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 $458.7M across 245 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FIX ($31.9M, 6.95%), NVDA ($27.2M, 5.93%), AAPL ($27.0M, 5.89%), VUG ($23.7M, 5.17%), TSLA ($18.2M, 3.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FIX | COMFORT SYSTEMS USA INCORPORATED | $31.9M | 6.95% | 16,094 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $27.2M | 5.93% | 135,869 | Trimmed |
| 3 | AAPL | APPLE INCORPORATED | $27.0M | 5.89% | 93,355 | Trimmed |
| 4 | VUG | VANGUARD GROWTH ETF | $23.7M | 5.17% | 275,181 | Added |
| 5 | TSLA | TESLA INCORPORATED | $18.2M | 3.97% | 43,340 | Trimmed |
| 6 | JPM | JPMORGAN CHASE & COMPANY | $16.3M | 3.55% | 49,713 | Trimmed |
| 7 | AVGO | BROADCOM INCORPORATED | $15.4M | 3.37% | 40,885 | Trimmed |
| 8 | ASML | ASML HOLDING NV (NETHERLANDS) | $14.4M | 3.13% | 7,216 | Trimmed |
| 9 | AMZN | AMAZON COM INCORPORATED | $14.2M | 3.08% | 59,370 | Trimmed |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $13.0M | 2.83% | 13,864 | Trimmed |
| 11 | RJF | RAYMOND JAMES FINL INCORPORATED | $9.4M | 2.06% | 62,013 | Added |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC | $8.9M | 1.95% | 76,625 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | $8.8M | 1.93% | 17,662 | Trimmed |
| 14 | PM | PHILIP MORRIS INTERNATIONAL INCORPORATED | $8.0M | 1.75% | 44,271 | Added |
| 15 | CNQ | CANADIAN NAT RES LIMITED MED TERM (CANADA) | $7.7M | 1.67% | 193,805 | Added |
| 16 | V | VISA INCORPORATED COM CLASS A | $7.6M | 1.66% | 22,232 | Added |
| 17 | MSFT | MICROSOFT CORPORATION | $6.7M | 1.46% | 17,901 | Added |
| 18 | HD | HOME DEPOT INCORPORATED | $6.2M | 1.35% | 17,587 | Added |
| 19 | NFLX | NETFLIX INCORPORATED. | $6.1M | 1.33% | 85,160 | Added |
| 20 | LLY | ELI LILLY & COMPANY | $5.9M | 1.28% | 4,914 | Added |
| 21 | UNP | UNION PAC CORPORATION | $5.6M | 1.23% | 20,698 | Added |
| 22 | MPC | MARATHON PETE CORPORATION | $4.7M | 1.03% | 18,461 | Added |
| 23 | CDNS | CADENCE DESIGN SYSTEM INCORPORATED | $4.6M | 1.00% | 12,207 | Added |
| 24 | SYK | STRYKER CORPORATION | $4.5M | 0.98% | 14,341 | Added |
| 25 | ALAB | ASTERA LABS INCORPORATED | $4.5M | 0.98% | 9,349 | Added |
Source: SEC Form 13F filings · as of 2026-06-30