Peterson Wealth Services Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Peterson Wealth Services disclosed 244 stock positions valued at approximately $458.71M as of quarter-end June 30, 2026. The largest holdings include COMFORT SYSTEMS USA INCORPORATED, NVIDIA CORPORATION, and APPLE INCORPORATED.
- Report Period
- June 30, 2026
- No. of Stocks
- 244
- Portfolio Value
- $458.71M
Holdings by Sector
Peterson Wealth Services Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COMFORT SYSTEMS USA INCORPORATED | FIX | Industrials | 6.95% | 16,094 | -276 | -1.69% | $31,897,939 |
| NVIDIA CORPORATION | NVDA | Technology | 5.93% | 135,869 | -1,519 | -1.11% | $27,185,961 |
| APPLE INCORPORATED | AAPL | Technology | 5.89% | 93,355 | -52 | -0.06% | $27,013,074 |
| VANGUARD GROWTH ETF | VUG | Other | 5.17% | 275,181 | +225,506 | +453.96% | $23,704,073 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 3.97% | 43,340 | -496 | -1.13% | $18,228,804 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.55% | 49,713 | -184 | -0.37% | $16,272,598 |
| BROADCOM INCORPORATED | AVGO | Technology | 3.37% | 40,885 | -377 | -0.91% | $15,444,144 |
| ASML HOLDING NV (NETHERLANDS) | ASML | Other | 3.13% | 7,216 | -133 | -1.81% | $14,356,505 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 3.08% | 59,370 | -689 | -1.15% | $14,150,246 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.83% | 13,864 | -225 | -1.60% | $12,969,716 |
| RAYMOND JAMES FINL INCORPORATED | RJF | Financial Services | 2.06% | 62,013 | +152 | +0.25% | $9,427,908 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.95% | 76,625 | -491 | -0.64% | $8,939,839 |
| BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | BRK-B | Financial Services | 1.93% | 17,662 | -40 | -0.23% | $8,837,888 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 1.75% | 44,271 | +9,539 | +27.46% | $8,009,044 |
| CANADIAN NAT RES LIMITED MED TERM (CANADA) | CNQ | Energy | 1.67% | 193,805 | +1,416 | +0.74% | $7,655,297 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.66% | 22,232 | +128 | +0.58% | $7,627,384 |
| MICROSOFT CORPORATION | MSFT | Technology | 1.46% | 17,901 | +617 | +3.57% | $6,677,410 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.35% | 17,587 | +901 | +5.40% | $6,202,490 |
| NETFLIX INCORPORATED. | NFLX | Communication Services | 1.33% | 85,160 | +748 | +0.89% | $6,080,424 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.28% | 4,914 | +12 | +0.24% | $5,894,268 |
| UNION PAC CORPORATION | UNP | Industrials | 1.23% | 20,698 | +296 | +1.45% | $5,629,973 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.03% | 18,461 | +31 | +0.17% | $4,719,984 |
| CADENCE DESIGN SYSTEM INCORPORATED | CDNS | Technology | 1.00% | 12,207 | +9 | +0.07% | $4,581,531 |
| ASTERA LABS INCORPORATED | ALAB | Technology | 0.98% | 9,349 | +88 | +0.95% | $4,515,754 |
| STRYKER CORPORATION | SYK | Healthcare | 0.98% | 14,341 | +135 | +0.95% | $4,515,254 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 0.95% | 7,708 | +34 | +0.44% | $4,341,747 |
| GARMIN LIMITED SHS (SWITZERLAND) | GRMN | Other | 0.95% | 18,270 | -52 | -0.28% | $4,339,934 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Other | 0.91% | 9,775 | +265 | +2.79% | $4,165,092 |
| OLD DOMINION FREIGHT LINE INCORPORATED | ODFL | Industrials | 0.90% | 19,044 | +352 | +1.88% | $4,124,956 |
| CHUBB LIMITED (SWITZERLAND) | CB | Financial Services | 0.90% | 12,078 | +413 | +3.54% | $4,115,380 |
Showing 30 of 244 holdings in the latest reporting period.