Peterson Wealth Services - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Peterson Wealth Services held in its portfolio 218 assets valued at $391,067,671 (i.e. $391.07M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($25.56M), APPLE INCORPORATED ($25.26M), and VANGUARD GROWTH ETF ($23.86M).
The chart below shows the top 10 valuable assets, and the table below shows the top 218 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peterson Wealth Services - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 137048 | 25559376 | COM |
| APPLE INCORPORATED | 92911 | 25258637 | COM |
| VANGUARD GROWTH ETF | 48904 | 23858448 | GROWTH ETF |
| TESLA INCORPORATED | 43192 | 19424306 | COM |
| JPMORGAN CHASE & COMPANY. | 49846 | 16061448 | COM |
| COMFORT SYSTEMS USA INCORPORATED | 16447 | 15349580 | COM |
| BROADCOM INCORPORATED | 41176 | 14251061 | COM |
| AMAZON COM INCORPORATED | 59161 | 13655542 | COM |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 76356 | 13572279 | CL A |
| COSTCO WHOLESALE CORPORATION NEW | 13946 | 12026521 | COM |
| RAYMOND JAMES FINL INCORPORATED | 60930 | 9784774 | COM |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 17312 | 8701877 | CL B NEW |
| MICROSOFT CORPORATION | 16506 | 7982352 | COM |
| ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | 7336 | 7847981 | N Y REGISTRY SHS |
| VISA INCORPORATED COM CLASS A | 21765 | 7633022 | COM CL A |
| CANADIAN NAT RES LIMITED (CANADA) | 189901 | 6428148 | COM |
| HOME DEPOT INCORPORATED | 15981 | 5498953 | COM |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | 33357 | 5350506 | COM |
| ORACLE CORPORATION | 26251 | 5116499 | COM |
| ELI LILLY & COMPANY | 4604 | 4947907 | COM |
| STRYKER CORPORATION | 13828 | 4859967 | COM |
| META PLATFORMS INCORPORATED CLASS A | 7252 | 4787274 | CL A |
| UNION PAC CORPORATION | 19681 | 4552554 | COM |
| CONOCOPHILLIPS | 45420 | 4251791 | COM |
| WALMART INCORPORATED | 35756 | 3983583 | COM |
| CADENCE DESIGN SYSTEM INCORPORATED | 11889 | 3716264 | COM |
| GARMIN LIMITED SHS (SWITZERLAND) | 18047 | 3660787 | SHS |
| DIAMONDBACK ENERGY INCORPORATED | 23973 | 3603829 | COM |
| MCDONALDS CORPORATION | 11779 | 3600117 | COM |
| CHUBB LIMITED (SWITZERLAND) | 11248 | 3510562 | COM |
| SPDR S&P 500 ETF | 4706 | 3209353 | TR UNIT |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | 8109 | 3108549 | COM NEW |
| MARATHON PETE CORPORATION | 18917 | 3076541 | COM |
| EXXON MOBIL CORPORATION | 24655 | 2966958 | COM |
| EATON CORPORATION PLC SHS (IRELAND) | 9293 | 2960000 | SHS |
| JOHNSON & JOHNSON | 14159 | 2930160 | COM |
| INVESCO ULTRA SHORT DURATION ETF | 57056 | 2867042 | ULTRA SHRT DUR |
| OLD DOMINION FREIGHT LINE INCORPORATED | 18053 | 2830763 | COM |
| ABBVIE INCORPORATED | 12101 | 2764900 | COM |
| CME GROUP INCORPORATED | 9668 | 2640134 | COM |
| LULULEMON ATHLETICA INCORPORATED | 12050 | 2504111 | COM |
| ANALOG DEVICES INCORPORATED | 9139 | 2478606 | COM |
| JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND) | 19064 | 2282932 | SHS |
| MATADOR RES COMPANY | 51356 | 2179548 | COM |
| AIR PRODUCTS & CHEMICALS INCORPORATED | 8321 | 2055432 | COM |
| PACS GROUP INCORPORATED COM SHS | 52818 | 2027683 | COM SHS |
| DARDEN RESTAURANTS INCORPORATED | 10854 | 1997391 | COM |
