh- 53.9
Quality
$18.2M43,340 sh - 70.7
Quality
$16.3M49,713 sh - 84.5
Quality
$15.4M40,885 sh - —
Quality
$14.4M7,216 sh - 68.7
Quality
$14.2M59,370 sh - 66.2
Quality
$13.0M13,864 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| COMFORT SYSTEMS USA INC$FIX | 77.7#61 | $31.9M | 16,094 |
| NVIDIA CORP$NVDA | 85.9#5 | $27.2M | 135,869 |
| Apple Inc.$AAPL | 76.4#84 | $27.0M | 93,355 |
| VANGUARD GROWTH ETF - GROWTH ETF | — | $23.7M | 275,181 |
| Tesla, Inc.$TSLA | 53.9 | $18.2M | 43,340 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $16.3M | 49,713 |
 Broadcom Inc.$AVGO | 84.5 | $15.4M | 40,885 |
 ASML HOLDING NV$ASML | — | $14.4M | 7,216 |
 AMAZON COM INC$AMZN | 68.7 | $14.2M | 59,370 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $13.0M | 13,864 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peterson Wealth Services's 245 positions.
Showing top 10 of 245 holdings.
Sector Allocation
Technology
$136.9M
Industrials
$106.3M
Financials
$54.8M
Consumer Discretionary
$46.9M
Other
$36.9M
Healthcare
$28.2M
Energy
$20.0M
Consumer Staples
$8.8M
Top Holdings — Peterson Wealth Services (Q2 2026)
Top 150 of 245 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FIX | COMFORT SYSTEMS USA INC | $31.9M | 7.0% | -2% | 77.7 |
| 2 | $NVDA | NVIDIA CORP | $27.2M | 5.9% | -1% | 85.9 |
| 3 | $AAPL | Apple Inc. | $27.0M | 5.9% | -0% | 76.4 |
| 4 | — | VANGUARD GROWTH ETF - GROWTH ETF | $23.7M | 5.2% | +454% | — |
| 5 | $TSLA | Tesla, Inc. | $18.2M | 4.0% | -1% | 53.9 |
| 6 | $JPM | JPMORGAN CHASE & CO | $16.3M | 3.5% | -0% | 70.7 |
| 7 | $AVGO | Broadcom Inc. | $15.4M | 3.4% | -1% | 84.5 |
| 8 | $ASML | ASML HOLDING NV | $14.4M | 3.1% | -2% | — |
| 9 | $AMZN | AMAZON COM INC | $14.2M | 3.1% | -1% | 68.7 |
| 10 | $COST | COSTCO WHOLESALE CORP /NEW | $13.0M | 2.8% | -2% | 66.2 |
| 11 | $RJF | RAYMOND JAMES FINANCIAL INC | $9.4M | 2.1% | +0% | 66.3 |
| 12 |  $PLTR | Palantir Technologies Inc. | $8.9M | 1.9% | -1% | 84.6 |
| 13 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 1.9% | -0% | 73.8 |
| 14 | $PM | Philip Morris International Inc. | $8.0M | 1.8% | +27% | 75.9 |
| 15 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $7.7M | 1.7% | +1% | — |
| 16 |  $V | VISA INC. | $7.6M | 1.7% | +1% | 82.9 |
| 17 |  $MSFT | MICROSOFT CORP | $6.7M | 1.5% | +4% | 79.8 |
| 18 |  $HD | HOME DEPOT, INC. | $6.2M | 1.4% | +5% | 60.3 |
| 19 | $NFLX | NETFLIX INC | $6.1M | 1.3% | +1% | 78.8 |
| 20 |  $LLY | ELI LILLY & Co | $5.9M | 1.3% | +0% | 87.5 |
