Peterson Wealth Services
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Peterson Wealth Services reported 218 stock positions worth $391.1 million. Its top holding was Nvidia (NVDA) at 6.5% of the portfolio, followed by Apple (AAPL, 6.5%) and Vanguard Mrngstar GR ETF-Sui (VUG, 6.1%). Compared with Q3 2025, it opened 7 new positions, sold out of 5, added to 99 and reduced 111. The biggest buy was Invesco Ultra Short Duration (GSY, shares +2722%) and the biggest sale an exit from Public Service Enterprise GP (PEG).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $391.1M (Q4 2025)
- SEC Filing
- 0001906799-26-000001 ↗ filed Feb 12, 2026
Holdings Value
Holdings 218 stocks · $391.1M
| NVDA Nvidia Corp. | 6.54% | 137,048 | $25.6M | Add +5161.0% |
| AAPL Apple Inc. | 6.46% | 92,911 | $25.3M | Add +8158.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 6.10% | 48,904 | $23.9M | Add +2061.0% |
| TSLA Tesla Inc. | 4.97% | 43,192 | $19.4M | Add +28694.7% |
| JPM JPMorgan Chase & Co. | 4.11% | 49,846 | $16.1M | Add +650.0% |
| FIX Comfort Systems USA Inc. | 3.92% | 16,447 | $15.3M | Reduce -72.7% |
| AVGO Broadcom Inc. | 3.64% | 41,176 | $14.3M | Add +200.4% |
| AMZN Amazon.com Inc. | 3.49% | 59,161 | $13.7M | Add +3558.7% |
| PLTR Palantir Technologies Inc. Class A | 3.47% | 76,356 | $13.6M | Add +2004.0% |
| COST Costco Wholesale Corp. | 3.08% | 13,946 | $12.0M | Add +309.3% |
| RJF Raymond James Financial Inc. | 2.50% | 60,930 | $9.8M | Add +81.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.23% | 17,312 | $8.7M | Add +69148.0% |
| MSFT Microsoft Corp. | 2.04% | 16,506 | $8.0M | Add +1225.8% |
| ASML ASML Holding NV-NY Reg SHS | 2.01% | 7,336 | $7.8M | Reduce -25.8% |
| V Visa Inc. Class A | 1.95% | 21,765 | $7.6M | Reduce -41.2% |
| CNQ Canadian Natural Resources | 1.64% | 189,901 | $6.4M | Add +593340.6% |
| HD Home Depot Inc. | 1.41% | 15,981 | $5.5M | Add +1451.5% |
| PM Philip Morris International | 1.37% | 33,357 | $5.4M | Add +2114.9% |
| ORCL Oracle Corp. | 1.31% | 26,251 | $5.1M | Add +1474.8% |
| LLY Eli Lilly & Co. | 1.27% | 4,604 | $4.9M | Reduce -36.4% |
| SYK Stryker Corp. | 1.24% | 13,828 | $4.9M | Reduce -34.4% |
| META Meta Platforms Inc. Class A | 1.22% | 7,252 | $4.8M | Add +154.1% |
| UNP Union Pacific Corp. | 1.16% | 19,681 | $4.6M | Add +1497.5% |
| COP Conocophillips | 1.09% | 45,420 | $4.3M | Add +28287.5% |
| WMT Walmart Inc. | 1.02% | 35,756 | $4.0M | Add +178680.0% |
| CDNS Cadence Design SYS Inc. | 0.95% | 11,889 | $3.7M | Reduce -93.7% |
| GRMN Garmin Ltd. | 0.94% | 18,047 | $3.7M | Add +7885.4% |
| FANG Diamondback Energy Inc. | 0.92% | 23,973 | $3.6M | Add +174.2% |
| MCD McDonald's Corp. | 0.92% | 11,779 | $3.6M | Add +3294.5% |
| CB Chubb Ltd. | 0.90% | 11,248 | $3.5M | Add +481.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 4,706 | $3.2M | Add +273.5% |
| MSI Motorola Solutions Inc. | 0.79% | 8,109 | $3.1M | Add +270200.0% |
| MPC Marathon Petroleum Corp. | 0.79% | 18,917 | $3.1M | Reduce -68.9% |
| XOM Exxon Mobil Corp. | 0.76% | 24,655 | $3.0M | Add +748.7% |
| ETN Eaton Corp. PLC | 0.76% | 9,293 | $3.0M | Add +199.6% |
| JNJ Johnson & Johnson | 0.75% | 14,159 | $2.9M | Reduce -29.6% |
| GSY Invesco Ultra Short Duration | 0.73% | 57,056 | $2.9M | Add +2721.8% |
| ODFL Old Dominion Freight Line | 0.72% | 18,053 | $2.8M | Add +988.8% |
| ABBV Abbvie Inc. | 0.71% | 12,101 | $2.8M | Add +2795.0% |
