13F Insight
DOSSIER · 13F-HR · Q2 2026

Peterson Wealth Services

$459M in tracked AUM across 245 positions as of Q2 2026.

PW
CIK 0001906799 · last filed Jun 30, 2026
Total AUM
$459M
as of Q2 2026
Holdings
245
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Peterson Wealth Services filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FIX
COMFORT SYSTEMS USA INCORPORATED
$32M16K7.0%02
NVDA
NVIDIA CORPORATION
$27M136K5.9%03
AAPL
APPLE INCORPORATED
$27M93K5.9%04
VUG
VANGUARD GROWTH ETF
$24M275K5.2%05
TSLA
TESLA INCORPORATED
$18M43K4.0%06
JPM
JPMORGAN CHASE & COMPANY
$16M50K3.5%07
AVGO
BROADCOM INCORPORATED
$15M41K3.4%08
N07059210
ASML HOLDING NV (NETHERLANDS)
$14M7K3.1%09
AMZN
AMAZON COM INCORPORATED
$14M59K3.1%10
COST
COSTCO WHOLESALE CORPORATION
$13M14K2.8%

Filing history

2026Q2Jun 30
$459M▲ 13.3%
245 positionsView →2026Q1Mar 31
$405M▲ 3.5%
215 positionsView →2025Q4Dec 31
$391M▼ 3.5%
218 positionsView →2025Q3Sep 30
$405M▲ 11.0%
216 positionsView →2025Q2Jun 30
$365M▲ 13.1%
221 positionsLocked2025Q1Mar 31
$323M▼ 3.1%
206 positionsLocked2024Q4Dec 31
$333M▲ 6.4%
217 positionsLocked2024Q3Sep 30
$313M▲ 9.4%
218 positionsLocked2024Q2Jun 30
$286M▲ 4.2%
111 positionsLocked2024Q1Mar 31
$275M▲ 17.7%
112 positionsLocked2023Q4Dec 31
$233M▲ 12.0%
105 positionsLocked2023Q2Jun 30
$208M▲ 7.2%
89 positionsLocked
Showing 12 of 18