| 21 |  $UNP | UNION PACIFIC CORP | $5.6M | 1.2% | +1% | 69.7 |
| 22 |  $MPC | Marathon Petroleum Corp | $4.7M | 1.0% | +0% | 61 |
| 23 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $4.6M | 1.0% | +0% | 72.6 |
| 24 |  $ALAB | Astera Labs, Inc. | $4.5M | 1.0% | +1% | 75.1 |
| 25 |  $SYK | STRYKER CORP | $4.5M | 1.0% | +1% | 72.1 |
| 26 |  $META | Meta Platforms, Inc. | $4.3M | 0.9% | +0% | 79.6 |
| 27 |  $GRMN | GARMIN LTD | $4.3M | 0.9% | -0% | — |
| 28 |  $ETN | Eaton Corp plc | $4.2M | 0.9% | +3% | — |
| 29 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $4.1M | 0.9% | +2% | 61.3 |
| 30 |  $CB | Chubb Ltd | $4.1M | 0.9% | +4% | — |
| 31 |  $WMT | Walmart Inc. | $4.0M | 0.9% | +2% | 60.2 |
| 32 |  $EME | EMCOR Group, Inc. | $4.0M | 0.9% | +1% | 69.3 |
| 33 |  $STRL | STERLING INFRASTRUCTURE, INC. | $3.9M | 0.9% | -4% | 70.6 |
| 34 |  $ORCL | ORACLE CORP | $3.8M | 0.8% | -2% | 66.2 |
| 35 |  $MSI | Motorola Solutions, Inc. | $3.8M | 0.8% | +6% | 71.8 |
| 36 |  $ABBV | AbbVie Inc. | $3.7M | 0.8% | +7% | 72.6 |
| 37 |  $JNJ | JOHNSON & JOHNSON | $3.7M | 0.8% | +2% | 69 |
| 38 |  $ADI | ANALOG DEVICES INC | $3.6M | 0.8% | +0% | 79.2 |
| 39 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.8% | +0% | — |
| 40 |  $VST | Vistra Corp. | $3.5M | 0.8% | +1% | 71.9 |
| 41 |  $XOM.R34088 | EXXON MOBIL CORP | $3.5M | 0.8% | +3% | 57.9 |
| 42 |  $MCD | MCDONALDS CORP | $3.3M | 0.7% | -2% | 69 |
| 43 |  $POWL | POWELL INDUSTRIES INC | $3.1M | 0.7% | +205% | 69.8 |
| 44 |  $APD | Air Products & Chemicals, Inc. | $2.7M | 0.6% | +6% | 46.4 |
| 45 |  $IESC | IES Holdings, Inc. | $2.7M | 0.6% | +1% | 68.3 |
| 46 |  $JCI | Johnson Controls International plc | $2.6M | 0.6% | -1% | — |
| 47 |  $AEIS | ADVANCED ENERGY INDUSTRIES INC | $2.6M | 0.6% | +10% | 61.7 |
| 48 |  $CMI | CUMMINS INC | $2.5M | 0.6% | +0% | 58.1 |
| 49 |  $DRI | DARDEN RESTAURANTS INC | $2.4M | 0.5% | +4% | 64.1 |
| 50 |  $VRT | Vertiv Holdings Co | $2.3M | 0.5% | +4% | 81 |
| 51 |  $O | REALTY INCOME CORP | $2.3M | 0.5% | +5% | 73.7 |
| 52 |  $CME | CME GROUP INC. | $2.3M | 0.5% | +4% | 69.5 |
| 53 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.5% | -2% | 79.8 |
| 54 |  $PACS | PACS Group, Inc. | $2.2M | 0.5% | -5% | 71.2 |
| 55 | — | ISHARES TR CORE MSCI EAFE - CORE MSCI EAFE | $2.2M | 0.5% | +24% | — |
| 56 |  $UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.5% | +9% | 62.7 |
| 57 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW - S&P 500 ETF SHS | $2.0M | 0.4% | +1% | — |
