Filed: 2/12/2026ACC: 0001906799-26-000001
📋 What this filing means
PETERSON WEALTH SERVICES filed this quarterly 13F‑HR report disclosing 218 equity positions with a total reported market value of $391.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
218
Positions
$391.07M
Total AUM (reported)
2.05M
Total Shares
Allocation by class
COM$285.91M73.1%
GROWTH ETF$23.86M6.1%
CL A$20.65M5.3%
SHS$11.56M3.0%
COM CL A$8.75M2.2%
CL B NEW$8.70M2.2%
N Y REGISTRY SHS$7.85M2.0%
Portfolio Concentration
Top 3$74.68M19.1%
4–10$104.34M26.7%
11–25$91.73M23.5%
Rest$120.32M30.8%
Top 3 weight
19.1%
Top 10 weight
45.8%
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)
Sole218
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings218
Rows:
NVIDIA CORPORATION
SOLEShares137.05K
TypeSH
Market value$25.56M
6.54%
Sole
0.00
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares92.91K
TypeSH
Market value$25.26M
6.46%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares48.90K
TypeSH
Market value$23.86M
6.10%
Sole
0.00
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares43.19K
TypeSH
Market value$19.42M
4.97%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY.
SOLEShares49.85K
TypeSH
Market value$16.06M
4.11%
Sole
0.00
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INCORPORATED
SOLEShares16.45K
TypeSH
Market value$15.35M
3.93%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares41.18K
TypeSH
Market value$14.25M
3.64%
Sole
0.00
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares59.16K
TypeSH
Market value$13.66M
3.49%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares76.36K
TypeSH
Market value$13.57M
3.47%
Sole
0.00
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION NEW
SOLEShares13.95K
TypeSH
Market value$12.03M
3.08%
Sole
0.00
Shared
0.00
None
0.00
RAYMOND JAMES FINL INCORPORATED
SOLEShares60.93K
TypeSH
Market value$9.78M
2.50%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares17.31K
TypeSH
Market value$8.70M
2.23%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares16.51K
TypeSH
Market value$7.98M
2.04%
Sole
0.00
Shared
0.00
None
0.00
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)
SOLEShares7.34K
TypeSH
Market value$7.85M
2.01%
Sole
0.00
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares21.77K
TypeSH
Market value$7.63M
1.95%
Sole
0.00
Shared
0.00
None
0.00
CANADIAN NAT RES LIMITED (CANADA)
SOLEShares189.90K
TypeSH
Market value$6.43M
1.64%
Sole
0.00
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares15.98K
TypeSH
Market value$5.50M
1.41%
Sole
0.00
Shared
0.00
None
0.00
PHILIP MORRIS INTERNATIONAL INCORPORATED
SOLEShares33.36K
TypeSH
Market value$5.35M
1.37%
Sole
0.00
Shared
0.00
None
0.00
ORACLE CORPORATION
SOLEShares26.25K
TypeSH
Market value$5.12M
1.31%
Sole
0.00
Shared
0.00
None
0.00
ELI LILLY & COMPANY
SOLEShares4.60K
TypeSH
Market value$4.95M
1.27%
Sole
0.00
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares13.83K
TypeSH
Market value$4.86M
1.24%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares7.25K
TypeSH
Market value$4.79M
1.22%
Sole
0.00
Shared
0.00
None
0.00
UNION PAC CORPORATION
SOLEShares19.68K
TypeSH
Market value$4.55M
1.16%
Sole
0.00
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares45.42K
TypeSH
Market value$4.25M
1.09%
Sole
0.00
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares35.76K
TypeSH
Market value$3.98M
1.02%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 137.05K | SH | $25.56M 6.54% | 0.00 | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 92.91K | SH | $25.26M 6.46% | 0.00 | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 48.90K | SH | $23.86M 6.10% | 0.00 | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 43.19K | SH | $19.42M 4.97% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANY.SOLE | COM | 49.85K | SH | $16.06M 4.11% | 0.00 | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 16.45K | SH | $15.35M 3.93% | 0.00 | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 41.18K | SH | $14.25M 3.64% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 59.16K | SH | $13.66M 3.49% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 76.36K | SH | $13.57M 3.47% | 0.00 | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATION NEWSOLE | COM | 13.95K | SH | $12.03M 3.08% | 0.00 | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 60.93K | SH | $9.78M 2.50% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 17.31K | SH | $8.70M 2.23% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 16.51K | SH | $7.98M 2.04% | 0.00 | 0.00 | 0.00 |
ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 7.34K | SH | $7.85M 2.01% | 0.00 | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 21.77K | SH | $7.63M 1.95% | 0.00 | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED (CANADA)SOLE | COM | 189.90K | SH | $6.43M 1.64% | 0.00 | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 15.98K | SH | $5.50M 1.41% | 0.00 | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 33.36K | SH | $5.35M 1.37% | 0.00 | 0.00 | 0.00 |
ORACLE CORPORATIONSOLE | COM | 26.25K | SH | $5.12M 1.31% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COMPANYSOLE | COM | 4.60K | SH | $4.95M 1.27% | 0.00 | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 13.83K | SH | $4.86M 1.24% | 0.00 | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 7.25K | SH | $4.79M 1.22% | 0.00 | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 19.68K | SH | $4.55M 1.16% | 0.00 | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 45.42K | SH | $4.25M 1.09% | 0.00 | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 35.76K | SH | $3.98M 1.02% | 0.00 | 0.00 | 0.00 |
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