Arkolith/Funds/Peterson Wealth Services

Peterson Wealth Services

CIK 1906799Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

Peterson Wealth Services holds a diversified book of 245 stocks worth $458.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Service Corp International and trimmed Comfort Systems USA Inc. Their largest long position is Comfort Systems USA Inc at 7% of the equity book. Cloning the disclosed picks since 2025 would be +26% (+36.7%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
31
new positions
Added to
100
existing
Trimmed
50
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+25.6%
+36.7%/yr · since Nov '25
Their reported book
+9.1%
held from quarter-end
S&P 500
+10.1%
same window
$9K$10K$11K$12K$13KNov '25Dec '25Feb '26Apr '26Jun '26Jul '26
Peterson Wealth Services (copied at disclosure) S&P 500

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 the ~45-day reporting lag, 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.

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
44%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

92% mapped to company sectors

Information Technology
32%
Industrials
16%
Consumer Discretionary
14%
Financials
12%
ETF / fund or unclassified
8%
Health Care
6%
Energy
4%
Communication Services
2%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Peterson Wealth Services

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.3T
FMR LLC80 / 80$798.0B
MORGAN STANLEY80 / 80$571.4B
JPMORGAN CHASE & CO80 / 80$546.8B
BANK OF AMERICA CORP /DE/80 / 80$401.6B
GOLDMAN SACHS GROUP INC80 / 80$270.1B
ROYAL BANK OF CANADA80 / 80$159.7B
WELLS FARGO & COMPANY/MN80 / 80$152.3B

Ranked by how many of Peterson Wealth Services's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