| 58 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $1.8M | 0.4% | +7% | 73.3 |
| 59 |  $ACLS | AXCELIS TECHNOLOGIES INC | $1.7M | 0.4% | +17% | 37.7 |
| 60 |  $FANG | Diamondback Energy, Inc. | $1.5M | 0.3% | +8% | 76.1 |
| 61 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.3% | +5% | 65.8 |
| 62 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.5M | 0.3% | +18% | — |
| 63 |  $AMAT | APPLIED MATERIALS INC /DE | $1.4M | 0.3% | -0% | 72.3 |
| 64 |  $ETR | ENTERGY CORP /DE/ | $1.3M | 0.3% | +7% | 59.5 |
| 65 |  $RS | RELIANCE, INC. | $1.3M | 0.3% | +5% | 50.9 |
| 66 |  $GOOG | Alphabet Inc. | $1.3M | 0.3% | -4% | 78.2 |
| 67 |  $ZTS | Zoetis Inc. | $1.3M | 0.3% | +10% | 68.6 |
| 68 |  $BC | BRUNSWICK CORP | $1.2M | 0.3% | +2% | 45.7 |
| 69 |  $ENSG | ENSIGN GROUP, INC | $1.2M | 0.3% | +3% | 67.9 |
| 70 |  $SCI | SERVICE CORP INTERNATIONAL | $1.2M | 0.3% | NEW | 68.9 |
| 71 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.3% | +6% | 64.6 |
| 72 |  $ZWS | Zurn Elkay Water Solutions Corp | $1.1M | 0.2% | +3% | 59.7 |
| 73 |  $SSD | Simpson Manufacturing Co., Inc. | $1.1M | 0.2% | +6% | 59.9 |
| 74 |  $IREN | IREN Ltd | $1.1M | 0.2% | +16% | 46.3 |
| 75 |  $FIS | Fidelity National Information Services, Inc. | $1.1M | 0.2% | +15% | 68.9 |
| 76 |  $IVZ | Invesco Ltd. | $1.0M | 0.2% | +15% | — |
| 77 |  $LNTH | Lantheus Holdings, Inc. | $1.0M | 0.2% | +39% | 61.1 |
| 78 | — | ISHARES TR CORE US AGGBD ET - CORE US AGGBD ET | $1.0M | 0.2% | +65% | — |
| 79 |  $AAON | AAON, INC. | $997,745 | 0.2% | +9% | 56.4 |
| 80 |  $AGCO | AGCO CORP /DE | $979,257 | 0.2% | +3% | 51.8 |
| 81 |  $CLMB | Climb Global Solutions, Inc. | $964,913 | 0.2% | +1065% | 61.6 |
| 82 |  $AROC | Archrock, Inc. | $951,922 | 0.2% | NEW | 72 |
| 83 |  $UFPT | UFP TECHNOLOGIES INC | $945,984 | 0.2% | +11% | 63.1 |
| 84 |  $TT | Trane Technologies plc | $824,910 | 0.2% | -2% | — |
| 85 |  $NXPI | NXP Semiconductors N.V. | $772,044 | 0.2% | -0% | — |
| 86 |  $FCNCA | FIRST CITIZENS BANCSHARES INC /DE/ | $770,849 | 0.2% | +2% | 52.9 |
| 87 |  $LRCX | LAM RESEARCH CORP | $761,600 | 0.2% | -1% | 79.4 |
| 88 | — | ISHARES INCORPORATED CORE MSCI EMKT - CORE MSCI EMKT | $755,202 | 0.2% | +4881% | — |
| 89 |  $HQY | HEALTHEQUITY, INC. | $730,598 | 0.2% | +5% | 71.2 |
| 90 |  $SMCI | Super Micro Computer, Inc. | $729,378 | 0.2% | +45% | 62 |
| 91 |  $KNSL | Kinsale Capital Group, Inc. | $693,180 | 0.1% | +15% | 77.3 |
| 92 |  $COP | CONOCOPHILLIPS | $678,743 | 0.1% | -1% | 70.2 |
