Peterson Wealth Services
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 30, 2026), Peterson Wealth Services reported 215 stock positions worth $404.7 million. Its top holding was Nvidia (NVDA) at 5.9% of the portfolio, followed by Apple (AAPL, 5.9%) and Comfort Systems USA (FIX, 5.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 8, added to 118 and reduced 31. The biggest buy was Netflix (NFLX, shares +1368%) and the biggest sale Conocophillips (COP, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH OGDEN, UT
- CIK
- 0001906799
- Portfolio Value
- $404.7M (Q1 2026)
- SEC Filing
- 0001906799-26-000002 ↗ filed Apr 30, 2026
Holdings Value
Holdings 215 stocks · $404.7M
| NVDA Nvidia Corp. | 5.92% | 137,388 | $24.0M | Add +0.3% |
| AAPL Apple Inc. | 5.86% | 93,407 | $23.7M | Add +0.5% |
| FIX Comfort Systems USA Inc. | 5.58% | 16,370 | $22.6M | Reduce -0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.36% | 49,675 | $21.7M | Add +1.6% |
| TSLA Tesla Inc. | 4.03% | 43,836 | $16.3M | Add +1.5% |
| JPM JPMorgan Chase & Co. | 3.63% | 49,897 | $14.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 3.47% | 14,089 | $14.0M | Add +1.0% |
| AVGO Broadcom Inc. | 3.16% | 41,262 | $12.8M | Add +0.2% |
| AMZN Amazon.com Inc. | 3.09% | 60,059 | $12.5M | Add +1.5% |
| PLTR Palantir Technologies Inc. Class A | 2.79% | 77,116 | $11.3M | Add +1.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.40% | 7,349 | $9.7M | Add +0.2% |
| CNQ Canadian Natural Resources | 2.32% | 192,389 | $9.4M | Add +1.3% |
| RJF Raymond James Financial Inc. | 2.21% | 61,861 | $9.0M | Add +1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.10% | 17,702 | $8.5M | Add +2.3% |
| NFLX Netflix Inc. | 2.01% | 84,412 | $8.1M | Add +1368.0% |
| V Visa Inc. Class A | 1.65% | 22,104 | $6.7M | Add +1.6% |
| MSFT Microsoft Corp. | 1.58% | 17,284 | $6.4M | Add +4.7% |
| PM Philip Morris International | 1.42% | 34,732 | $5.7M | Add +4.1% |
| HD Home Depot Inc. | 1.36% | 16,686 | $5.5M | Add +4.4% |
| UNP Union Pacific Corp. | 1.22% | 20,402 | $5.0M | Add +3.7% |
| SYK Stryker Corp. | 1.15% | 14,206 | $4.7M | Add +2.7% |
| LLY Eli Lilly & Co. | 1.11% | 4,902 | $4.5M | Add +6.5% |
| MPC Marathon Petroleum Corp. | 1.11% | 18,430 | $4.5M | Reduce -2.6% |
| META Meta Platforms Inc. Class A | 1.08% | 7,674 | $4.4M | Add +5.8% |
| WMT Walmart Inc. | 1.08% | 35,067 | $4.4M | Reduce -1.9% |
| GRMN Garmin Ltd. | 1.05% | 18,322 | $4.3M | Add +1.5% |
| XOM Exxon Mobil Corp. | 1.03% | 24,664 | $4.2M | Add +0.0% |
| ORCL Oracle Corp. | 0.97% | 26,813 | $3.9M | Add +2.1% |
| MCD McDonald's Corp. | 0.96% | 12,478 | $3.9M | Add +5.9% |
| CB Chubb Ltd. | 0.94% | 11,665 | $3.8M | Add +3.7% |
| MSI Motorola Solutions Inc. | 0.91% | 8,510 | $3.7M | Add +5.0% |
| ODFL Old Dominion Freight Line | 0.90% | 18,692 | $3.7M | Add +3.5% |
| EME Emcor Group Inc. | 0.87% | 4,778 | $3.5M | New |
| JNJ Johnson & Johnson | 0.85% | 14,055 | $3.4M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 0.84% | 9,510 | $3.4M | Add +2.3% |
| CDNS Cadence Design SYS Inc. | 0.84% | 12,198 | $3.4M | Add +2.6% |
| VST Vistra Corp. | 0.81% | 21,926 | $3.3M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 4,741 | $3.1M | Add +0.7% |
