Q3 2026 13F · SEC CIK 1906799

Peterson Wealth Services

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $474.2M
Reported positions: 223
Top holdings a year, 3 yrs: +28.3%
Assets under management: $528.5M

Peterson Wealth Services is a wealth manager that reported 223 positions worth $474.2M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Apple Inc (AAPL, 6.6%), Nvidia Corporation (NVDA, 6.6%), Comfort Sys USA Inc (FIX, 5.6%). 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 223 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	6.6%	5.9%	94,504	+1.2%	$31.5M
NVDANvidia Corporation	6.6%	5.9%	137,159	+0.9%	$31.3M
FIXComfort Sys USA Inc	5.6%	7.0%	16,181	+0.5%	$26.8M
VUGVanguard Index Fds	5.2%	5.2%	275,624	+0.2%	$24.8M
JPMJpmorgan Chase & Co	3.5%	3.5%	50,222	+1.0%	$16.6M
TSLATesla Inc	3.4%	4.0%	45,154	+4.2%	$16.0M
AMZNAmazon Com Inc	3.2%	3.1%	61,568	+3.7%	$15.3M
PLTRPalantir Technologies Inc	3.1%	1.9%	78,618	+2.6%	$14.7M
AVGOBroadcom Inc	3.1%	3.4%	41,433	+1.3%	$14.6M
ASMLAsml Hldg NV	2.8%	3.1%	7,264	+0.7%	$13.2M
COSTCostco Wholesale Corporation	2.8%	2.8%	14,396	+3.8%	$13.1M
AMDAdvanced Micro Devices Inc	2.8%	—	21,344	—	$13.1M
MSFTMicrosoft Corp	2.1%	1.5%	19,490	+8.9%	$10.0M
RJFRaymond James Finl Inc	2.1%	2.1%	63,233	+2.0%	$10.0M
CNQCanadian Nat Res Ltd Med Ter	2.0%	1.7%	198,359	+2.3%	$9.3M
PMPhilip Morris Intl Inc	1.8%	1.7%	44,819	+1.2%	$8.6M
VVisa Inc	1.7%	1.7%	22,914	+3.1%	$8.2M
GRMNGarmin Ltd	1.7%	0.9%	28,635	+56.7%	$8.2M
MPCMarathon Petroleum	1.5%	1.0%	18,188	-1.5%	$7.2M
UNPUnion Pac Corp	1.5%	1.2%	25,841	+24.8%	$7.0M
NFLXNetflix Inc.	1.3%	1.3%	89,565	+5.2%	$6.2M
LLYEli Lilly & Co	1.2%	1.3%	5,007	+1.9%	$5.8M
METAMeta Platforms Inc	1.2%	0.9%	7,965	+3.3%	$5.8M
HDHome Depot Inc	1.2%	1.4%	19,349	+10.0%	$5.5M
ETNEaton Corp PLC	0.9%	0.9%	10,154	+3.9%	$4.4M
MSIMotorola Solutions Inc	0.9%	0.8%	9,495	+5.0%	$4.2M
CDNSCadence Design System Inc	0.9%	1.0%	12,655	+3.7%	$4.2M
CBChubb Limited	0.9%	0.9%	12,590	+4.2%	$4.1M
ABBVAbbvie Inc	0.8%	0.8%	15,285	+5.0%	$4.0M
EMEEmcor Group Inc	0.8%	0.9%	5,152	+6.8%	$3.9M
JNJJohnson & Johnson	0.8%	0.8%	14,662	+1.9%	$3.9M
WMTWalmart Inc	0.8%	0.9%	37,174	+4.3%	$3.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	1.9%	7,694	-56.4%	$3.8M
ORCLOracle Corp	0.8%	0.8%	27,666	+5.4%	$3.8M
ADIAnalog Devices Inc	0.8%	0.8%	9,173	+1.7%	$3.6M
SPYState Str Spdr S&p 500 ETF T	0.8%	0.8%	4,755	+0.3%	$3.6M
ODFLOld Dominion Freight Line in	0.8%	0.9%	20,487	+7.6%	$3.6M
ALABAstera Labs Inc	0.7%	1.0%	9,449	+1.1%	$3.4M
VSTVistra Corp	0.7%	0.8%	23,547	+6.4%	$3.3M
CMECme Group Inc	0.6%	—	11,011	—	$2.9M
APDAir Products and Chemicals I	0.6%	0.6%	9,824	+5.0%	$2.7M
JCIJohnson Controls Internation	0.6%	0.6%	18,058	+1.3%	$2.7M
STRLSterling Infrastructure Inc	0.5%	0.9%	5,155	+10.3%	$2.5M
IESCIes Holdings Inc	0.5%	0.6%	7,818	+110.7%	$2.5M
VOOVanguard Index Fds	0.5%	—	3,524	—	$2.5M
DRIDarden Restaurants Inc	0.5%	0.5%	12,238	+4.0%	$2.4M
IEFAIshares Tr	0.5%	—	24,256	—	$2.3M
POWLPowell Inds Inc	0.5%	0.7%	12,044	+12.1%	$2.2M
PACSPacs Group Inc	0.5%	—	52,517	—	$2.2M
AEISAdvanced Energy Inds Inc	0.5%	0.6%	7,676	+10.7%	$2.2M

What Peterson Wealth Services bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

IESC Ies Holdings Inc+110.7% shares
GRMN Garmin Ltd+56.7% shares
UNP Union Pac Corp+24.8% shares
POWL Powell Inds Inc+12.1% shares
AEIS Advanced Energy Inds Inc+10.7% shares
STRL Sterling Infrastructure Inc+10.3% shares
HD Home Depot Inc+10.0% shares
MSFT Microsoft Corp+8.9% shares

Reduced

BRK-B Berkshire Hathaway Inc Del-56.4% shares

Left the top 50

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$474.2M	223
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

Questions about Peterson Wealth Services's portfolio

What stocks does Peterson Wealth Services own?

Peterson Wealth Services's latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 223 positions worth $474.2M. The largest are Apple Inc (AAPL) at 6.6%, Nvidia Corporation (NVDA) at 6.6%, Comfort Sys USA Inc (FIX) at 5.6%, Vanguard Index Fds (VUG) at 5.2% and Jpmorgan Chase & Co (JPM) at 3.5%.

What did Peterson Wealth Services buy last quarter?

In Q3 2026, Peterson Wealth Services added Ies Holdings Inc (IESC) (+110.7% shares), Garmin Ltd (GRMN) (+56.7% shares) and Union Pac Corp (UNP) (+24.8% shares), compared with its Q2 2026 filing.

What did Peterson Wealth Services sell last quarter?

In Q3 2026, Peterson Wealth Services cut from its top 50 Stryker Corporation (SYK), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Cummins Inc (CMI), cut from its top 50 Vertiv Holdings Co (VRT) and Berkshire Hathaway Inc Del (BRK-B) (-56.4% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $474.2M.