Peterson Wealth Services
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Peterson Wealth Services reported 245 stock positions worth $458.7 million. Its top holding was Comfort Systems USA (FIX) at 7.0% of the portfolio, followed by Nvidia (NVDA, 5.9%) and Apple (AAPL, 5.9%). Compared with Q1 2026, it opened 31 new positions, sold out of 1, added to 97 and reduced 51. The biggest buy was Astera Labs (ALAB, shares +1%) and the biggest sale Palantir Technologies Class A (PLTR, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $458.7M (Q2 2026)
- SEC Filing
- 0001906799-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 245 stocks · $458.7M
| FIX Comfort Systems USA Inc. | 6.95% | 16,094 | $31.9M | Reduce -1.7% |
| NVDA Nvidia Corp. | 5.93% | 135,869 | $27.2M | Reduce -1.1% |
| AAPL Apple Inc. | 5.89% | 93,355 | $27.0M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.17% | 275,181 | $23.7M | Reduce -7.7% |
| TSLA Tesla Inc. | 3.97% | 43,340 | $18.2M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 3.55% | 49,713 | $16.3M | Reduce -0.4% |
| AVGO Broadcom Inc. | 3.37% | 40,885 | $15.4M | Reduce -0.9% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.13% | 7,216 | $14.4M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.08% | 59,370 | $14.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 2.83% | 13,864 | $13.0M | Reduce -1.6% |
| RJF Raymond James Financial Inc. | 2.06% | 62,013 | $9.4M | Add +0.3% |
| PLTR Palantir Technologies Inc. Class A | 1.95% | 76,625 | $8.9M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 17,662 | $8.8M | Reduce -0.2% |
| PM Philip Morris International | 1.75% | 44,271 | $8.0M | Add +27.5% |
| CNQ Canadian Natural Resources | 1.67% | 193,805 | $7.7M | Add +0.7% |
| V Visa Inc. Class A | 1.66% | 22,232 | $7.6M | Add +0.6% |
| MSFT Microsoft Corp. | 1.46% | 17,901 | $6.7M | Add +3.6% |
| HD Home Depot Inc. | 1.35% | 17,587 | $6.2M | Add +5.4% |
| NFLX Netflix Inc. | 1.33% | 85,160 | $6.1M | Add +0.9% |
| LLY Eli Lilly & Co. | 1.28% | 4,914 | $5.9M | Add +0.2% |
| UNP Union Pacific Corp. | 1.23% | 20,698 | $5.6M | Add +1.4% |
| MPC Marathon Petroleum Corp. | 1.03% | 18,461 | $4.7M | Add +0.2% |
| CDNS Cadence Design SYS Inc. | 1.00% | 12,207 | $4.6M | Add +0.1% |
| ALAB Astera Labs Inc. | 0.98% | 9,349 | $4.5M | Add +0.9% |
| SYK Stryker Corp. | 0.98% | 14,341 | $4.5M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.95% | 7,708 | $4.3M | Add +0.4% |
| GRMN Garmin Ltd. | 0.95% | 18,270 | $4.3M | Reduce -0.3% |
| ETN Eaton Corp. PLC | 0.91% | 9,775 | $4.2M | Add +2.8% |
| ODFL Old Dominion Freight Line | 0.90% | 19,044 | $4.1M | Add +1.9% |
| CB Chubb Ltd. | 0.90% | 12,078 | $4.1M | Add +3.5% |
| WMT Walmart Inc. | 0.88% | 35,657 | $4.0M | Add +1.7% |
| EME Emcor Group Inc. | 0.87% | 4,824 | $4.0M | Add +1.0% |
| STRL Sterling Infrastructure Inc. | 0.86% | 4,674 | $3.9M | Reduce -3.7% |
| ORCL Oracle Corp. | 0.84% | 26,258 | $3.8M | Reduce -2.1% |
| MSI Motorola Solutions Inc. | 0.82% | 9,046 | $3.8M | Add +6.3% |
| ABBV Abbvie Inc. | 0.80% | 14,557 | $3.7M | Add +7.3% |
| JNJ Johnson & Johnson | 0.80% | 14,383 | $3.7M | Add +2.3% |
| ADI Analog Devices Inc. | 0.78% | 9,024 | $3.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 4,743 | $3.5M | Add +0.0% |
| VST Vistra Corp. | 0.77% | 22,127 | $3.5M | Add +0.9% |
| XOM Exxon Mobil Corp. | 0.76% | 25,371 | $3.5M | Add +2.9% |
| MCD McDonald's Corp. | 0.72% | 12,252 | $3.3M | Reduce -1.8% |
| POWL Powell Industries Inc. | 0.67% | 10,740 | $3.1M | Add +1.7% |