| CME Cme Group Inc. | 0.68% | 9,668 | $2.6M | Add +382.4% |
| LULU Lululemon Athletica Inc. | 0.64% | 12,050 | $2.5M | Add +14595.1% |
| ADI Analog Devices Inc. | 0.63% | 9,139 | $2.5M | Reduce -90.3% |
| JCI Johnson Controls Internation | 0.58% | 19,064 | $2.3M | Reduce -62.3% |
| MTDR Matador Resources Co. | 0.56% | 51,356 | $2.2M | Add +333.8% |
| APD Air Products & Chemicals Inc. | 0.53% | 8,321 | $2.1M | Add +513.2% |
| PACS Pacs Group Inc. | 0.52% | 52,818 | $2.0M | Reduce -37.1% |
| DRI Darden Restaurants Inc. | 0.51% | 10,854 | $2.0M | Add +977.9% |
| MDT Medtronic PLC | 0.49% | 20,006 | $1.9M | Add +191.0% |
| O Realty Income Corp. | 0.48% | 33,326 | $1.9M | Add +930.8% |
| CMI Cummins Inc. | 0.45% | 3,430 | $1.8M | Add +211.5% |
| VOO Vanguard S&P 500 ETF | 0.40% | 2,473 | $1.6M | Add +1731.8% |
| ALAB Astera Labs Inc. | 0.39% | 9,170 | $1.5M | Add +6.9% |
| STRL Sterling Infrastructure Inc. | 0.38% | 4,909 | $1.5M | Add +13167.6% |
| UNH Unitedhealth Group Inc. | 0.37% | 4,391 | $1.4M | Add +267.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 15,491 | $1.4M | Add +5858.1% |
| FIS Fidelity National Info Serv | 0.34% | 20,219 | $1.3M | Add +16473.0% |
| AEIS Advanced Energy Industries | 0.34% | 6,399 | $1.3M | Add +70.5% |
| IESC Ies Holdings Inc. filed as IES HLDGS INC | 0.33% | 3,293 | $1.3M | Add +9878.8% |
| VZ Verizon Communications Inc. | 0.33% | 31,306 | $1.3M | Add +353.5% |
| GOOGL Alphabet Inc. Class A | 0.32% | 3,986 | $1.2M | Add +142.5% |
| ENSG The Ensign Group Inc. | 0.32% | 7,103 | $1.2M | Add +417.7% |
| CMCSA Comcast Corp. Class A | 0.29% | 38,148 | $1.1M | Add +103.9% |
| POWL Powell Industries Inc. | 0.29% | 3,535 | $1.1M | Add +221.7% |
| MPWR Monolithic Power Systems Inc. | 0.28% | 1,223 | $1.1M | Reduce -84.8% |
| VRT Vertiv Holdings Co. Class A | 0.28% | 6,784 | $1.1M | Reduce -68.6% |
| BC Brunswick Corp. | 0.26% | 13,507 | $1.0M | Add +15.7% |
| ZWS Zurn Elkay Water Solutions C | 0.25% | 21,035 | $978K | Add +0.0% |
| RS Reliance Inc. | 0.24% | 3,207 | $926K | Add +2983.7% |
| MDY State Street SPDR S&P Midcap | 0.23% | 1,515 | $914K | Add +188.6% |
| NEE Nextera Energy Inc. | 0.23% | 11,192 | $898K | Add +8999.2% |
| ETR Entergy Corp. | 0.22% | 9,454 | $874K | New |
| AGCO Agco Corp. | 0.20% | 7,682 | $801K | Reduce -9.3% |
| AMD Advanced Micro Devices | 0.20% | 3,737 | $800K | Reduce -51.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.20% | 4,866 | $786K | Add +257.5% |
| TT Trane Technologies PLC | 0.19% | 1,888 | $735K | Reduce -43.8% |
| FCNCA First Citizens Bcshs Class A | 0.19% | 340 | $730K | Reduce -79.0% |
| KNSL Kinsale Capital Group Inc. | 0.17% | 1,732 | $677K | Add +15645.5% |
| UFPT Ufp Technologies Inc. | 0.17% | 3,051 | $677K | Reduce -84.0% |
| IDCC Interdigital Inc. | 0.17% | 2,114 | $673K | Add +460.7% |
| HQY Healthequity Inc. | 0.17% | 7,217 | $661K | Add +35985.0% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.17% | 17,417 | $658K | Add +9417.5% |
| CELH Celsius Holdings Inc. | 0.16% | 14,074 | $644K | Add +13974.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 4,087 | $628K | Add +116.2% |
| GEV GE Vernova Inc. | 0.15% | 921 | $602K | Reduce -54.1% |
| AXP American Express Co. | 0.15% | 1,619 | $599K | Reduce -20.9% |
| XSMO Invesco S&P Smallcap Momentu | 0.15% | 8,268 | $595K | Add +501.3% |
| ACLS Axcelis Technologies Inc. | 0.15% | 7,403 | $595K | Add +1750.8% |
| AGG iShares Core U.S. Aggregate | 0.15% | 5,947 | $594K | Add +519.5% |
