Filed: 11/4/2025ACC: 0001906799-25-000004
📋 What this filing means
PETERSON WEALTH SERVICES filed this quarterly 13F‑HR report disclosing 216 equity positions with a total reported market value of $405.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
216
Positions
$405.24M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$296.19M73.1%
GROWTH ETF$28.30M7.0%
CL A$22.80M5.6%
SHS$13.02M3.2%
COM CL A$8.93M2.2%
CL B NEW$8.78M2.2%
N Y REGISTRY SHS$7.29M1.8%
Portfolio Concentration
Top 3$79.77M19.7%
4–10$106.55M26.3%
11–25$96.64M23.8%
Rest$122.28M30.2%
Top 3 weight
19.7%
Top 10 weight
46.0%
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)
Sole216
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings216
Rows:
VANGUARD GROWTH ETF
SOLEShares2.26K
TypeSH
Market value$28.30M
6.98%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.60K
TypeSH
Market value$27.39M
6.76%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares1.13K
TypeSH
Market value$24.09M
5.94%
Sole
0.00
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares150.00
TypeSH
Market value$20.03M
4.94%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares6.65K
TypeSH
Market value$15.96M
3.94%
Sole
0.00
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INCORPORATED
SOLEShares60.33K
TypeSH
Market value$15.44M
3.81%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares3.63K
TypeSH
Market value$15.33M
3.78%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares13.71K
TypeSH
Market value$14.11M
3.48%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares1.62K
TypeSH
Market value$13.05M
3.22%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION NEW
SOLEShares3.41K
TypeSH
Market value$12.64M
3.12%
Sole
0.00
Shared
0.00
None
0.00
RAYMOND JAMES FINL INCORPORATED
SOLEShares33.62K
TypeSH
Market value$10.54M
2.60%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares25.00
TypeSH
Market value$8.78M
2.17%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares1.25K
TypeSH
Market value$8.61M
2.12%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares1.67K
TypeSH
Market value$7.42M
1.83%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares37K
TypeSH
Market value$7.39M
1.82%
Sole
0.00
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
SOLEShares9.88K
TypeSH
Market value$7.29M
1.80%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares1.03K
TypeSH
Market value$6.39M
1.58%
Sole
0.00
Shared
0.00
None
0.00
CANADIAN NAT RES LIMITED (CANADA)
SOLEShares32.00
TypeSH
Market value$5.98M
1.48%
Sole
0.00
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares160.00
TypeSH
Market value$5.71M
1.41%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTERNATIONAL INCORPORATED
SOLEShares1.51K
TypeSH
Market value$5.43M
1.34%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares2.85K
TypeSH
Market value$5.05M
1.25%
Sole
0.00
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares21.07K
TypeSH
Market value$4.97M
1.23%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORPORATION
SOLEShares1.23K
TypeSH
Market value$4.51M
1.11%
Sole
0.00
Shared
0.00
None
0.00
GARMIN LIMITED SHS (SWITZERLAND)
SOLEShares226.00
TypeSH
Market value$4.44M
1.09%
Sole
0.00
Shared
0.00
None
0.00
DIAMONDBACK ENERGY INCORPORATED
SOLEShares8.74K
TypeSH
Market value$4.14M
1.02%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 2.26K | SH | $28.30M 6.98% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.60K | SH | $27.39M 6.76% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 1.13K | SH | $24.09M 5.94% | 0.00 | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 150.00 | SH | $20.03M 4.94% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 6.65K | SH | $15.96M 3.94% | 0.00 | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 60.33K | SH | $15.44M 3.81% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 3.63K | SH | $15.33M 3.78% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 13.71K | SH | $14.11M 3.48% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 1.62K | SH | $13.05M 3.22% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 3.41K | SH | $12.64M 3.12% | 0.00 | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 33.62K | SH | $10.54M 2.60% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 25.00 | SH | $8.78M 2.17% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 1.25K | SH | $8.61M 2.12% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 1.67K | SH | $7.42M 1.83% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 37K | SH | $7.39M 1.82% | 0.00 | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 9.88K | SH | $7.29M 1.80% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 1.03K | SH | $6.39M 1.58% | 0.00 | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED (CANADA)SOLE | COM | 32.00 | SH | $5.98M 1.48% | 0.00 | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 160.00 | SH | $5.71M 1.41% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 1.51K | SH | $5.43M 1.34% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 2.85K | SH | $5.05M 1.25% | 0.00 | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 21.07K | SH | $4.97M 1.23% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 1.23K | SH | $4.51M 1.11% | 0.00 | 0.00 | 0.00 |
GARMIN LIMITED SHS (SWITZERLAND)SOLE | SHS | 226.00 | SH | $4.44M 1.09% | 0.00 | 0.00 | 0.00 |
DIAMONDBACK ENERGY INCORPORATEDSOLE | COM | 8.74K | SH | $4.14M 1.02% | 0.00 | 0.00 | 0.00 |
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