Filed: 7/31/2025ACC: 0001729869-25-000005
📋 What this filing means
PETERSON WEALTH SERVICES filed this quarterly 13F‑HR report disclosing 221 equity positions with a total reported market value of $365.03M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
221
Positions
$365.03M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$265.60M72.8%
GROWTH ETF$26.44M7.2%
CL A$19.46M5.3%
SHS$12.01M3.3%
COM CL A$9.44M2.6%
CL B NEW$8.46M2.3%
N Y REGISTRY SHS$6.06M1.7%
Portfolio Concentration
Top 3$69.79M19.1%
4–10$89.56M24.5%
11–25$91.42M25.0%
Rest$114.25M31.3%
Top 3 weight
19.1%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole221
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings221
Rows:
VANGUARD GROWTH ETF
SOLEShares60.31K
TypeSH
Market value$26.44M
7.24%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares147.94K
TypeSH
Market value$23.37M
6.40%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares97.39K
TypeSH
Market value$19.98M
5.47%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares51.14K
TypeSH
Market value$14.83M
4.06%
Sole
0.00
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares45.02K
TypeSH
Market value$14.30M
3.92%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION NEW
SOLEShares13.62K
TypeSH
Market value$13.48M
3.69%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares59.42K
TypeSH
Market value$13.04M
3.57%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares43.40K
TypeSH
Market value$11.96M
3.28%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares85.56K
TypeSH
Market value$11.66M
3.20%
Sole
0.00
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INCORPORATED
SOLEShares19.20K
TypeSH
Market value$10.30M
2.82%
Sole
0.00
Shared
0.00
None
0.00
RAYMOND JAMES FINL INCORPORATED
SOLEShares61.33K
TypeSH
Market value$9.41M
2.58%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares17.42K
TypeSH
Market value$8.46M
2.32%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.75K
TypeSH
Market value$8.33M
2.28%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares22.22K
TypeSH
Market value$7.89M
2.16%
Sole
0.00
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
SOLEShares7.56K
TypeSH
Market value$6.06M
1.66%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTERNATIONAL INCORPORATED
SOLEShares33.23K
TypeSH
Market value$6.05M
1.66%
Sole
0.00
Shared
0.00
None
0.00
CANADIAN NAT RES LIMITED (CANADA)
SOLEShares185.79K
TypeSH
Market value$5.83M
1.60%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares26.48K
TypeSH
Market value$5.79M
1.59%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares15.63K
TypeSH
Market value$5.73M
1.57%
Sole
0.00
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares61.46K
TypeSH
Market value$5.52M
1.51%
Sole
0.00
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares13.42K
TypeSH
Market value$5.31M
1.45%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares6.88K
TypeSH
Market value$5.08M
1.39%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORPORATION
SOLEShares18.82K
TypeSH
Market value$4.33M
1.19%
Sole
0.00
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INCORPORATED
SOLEShares28.26K
TypeSH
Market value$3.88M
1.06%
Sole
0.00
Shared
0.00
None
0.00
GARMIN LIMITED SHS (SWITZERLAND)
SOLEShares17.99K
TypeSH
Market value$3.75M
1.03%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 60.31K | SH | $26.44M 7.24% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 147.94K | SH | $23.37M 6.40% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 97.39K | SH | $19.98M 5.47% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 51.14K | SH | $14.83M 4.06% | 0.00 | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 45.02K | SH | $14.30M 3.92% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 13.62K | SH | $13.48M 3.69% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 59.42K | SH | $13.04M 3.57% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 43.40K | SH | $11.96M 3.28% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 85.56K | SH | $11.66M 3.20% | 0.00 | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 19.20K | SH | $10.30M 2.82% | 0.00 | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 61.33K | SH | $9.41M 2.58% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 17.42K | SH | $8.46M 2.32% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.75K | SH | $8.33M 2.28% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 22.22K | SH | $7.89M 2.16% | 0.00 | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 7.56K | SH | $6.06M 1.66% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 33.23K | SH | $6.05M 1.66% | 0.00 | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED (CANADA)SOLE | COM | 185.79K | SH | $5.83M 1.60% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 26.48K | SH | $5.79M 1.59% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 15.63K | SH | $5.73M 1.57% | 0.00 | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 61.46K | SH | $5.52M 1.51% | 0.00 | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 13.42K | SH | $5.31M 1.45% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 6.88K | SH | $5.08M 1.39% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 18.82K | SH | $4.33M 1.19% | 0.00 | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCORPORATEDSOLE | COM | 28.26K | SH | $3.88M 1.06% | 0.00 | 0.00 | 0.00 |
GARMIN LIMITED SHS (SWITZERLAND)SOLE | SHS | 17.99K | SH | $3.75M 1.03% | 0.00 | 0.00 | 0.00 |
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