Peterson Wealth Services reported 192 positions worth $434.34M for the quarter ended Sep 30, 2026, up 3.3% on the prior quarter. It opened 5 new positions, added to 115, trimmed 22 and exited 25. Its largest holding is Apple Inc. at 7.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +17.4K | +440.2% | $10.64M | 3.01% |
| GRMN Garmin Ltd | +10.4K | +56.7% | $2.97M | 1.89% |
| UNP Union Pacific Corp | +5,143 | +24.8% | $1.40M | 1.62% |
| EQIX Equinix Inc | +1,217 | – | $1.23M | 0.284% |
| MSFT Microsoft Corp | +1,589 | +8.9% | $814.98K | 2.3% |
| TSLA Tesla, Inc. | +1,814 | +4.2% | $643.63K | 3.69% |
| AMZN Amazon Com Inc | +2,198 | +3.7% | $547.63K | 3.53% |
| HD Home Depot, Inc. | +1,762 | +10.0% | $501.26K | 1.27% |
| COST Costco Wholesale Corp | +532 | +3.8% | $484.30K | 3.02% |
| KLAC Kla Corp | +2,074 | – | $404.26K | 0.093% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -9,968 | -56.4% | $4.96M | 0.882% |
| SYK Stryker Corp | -14.2K | -99.2% | $3.90M | <0.01% |
| XOM ExxonMobil Holdings Corp | -25.4K | -100.0% | $3.47M | Exited |
| MCD Mcdonalds Corp | -12.1K | -98.7% | $2.79M | <0.01% |
| ZTS Zoetis Inc. | -17.5K | -99.6% | $1.22M | <0.01% |
| ABT Abbott Laboratories | -2,041 | -100.0% | $185.23K | Exited |
| LULU lululemon athletica inc. | -1,729 | -91.1% | $166.31K | <0.01% |
| LEN Lennar Corp | -1,653 | -100.0% | $149.58K | Exited |
| LRN Stride, Inc. | -1,733 | -100.0% | $149.45K | Exited |
| MPC Marathon Petroleum Corp | -273 | -1.5% | $107.95K | 1.66% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | -25.4K | $3.47M | 0.825% |
| ABT Abbott Laboratories | -2,041 | $185.23K | 0.044% |
| LEN Lennar Corp | -1,653 | $149.58K | 0.036% |
| LRN Stride, Inc. | -1,733 | $149.45K | 0.036% |
| KO Coca Cola Co | -1,002 | $81.43K | 0.019% |
| AZN Astrazeneca Plc | -42 | $7.96K | <0.01% |
| CSX Csx Corp | -127 | $6.04K | <0.01% |
| TXN Texas Instruments Inc | -18 | $5.37K | <0.01% |
| IBM International Business Machines Corp | -19 | $5.34K | <0.01% |
| AMP Ameriprise Financial Inc | -11 | $5.05K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 94.5K | $31.47M | 7.25% | +1,149 | +1.2% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 137.2K | $31.32M | 7.21% | +1,290 | +0.9% | Added | 0% |
| 3 | FIX Comfort Systems Usa Inc | Industrials | 16.2K | $26.77M | 6.16% | +87 | +0.5% | Added | 0.05% |
| 4 | JPM Jpmorgan Chase & Co | Financial Services | 50.2K | $16.61M | 3.83% | +509 | +1.0% | Added | 0% |
| 5 | TSLA Tesla, Inc. | Consumer Discretionary | 45.2K | $16.02M | 3.69% | +1,814 | +4.2% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 61.6K | $15.34M | 3.53% | +2,198 | +3.7% | Added | 0% |
| 7 | PLTR Palantir Technologies Inc. | Technology | 78.6K | $14.71M | 3.39% | +1,993 | +2.6% | Added | 0% |
| 8 | AVGO Broadcom Inc. | Technology | 41.4K | $14.55M | 3.35% | +548 | +1.3% | Added | 0% |
| 9 | ASML Asml Holding Nv | Technology | 7,264 | $13.16M | 3.03% | +48 | +0.7% | Added | 0% |
| 10 | COST Costco Wholesale Corp | Consumer Staples | 14.4K | $13.11M | 3.02% | +532 | +3.8% | Added | 0% |
| 11 | AMD Advanced Micro Devices Inc | Technology | 21.3K | $13.06M | 3.01% | +17.4K | +440.2% | Added | 0% |
| 12 | MSFT Microsoft Corp | Technology | 19.5K | $10.00M | 2.3% | +1,589 | +8.9% | Added | 0% |
| 13 | RJF Raymond James Financial Inc | Financial Services | 63.2K | $9.99M | 2.3% | +1,220 | +2.0% | Added | 0.03% |
| 14 | CNQ CANADIAN NATURAL RESOURCES Ltd | Energy | 198.4K | $9.34M | 2.15% | +4,554 | +2.3% | Added | 0.01% |
| 15 | PM Philip Morris International Inc. | Consumer Staples | 44.8K | $8.55M | 1.97% | +548 | +1.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Peterson Wealth Services.
As of its Q3 2026 13F filing, Peterson Wealth Services’s five largest positions were Apple Inc. (AAPL) at 7.2%, Nvidia Corp (NVDA) at 7.2%, Comfort Systems Usa Inc (FIX) at 6.2%, Jpmorgan Chase & Co (JPM) at 3.8%, Tesla, Inc. (TSLA) at 3.7% of the reported portfolio.
Peterson Wealth Services reported a 13F portfolio worth $434.34M across 192 positions for Q3 2026. That is up 3.3% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($10.64M), Garmin Ltd ($2.97M), Union Pacific Corp ($1.40M). It opened 5 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($4.96M), Stryker Corp ($3.90M), ExxonMobil Holdings Corp ($3.47M). It exited 25 positions entirely.
From the Form 13F-HR reports Peterson Wealth Services files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.