| MEDTRONIC PLC SHS (IRELAND) | 20006 | 1921808 | SHS |
| REALTY INCOME CORPORATION REIT | 33326 | 1878559 | COM |
| CUMMINS INCORPORATED | 3430 | 1750676 | COM |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 2473 | 1550594 | S&P 500 ETF SHS |
| ASTERA LABS INCORPORATED | 9170 | 1525521 | COM |
| STERLING INFRASTRUCTURE INCORPORATED | 4909 | 1503283 | COM |
| UNITEDHEALTH GROUP INCORPORATED | 4391 | 1449531 | COM |
| ISHARES TR CORE MSCI EAFE | 15491 | 1385821 | CORE MSCI EAFE |
| FIDELITY NATL INFORMATION SVCS | 20219 | 1343762 | COM |
| ADVANCED ENERGY INDUSTRIES | 6399 | 1339767 | COM |
| IES HLDGS INCORPORATED | 3293 | 1281043 | COM |
| VERIZON COMMUNICATIONS INCORPORATED | 31306 | 1275102 | COM |
| ALPHABET INCORPORATED CAP STK CLASS A | 3986 | 1247705 | CAP STK CL A |
| ENSIGN GROUP INCORPORATED | 7103 | 1237305 | COM |
| COMCAST CORP NEW CLASS A | 38148 | 1140239 | CL A |
| POWELL INDUSTRIES INCORPORATED | 3535 | 1126936 | COM |
| MONOLITHIC PWR SYSTEMS INCORPORATED | 1223 | 1108890 | COM |
| VERTIV HOLDINGS COMPANY COM CLASS A | 6784 | 1099041 | COM CL A |
| BRUNSWICK CORPORATION | 13507 | 1002731 | COM |
| ZURN ELKAY WATER SOLNS CORPORATION | 21035 | 977897 | COM |
| RELIANCE INCORPORATED | 3207 | 926333 | COM |
| SPDR S&P MIDCAP 400 ETF TRUST | 1515 | 914120 | UTSER1 S&PDCRP |
| NEXTERA ENERGY INCORPORATED | 11192 | 898448 | COM |
| ENTERGY CORPORATION NEW | 9454 | 873859 | COM |
| AGCO CORPORATION | 7682 | 801426 | COM |
| ADVANCED MICRO DEVICES INCORPORATED | 3737 | 800316 | COM |
| SIMPSON MFG INCORPORATED | 4866 | 785680 | COM |
| TRANE TECHNOLOGIES PLC SHS (IRELAND) | 1888 | 734952 | SHS |
| FIRST CTZNS BANCSHARES INCORPORATED DEL CLASS A | 340 | 729645 | CL A |
| KINSALE CAP GROUP INCORPORATED | 1732 | 677415 | COM |
| UFP TECHNOLOGIES INCORPORATED | 3051 | 677414 | COM |
| INTERDIGITAL INCORPORATED | 2114 | 673095 | COM |
| HEALTHEQUITY INCORPORATED | 7217 | 661149 | COM |
| IREN LIMITED ORDINARY SHARES (AUSTRALIA) | 17417 | 657840 | ORDINARY SHARES |
| CELSIUS HLDGS INCORPORATED COM NEW | 14074 | 643745 | COM NEW |
| TJX COMPANIES INCORPORATED NEW | 4087 | 627778 | COM |
| GE VERNOVA INCORPORATED | 921 | 601663 | COM |
| AMERICAN EXPRESS COMPANY | 1619 | 598883 | COM |
| INVESCO S&P SMALLCAP MOMENTUM ETF | 8268 | 595384 | S&P SMLCP MOMENT |
| AXCELIS TECHNOLOGIES INCORPORATED COM NEW | 7403 | 594757 | COM NEW |
| ISHARES TR CORE US AGGBD ET | 5947 | 594021 | CORE US AGGBD ET |
| SALESFORCE INCORPORATED | 2181 | 577777 | COM |
| E L F BEAUTY INCORPORATED | 7568 | 575471 | COM |
| NXP SEMICONDUCTORS N V (NETHERLANDS) | 2618 | 568207 | COM |
| NETFLIX INCORPORATED | 5750 | 539120 | COM |
| ALPHABET INCORPORATED CAP STK CLASS C | 1644 | 516023 | CAP STK CL C |
| AAON INCORPORATED COM PAR $0.004 | 6692 | 510247 | COM PAR $0.004 |
| EXTRA SPACE STORAGE INCORPORATED REIT | 3865 | 503326 | COM |
| IQVIA HLDGS INCORPORATED | 1997 | 450144 | COM |
| STERIS PLC SHS USD (IRELAND) | 1769 | 448562 | SHS USD |
| S&P GLOBAL INCORPORATED | 760 | 397195 | COM |
| DEXCOM INCORPORATED | 5539 | 367623 | COM |
| SCHWAB CHARLES CORPORATION | 3457 | 345436 | COM |
| APPLIED MATLS INCORPORATED | 1126 | 289292 | COM |
| ALLSTATE CORPORATION | 1360 | 283019 | COM |
| NEWMONT CORPORATION | 2724 | 271988 | COM |