| CRM Salesforce Inc. | 0.15% | 2,181 | $578K | Reduce -36.9% |
| ELF Elf Beauty Inc. | 0.15% | 7,568 | $575K | Reduce -20.0% |
| NXPI NXP Semiconductors NV | 0.15% | 2,618 | $568K | Add +161.8% |
| NFLX Netflix Inc. | 0.14% | 5,750 | $539K | Reduce -79.0% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,644 | $516K | Add +380.7% |
| AAON Aaon Inc. | 0.13% | 6,692 | $510K | Add +306.6% |
| EXR Extra Space Storage Inc. | 0.13% | 3,865 | $503K | Reduce -84.5% |
| IQV Iqvia Holdings Inc. | 0.12% | 1,997 | $450K | Add +489.1% |
| STE Steris PLC | 0.11% | 1,769 | $449K | Reduce -64.7% |
| SPGI S&P Global Inc. | 0.10% | 760 | $397K | Reduce -65.1% |
| DXCM Dexcom Inc. | 0.09% | 5,539 | $368K | Reduce -80.9% |
| SCHW Schwab (charles) Corp. | 0.09% | 3,457 | $345K | Add +97.2% |
Portfolio Sells Q3 2025 → Q4 2025
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.22 |
| PAYC Paycom Software Inc. | Reduce -99.0% | 0.00% | −0.19 |
| PCTY Paylocity Holding Corp. | Reduce -50.0% | 0.00% | −0.15 |
| ELF Elf Beauty Inc. | Reduce -20.0% | 0.15% | −0.14 |
| MPC Marathon Petroleum Corp. | Reduce -68.9% | 0.79% | −0.13 |
| ATKR Atkore Inc. | Reduce -97.6% | 0.00% | −0.13 |
| TTD Trade Desk Inc./the Class A | Reduce -89.9% | 0.00% | −0.12 |
| HUBS HubSpot Inc. | Reduce -98.9% | 0.00% | −0.12 |
| CDNS Cadence Design SYS Inc. | Reduce -93.7% | 0.95% | −0.06 |
| NFLX Netflix Inc. | Reduce -79.0% | 0.14% | −0.03 |
| FISV Fiserv Inc. | Reduce -13.4% | 0.04% | −0.03 |
| LRN Stride Inc. | Reduce -94.0% | 0.01% | −0.03 |
| SWKS Skyworks Solutions Inc. | Sold out | 0.00% | −0.03 |
| KO The Coca-Cola Co. | Reduce -75.5% | 0.02% | −0.01 |
| TT Trane Technologies PLC | Reduce -43.8% | 0.19% | −0.01 |
| CGNX Cognex Corp. | Reduce -90.5% | 0.04% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -89.1% | 0.03% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -84.5% | 0.13% | −0.01 |
| ZTS Zoetis Inc. | Reduce -99.8% | 0.00% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -89.8% | 0.04% | −0.01 |
| FAST Fastenal Co. | Reduce -87.5% | 0.03% | −0.01 |
| CRWV Coreweave Inc. Class A | Reduce -98.8% | 0.00% | −0.00 |
| AZO AutoZone Inc. | Reduce -99.9% | 0.01% | −0.00 |
| UPS United Parcel Service Class B | Reduce -80.0% | 0.02% | −0.00 |
| CMG Chipotle Mexican Grill Inc. | Reduce -47.0% | 0.06% | −0.00 |
| ABT Abbott Laboratories | Reduce -86.0% | 0.05% | −0.00 |
| DGX Quest Diagnostics Inc. | Reduce -99.8% | 0.01% | −0.00 |
| TIC Tic Solutions Inc. | Sold out | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.00 |
| OXY Occidental Petroleum Corp. | Reduce -93.7% | 0.01% | −0.00 |
| EOG EOG Resources Inc. | Reduce -64.3% | 0.04% | −0.00 |
| AGCO Agco Corp. | Reduce -9.3% | 0.20% | −0.00 |
| PSX Phillips 66 | Reduce -58.1% | 0.05% | −0.00 |
| DXCM Dexcom Inc. | Reduce -80.9% | 0.09% | −0.00 |
| MGRC McGrath Rentcorp | Reduce -98.4% | 0.01% | −0.00 |
| MO Altria Group Inc. | Reduce -99.4% | 0.01% | −0.00 |
| VLO Valero Energy Corp. | Reduce -55.5% | 0.05% | −0.00 |
| CF CF Industries Holdings Inc. | Reduce -81.9% | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -98.5% | 0.01% | −0.00 |
| ARM Arm Holdings PLC-ADR | Reduce -99.9% | 0.00% | −0.00 |
| GRFS Grifols SA-ADR | Reduce -79.1% | 0.00% | −0.00 |
| MPWR Monolithic Power Systems Inc. | Reduce -84.8% | 0.28% | −0.00 |
| HOOD Robinhood Markets Inc. Class A | Reduce -69.2% | 0.00% | −0.00 |
