Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peterson Wealth Services (CIK 1906799) reported $404.7M across 214 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($24.0M, 5.92%), AAPL ($23.7M, 5.86%), FIX ($22.6M, 5.58%), VUG ($21.7M, 5.36%), TSLA ($16.3M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $24.0M | 5.92% | 137,388 | Added |
| 2 | AAPL | APPLE INCORPORATED | $23.7M | 5.86% | 93,407 | Added |
| 3 | FIX | COMFORT SYSTEMS USA INCORPORATED | $22.6M | 5.58% | 16,370 | Trimmed |
| 4 | VUG | VANGUARD GROWTH ETF | $21.7M | 5.36% | 49,675 | Added |
| 5 | TSLA | TESLA INCORPORATED | $16.3M | 4.03% | 43,836 | Added |
| 6 | JPM | JPMORGAN CHASE & COMPANY | $14.7M | 3.63% | 49,897 | Added |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $14.0M | 3.47% | 14,089 | Added |
| 8 | AVGO | BROADCOM INCORPORATED | $12.8M | 3.16% | 41,262 | Added |
| 9 | AMZN | AMAZON COM INCORPORATED | $12.5M | 3.09% | 60,059 | Added |
| 10 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | $11.3M | 2.79% | 77,116 | Added |
| 11 | ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | $9.7M | 2.40% | 7,349 | Added |
| 12 | CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $9.4M | 2.32% | 192,389 | Added |
| 13 | RJF | RAYMOND JAMES FINL INCORPORATED | $9.0M | 2.21% | 61,861 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $8.5M | 2.10% | 17,702 | Added |
| 15 | NFLX | NETFLIX INCORPORATED. | $8.1M | 2.01% | 84,412 | Added |
| 16 | V | VISA INCORPORATED COM CLASS A | $6.7M | 1.65% | 22,104 | Added |
| 17 | MSFT | MICROSOFT CORPORATION | $6.4M | 1.58% | 17,284 | Added |
| 18 | PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $5.7M | 1.42% | 34,732 | Added |
| 19 | HD | HOME DEPOT INCORPORATED | $5.5M | 1.36% | 16,686 | Added |
| 20 | UNP | UNION PAC CORPORATION | $5.0M | 1.22% | 20,402 | Added |
| 21 | SYK | STRYKER CORPORATION | $4.7M | 1.15% | 14,206 | Added |
| 22 | LLY | ELI LILLY & COMPANY | $4.5M | 1.11% | 4,902 | Added |
| 23 | MPC | MARATHON PETE CORPORATION | $4.5M | 1.11% | 18,430 | Trimmed |
| 24 | WMT | WALMART INCORPORATED | $4.4M | 1.08% | 35,067 | Trimmed |
| 25 | META | META PLATFORMS INCORPORATED CLASS A | $4.4M | 1.08% | 7,674 | Added |
Source: SEC Form 13F filings · as of 2026-03-31