| APD Air Products & Chemicals Inc. | 0.60% | 9,357 | $2.7M | Add +6.3% |
| IESC Ies Holdings Inc. | 0.59% | 3,710 | $2.7M | Add +1.4% |
| JCI Johnson Controls Internation | 0.57% | 17,829 | $2.6M | Reduce -1.5% |
| AEIS Advanced Energy Industries | 0.56% | 6,934 | $2.6M | Add +9.8% |
| CMI Cummins Inc. | 0.55% | 3,550 | $2.5M | Add +0.4% |
| DRI Darden Restaurants Inc. | 0.53% | 11,764 | $2.4M | Add +4.2% |
| VRT Vertiv Holdings Co. Class A | 0.51% | 7,006 | $2.3M | Add +3.7% |
| O Realty Income Corp. | 0.51% | 37,453 | $2.3M | Add +4.6% |
| CME Cme Group Inc. | 0.50% | 10,484 | $2.3M | Add +4.4% |
| AMD Advanced Micro Devices | 0.50% | 3,951 | $2.3M | Reduce -2.5% |
| PACS Pacs Group Inc. | 0.47% | 51,004 | $2.2M | Reduce -5.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.47% | 22,272 | $2.2M | Add +23.8% |
| UNH Unitedhealth Group Inc. | 0.45% | 4,973 | $2.1M | Add +8.6% |
| VOO Vanguard S&P 500 ETF | 0.44% | 2,937 | $2.0M | Add +1.2% |
| MPWR Monolithic Power Systems Inc. | 0.39% | 1,304 | $1.8M | Add +6.6% |
| ACLS Axcelis Technologies Inc. | 0.38% | 9,191 | $1.7M | Add +16.5% |
| FANG Diamondback Energy Inc. | 0.32% | 8,458 | $1.5M | Add +7.7% |
| VZ Verizon Communications Inc. | 0.32% | 34,771 | $1.5M | Add +4.8% |
| MDY State Street SPDR S&P Midcap | 0.32% | 2,081 | $1.5M | Add +17.6% |
| AMAT Applied Materials Inc. | 0.30% | 1,907 | $1.4M | Reduce -0.5% |
| ETR Entergy Corp. | 0.29% | 11,745 | $1.3M | Add +7.2% |
| RS Reliance Inc. | 0.28% | 3,482 | $1.3M | Add +5.1% |
| GOOGL Alphabet Inc. Class A | 0.28% | 3,581 | $1.3M | Reduce -3.9% |
| ZTS Zoetis Inc. | 0.28% | 17,599 | $1.3M | Add +9.6% |
| BC Brunswick Corp. | 0.27% | 14,771 | $1.2M | Add +2.3% |
| ENSG The Ensign Group Inc. | 0.26% | 7,331 | $1.2M | Add +3.3% |
| SCI Service Corp. International | 0.25% | 15,392 | $1.2M | New |
| NEE Nextera Energy Inc. | 0.25% | 12,898 | $1.1M | Add +6.0% |
| ZWS Zurn Elkay Water Solutions C | 0.24% | 22,207 | $1.1M | Add +2.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.24% | 5,313 | $1.1M | Add +5.9% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.23% | 23,142 | $1.1M | Add +16.1% |
| FIS Fidelity National Info Serv | 0.23% | 27,192 | $1.1M | Add +14.8% |
| XSMO Invesco S&P Smallcap Momentu | 0.23% | 11,090 | $1.0M | Add +14.9% |
| LNTH Lantheus Holdings Inc. | 0.22% | 9,284 | $1.0M | Add +38.9% |
| AGG iShares Core U.S. Aggregate | 0.22% | 10,247 | $1.0M | Add +65.2% |
| AAON Aaon Inc. | 0.22% | 7,865 | $998K | Add +9.4% |
| AGCO Agco Corp. | 0.21% | 8,181 | $979K | Add +3.0% |
| CLMB Climb Global Solutions Inc. | 0.21% | 41,573 | $965K | Add +1064.8% |
| AROC Archrock Inc. | 0.21% | 23,383 | $952K | New |
| UFPT Ufp Technologies Inc. | 0.21% | 3,568 | $946K | Add +10.8% |
| TT Trane Technologies PLC | 0.18% | 1,680 | $825K | Reduce -1.8% |
| NXPI NXP Semiconductors NV | 0.17% | 2,747 | $772K | Reduce -0.1% |
| FCNCA First Citizens Bcshs Class A | 0.17% | 370 | $771K | Add +1.9% |
| LRCX Lam Research Corp. | 0.17% | 1,758 | $762K | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.16% | 9,116 | $755K | Add +4881.4% |
| HQY Healthequity Inc. | 0.16% | 8,089 | $731K | Add +4.7% |
| SMCI Super Micro Computer Inc. | 0.16% | 24,868 | $729K | Add +45.2% |
| KNSL Kinsale Capital Group Inc. | 0.15% | 2,102 | $693K | Add +14.7% |
| COP Conocophillips | 0.15% | 6,529 | $679K | Reduce -1.4% |
| IDCC Interdigital Inc. | 0.15% | 2,375 | $672K | Add +5.5% |
| EXR Extra Space Storage Inc. | 0.14% | 4,404 | $640K | Add +4.0% |