| CME Cme Group Inc. | 0.73% | 10,044 | $3.0M | Add +3.9% |
| ABBV Abbvie Inc. | 0.73% | 13,570 | $3.0M | Add +12.1% |
| ADI Analog Devices Inc. | 0.71% | 9,024 | $2.9M | Reduce -1.3% |
| APD Air Products & Chemicals Inc. | 0.63% | 8,804 | $2.6M | Add +5.8% |
| JCI Johnson Controls Internation | 0.59% | 18,099 | $2.4M | Reduce -5.1% |
| DRI Darden Restaurants Inc. | 0.55% | 11,287 | $2.2M | Add +4.0% |
| O Realty Income Corp. | 0.54% | 35,791 | $2.2M | Add +7.4% |
| LULU Lululemon Athletica Inc. | 0.52% | 13,718 | $2.1M | Add +13.8% |
| AEIS Advanced Energy Industries | 0.50% | 6,316 | $2.0M | Reduce -1.3% |
| STRL Sterling Infrastructure Inc. | 0.49% | 4,855 | $2.0M | Reduce -1.1% |
| POWL Powell Industries Inc. | 0.47% | 3,519 | $1.9M | Reduce -0.5% |
| CMI Cummins Inc. | 0.47% | 3,535 | $1.9M | Add +3.1% |
| ZTS Zoetis Inc. | 0.47% | 16,057 | $1.9M | Add +43297.3% |
| IESC Ies Holdings Inc. | 0.43% | 3,657 | $1.7M | Add +11.1% |
| VOO Vanguard S&P 500 ETF | 0.43% | 2,903 | $1.7M | Add +17.4% |
| PACS Pacs Group Inc. | 0.43% | 53,672 | $1.7M | Add +1.6% |
| VRT Vertiv Holdings Co. Class A | 0.42% | 6,754 | $1.7M | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.41% | 33,163 | $1.7M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.40% | 17,985 | $1.6M | Add +16.1% |
| FANG Diamondback Energy Inc. | 0.38% | 7,856 | $1.6M | Reduce -67.2% |
| ENSG The Ensign Group Inc. | 0.35% | 7,099 | $1.4M | Reduce -0.1% |
| MPWR Monolithic Power Systems Inc. | 0.33% | 1,223 | $1.3M | No change |
| UNH Unitedhealth Group Inc. | 0.31% | 4,578 | $1.2M | Add +4.3% |
| ETR Entergy Corp. | 0.30% | 10,960 | $1.2M | Add +15.9% |
| CMCSA Comcast Corp. Class A | 0.30% | 42,820 | $1.2M | Add +12.3% |
| NEE Nextera Energy Inc. | 0.28% | 12,165 | $1.1M | Add +8.7% |
| FIS Fidelity National Info Serv | 0.27% | 23,693 | $1.1M | Add +17.2% |
| MDY State Street SPDR S&P Midcap | 0.27% | 1,769 | $1.1M | Add +16.8% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,727 | $1.1M | Reduce -6.5% |
| BC Brunswick Corp. | 0.26% | 14,438 | $1.1M | Add +6.9% |
| ALAB Astera Labs Inc. | 0.25% | 9,261 | $1.0M | Add +1.0% |
| RS Reliance Inc. | 0.25% | 3,313 | $1.0M | Add +3.3% |
| ZWS Zurn Elkay Water Solutions C | 0.24% | 21,587 | $968K | Add +2.6% |
| AGCO Agco Corp. | 0.23% | 7,943 | $920K | Add +3.4% |
| COP Conocophillips | 0.22% | 6,621 | $874K | Reduce -85.4% |
| SSD Simpson Manufacturing Co. Inc. | 0.21% | 5,018 | $861K | Add +3.1% |
| AMD Advanced Micro Devices | 0.20% | 4,051 | $824K | Add +8.4% |
| GSY Invesco Ultra Short Duration | 0.19% | 15,575 | $781K | Reduce -72.7% |
| ACLS Axcelis Technologies Inc. | 0.18% | 7,889 | $734K | Add +6.6% |
| XSMO Invesco S&P Smallcap Momentu | 0.18% | 9,651 | $734K | Add +16.7% |
| TT Trane Technologies PLC | 0.18% | 1,710 | $713K | Reduce -9.4% |
| FCNCA First Citizens Bcshs Class A | 0.17% | 363 | $685K | Add +6.8% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.17% | 19,936 | $683K | Add +14.5% |
| IDCC Interdigital Inc. | 0.17% | 2,252 | $680K | Add +6.5% |
| AMAT Applied Materials Inc. | 0.16% | 1,916 | $655K | Add +70.2% |
| HQY Healthequity Inc. | 0.16% | 7,723 | $645K | Add +7.0% |