| AMPHENOL CORPORATION NEW CLASS A | 1992 | 269161 | CL A |
| LAM RESEARCH CORPORATION COM NEW | 1564 | 267649 | COM NEW |
| EDWARDS LIFESCIENCES CORPORATION | 3090 | 263423 | COM |
| CISCO SYSTEMS INCORPORATED | 3293 | 253643 | COM |
| VANGUARD VALUE ETF | 1321 | 252298 | VALUE ETF |
| HEWLETT PACKARD ENTERPRISE COMPANY | 9589 | 230316 | COM |
| CHIPOTLE MEXICAN GRILL INCORPORATED | 5986 | 221482 | COM |
| INTUITIVE SURGICAL INCORPORATED COM NEW | 377 | 213518 | COM NEW |
| THERMO FISHER SCIENTIFIC INCORPORATED | 367 | 212783 | COM |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 3386 | 211523 | VAN FTSE DEV MKT |
| OSHKOSH CORPORATION | 1668 | 209573 | COM |
| ABBOTT LABS | 1647 | 206398 | COM |
| AUTOMATIC DATA PROCESSING INCORPORATED | 788 | 202750 | COM |
| VALERO ENERGY CORPORATION | 1197 | 194894 | COM |
| PHILLIPS 66 | 1508 | 194633 | COM |
| MICROCHIP TECHNOLOGY INCORPORATED. | 2857 | 182056 | COM |
| ISHARES TR U.S. MED DVC ETF | 2894 | 179862 | U.S. MED DVC ETF |
| PULTE GROUP INCORPORATED | 1448 | 169835 | COM |
| VANECK NATURAL RESOURCES ETF | 2742 | 164891 | NATURAL RESOURC |
| INVESCO QQQ TR | 260 | 159721 | UNIT SER 1 |
| D R HORTON INCORPORATED | 1102 | 158711 | COM |
| SYNOPSYS INCORPORATED | 337 | 158296 | COM |
| PROCTER AND GAMBLE COMPANY | 1101 | 157750 | COM |
| GLOBAL PMTS INCORPORATED | 2008 | 155435 | COM |
| FIRST TRUST CAPITAL STRENGTH ETF | 1615 | 149406 | CAP STRENGTH ETF |
| FISERV INCORPORATED | 2218 | 148983 | COM |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 1033 | 148785 | STATE STREET TEC |
| COGNEX CORPORATION | 4094 | 147289 | COM |
| EOG RES INCORPORATED | 1375 | 144337 | COM |
| SEI INVTS COMPANY | 1753 | 143781 | COM |
| LANDSTAR SYSTEMS INCORPORATED | 955 | 137288 | COM |
| KEYCORP | 6646 | 137173 | COM |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | 2892 | 129301 | STATE STREET ENE |
| LENNAR CORPORATION CLASS A | 1231 | 126507 | CL A |
| FASTENAL COMPANY | 2921 | 117231 | COM |
| ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | 420 | 112798 | SHS CLASS A |
| TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 361 | 109704 | SPONSORED ADS |
| ISHARES TR EAFE GRWTH ETF | 960 | 109363 | EAFE GRWTH ETF |
| ZIONS BANCORPORATION N A | 1843 | 107874 | COM |
| VANGUARD FINANCIALS ETF | 779 | 103961 | FINANCIALS ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 135 | 101760 | INF TECH ETF |
| UNITED PARCEL SERVICE INCORPORATED CLASS B | 924 | 91646 | CL B |
| STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 2100 | 90832 | STATE STREET SPD |
| COCA COLA COMPANY | 1002 | 70050 | COM |
| GE AEROSPACE COM NEW | 226 | 69615 | COM NEW |
| STARBUCKS CORPORATION | 802 | 67546 | COM |
| CHEVRON CORPORATION NEW | 441 | 67180 | COM |
| BRISTOL-MYERS SQUIBB COMPANY | 979 | 52807 | COM |
| STRIDE INCORPORATED | 813 | 52788 | COM |
| BARRICK MINING CORPORATION COM SHS (CANADA) | 1183 | 51520 | COM SHS |
| OCCIDENTAL PETE CORPORATION | 1000 | 41120 | COM |
| ISHARES TR MSCI EMG MKT ETF | 745 | 40759 | MSCI EMG MKT ETF |
| AUTOZONE INCORPORATED | 11 | 37307 | COM |
| SUPER MICRO COMPUTER INCORPORATED COM NEW | 1274 | 37290 | COM NEW |
| OLD NATL BANCORP IND | 1668 | 37219 | COM |
| DEVON ENERGY CORPORATION NEW | 1007 | 36895 | COM |
| MCGRATH RENTCORP | 348 | 36530 | COM |
