Peterson Wealth Services holds a diversified book of 245 reported positions worth $458.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter Space Exploration Techn-CL A first appears in 13F filings, a listing rather than a purchase; they opened Service Corp International and trimmed Comfort Systems USA Inc. Their largest long position is Comfort Systems USA Inc at 7% of the reported non-option book. Cloning the disclosed picks since 2025 would be +28% (+33.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Peterson Wealth Services is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 16.5 points over this window.
Growth of $10,000 cloning Peterson Wealth Services's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
92% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peterson Wealth Services
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 8 / 80 | $230.8M |
| Draper Asset Management, LLC | 10 / 80 | $171.4M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
| Integrated Financial Solutions, Inc. | 15 / 80 | $150.1M |
| Emerald Advisors, LLC | 25 / 80 | $639.2M |
| Hoey Investments, Inc | 47 / 80 | $609.5M |
| 9823 Capital, L.P. | 9 / 80 | $115.6M |
| Independent Investors Inc | 21 / 80 | $407.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Peterson Wealth Services: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Comfort Systems USA Incorporated COM | $31.9M | 16.1K | 7.0% | ▼−1.7% Reduced · −276 sh | |
| 2 | Nvidia Corporation COM | $27.2M | 135.9K | 5.9% | ▼−1.1% Reduced · −2K sh | |
| 3 | Apple Incorporated COM | $27.0M | 93.4K | 5.9% | ▼−0.1% Reduced · −52 sh | |
| 4 | Vanguard Growth ETF GROWTH ETF | $23.7M | 275.2K | 5.2% | ▲+454% Added · +226K sh | |
| 5 | Tesla Incorporated COM | $18.2M | 43.3K | 4.0% | ▼−1.1% Reduced · −496 sh | |
| 6 | JPMorgan Chase & Company COM | $16.3M | 49.7K | 3.5% | ▼−0.4% Reduced · −184 sh | |
| 7 | Broadcom Incorporated COM | $15.4M | 40.9K | 3.4% | ▼−0.9% Reduced · −377 sh | |
| 8 | ASML Holding NV (Netherlands) N Y REGISTRY SHS | $14.4M | 7.2K | 3.1% | ▼−1.8% Reduced · −133 sh | |
| 9 | Amazon Com Incorporated COM | $14.2M | 59.4K | 3.1% | ▼−1.1% Reduced · −689 sh | |
| 10 | Costco Wholesale Corporation COM | $13.0M | 13.9K | 2.8% | ▼−1.6% Reduced · −225 sh | |
| 11 | Raymond James Finl Incorporated COM | $9.4M | 62.0K | 2.1% | ▲+0.2% Added · +152 sh | |
| 12 | Palantir Technologies Inc CL A | $8.9M | 76.6K | 1.9% | ▼−0.6% Reduced · −491 sh | |
| 13 | Berkshire Hathaway Incorporated Del Class B New CL B NEW | $8.8M | 17.7K | 1.9% | ▼−0.2% Reduced · −40 sh | |
| 14 | Philip Morris International Incorporated COM | $8.0M | 44.3K | 1.7% | ▲+27% Added · +10K sh | |
| 15 | Canadian Nat Res Limited Med Term (Canada) COM | $7.7M | 193.8K | 1.7% | ▲+0.7% Added · +1K sh | |
| 16 | Visa Incorporated Com Class A COM CL A | $7.6M | 22.2K | 1.7% | ▲+0.6% Added · +128 sh | |
| 17 | Microsoft Corporation COM | $6.7M | 17.9K | 1.5% | ▲+3.6% Added · +617 sh | |
