Peterson Wealth Services

CIK 0001906799 · SOUTH OGDEN, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-27 · Open the SEC source

Peterson Wealth Services reported 245 positions worth $458.7M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: FIX (7.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$458.7M
2026 Q2
Positions
245
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.9%
Est. Net Flow (Q)
2026 Q2
10 / 245 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FIXCOMFORT SYSTEMS USA INCORPORATEDSH$31.9M6.95%16,094
2NVDANVIDIA CORPORATIONSH$27.2M5.93%135,869
3AAPLAPPLE INCORPORATEDSH$27.0M5.89%93,355
4VUGVANGUARD GROWTH ETFSH$23.7M5.17%275,181
5TSLATESLA INCORPORATEDSH$18.2M3.97%43,340
6JPMJPMORGAN CHASE & COMPANYSH$16.3M3.55%49,713
7AVGOBROADCOM INCORPORATEDSH$15.4M3.37%40,885
8ASMLASML HOLDING NV (NETHERLANDS)SH$14.4M3.13%7,216
9AMZNAMAZON COM INCORPORATEDSH$14.2M3.08%59,370
10COSTCOSTCO WHOLESALE CORPORATIONSH$13.0M2.83%13,864

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Peterson Wealth Services hold as of Q2 2026?

Peterson Wealth Services reported 245 positions worth $458.7M in its Q2 2026 13F filing. Largest positions: FIX (7.0%), NVDA (5.9%), AAPL (5.9%), VUG (5.2%) and TSLA (4.0%).

What did Peterson Wealth Services buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Peterson Wealth Services sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.