| NORFOLK SOUTHN CORPORATION | 123 | 35551 | COM |
| FORD MTR COMPANY | 2591 | 33996 | COM |
| CIPHER MINING INCORPORATED | 1950 | 28782 | COM |
| BANK HAWAII CORPORATION | 400 | 27348 | COM |
| QUEST DIAGNOSTICS INCORPORATED | 150 | 26030 | COM |
| TEXAS INSTRS INCORPORATED | 150 | 26024 | COM |
| ISHARES TR NORTH AMERN NAT | 431 | 21636 | NORTH AMERN NAT |
| ALTRIA GROUP INCORPORATED | 342 | 19720 | COM |
| CATERPILLAR INCORPORATED | 32 | 18332 | COM |
| BAKER HUGHES COMPANY CLASS A | 400 | 18216 | CL A |
| ISHARES TR CORE S&P MCP ETF | 260 | 17160 | CORE S&P MCP ETF |
| ISHARES TR CORE S&P SCP ETF | 140 | 16825 | CORE S&P SCP ETF |
| PEPSICO INCORPORATED | 116 | 16614 | COM |
| HUBSPOT INCORPORATED | 41 | 16453 | COM |
| GRIFOLS S A SP ADR REP B NVT (SPAIN) | 1521 | 14221 | SP ADR REP B NVT |
| LANTHEUS HLDGS INCORPORATED | 205 | 13643 | COM |
| TARGET CORPORATION | 127 | 12414 | COM |
| ISHARES INCORPORATED CORE MSCI EMKT | 183 | 12301 | CORE MSCI EMKT |
| ISHARES TR GL CLEAN ENE ETF | 728 | 11961 | GL CLEAN ENE ETF |
| RTX CORPORATION | 65 | 11895 | COM |
| COREWEAVE INCORPORATED COM CLASS A | 160 | 11458 | COM CL A |
| CLIMB GLOBAL SOLUTIONS INCORPORATED | 106 | 10900 | COM |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 58 | 8978 | STATE STREET HEA |
| PAYLOCITY HLDG CORPORATION | 58 | 8845 | COM |
| GOLDMINING INCORPORATED (CANADA) | 6891 | 8614 | COM |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 60 | 8600 | FTSE SMCAP ETF |
| ISHARES TR S&P 100 ETF | 21 | 7202 | S&P 100 ETF |
| CF INDUSTRIES HLDGS INCORPORATED | 80 | 6187 | COM |
| PAYCOM SOFTWARE INCORPORATED | 37 | 5901 | COM |
| NORTHROP GRUMMAN CORPORATION | 10 | 5702 | COM |
| AMERICAN WTR WKS COMPANY INCORPORATED NEW | 43 | 5612 | COM |
| INTERCONTINENTAL EXCHANGE INCORPORATED | 33 | 5359 | COM |
| ZOETIS INCORPORATED CLASS A | 37 | 4633 | CL A |
| WASTE MGMT INCORPORATED DEL | 20 | 4492 | COM |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 40 | 4163 | S&P 500 DV ARIST |
| NUCOR CORPORATION | 25 | 4078 | COM |
| HERSHEY COMPANY | 20 | 3640 | COM |
| L3HARRIS TECHNOLOGIES INCORPORATED | 11 | 3241 | COM |
| BOEING COMPANY | 13 | 2823 | COM |
| SYSCO CORPORATION | 37 | 2727 | COM |
| ONTO INNOVATION INCORPORATED | 17 | 2684 | COM |
| FIDUS INVT CORPORATION | 122 | 2353 | COM |
| ROBINHOOD MKTS INCORPORATED COM CLASS A | 20 | 2262 | COM CL A |
| RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | 104 | 2050 | COM CL A |
| MACYS INCORPORATED | 82 | 1808 | COM |
| WESTLAKE CORPORATION | 23 | 1701 | COM |
| AMRIZE LIMITED SHS (SWITZERLAND) | 30 | 1622 | SHS |
| THE TRADE DESK INCORPORATED COM CLASS A | 37 | 1405 | COM CL A |
| LAUDER ESTEE COMPANIES INCORPORATED CLASS A | 13 | 1351 | CL A |
| MURPHY USA INCORPORATED | 3 | 1211 | COM |
| ATKORE INCORPORATED | 19 | 1202 | COM |
| ARM HOLDINGS PLC SPONSORED ADS | 10 | 1093 | SPONSORED ADS |
| CERENCE INCORPORATED | 100 | 1069 | COM |
| STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | 37 | 960 | NY REGISTRY |
| GENERAL MLS INCORPORATED | 20 | 930 | COM |
| VANGUARD TOTAL BOND MARKET ETF | 6 | 444 | TOTAL BND MRKT |
| INVESCO BUILDING & CONSTRUCTION ETF | 4 | 370 | BUILDING & CONST |
| BEYOND MEAT INCORPORATED | 25 | 21 | COM |
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