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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1906799/holdings"
Use Arkolith to show Peterson Wealth Services's latest holdings, largest changes, and filing provenance.
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.
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
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, no cost basis
Other tracked managers holding the same core names as Peterson Wealth Services
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.3T |
| FMR LLC | 80 / 80 | $798.0B |
| MORGAN STANLEY | 80 / 80 | $571.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $546.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $401.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $270.1B |
| ROYAL BANK OF CANADA | 80 / 80 | $159.7B |
| WELLS FARGO & COMPANY/MN | 80 / 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.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
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.