Q2 2026 13F · SEC CIK 1906799

Peterson Wealth Services

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $458.7M
Reported positions: 245
Top holdings a year, 3 yrs: +28.3%
Assets under management: $528.5M

Peterson Wealth Services is a wealth manager that reported 245 positions worth $458.7M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Comfort Sys USA Inc (FIX, 7.0%), Nvidia Corporation Com (NVDA, 5.9%), Apple Inc (AAPL, 5.9%). A portfolio copying its top holdings returned 28.3% a year over the last 3 years, against 20.4% for the S&P 500.

Peterson Wealth Services holdings largest 50 of 245 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peterson Wealth Services 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
FIXComfort Sys USA Inc	7.0%	5.6%	16,094	-1.7%	$31.9M
NVDANvidia Corporation Com	5.9%	5.9%	135,869	-1.1%	$27.2M
AAPLApple Inc	5.9%	5.9%	93,355	-0.1%	$27.0M
VUGVanguard Indx Fd	5.2%	5.4%	275,181	+454.0%	$23.7M
TSLATesla Inc Com	4.0%	4.0%	43,340	-1.1%	$18.2M
JPMJpmorgan Chase & Co	3.5%	3.6%	49,713	-0.4%	$16.3M
AVGOBroadcom Inc	3.4%	3.2%	40,885	-0.9%	$15.4M
ASMLAsml Hldg NV	3.1%	2.4%	7,216	-1.8%	$14.4M
AMZNAmazon Com Inc Com	3.1%	3.1%	59,370	-1.1%	$14.2M
COSTCostco Whsl Corp New	2.8%	3.5%	13,864	-1.6%	$13.0M
RJFRaymond James Finl Inc	2.1%	2.2%	62,013	+0.2%	$9.4M
PLTRPalantir Technologies Inclass Class A	1.9%	2.8%	76,625	-0.6%	$8.9M
BRK-BBerkshire Hathaway Inc Del	1.9%	2.1%	17,662	-0.2%	$8.8M
PMPhilip Morris Intl Inc Com	1.7%	1.4%	44,271	+27.5%	$8.0M
CNQCanadian Nat Res Ltd Med Term Com	1.7%	2.3%	193,805	+0.7%	$7.7M
VVisa Inc Com Cl A	1.7%	1.7%	22,232	+0.6%	$7.6M
MSFTMicrosoft Corp	1.5%	1.6%	17,901	+3.6%	$6.7M
HDHome Depot Inc Com	1.4%	1.4%	17,587	+5.4%	$6.2M
NFLXNetflix Inc Total	1.3%	2.0%	85,160	+0.9%	$6.1M
LLYLilly Eli & Co	1.3%	1.1%	4,914	+0.2%	$5.9M
UNPUnion Pac Corp	1.2%	1.2%	20,698	+1.5%	$5.6M
MPCMarathon Petroleum Corporation	1.0%	1.1%	18,461	+0.2%	$4.7M
CDNSCadence Design System Inc	1.0%	0.8%	12,207	+0.1%	$4.6M
ALABAstera Labs Inc	1.0%	—	9,349	—	$4.5M
SYKStryker Corporation	1.0%	1.2%	14,341	+1.0%	$4.5M
METAMeta Platforms Inc Class A	0.9%	1.1%	7,708	+0.4%	$4.3M
GRMNGarmin Ltd	0.9%	1.1%	18,270	-0.3%	$4.3M
ETNEaton Corp PLC	0.9%	0.8%	9,775	+2.8%	$4.2M
ODFLOld Dominion Freight Line in	0.9%	0.9%	19,044	+1.9%	$4.1M
CBChubb Limited Com	0.9%	0.9%	12,078	+3.5%	$4.1M
WMTWalmart Inc	0.9%	1.1%	35,657	+1.7%	$4.0M
EMEEmcor Group Inc	0.9%	0.9%	4,824	+1.0%	$4.0M
STRLSterling Infrastructure Inc	0.9%	0.5%	4,674	-3.7%	$3.9M
ORCLOracle Corp	0.8%	1.0%	26,258	-2.1%	$3.8M
MSIMotorola Solutions Inc	0.8%	0.9%	9,046	+6.3%	$3.8M
ABBVAbbvie Inc	0.8%	0.7%	14,557	+7.3%	$3.7M
JNJJohnson & Johnson	0.8%	0.8%	14,383	+2.3%	$3.7M
ADIAnalog Devices Inc	0.8%	0.7%	9,024	+0.0%	$3.6M
SPYSpdr S&p 500 ETF Tr	0.8%	0.8%	4,743	+0.0%	$3.5M
VSTVistra Corp Com	0.8%	0.8%	22,127	+0.9%	$3.5M
XOMExxon Mobil Corp	0.8%	1.0%	25,371	+2.9%	$3.5M
MCDMcdonalds Corp Com	0.7%	1.0%	12,252	-1.8%	$3.3M
POWLPowell Industries Inc	0.7%	0.5%	10,740	+205.2%	$3.1M
APDAir Products and Chemicals Inc	0.6%	0.6%	9,357	+6.3%	$2.7M
IESCIes Holdings Inc	0.6%	—	3,710	—	$2.7M
JCIJohnson Controls Internation	0.6%	0.6%	17,829	-1.5%	$2.6M
AEISAdvanced Energy Inds	0.6%	0.5%	6,934	+9.8%	$2.6M
CMICummins Inc	0.6%	0.5%	3,550	+0.4%	$2.5M
DRIDarden Restaurants Inc Com	0.5%	0.5%	11,764	+4.2%	$2.4M
VRTVertiv Holdings Co	0.5%	—	7,006	—	$2.3M