| KNSL Kinsale Capital Group Inc. | 0.15% | 1,833 | $626K | Add +5.8% |
| UFPT Ufp Technologies Inc. | 0.15% | 3,219 | $623K | Add +5.5% |
| AGG iShares Core U.S. Aggregate | 0.15% | 6,204 | $616K | Add +4.3% |
| AAON Aaon Inc. | 0.15% | 7,186 | $595K | Add +7.4% |
| DXCM Dexcom Inc. | 0.14% | 9,347 | $587K | Add +68.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 3,644 | $582K | Reduce -10.8% |
| EXR Extra Space Storage Inc. | 0.14% | 4,234 | $555K | Add +9.6% |
| NXPI NXP Semiconductors NV | 0.13% | 2,749 | $541K | Add +5.0% |
| CELH Celsius Holdings Inc. | 0.13% | 15,154 | $538K | Add +7.7% |
| LNTH Lantheus Holdings Inc. | 0.13% | 6,684 | $507K | Add +3160.5% |
| GEV GE Vernova Inc. | 0.12% | 576 | $503K | Reduce -37.5% |
| AXP American Express Co. | 0.12% | 1,620 | $490K | Add +0.1% |
| ELF Elf Beauty Inc. | 0.12% | 7,965 | $483K | Add +5.3% |
| GOOG Alphabet Inc. Class C | 0.12% | 1,645 | $472K | Add +0.1% |
| SMCI Super Micro Computer Inc. | 0.10% | 17,128 | $390K | Add +1244.4% |
| SPGI S&P Global Inc. | 0.10% | 912 | $388K | Add +20.0% |
Portfolio Sells Q4 2025 → Q1 2026
| COP Conocophillips | Reduce -85.4% | 0.22% | −0.87 |
| MTDR Matador Resources Co. | Sold out | 0.00% | −0.56 |
| GSY Invesco Ultra Short Duration | Reduce -72.7% | 0.19% | −0.54 |
| FANG Diamondback Energy Inc. | Reduce -67.2% | 0.38% | −0.54 |
| MDT Medtronic PLC | Reduce -99.7% | 0.00% | −0.49 |
| CRM Salesforce Inc. | Reduce -32.8% | 0.07% | −0.08 |
| GOOGL Alphabet Inc. Class A | Reduce -6.5% | 0.26% | −0.05 |
| STE Steris PLC | Reduce -28.2% | 0.07% | −0.05 |
| FISV Fiserv Inc. | Reduce -98.9% | 0.00% | −0.04 |
| IQV Iqvia Holdings Inc. | Reduce -4.6% | 0.08% | −0.03 |
| GEV GE Vernova Inc. | Reduce -37.5% | 0.12% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -50.0% | 0.02% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -20.2% | 0.04% | −0.02 |
| TJX TJX Companies Inc. | Reduce -10.8% | 0.14% | −0.02 |
| SNPS Synopsys Inc. | Reduce -23.1% | 0.03% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -10.6% | 0.06% | −0.01 |
| B Barrick Mining Corp. | Sold out | 0.00% | −0.01 |
| TT Trane Technologies PLC | Reduce -9.4% | 0.18% | −0.01 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.01 |
| VSNT Versant Media Group Inc. | Reduce -13.3% | 0.01% | −0.00 |
| GLDG Goldmining Inc. | Sold out | 0.00% | −0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -50.0% | 0.00% | −0.00 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.00 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.00 |
| CIFR Cipher Digital Inc. | Reduce -0.8% | 0.01% | −0.00 |
| GIS General Mills Inc. | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Reduce -3.6% | 0.02% | −0.00 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.00 |
| JCI Johnson Controls Internation | Reduce -5.1% | 0.59% | +0.00 |
| ENSG The Ensign Group Inc. | Reduce -0.1% | 0.35% | +0.04 |
| WMT Walmart Inc. | Reduce -1.9% | 1.08% | +0.06 |
| ADI Analog Devices Inc. | Reduce -1.3% | 0.71% | +0.08 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.85% | +0.10 |
| STRL Sterling Infrastructure Inc. | Reduce -1.1% | 0.49% | +0.10 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.4% | 0.42% | +0.14 |