| 18 | Home Depot Incorporated COM | $6.2M | 17.6K | 1.4% | ▲+5.4% Added · +901 sh | |
| 19 | Netflix Incorporated. COM | $6.1M | 85.2K | 1.3% | ▲+0.9% Added · +748 sh | |
| 20 | Eli Lilly & Company COM | $5.9M | 4.9K | 1.3% | ▲+0.2% Added · +12 sh | |
| 21 | Union Pac Corporation COM | $5.6M | 20.7K | 1.2% | ▲+1.4% Added · +296 sh | |
| 22 | Marathon Pete Corporation COM | $4.7M | 18.5K | 1.0% | ▲+0.2% Added · +31 sh | |
| 23 | Cadence Design System Incorporated COM | $4.6M | 12.2K | 1.0% | ▲+0.1% Added · +9 sh | |
| 24 | Astera Labs Incorporated COM | $4.5M | 9.3K | 1.0% | ▲+0.9% Added · +88 sh | |
| 25 | Stryker Corporation COM | $4.5M | 14.3K | 1.0% | ▲+0.9% Added · +135 sh | |
| 26 | Meta Platforms Incorporated Class A CL A | $4.3M | 7.7K | 0.9% | ▲+0.4% Added · +34 sh | |
| 27 | Garmin Limited SHS (Switzerland) SHS | $4.3M | 18.3K | 0.9% | ▼−0.3% Reduced · −52 sh | |
| 28 | Eaton Corporation PLC SHS (Ireland) SHS | $4.2M | 9.8K | 0.9% | ▲+2.8% Added · +265 sh | |
| 29 | Old Dominion Freight Line Incorporated COM | $4.1M | 19.0K | 0.9% | ▲+1.9% Added · +352 sh | |
| 30 | Chubb Limited (Switzerland) COM | $4.1M | 12.1K | 0.9% | ▲+3.5% Added · +413 sh | |
| 31 | Walmart Inc COM | $4.0M | 35.7K | 0.9% | ▲+1.7% Added · +590 sh | |
| 32 | Emcor Group Incorporated COM | $4.0M | 4.8K | 0.9% | ▲+1.0% Added · +46 sh | |
| 33 | Sterling Infrastructure Incorporated COM | $3.9M | 4.7K | 0.9% | ▼−3.7% Reduced · −181 sh | |
| 34 | Oracle Corporation COM | $3.8M | 26.3K | 0.8% | ▼−2.1% Reduced · −555 sh | |
| 35 | Motorola Solutions Incorporated Com New COM NEW | $3.8M | 9.0K | 0.8% | ▲+6.3% Added · +536 sh | |
| 36 | Abbvie Incorporated COM | $3.7M | 14.6K | 0.8% | ▲+7.3% Added · +987 sh | |
| 37 | Johnson & Johnson COM | $3.7M | 14.4K | 0.8% | ▲+2.3% Added · +328 sh | |
| 38 | Analog Devices Incorporated COM | $3.6M | 9.0K | 0.8% | —Held | |
| 39 | State Street SPDR S&P 500 ETF Trust TR UNIT | $3.5M | 4.7K | 0.8% | ▲~0% Added · +2 sh | |
| 40 | Vistra Corporation COM | $3.5M | 22.1K | 0.8% | ▲+0.9% Added · +201 sh | |
| 41 | Exxon Mobil Corporation COM | $3.5M | 25.4K | 0.8% | ▲+2.9% Added · +707 sh | |
| 42 | McDonalds Corporation COM | $3.3M | 12.3K | 0.7% | ▼−1.8% Reduced · −226 sh | |
| 43 | Powell Industries Incorporated COM | $3.1M | 10.7K | 0.7% | ▲+205% Added · +7K sh | |
| 44 | Air Products And Chemicals Incorporated COM | $2.7M | 9.4K | 0.6% | ▲+6.3% Added · +553 sh | |
| 45 | Ies Holdings Incorporated COM | $2.7M | 3.7K | 0.6% | ▲+1.4% Added · +53 sh | |
| 46 | Johnson Controls Internation SHS (Ireland) SHS | $2.6M | 17.8K | 0.6% | ▼−1.5% Reduced · −270 sh | |
| 47 | Advanced Energy Industries COM | $2.6M | 6.9K | 0.6% | ▲+9.8% Added · +618 sh | |
| 48 | Cummins Incorporated COM | $2.5M | 3.5K | 0.6% | ▲+0.4% Added · +15 sh | |
| 49 | Darden Restaurants Incorporated COM | $2.4M | 11.8K | 0.5% | ▲+4.2% Added · +477 sh | |
| 50 | Vertiv Holdings Company Com Class A COM CL A | $2.3M | 7.0K | 0.5% | ▲+3.7% Added · +252 sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.