| SYY Sysco Corp. | Reduce -89.8% | 0.00% | −0.00 |
| BA The Boeing Co. | Reduce -98.7% | 0.00% | 0.00 |
| FDUS Fidus Investment Corp. | Reduce -64.4% | 0.00% | 0.00 |
| HSY The Hershey Co. | Reduce -99.8% | 0.00% | 0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -98.5% | 0.00% | 0.00 |
| PKB Invesco Building & Construct | Reduce -98.5% | 0.00% | 0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -99.3% | 0.00% | 0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| GSY Invesco Ultra Short Duration | Add +2721.8% | 0.73% | +0.72 |
| AAPL Apple Inc. | Add +8158.8% | 6.46% | +0.50 |
| AMZN Amazon.com Inc. | Add +3558.7% | 3.49% | +0.26 |
| ETR Entergy Corp. | New | 0.22% | +0.22 |
| ODFL Old Dominion Freight Line | Add +988.8% | 0.72% | +0.17 |
| CNQ Canadian Natural Resources | Add +593340.6% | 1.64% | +0.16 |
| IREN Iren Ltd. | Add +9417.5% | 0.17% | +0.16 |
| JPM JPMorgan Chase & Co. | Add +650.0% | 4.11% | +0.16 |
| AVGO Broadcom Inc. | Add +200.4% | 3.64% | +0.15 |
| LULU Lululemon Athletica Inc. | Add +14595.1% | 0.64% | +0.14 |
| CB Chubb Ltd. | Add +481.6% | 0.90% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +5858.1% | 0.35% | +0.10 |
| CMI Cummins Inc. | Add +211.5% | 0.45% | +0.09 |
| WMT Walmart Inc. | Add +178680.0% | 1.02% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +142.5% | 0.32% | +0.07 |
| AEIS Advanced Energy Industries | Add +70.5% | 0.34% | +0.07 |
| XOM Exxon Mobil Corp. | Add +748.7% | 0.76% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +273.5% | 0.82% | +0.06 |
| VOO Vanguard S&P 500 ETF | Add +1731.8% | 0.40% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +69148.0% | 2.23% | +0.05 |
| MDY State Street SPDR S&P Midcap | Add +188.6% | 0.23% | +0.05 |
| UNP Union Pacific Corp. | Add +1497.5% | 1.16% | +0.05 |
| BC Brunswick Corp. | Add +15.7% | 0.26% | +0.04 |
| ABBV Abbvie Inc. | Add +2795.0% | 0.71% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +380.7% | 0.13% | +0.03 |
| MCD McDonald's Corp. | Add +3294.5% | 0.92% | +0.03 |
| XSMO Invesco S&P Smallcap Momentu | Add +501.3% | 0.15% | +0.03 |
| NEE Nextera Energy Inc. | Add +8999.2% | 0.23% | +0.03 |
| PM Philip Morris International | Add +2114.9% | 1.37% | +0.03 |
| CME Cme Group Inc. | Add +382.4% | 0.68% | +0.02 |
| IQV Iqvia Holdings Inc. | Add +489.1% | 0.12% | +0.02 |
| AMAT Applied Materials Inc. | Add +11160.0% | 0.07% | +0.02 |
| POWL Powell Industries Inc. | Add +221.7% | 0.29% | +0.02 |
| LRCX Lam Research Corp. | Add +63.8% | 0.07% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +9325.0% | 0.05% | +0.01 |
| TSLA Tesla Inc. | Add +28694.7% | 4.97% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +519.5% | 0.15% | +0.01 |
| RS Reliance Inc. | Add +2983.7% | 0.24% | +0.01 |
| TJX TJX Companies Inc. | Add +116.2% | 0.16% | +0.01 |
| ENSG The Ensign Group Inc. | Add +417.7% | 0.32% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +97.2% | 0.09% | +0.01 |
| APH Amphenol Corp. Class A | Add +6540.0% | 0.07% | +0.01 |
| KEY Keycorp | Add +250.3% | 0.04% | +0.00 |
| HAP Vaneck Natural Resources ETF | Add +253.8% | 0.04% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +169200.0% | 0.05% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Add +184.3% | 0.03% | +0.00 |
| CLMB Climb Global Solutions Inc. | New | 0.00% | +0.00 |
| GLDG Goldmining Inc. | New | 0.00% | +0.00 |
| ZION Zions Bancorp NA | Add +859.9% | 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 |