| AEIS Advanced Energy Industries | Reduce -1.3% | 0.50% | +0.16 |
| POWL Powell Industries Inc. | Reduce -0.5% | 0.47% | +0.18 |
| MPC Marathon Petroleum Corp. | Reduce -2.6% | 1.11% | +0.33 |
| FIX Comfort Systems USA Inc. | Reduce -0.5% | 5.58% | +1.65 |
Portfolio Buys Q4 2025 → Q1 2026
| NFLX Netflix Inc. | Add +1368.0% | 2.01% | +1.87 |
| EME Emcor Group Inc. | New | 0.87% | +0.87 |
| VST Vistra Corp. | New | 0.81% | +0.81 |
| CNQ Canadian Natural Resources | Add +1.3% | 2.32% | +0.67 |
| ZTS Zoetis Inc. | Add +43297.3% | 0.47% | +0.47 |
| COST Costco Wholesale Corp. | Add +1.0% | 3.47% | +0.39 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.2% | 2.40% | +0.39 |
| XOM Exxon Mobil Corp. | Add +0.0% | 1.03% | +0.28 |
| ODFL Old Dominion Freight Line | Add +3.5% | 0.90% | +0.18 |
| LNTH Lantheus Holdings Inc. | Add +3160.5% | 0.13% | +0.12 |
| MSI Motorola Solutions Inc. | Add +5.0% | 0.91% | +0.12 |
| GRMN Garmin Ltd. | Add +1.5% | 1.05% | +0.11 |
| APD Air Products & Chemicals Inc. | Add +5.8% | 0.63% | +0.11 |
| IESC Ies Holdings Inc. | Add +11.1% | 0.43% | +0.10 |
| PAYC Paycom Software Inc. | Add +8300.0% | 0.09% | +0.09 |
| AMAT Applied Materials Inc. | Add +70.2% | 0.16% | +0.09 |
| SMCI Super Micro Computer Inc. | Add +1244.4% | 0.10% | +0.09 |
| VZ Verizon Communications Inc. | Add +5.9% | 0.41% | +0.09 |
| PCTY Paylocity Holding Corp. | Add +5446.6% | 0.09% | +0.08 |
| ETN Eaton Corp. PLC | Add +2.3% | 0.84% | +0.08 |
| ETR Entergy Corp. | Add +15.9% | 0.30% | +0.08 |
| HUBS HubSpot Inc. | Add +3107.3% | 0.08% | +0.08 |
| O Realty Income Corp. | Add +7.4% | 0.54% | +0.06 |
| CEG Constellation Energy | New | 0.06% | +0.06 |
| UNP Union Pacific Corp. | Add +3.7% | 1.22% | +0.06 |
| CME Cme Group Inc. | Add +3.9% | 0.73% | +0.06 |
| DXCM Dexcom Inc. | Add +68.8% | 0.14% | +0.05 |
| PM Philip Morris International | Add +4.1% | 1.42% | +0.05 |
| NEE Nextera Energy Inc. | Add +8.7% | 0.28% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.1% | 0.40% | +0.05 |
| CB Chubb Ltd. | Add +3.7% | 0.94% | +0.04 |
| MCD McDonald's Corp. | Add +5.9% | 0.96% | +0.04 |
| VLO Valero Energy Corp. | Add +18.2% | 0.09% | +0.04 |
| DRI Darden Restaurants Inc. | Add +4.0% | 0.55% | +0.04 |
| MDY State Street SPDR S&P Midcap | Add +16.8% | 0.27% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +17.4% | 0.43% | +0.03 |
| PSX Phillips 66 | Add +19.8% | 0.08% | +0.03 |
| ACLS Axcelis Technologies Inc. | Add +6.6% | 0.18% | +0.03 |
| XSMO Invesco S&P Smallcap Momentu | Add +16.7% | 0.18% | +0.03 |
| LRCX Lam Research Corp. | Add +13.8% | 0.09% | +0.03 |
| CGNX Cognex Corp. | Add +25.8% | 0.06% | +0.02 |
| EOG EOG Resources Inc. | Add +25.0% | 0.06% | +0.02 |
| AGCO Agco Corp. | Add +3.4% | 0.23% | +0.02 |
| CMI Cummins Inc. | Add +3.1% | 0.47% | +0.02 |
| ABBV Abbvie Inc. | Add +12.1% | 0.73% | +0.02 |
| OSK Oshkosh Corp. | Add +17.8% | 0.07% | +0.02 |
| AAON Aaon Inc. | Add +7.4% | 0.15% | +0.02 |
| LSTR Landstar System Inc. | Add +35.0% | 0.05% | +0.02 |
| CLMB Climb Global Solutions Inc. | Add +741.8% | 0.02% | +0.01 |
| LRN Stride Inc. | Add +55.6% | 0.03% | +0.01 |
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 |