What Peterson Wealth Services bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+454.0% shares
POWL Powell Industries Inc+205.2% shares
PM Philip Morris Intl Inc Com+27.5% shares
AEIS Advanced Energy Inds+9.8% shares
ABBV Abbvie Inc+7.3% shares
MSI Motorola Solutions Inc+6.3% shares
APD Air Products and Chemicals Inc+6.3% shares
HD Home Depot Inc Com+5.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

CME Cme Group Incwas 0.7%
O Realty Income Corpwas 0.5%
LULU Lululemon Athletica Inc Comwas 0.5%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.4% /yr; S&P 500 +20.1%
3 years: +28.3% /yr; S&P 500 +20.4%
5 years: +18.1% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$458.7M	245
Q1 2026	$404.7M	215
Q4 2025	$391.1M	218
Q3 2025	$405.2M	216
Q2 2025	$365.0M	221
Q1 2025	$317.7M	200
Q4 2024	$325.8M	211
Q3 2024	$313.1M	218
Q2 2024	$286.1M	111
Q1 2024	$274.6M	112
Q4 2023	$233.2M	105
Q3 2023	$133.7M	63

Questions about Peterson Wealth Services's portfolio

What stocks does Peterson Wealth Services own?

Peterson Wealth Services's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 245 positions worth $458.7M. The largest are Comfort Sys USA Inc (FIX) at 7.0%, Nvidia Corporation Com (NVDA) at 5.9%, Apple Inc (AAPL) at 5.9%, Vanguard Indx Fd (VUG) at 5.2% and Tesla Inc Com (TSLA) at 4.0%.

What did Peterson Wealth Services buy last quarter?

In Q2 2026, Peterson Wealth Services added Vanguard Indx Fd (VUG) (+454.0% shares), Powell Industries Inc (POWL) (+205.2% shares) and Philip Morris Intl Inc Com (PM) (+27.5% shares), compared with its Q1 2026 filing.

What did Peterson Wealth Services sell last quarter?

In Q2 2026, Peterson Wealth Services cut from its top 50 Cme Group Inc (CME), cut from its top 50 Realty Income Corp (O) and cut from its top 50 Lululemon Athletica Inc Com (LULU), compared with its Q1 2026 filing.

How has Peterson Wealth Services's portfolio performed?

A portfolio copying Peterson Wealth Services's 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.4% against +20.1%. Over 5 years: +18.1% a year against +13.0%.

When is Peterson Wealth Services's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peterson Wealth Services's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peterson Wealth Services manage?

Peterson Wealth Services reported $528.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $458.7M.