Peterson Wealth Services Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Peterson Wealth Services disclosed 223 stock positions valued at approximately $474.23M as of quarter-end September 30, 2026. The largest holdings include APPLE INCORPORATED, NVIDIA CORPORATION, and COMFORT SYSTEMS USA INCORPORATED.
- Report Period
- September 30, 2026
- No. of Stocks
- 223
- Portfolio Value
- $474.23M
Holdings by Sector
Peterson Wealth Services Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | AAPL | Technology | 6.64% | 94,504 | +1,149 | +1.23% | $31,471,836 |
| NVIDIA CORPORATION | NVDA | Technology | 6.61% | 137,159 | +1,290 | +0.95% | $31,324,274 |
| COMFORT SYSTEMS USA INCORPORATED | FIX | Industrials | 5.64% | 16,181 | +87 | +0.54% | $26,765,034 |
| VANGUARD MORNINGSTAR GROWTH ETF | VUG | Other | 5.24% | 275,624 | +443 | +0.16% | $24,836,445 |
| JPMORGAN CHASE & COMPANY | JPM | Financial Services | 3.50% | 50,222 | +509 | +1.02% | $16,614,936 |
| TESLA INCORPORATED | TSLA | Consumer Cyclical | 3.38% | 45,154 | +1,814 | +4.19% | $16,021,091 |
| AMAZON COM INCORPORATED | AMZN | Consumer Cyclical | 3.23% | 61,568 | +2,198 | +3.70% | $15,339,667 |
| PALANTIR TECHNOLOGIES INCORPORATED CLASS A | PLTR | Technology | 3.10% | 78,618 | +1,993 | +2.60% | $14,705,497 |
| BROADCOM INCORPORATED | AVGO | Technology | 3.07% | 41,433 | +548 | +1.34% | $14,550,797 |
| ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | ASML | Technology | 2.77% | 7,264 | +48 | +0.67% | $13,159,124 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.76% | 14,396 | +532 | +3.84% | $13,105,275 |
| ADVANCED MICRO DEVICES INCORPORATED | AMD | Technology | 2.75% | 21,344 | +17,393 | +440.22% | $13,057,405 |
| MICROSOFT CORPORATION | MSFT | Technology | 2.11% | 19,490 | +1,589 | +8.88% | $9,996,225 |
| RAYMOND JAMES FINL INCORPORATED | RJF | Financial Services | 2.11% | 63,233 | +1,220 | +1.97% | $9,992,052 |
| CANADIAN NAT RES LIMITED MED TERM (CANADA) | CNQ | Energy | 1.97% | 198,359 | +4,554 | +2.35% | $9,336,775 |
| PHILIP MORRIS INTERNATIONAL INCORPORATED | PM | Consumer Defensive | 1.80% | 44,819 | +548 | +1.24% | $8,552,292 |
| VISA INCORPORATED COM CLASS A | V | Financial Services | 1.74% | 22,914 | +682 | +3.07% | $8,233,516 |
| GARMIN LIMITED SHS (SWITZERLAND) | GRMN | Technology | 1.73% | 28,635 | +10,365 | +56.73% | $8,213,615 |
| MARATHON PETE CORPORATION | MPC | Energy | 1.52% | 18,188 | -273 | -1.48% | $7,191,727 |
| UNION PAC CORPORATION | UNP | Industrials | 1.48% | 25,841 | +5,143 | +24.85% | $7,032,061 |
| NETFLIX INCORPORATED. | NFLX | Communication Services | 1.31% | 89,565 | +4,405 | +5.17% | $6,231,933 |
| ELI LILLY & COMPANY | LLY | Healthcare | 1.22% | 5,007 | +93 | +1.89% | $5,793,749 |
| META PLATFORMS INCORPORATED CLASS A | META | Communication Services | 1.22% | 7,965 | +257 | +3.33% | $5,775,791 |
| HOME DEPOT INCORPORATED | HD | Consumer Cyclical | 1.16% | 19,349 | +1,762 | +10.02% | $5,504,496 |
| EATON CORPORATION PLC SHS (IRELAND) | ETN | Industrials | 0.92% | 10,154 | +379 | +3.88% | $4,363,184 |
| MOTOROLA SOLUTIONS INCORPORATED COM NEW | MSI | Technology | 0.89% | 9,495 | +449 | +4.96% | $4,234,338 |
| CADENCE DESIGN SYSTEM INCORPORATED | CDNS | Technology | 0.88% | 12,655 | +448 | +3.67% | $4,178,491 |
| CHUBB LIMITED (SWITZERLAND) | CB | Financial Services | 0.86% | 12,590 | +512 | +4.24% | $4,094,836 |
| ABBVIE INCORPORATED | ABBV | Healthcare | 0.84% | 15,285 | +728 | +5.00% | $3,998,482 |
| EMCOR GROUP INCORPORATED | EME | Industrials | 0.82% | 5,152 | +328 | +6.80% | $3,887,084 |
Showing 30 of 223 holdings in the latest reporting period.