Peterson Wealth Services
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), Peterson Wealth Services reported 215 stock positions worth $404.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 7.0% of the portfolio, followed by Nvidia (NVDA, 6.8%) and Apple (AAPL, 6.0%). Compared with Q2 2025, it opened 13 new positions, sold out of 18, added to 102 and reduced 99. The biggest buy was Comfort Systems USA (FIX, shares +214%) and the biggest sale Costco Wholesale (COST, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $404.2M (Q3 2025)
- SEC Filing
- 0001906799-25-000004 ↗ filed Nov 4, 2025
Holdings Value
Holdings 215 stocks · $404.2M
| VUG Vanguard Mrngstar GR ETF-Sui | 7.00% | 2,263 | $28.3M | Reduce -96.3% |
| NVDA Nvidia Corp. | 6.78% | 2,605 | $27.4M | Reduce -98.2% |
| AAPL Apple Inc. | 5.96% | 1,125 | $24.1M | Reduce -98.8% |
| TSLA Tesla Inc. | 4.95% | 150 | $20.0M | Reduce -99.7% |
| JPM JPMorgan Chase & Co. | 3.95% | 6,646 | $16.0M | Reduce -87.0% |
| FIX Comfort Systems USA Inc. | 3.82% | 60,331 | $15.4M | Add +214.2% |
| PLTR Palantir Technologies Inc. Class A | 3.79% | 3,629 | $15.3M | Reduce -95.8% |
| AVGO Broadcom Inc. | 3.49% | 13,709 | $14.1M | Reduce -68.4% |
| AMZN Amazon.com Inc. | 3.23% | 1,617 | $13.0M | Reduce -97.3% |
| COST Costco Wholesale Corp. | 3.13% | 3,407 | $12.6M | Reduce -75.0% |
| RJF Raymond James Financial Inc. | 2.61% | 33,617 | $10.5M | Reduce -45.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.17% | 25 | $8.8M | Reduce -99.9% |
| MSFT Microsoft Corp. | 2.13% | 1,245 | $8.6M | Reduce -92.6% |
| ORCL Oracle Corp. | 1.84% | 1,667 | $7.4M | Reduce -93.7% |
| V Visa Inc. Class A | 1.83% | 36,997 | $7.4M | Add +66.5% |
| ASML ASML Holding NV-NY Reg SHS | 1.80% | 9,884 | $7.3M | Add +30.8% |
| HD Home Depot Inc. | 1.58% | 1,030 | $6.4M | Reduce -93.4% |
| CNQ Canadian Natural Resources | 1.48% | 32 | $6.0M | Reduce -100.0% |
| COP Conocophillips | 1.41% | 160 | $5.7M | Reduce -99.7% |
| PM Philip Morris International | 1.34% | 1,506 | $5.4M | Reduce -95.5% |
| META Meta Platforms Inc. Class A | 1.25% | 2,854 | $5.0M | Reduce -58.5% |
| SYK Stryker Corp. | 1.23% | 21,074 | $5.0M | Add +57.1% |
| UNP Union Pacific Corp. | 1.12% | 1,232 | $4.5M | Reduce -93.5% |
| GRMN Garmin Ltd. | 1.10% | 226 | $4.4M | Reduce -98.7% |
| FANG Diamondback Energy Inc. | 1.02% | 8,744 | $4.1M | Reduce -69.1% |
| CDNS Cadence Design SYS Inc. | 1.01% | 187,115 | $4.1M | Add +1501.3% |
| WMT Walmart Inc. | 0.94% | 20 | $3.8M | Reduce -100.0% |
| MPC Marathon Petroleum Corp. | 0.92% | 60,744 | $3.7M | Add +212.8% |
| MSI Motorola Solutions Inc. | 0.91% | 3 | $3.7M | Reduce -100.0% |
| MCD McDonald's Corp. | 0.89% | 347 | $3.6M | Reduce -97.0% |
| ETN Eaton Corp. PLC | 0.88% | 3,102 | $3.5M | Reduce -67.5% |
| LLY Eli Lilly & Co. | 0.87% | 7,234 | $3.5M | Add +57.3% |
| CB Chubb Ltd. | 0.79% | 1,934 | $3.2M | Reduce -82.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 1,260 | $3.1M | Reduce -71.4% |
| XOM Exxon Mobil Corp. | 0.69% | 2,905 | $2.8M | Reduce -88.3% |
| MTDR Matador Resources Co. | 0.68% | 11,840 | $2.7M | Reduce -81.0% |
| ABBV Abbvie Inc. | 0.67% | 418 | $2.7M | Reduce -96.4% |
| JNJ Johnson & Johnson | 0.65% | 20,124 | $2.6M | Add +31.6% |
| CME Cme Group Inc. | 0.65% | 2,004 | $2.6M | Reduce -79.7% |
| APD Air Products & Chemicals Inc. | 0.57% | 1,357 | $2.3M | Reduce -83.9% |
| ADI Analog Devices Inc. | 0.57% | 94,607 | $2.3M | Add +904.6% |
| ODFL Old Dominion Freight Line | 0.56% | 1,658 | $2.3M | Reduce -89.2% |