| 93 |  $IDCC | InterDigital, Inc. | $672,493 | 0.1% | +5% | 65 |
| 94 |  $EXR | Extra Space Storage Inc. | $639,957 | 0.1% | +4% | 64.3 |
| 95 |  $DXCM | DEXCOM INC | $629,116 | 0.1% | -0% | 76 |
| 96 |  $GEV | GE Vernova Inc. | $617,207 | 0.1% | -9% | 81.1 |
| 97 |  $GOOGL | Alphabet Inc. | $581,305 | 0.1% | +0% | 78.2 |
| 98 |  $AXP | AMERICAN EXPRESS CO | $554,607 | 0.1% | +1% | 69.4 |
| 99 |  $TJX | TJX COMPANIES INC /DE/ | $530,906 | 0.1% | -4% | 68.7 |
| 100 |  $HPE | Hewlett Packard Enterprise Co | $530,713 | 0.1% | -1% | 70.5 |
| 101 |  $CELH | Celsius Holdings, Inc. | $472,726 | 0.1% | +7% | 66.5 |
| 102 |  $CSCO | CISCO SYSTEMS, INC. | $451,742 | 0.1% | -1% | 70.3 |
| 103 |  $SCHW | SCHWAB CHARLES CORP | $384,087 | 0.1% | +1% | 79.4 |
| 104 |  $SPGI | S&P Global Inc. | $372,535 | 0.1% | +0% | 76.1 |
| 105 |  $ALL | ALLSTATE CORP | $368,995 | 0.1% | -5% | 78.5 |
| 106 |  $CGNX | COGNEX CORP | $368,303 | 0.1% | -1% | 66.9 |
| 107 |  $VLO | VALERO ENERGY CORP/TX | $364,300 | 0.1% | -1% | 57.8 |
| 108 |  $IQV | IQVIA HOLDINGS INC. | $362,481 | 0.1% | -2% | 61.4 |
| 109 | $IVZ | Invesco Ltd. | $331,907 | 0.1% | -58% | — |
| 110 |  $MCHP | MICROCHIP TECHNOLOGY INC | $324,510 | 0.1% | -0% | 52.9 |
| 111 |  $PSX | Phillips 66 | $304,196 | 0.1% | -0% | 57.8 |
| 112 |  $OSK | OSHKOSH CORP | $299,145 | 0.1% | -1% | 45.2 |
| 113 |  $EW | Edwards Lifesciences Corp | $294,266 | 0.1% | -3% | 69.4 |
| 114 |  $APH | AMPHENOL CORP /DE/ | $294,103 | 0.1% | -6% | 79.3 |
| 115 | — | VANGUARD VALUE ETF - VALUE ETF | $287,886 | 0.1% | +0% | — |
| 116 |  $NEM | NEWMONT Corp /DE/ | $283,715 | 0.1% | -1% | 86.8 |
| 117 |  $LSTR | LANDSTAR SYSTEM INC | $266,734 | 0.1% | +0% | 47.6 |
| 118 |  $PHM | PULTEGROUP INC/MI/ | $246,042 | 0.1% | +0% | 55.3 |
| 119 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - VAN FTSE DEV MKT | $241,253 | 0.1% | +0% | — |
| 120 |  $MU | MICRON TECHNOLOGY INC | $238,938 | 0.1% | NEW | 86.2 |
| 121 |  $CRM | Salesforce, Inc. | $234,167 | 0.1% | +2% | 77 |
| 122 |  $DHI | HORTON D R INC /DE/ | $225,794 | 0.1% | +0% | 53.6 |
| 123 |  $UPS | UNITED PARCEL SERVICE INC | $224,563 | 0.1% | +53% | 58.6 |
| 124 |  $EOG | EOG RESOURCES INC | $220,938 | 0.1% | -1% | 71.9 |
| 125 |  $LULU | lululemon athletica inc. | $216,599 | 0.1% | -86% | 67.7 |
| 126 |  $CEG | Constellation Energy Corp | $216,406 | 0.1% | +0% | 59.4 |
| 127 |  $PG | PROCTER & GAMBLE Co | $205,479 | 0.0% | +0% | 64.6 |
| 128 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ST STR TECHN ETF | $197,360 | 0.0% | +0% | — |