| DXCM Dexcom Inc. | 0.14% | 9,341 | $629K | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.13% | 525 | $617K | Reduce -8.8% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,645 | $581K | No change |
| AXP American Express Co. | 0.12% | 1,640 | $555K | Add +1.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,504 | $531K | Reduce -3.8% |
| HPE Hewlett Packard Enterprise | 0.12% | 11,765 | $531K | Reduce -0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| PLTR Palantir Technologies Inc. Class A | Reduce -0.6% | 1.95% | −0.84 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 2.83% | −0.64 |
| LULU Lululemon Athletica Inc. | Reduce -86.2% | 0.05% | −0.47 |
| CMCSA Comcast Corp. Class A | Reduce -99.5% | 0.00% | −0.30 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.72% | −0.24 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -7.7% | 5.17% | −0.19 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.93% | −0.17 |
| ORCL Oracle Corp. | Reduce -2.1% | 0.84% | −0.14 |
| GSY Invesco Ultra Short Duration | Reduce -57.5% | 0.07% | −0.12 |
| ELF Elf Beauty Inc. | Reduce -99.8% | 0.00% | −0.12 |
| GRMN Garmin Ltd. | Reduce -0.3% | 0.95% | −0.10 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.09 |
| PCTY Paylocity Holding Corp. | Reduce -99.3% | 0.00% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 3.55% | −0.08 |
| HUBS HubSpot Inc. | Reduce -99.5% | 0.00% | −0.08 |
| STE Steris PLC | Reduce -99.8% | 0.00% | −0.07 |
| COP Conocophillips | Reduce -1.4% | 0.15% | −0.07 |
| TSLA Tesla Inc. | Reduce -1.1% | 3.97% | −0.05 |
| TJX TJX Companies Inc. | Reduce -3.8% | 0.12% | −0.03 |
| NEM Newmont Corp. | Reduce -0.8% | 0.06% | −0.02 |
| JCI Johnson Controls Internation | Reduce -1.5% | 0.57% | −0.02 |
| PSX Phillips 66 | Reduce -0.4% | 0.07% | −0.01 |
| EOG EOG Resources Inc. | Reduce -0.9% | 0.05% | −0.01 |
| DXCM Dexcom Inc. | Reduce -0.1% | 0.14% | −0.01 |
| VLO Valero Energy Corp. | Reduce -1.1% | 0.08% | −0.01 |
| OSK Oshkosh Corp. | Reduce -0.8% | 0.07% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 3.08% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.7% | 0.03% | −0.00 |
| VSNT Versant Media Group Inc. | Reduce -16.8% | 0.01% | −0.00 |
| ALL Allstate Corp. | Reduce -5.1% | 0.08% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -2.9% | 0.06% | −0.00 |
| SNPS Synopsys Inc. | Reduce -5.0% | 0.02% | −0.00 |
| IQV Iqvia Holdings Inc. | Reduce -1.6% | 0.08% | −0.00 |
| TT Trane Technologies PLC | Reduce -1.8% | 0.18% | +0.00 |
| NVDA Nvidia Corp. | Reduce -1.1% | 5.93% | +0.01 |
| APH Amphenol Corp. Class A | Reduce -6.3% | 0.06% | +0.01 |
| GEV GE Vernova Inc. | Reduce -8.8% | 0.13% | +0.01 |
| MCHP Microchip Technology Inc. | Reduce -0.4% | 0.07% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 0.28% | +0.01 |
| CGNX Cognex Corp. | Reduce -1.2% | 0.08% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.6% | 0.10% | +0.02 |
| AAPL Apple Inc. | Reduce -0.1% | 5.89% | +0.03 |
| NXPI NXP Semiconductors NV | Reduce -0.1% | 0.17% | +0.03 |
| HPE Hewlett Packard Enterprise | Reduce -0.7% | 0.12% | +0.05 |
| PACS Pacs Group Inc. | Reduce -5.0% | 0.47% | +0.05 |
| LRCX Lam Research Corp. | Reduce -1.2% | 0.17% | +0.07 |
| AMAT Applied Materials Inc. | Reduce -0.5% | 0.30% | +0.14 |
| AVGO Broadcom Inc. | Reduce -0.9% | 3.37% | +0.21 |
| AMD Advanced Micro Devices | Reduce -2.5% | 0.50% | +0.30 |
| STRL Sterling Infrastructure Inc. | Reduce -3.7% | 0.86% | +0.37 |
Portfolio Buys Q1 2026 → Q2 2026