| JCI Johnson Controls Internation | 0.55% | 50,584 | $2.2M | Add +146.8% |
| DRI Darden Restaurants Inc. | 0.51% | 1,007 | $2.1M | Reduce -90.8% |
| O Realty Income Corp. | 0.51% | 3,233 | $2.0M | Reduce -90.3% |
| MDT Medtronic PLC | 0.50% | 6,874 | $2.0M | Reduce -67.8% |
| LULU Lululemon Athletica Inc. | 0.50% | 82 | $2.0M | Reduce -99.2% |
| ALAB Astera Labs Inc. | 0.48% | 8,580 | $1.9M | Reduce -4.0% |
| STRL Sterling Infrastructure Inc. | 0.42% | 37 | $1.7M | Reduce -99.3% |
| UNH Unitedhealth Group Inc. | 0.39% | 1,196 | $1.6M | Reduce -72.9% |
| FIS Fidelity National Info Serv | 0.38% | 122 | $1.5M | Reduce -99.5% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.37% | 33 | $1.5M | Reduce -99.1% |
| CMI Cummins Inc. | 0.36% | 1,101 | $1.4M | Reduce -67.7% |
| VOO Vanguard S&P 500 ETF | 0.34% | 135 | $1.4M | Reduce -94.0% |
| CMCSA Comcast Corp. Class A | 0.33% | 18,712 | $1.4M | Reduce -56.4% |
| VZ Verizon Communications Inc. | 0.33% | 6,903 | $1.3M | Reduce -77.4% |
| ENSG The Ensign Group Inc. | 0.31% | 1,372 | $1.2M | Reduce -81.0% |
| ELF Elf Beauty Inc. | 0.29% | 9,465 | $1.2M | Add +8.2% |
| MPWR Monolithic Power Systems Inc. | 0.28% | 8,075 | $1.1M | Add +551.7% |
| AEIS Advanced Energy Industries | 0.27% | 3,753 | $1.1M | Reduce -42.2% |
| POWL Powell Industries Inc. | 0.27% | 1,099 | $1.1M | Reduce -69.2% |
| VRT Vertiv Holdings Co. Class A | 0.26% | 21,636 | $1.0M | Add +214.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 260 | $1.0M | Reduce -97.8% |
| SMCI Super Micro Computer Inc. | 0.25% | 341 | $1.0M | Reduce -98.1% |
| GOOGL Alphabet Inc. Class A | 0.25% | 1,644 | $993K | Reduce -57.4% |
| CELH Celsius Holdings Inc. | 0.23% | 100 | $928K | Reduce -99.4% |
| ACLS Axcelis Technologies Inc. | 0.23% | 400 | $923K | Reduce -95.6% |
| RS Reliance Inc. | 0.22% | 104 | $908K | Reduce -96.8% |
| PEG Public Service Enterprise GP | 0.22% | 1,448 | $901K | Reduce -86.5% |
| BC Brunswick Corp. | 0.21% | 11,678 | $867K | Reduce -12.6% |
| AGCO Agco Corp. | 0.21% | 8,470 | $833K | Add +10.1% |
| SSD Simpson Manufacturing Co. Inc. | 0.21% | 1,361 | $832K | Reduce -72.3% |
| NEE Nextera Energy Inc. | 0.20% | 123 | $822K | Reduce -98.9% |
| KNSL Kinsale Capital Group Inc. | 0.20% | 11 | $807K | Reduce -99.4% |
| TT Trane Technologies PLC | 0.20% | 3,360 | $798K | Add +82.2% |
| PACS Pacs Group Inc. | 0.19% | 84,028 | $782K | Add +57.6% |
| PAYC Paycom Software Inc. | 0.19% | 3,904 | $755K | Add +8.6% |
| MDY State Street SPDR S&P Midcap | 0.19% | 525 | $751K | Reduce -58.3% |
| IDCC Interdigital Inc. | 0.18% | 377 | $737K | Reduce -81.2% |
| HQY Healthequity Inc. | 0.17% | 20 | $691K | Reduce -99.7% |
| NFLX Netflix Inc. | 0.17% | 2,745 | $689K | Add +394.6% |
| AAON Aaon Inc. | 0.17% | 1,646 | $679K | Reduce -75.7% |
| UFPT Ufp Technologies Inc. | 0.17% | 19,091 | $671K | Add +496.8% |
| PCTY Paylocity Holding Corp. | 0.15% | 116 | $622K | Reduce -96.9% |
| FCNCA First Citizens Bcshs Class A | 0.15% | 1,615 | $613K | Add +387.9% |
| AMD Advanced Micro Devices | 0.15% | 7,775 | $607K | Add +112.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 1,890 | $607K | Reduce -53.9% |
| NXPI NXP Semiconductors NV | 0.15% | 1,000 | $593K | Reduce -45.6% |
| GEV GE Vernova Inc. | 0.14% | 2,007 | $585K | Add +111.5% |
| AGG iShares Core U.S. Aggregate | 0.14% | 960 | $564K | Reduce -83.1% |
| LNTH Lantheus Holdings Inc. | 0.14% | 13 | $562K | Reduce -99.9% |
| EXR Extra Space Storage Inc. | 0.13% | 24,874 | $543K | Add +599.9% |