| 129 |  $SEIC | SEI INVESTMENTS CO | $194,476 | 0.0% | +0% | 69.6 |
| 130 | — | VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF | $189,893 | 0.0% | NEW | — |
| 131 | — | VANECK NATURAL RESOURCES ETF - NATURAL RESOURC | $188,114 | 0.0% | +0% | — |
| 132 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $187,685 | 0.0% | +9% | — |
| 133 |  $ABT | ABBOTT LABORATORIES | $185,231 | 0.0% | +1% | 65.5 |
| 134 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $184,306 | 0.0% | +0% | 65.1 |
| 135 |  $GPN | GLOBAL PAYMENTS INC | $183,511 | 0.0% | +0% | 47 |
| 136 |  $ADP | AUTOMATIC DATA PROCESSING INC | $176,518 | 0.0% | +0% | 69.8 |
| 137 |  $ISRG | INTUITIVE SURGICAL INC | $172,593 | 0.0% | +15% | 79.9 |
| 138 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $154,768 | 0.0% | -5% | 65.1 |
| 139 | — | STATE STREET ENERGY SELECT SECTOR SPDR ETF - ST STR ENERG ETF | $153,594 | 0.0% | +0% | — |
| 140 |  $KEY | KEYCORP /NEW/ | $153,190 | 0.0% | +0% | 70.8 |
| 141 | — | FIRST TRUST CAPITAL STRENGTH ETF - CAP STRENGTH ETF | $151,681 | 0.0% | +0% | — |
| 142 |  $LEN | LENNAR CORP /NEW/ | $149,579 | 0.0% | +1% | 47.2 |
| 143 |  $LRN | Stride, Inc. | $149,454 | 0.0% | +37% | 64.5 |
| 144 | — | ISHARES TR U.S. MED DVC ETF - U.S. MED DVC ETF | $142,993 | 0.0% | +0% | — |
| 145 |  $FAST | FASTENAL CO | $141,836 | 0.0% | +1% | 66.9 |
| 146 | — | VANGUARD INFORMATION TECHNOLOGY ETF - INF TECH ETF | $129,082 | 0.0% | +700% | — |
| 147 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $128,356 | 0.0% | +0% | 68.9 |
| 148 | — | ISHARES TR EAFE GRWTH ETF - EAFE GRWTH ETF | $119,443 | 0.0% | +0% | — |
| 149 | — | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF - ST STR SP500DIV | $116,779 | 0.0% | +16% | — |
| 150 |  $SNPS | SYNOPSYS INC | $109,733 | 0.0% | -5% | 67.9 |
New Positions (31)
$SCI SERVICE CORP INTERNATIONAL$1.2M$AROC Archrock, Inc.$951,922$MU MICRON TECHNOLOGY INC$238,938 VANGUARD FTSE EMERGING MARKETS ETF - FTSE EMR MKT ETF$189,893
$CAH CARDINAL HEALTH INC$26,369
$MRVL Marvell Technology, Inc.$17,873
$PWR QUANTA SERVICES, INC.$10,801
$ANET Arista Networks, Inc.$9,174
$GSK GSK plc$8,387
$AZN ASTRAZENECA PLC$7,964
$CSX CSX CORP$6,036
$TXN TEXAS INSTRUMENTS INC$5,365
$IBM INTERNATIONAL BUSINESS MACHINES CORP$5,343
$KIM KIMCO REALTY CORP$5,222
$AMP AMERIPRISE FINANCIAL INC$5,046Exited Positions (1)
$PAYC Paycom Software, Inc.Browse Top Institutional Investors
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