245 positions
#SecurityValueShares% PortLast moveHistory
1Comfort Systems USA Incorporated
COM
$31.9M16.1K
7.0%
−1.7%
Reduced · −276 sh
2Nvidia Corporation
COM
$27.2M135.9K
5.9%
−1.1%
Reduced · −2K sh
3Apple Incorporated
COM
$27.0M93.4K
5.9%
−0.1%
Reduced · −52 sh
4Vanguard Growth ETF
GROWTH ETF
$23.7M275.2K
5.2%
+454%
Added · +226K sh
5Tesla Incorporated
COM
$18.2M43.3K
4.0%
−1.1%
Reduced · −496 sh
6JPMorgan Chase & Company
COM
$16.3M49.7K
3.5%
−0.4%
Reduced · −184 sh
7Broadcom Incorporated
COM
$15.4M40.9K
3.4%
−0.9%
Reduced · −377 sh
8ASML Holding NV (Netherlands)
N Y REGISTRY SHS
$14.4M7.2K
3.1%
−1.8%
Reduced · −133 sh
9Amazon Com Incorporated
COM
$14.2M59.4K
3.1%
−1.1%
Reduced · −689 sh
10Costco Wholesale Corporation
COM
$13.0M13.9K
2.8%
−1.6%
Reduced · −225 sh
11Raymond James Finl Incorporated
COM
$9.4M62.0K
2.1%
+0.2%
Added · +152 sh
12Palantir Technologies Inc
CL A
$8.9M76.6K
1.9%
−0.6%
Reduced · −491 sh
13Berkshire Hathaway Incorporated Del Class B New
CL B NEW
$8.8M17.7K
1.9%
−0.2%
Reduced · −40 sh
14Philip Morris International Incorporated
COM
$8.0M44.3K
1.7%
+27%
Added · +10K sh
15Canadian Nat Res Limited Med Term (Canada)
COM
$7.7M193.8K
1.7%
+0.7%
Added · +1K sh
16Visa Incorporated Com Class A
COM CL A
$7.6M22.2K
1.7%
+0.6%
Added · +128 sh
17Microsoft Corporation
COM
$6.7M17.9K
1.5%
+3.6%
Added · +617 sh
18Home Depot Incorporated
COM
$6.2M17.6K
1.4%
+5.4%
Added · +901 sh
19Netflix Incorporated.
COM
$6.1M85.2K
1.3%
+0.9%
Added · +748 sh
20Eli Lilly & Company
COM
$5.9M4.9K
1.3%
+0.2%
Added · +12 sh
21Union Pac Corporation
COM
$5.6M20.7K
1.2%
+1.4%
Added · +296 sh
22Marathon Pete Corporation
COM
$4.7M18.5K
1.0%
+0.2%
Added · +31 sh
23Cadence Design System Incorporated
COM
$4.6M12.2K
1.0%
+0.1%
Added · +9 sh
24Astera Labs Incorporated
COM
$4.5M9.3K
1.0%
+0.9%
Added · +88 sh
25Stryker Corporation
COM
$4.5M14.3K
1.0%
+0.9%
Added · +135 sh
26Meta Platforms Incorporated Class A
CL A
$4.3M7.7K
0.9%
+0.4%
Added · +34 sh
27Garmin Limited SHS (Switzerland)
SHS
$4.3M18.3K
0.9%
−0.3%
Reduced · −52 sh
28Eaton Corporation PLC SHS (Ireland)
SHS
$4.2M9.8K
0.9%
+2.8%
Added · +265 sh
29Old Dominion Freight Line Incorporated
COM
$4.1M19.0K
0.9%
+1.9%
Added · +352 sh
30Chubb Limited (Switzerland)
COM
$4.1M12.1K
0.9%
+3.5%
Added · +413 sh
31Walmart Inc
COM
$4.0M35.7K
0.9%
+1.7%
Added · +590 sh
32Emcor Group Incorporated
COM
$4.0M4.8K
0.9%
+1.0%
Added · +46 sh
33Sterling Infrastructure Incorporated
COM
$3.9M4.7K
0.9%
−3.7%
Reduced · −181 sh
34Oracle Corporation
COM
$3.8M26.3K
0.8%
−2.1%
Reduced · −555 sh
35Motorola Solutions Incorporated Com New
COM NEW
$3.8M9.0K
0.8%
+6.3%
Added · +536 sh
36Abbvie Incorporated
COM
$3.7M14.6K
0.8%
+7.3%
Added · +987 sh
37Johnson & Johnson
COM
$3.7M14.4K
0.8%
+2.3%
Added · +328 sh
38Analog Devices Incorporated
COM
$3.6M9.0K
0.8%
Held
39State Street SPDR S&P 500 ETF Trust
TR UNIT
$3.5M4.7K
0.8%
~0%
Added · +2 sh
40Vistra Corporation
COM
$3.5M22.1K
0.8%
+0.9%
Added · +201 sh
41Exxon Mobil Corporation
COM
$3.5M25.4K
0.8%
+2.9%
Added · +707 sh
42McDonalds Corporation
COM
$3.3M12.3K
0.7%
−1.8%
Reduced · −226 sh
43Powell Industries Incorporated
COM
$3.1M10.7K
0.7%
+205%
Added · +7K sh
44Air Products And Chemicals Incorporated
COM
$2.7M9.4K
0.6%
+6.3%
Added · +553 sh
45Ies Holdings Incorporated
COM
$2.7M3.7K
0.6%
+1.4%
Added · +53 sh
46Johnson Controls Internation SHS (Ireland)
SHS
$2.6M17.8K
0.6%
−1.5%
Reduced · −270 sh
47Advanced Energy Industries
COM
$2.6M6.9K
0.6%
+9.8%
Added · +618 sh
48Cummins Incorporated
COM
$2.5M3.5K
0.6%
+0.4%
Added · +15 sh
49Darden Restaurants Incorporated
COM
$2.4M11.8K
0.5%
+4.2%
Added · +477 sh
50Vertiv Holdings Company Com Class A
COM CL A
$2.3M7.0K
0.5%
+3.7%
Added · +252 sh
Showing 50 of 245 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026245$458.7M13F-HR
Q1 2026Mar 31, 2026Apr 30, 2026215$404.7M13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026218$391.1M13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025216$405.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.