| ALAB Astera Labs Inc. | Add +0.9% | 0.98% | +0.73 |
| PM Philip Morris International | Add +27.5% | 1.75% | +0.33 |
| SCI Service Corp. International | New | 0.25% | +0.25 |
| AROC Archrock Inc. | New | 0.21% | +0.21 |
| POWL Powell Industries Inc. | Add +1.7% | 0.67% | +0.20 |
| ACLS Axcelis Technologies Inc. | Add +16.5% | 0.38% | +0.20 |
| CLMB Climb Global Solutions Inc. | Add +1064.8% | 0.21% | +0.19 |
| LLY Eli Lilly & Co. | Add +0.2% | 1.28% | +0.17 |
| IESC Ies Holdings Inc. | Add +1.4% | 0.59% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +4881.4% | 0.16% | +0.16 |
| CDNS Cadence Design SYS Inc. | Add +0.1% | 1.00% | +0.16 |
| UNH Unitedhealth Group Inc. | Add +8.6% | 0.45% | +0.14 |
| LNTH Lantheus Holdings Inc. | Add +38.9% | 0.22% | +0.10 |
| VRT Vertiv Holdings Co. Class A | Add +3.7% | 0.51% | +0.09 |
| CMI Cummins Inc. | Add +0.4% | 0.55% | +0.08 |
| AAON Aaon Inc. | Add +9.4% | 0.22% | +0.07 |
| ABBV Abbvie Inc. | Add +7.3% | 0.80% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +65.2% | 0.22% | +0.07 |
| ETN Eaton Corp. PLC | Add +2.8% | 0.91% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +23.8% | 0.47% | +0.07 |
| MPWR Monolithic Power Systems Inc. | Add +6.6% | 0.39% | +0.06 |
| SMCI Super Micro Computer Inc. | Add +45.2% | 0.16% | +0.06 |
| IREN Iren Ltd. | Add +16.1% | 0.23% | +0.06 |
| AEIS Advanced Energy Industries | Add +9.8% | 0.56% | +0.06 |
| UFPT Ufp Technologies Inc. | Add +10.8% | 0.21% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| MDY State Street SPDR S&P Midcap | Add +17.6% | 0.32% | +0.05 |
| XSMO Invesco S&P Smallcap Momentu | Add +14.9% | 0.23% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | New | 0.04% | +0.04 |
| RS Reliance Inc. | Add +5.1% | 0.28% | +0.03 |
| SSD Simpson Manufacturing Co. Inc. | Add +5.9% | 0.24% | +0.03 |
| UPS United Parcel Service Class B | Add +53.3% | 0.05% | +0.02 |
| V Visa Inc. Class A | Add +0.6% | 1.66% | +0.01 |
| BC Brunswick Corp. | Add +2.3% | 0.27% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.2% | 0.44% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.9% | 0.04% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.77% | +0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.04% | +0.01 |
| LSTR Landstar System Inc. | Add +0.1% | 0.06% | +0.01 |
| CAH Cardinal Health Inc. | New | 0.01% | +0.01 |
| ZWS Zurn Elkay Water Solutions C | Add +2.9% | 0.24% | +0.01 |
| LRN Stride Inc. | Add +37.0% | 0.03% | +0.01 |
| UNP Union Pacific Corp. | Add +1.4% | 1.23% | +0.00 |
| MRVL Marvell Technology Inc. | New | 0.00% | +0.00 |
| PWR Quanta Services Inc. | New | 0.00% | +0.00 |
| DHI D.R. Horton Inc. | Add +0.1% | 0.05% | +0.00 |
| EXR Extra Space Storage Inc. | Add +4.0% | 0.14% | +0.00 |
| ANET Arista Networks Inc. | New | 0.00% | +0.00 |
| GSK GSK PLC-Spon ADR | New | 0.00% | +0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +15.8% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 245 | $458.7M | FIX, NVDA, AAPL, VUG, TSLA |
| Q1 2026 | 215 | $404.7M | NVDA, AAPL, FIX, VUG, TSLA |
| Q4 2025 | 218 | $391.1M | NVDA, AAPL, VUG, TSLA, JPM |
| Q3 2025 | 215 | $404.2M | VUG, NVDA, AAPL, TSLA, JPM |
| Q2 2025 | 221 | $365.0M | VUG, NVDA, AAPL, JPM, TSLA |
| Q1 2025 | 200 | $317.7M | VUG, AAPL, NVDA, COST, JPM |
| Q4 2024 | 211 | $325.8M | AAPL, NVDA, TSLA, VUG, COST |
| Q3 2024 | 218 | $313.1M | AAPL, NVDA, VUG, COST, TSLA |
| Q2 2024 | 111 | $286.1M | AAPL, NVDA, VUG, COST, AVGO |
| Q1 2024 | 112 | $274.6M | AAPL, NVDA, VUG, COST, AMZN |