| ATKR Atkore Inc. | 0.13% | 788 | $538K | Reduce -90.0% |
| AXP American Express Co. | 0.13% | 2,048 | $537K | Add +26.8% |
| CRM Salesforce Inc. | 0.13% | 3,456 | $516K | Add +61.9% |
| XSMO Invesco S&P Smallcap Momentu | 0.12% | 1,375 | $504K | Reduce -79.8% |
| HUBS HubSpot Inc. | 0.12% | 3,761 | $482K | Add +300.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.12% | 367 | $478K | Reduce -95.9% |
| STE Steris PLC | 0.11% | 5,016 | $438K | Add +190.9% |
| GOOG Alphabet Inc. Class C | 0.10% | 342 | $400K | Reduce -79.3% |
Lines left out (1) · $1.0M — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ZWS Zurn Elkay Water Solutions C | COM | 0 | $1.0M |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $405.2M.
Portfolio Sells Q2 2025 → Q3 2025
| COST Costco Wholesale Corp. | Reduce -75.0% | 3.13% | −0.57 |
| AMZN Amazon.com Inc. | Reduce -97.3% | 3.23% | −0.34 |
| PM Philip Morris International | Reduce -95.5% | 1.34% | −0.32 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -96.3% | 7.00% | −0.24 |
| LULU Lululemon Athletica Inc. | Reduce -99.2% | 0.50% | −0.17 |
| MSFT Microsoft Corp. | Reduce -92.6% | 2.13% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -99.9% | 2.17% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -58.5% | 1.25% | −0.14 |
| FIS Fidelity National Info Serv | Reduce -99.5% | 0.38% | −0.14 |
| DRI Darden Restaurants Inc. | Reduce -90.8% | 0.51% | −0.14 |
| MTDR Matador Resources Co. | Reduce -81.0% | 0.68% | −0.14 |
| ODFL Old Dominion Freight Line | Reduce -89.2% | 0.56% | −0.13 |
| CNQ Canadian Natural Resources | Reduce -100.0% | 1.48% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -87.0% | 3.95% | −0.11 |
| CB Chubb Ltd. | Reduce -82.9% | 0.79% | −0.11 |
| COP Conocophillips | Reduce -99.7% | 1.41% | −0.10 |
| CME Cme Group Inc. | Reduce -79.7% | 0.65% | −0.09 |
| LNTH Lantheus Holdings Inc. | Reduce -99.9% | 0.14% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -56.4% | 0.33% | −0.09 |
| APD Air Products & Chemicals Inc. | Reduce -83.9% | 0.57% | −0.08 |
| UNP Union Pacific Corp. | Reduce -93.5% | 1.12% | −0.07 |
| TTD Trade Desk Inc./the Class A | Reduce -95.9% | 0.12% | −0.06 |
| ETN Eaton Corp. PLC | Reduce -67.5% | 0.88% | −0.06 |
| WMT Walmart Inc. | Reduce -100.0% | 0.94% | −0.05 |
| JNPR Juniper Networks Inc. | Sold out | 0.00% | −0.05 |
| RS Reliance Inc. | Reduce -96.8% | 0.22% | −0.05 |
| KNSL Kinsale Capital Group Inc. | Reduce -99.4% | 0.20% | −0.05 |
| GSY Invesco Ultra Short Duration | Reduce -54.7% | 0.02% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -69.1% | 1.02% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -88.3% | 0.69% | −0.04 |
| MCD McDonald's Corp. | Reduce -97.0% | 0.89% | −0.03 |
| PCTY Paylocity Holding Corp. | Reduce -96.9% | 0.15% | −0.03 |
| BV Brightview Holdings Inc. | Sold out | 0.00% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -77.4% | 0.33% | −0.03 |
| HQY Healthequity Inc. | Reduce -99.7% | 0.17% | −0.03 |
| PEG Public Service Enterprise GP | Reduce -86.5% | 0.22% | −0.02 |
| O Realty Income Corp. | Reduce -90.3% | 0.51% | −0.02 |
| XLE SS Energy Select Sector | Reduce -97.5% | 0.03% | −0.02 |
| ATKR Atkore Inc. | Reduce -90.0% | 0.13% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -97.8% | 0.26% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -100.0% | 0.91% | −0.02 |
| AGG iShares Core U.S. Aggregate | Reduce -83.1% | 0.14% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -94.0% | 0.34% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -58.3% | 0.19% | −0.01 |
| ADP Automatic Data Processing | Reduce -98.6% | 0.06% | −0.01 |
| ICUI Icu Medical Inc. | Sold out | 0.00% | −0.01 |
| MDT Medtronic PLC | Reduce -67.8% | 0.50% | −0.01 |
| MRP Millrose Properties | Sold out | 0.00% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -96.2% | 0.04% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -98.7% | 0.04% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| FIX Comfort Systems USA Inc. | Add +214.2% | 3.82% | +1.00 |
| ASML ASML Holding NV-NY Reg SHS | Add +30.8% | 1.80% | +0.15 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| MCHP Microchip Technology Inc. | Add +22366.2% | 0.05% | +0.04 |
| LRN Stride Inc. | New | 0.04% | +0.04 |
| SNPS Synopsys Inc. | Add +1750.0% | 0.04% | +0.04 |
| GPN Global Payments Inc. | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.04% | +0.04 |
| SEIC Sei Investments Company | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +212.8% | 0.92% | +0.04 |
| MPWR Monolithic Power Systems Inc. | Add +551.7% | 0.28% | +0.04 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| CDNS Cadence Design SYS Inc. | Add +1501.3% | 1.01% | +0.03 |
| VRT Vertiv Holdings Co. Class A | Add +214.0% | 0.26% | +0.02 |
| CGNX Cognex Corp. | Add +1004.5% | 0.05% | +0.01 |
| AZO AutoZone Inc. | New | 0.01% | +0.01 |
| JNJ Johnson & Johnson | Add +31.6% | 0.65% | +0.01 |
| DHI D.R. Horton Inc. | Add +941.4% | 0.05% | +0.01 |
| VLO Valero Energy Corp. | Add +137.3% | 0.05% | +0.01 |
| AMD Advanced Micro Devices | Add +112.2% | 0.15% | +0.01 |
| GEV GE Vernova Inc. | Add +111.5% | 0.14% | +0.01 |
| HPE Hewlett Packard Enterprise | Add +73.0% | 0.06% | +0.01 |
| CIFR Cipher Digital Inc. | New | 0.01% | +0.01 |
| MO Altria Group Inc. | New | 0.01% | +0.01 |
| CRWV Coreweave Inc. Class A | New | 0.01% | +0.01 |
| PACS Pacs Group Inc. | Add +57.6% | 0.19% | +0.00 |
| IREN Iren Ltd. | New | 0.00% | +0.00 |
| OSK Oshkosh Corp. | Add +3459.5% | 0.05% | +0.00 |
| PSX Phillips 66 | Add +148.9% | 0.05% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1043.6% | 0.04% | +0.00 |
| LEN Lennar Corp. Class A | Add +872.7% | 0.04% | +0.00 |
| CAT Caterpillar Inc. | Add +94852.9% | 0.00% | +0.00 |
| FAST Fastenal Co. | Add +709.1% | 0.04% | +0.00 |
| GE General Electric | Add +320.8% | 0.02% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +9574.3% | 0.00% | +0.00 |
| AMRZ Amrize Ltd. | New | 0.00% | +0.00 |
| ICLN iShares Global Clean Energy | Add +13.3% | 0.00% | +0.00 |
| OXY Occidental Petroleum Corp. | Add +1498.6% | 0.01% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | Add +225.0% | 0.00% | +0.00 |
| XLK SS Technology Select Sector | Add +52.1% | 0.04% | +0.00 |
| F Ford Motor Co. | Add +612.1% | 0.01% | +0.00 |
| M Macy's Inc. | Add +23437.8% | 0.00% | +0.00 |
| NOC Northrop Grumman Corp. | Add +910.0% | 0.00% | +0.00 |
| ONTO Onto Innovation Inc. | Add +155170.6% | 0.00% | +0.00 |
| DVN Devon Energy Corp. | Add +465.3% | 0.01% | 0.00 |
| GRFS Grifols SA-ADR | Add +385.8% | 0.00% | 0.00 |
| HSY The Hershey Co. | Add +47785.0% | 0.00% | 0.00 |
| PKB Invesco Building & Construct | Add +6575.0% | 0.00% | 0.00 |
| IGE iShares North American Natur | Add +575.2% | 0.01% | 0.00 |
| IEMG iShares Core MSCI Emerging | Add +6364.5% | 0.00% | 0.00 |
Notes & Other Activity Q2 2025 → Q3 2025
| ZWS Zurn Elkay Water Solutions C | COM | Reduce -100.0% | 0 | $1.0M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |