Filed: 4/30/2026ACC: 0001906799-26-000002
📋 What this filing means
PETERSON WEALTH SERVICES filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $404.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
215
Positions
$404.72M
Total AUM (reported)
2.08M
Total Shares
Allocation by class
COM$303.04M74.9%
GROWTH ETF$21.70M5.4%
CL A$19.87M4.9%
SHS$10.74M2.7%
N Y REGISTRY SHS$9.71M2.4%
CL B NEW$8.48M2.1%
COM CL A$8.46M2.1%
Portfolio Concentration
Top 3$70.24M17.4%
4–10$103.27M25.5%
11–25$96.32M23.8%
Rest$134.89M33.3%
Top 3 weight
17.4%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.08M
Sole
Full voting authority
2.08M
shares
% of voting shares100.0%
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)
Sole215
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings215
Rows:
NVIDIA CORPORATION
SOLEShares137.39K
TypeSH
Market value$23.96M
5.92%
Sole
137.39K
Shared
0.00
None
0.00
APPLE INCORPORATED
SOLEShares93.41K
TypeSH
Market value$23.71M
5.86%
Sole
93.41K
Shared
0.00
None
0.00
COMFORT SYSTEMS USA INCORPORATED
SOLEShares16.37K
TypeSH
Market value$22.57M
5.58%
Sole
16.37K
Shared
0.00
None
0.00
VANGUARD GROWTH ETF
SOLEShares49.67K
TypeSH
Market value$21.70M
5.36%
Sole
49.67K
Shared
0.00
None
0.00
TESLA INCORPORATED
SOLEShares43.84K
TypeSH
Market value$16.30M
4.03%
Sole
43.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & COMPANY
SOLEShares49.90K
TypeSH
Market value$14.68M
3.63%
Sole
49.90K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares14.09K
TypeSH
Market value$14.04M
3.47%
Sole
14.09K
Shared
0.00
None
0.00
BROADCOM INCORPORATED
SOLEShares41.26K
TypeSH
Market value$12.77M
3.16%
Sole
41.26K
Shared
0.00
None
0.00
AMAZON COM INCORPORATED
SOLEShares60.06K
TypeSH
Market value$12.51M
3.09%
Sole
60.06K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
SOLEShares77.12K
TypeSH
Market value$11.28M
2.79%
Sole
77.12K
Shared
0.00
None
0.00
ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)
SOLEShares7.35K
TypeSH
Market value$9.71M
2.40%
Sole
7.35K
Shared
0.00
None
0.00
CANADIAN NAT RES LIMITED MED TERM (CANADA)
SOLEShares192.39K
TypeSH
Market value$9.38M
2.32%
Sole
192.39K
Shared
0.00
None
0.00
RAYMOND JAMES FINL INCORPORATED
SOLEShares61.86K
TypeSH
Market value$8.96M
2.21%
Sole
61.86K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
SOLEShares17.70K
TypeSH
Market value$8.48M
2.10%
Sole
17.70K
Shared
0.00
None
0.00
NETFLIX INCORPORATED.
SOLEShares84.41K
TypeSH
Market value$8.12M
2.01%
Sole
84.41K
Shared
0.00
None
0.00
VISA INCORPORATED COM CLASS A
SOLEShares22.10K
TypeSH
Market value$6.68M
1.65%
Sole
22.10K
Shared
0.00
None
0.00
MICROSOFT CORPORATION
SOLEShares17.28K
TypeSH
Market value$6.40M
1.58%
Sole
17.28K
Shared
0.00
None
0.00
PHILIP MORRIS INTERNATIONAL INCORPORATED
SOLEShares34.73K
TypeSH
Market value$5.74M
1.42%
Sole
34.73K
Shared
0.00
None
0.00
HOME DEPOT INCORPORATED
SOLEShares16.69K
TypeSH
Market value$5.49M
1.36%
Sole
16.69K
Shared
0.00
None
0.00
UNION PAC CORPORATION
SOLEShares20.40K
TypeSH
Market value$4.95M
1.22%
Sole
20.40K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares14.21K
TypeSH
Market value$4.67M
1.15%
Sole
14.21K
Shared
0.00
None
0.00
ELI LILLY & COMPANY
SOLEShares4.90K
TypeSH
Market value$4.51M
1.11%
Sole
4.90K
Shared
0.00
None
0.00
MARATHON PETE CORPORATION
SOLEShares18.43K
TypeSH
Market value$4.50M
1.11%
Sole
18.43K
Shared
0.00
None
0.00
META PLATFORMS INCORPORATED CLASS A
SOLEShares7.67K
TypeSH
Market value$4.39M
1.08%
Sole
7.67K
Shared
0.00
None
0.00
WALMART INCORPORATED
SOLEShares35.07K
TypeSH
Market value$4.36M
1.08%
Sole
35.07K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 137.39K | SH | $23.96M 5.92% | 137.39K | 0.00 | 0.00 |
APPLE INCORPORATEDSOLE | COM | 93.41K | SH | $23.71M 5.86% | 93.41K | 0.00 | 0.00 |
COMFORT SYSTEMS USA INCORPORATEDSOLE | COM | 16.37K | SH | $22.57M 5.58% | 16.37K | 0.00 | 0.00 |
VANGUARD GROWTH ETFSOLE | GROWTH ETF | 49.67K | SH | $21.70M 5.36% | 49.67K | 0.00 | 0.00 |
TESLA INCORPORATEDSOLE | COM | 43.84K | SH | $16.30M 4.03% | 43.84K | 0.00 | 0.00 |
JPMORGAN CHASE & COMPANYSOLE | COM | 49.90K | SH | $14.68M 3.63% | 49.90K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.09K | SH | $14.04M 3.47% | 14.09K | 0.00 | 0.00 |
BROADCOM INCORPORATEDSOLE | COM | 41.26K | SH | $12.77M 3.16% | 41.26K | 0.00 | 0.00 |
AMAZON COM INCORPORATEDSOLE | COM | 60.06K | SH | $12.51M 3.09% | 60.06K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCORPORATED CLASS ASOLE | CL A | 77.12K | SH | $11.28M 2.79% | 77.12K | 0.00 | 0.00 |
ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS)SOLE | N Y REGISTRY SHS | 7.35K | SH | $9.71M 2.40% | 7.35K | 0.00 | 0.00 |
CANADIAN NAT RES LIMITED MED TERM (CANADA)SOLE | COM | 192.39K | SH | $9.38M 2.32% | 192.39K | 0.00 | 0.00 |
RAYMOND JAMES FINL INCORPORATEDSOLE | COM | 61.86K | SH | $8.96M 2.21% | 61.86K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWSOLE | CL B NEW | 17.70K | SH | $8.48M 2.10% | 17.70K | 0.00 | 0.00 |
NETFLIX INCORPORATED.SOLE | COM | 84.41K | SH | $8.12M 2.01% | 84.41K | 0.00 | 0.00 |
VISA INCORPORATED COM CLASS ASOLE | COM CL A | 22.10K | SH | $6.68M 1.65% | 22.10K | 0.00 | 0.00 |
MICROSOFT CORPORATIONSOLE | COM | 17.28K | SH | $6.40M 1.58% | 17.28K | 0.00 | 0.00 |
PHILIP MORRIS INTERNATIONAL INCORPORATEDSOLE | COM | 34.73K | SH | $5.74M 1.42% | 34.73K | 0.00 | 0.00 |
HOME DEPOT INCORPORATEDSOLE | COM | 16.69K | SH | $5.49M 1.36% | 16.69K | 0.00 | 0.00 |
UNION PAC CORPORATIONSOLE | COM | 20.40K | SH | $4.95M 1.22% | 20.40K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 14.21K | SH | $4.67M 1.15% | 14.21K | 0.00 | 0.00 |
ELI LILLY & COMPANYSOLE | COM | 4.90K | SH | $4.51M 1.11% | 4.90K | 0.00 | 0.00 |
MARATHON PETE CORPORATIONSOLE | COM | 18.43K | SH | $4.50M 1.11% | 18.43K | 0.00 | 0.00 |
META PLATFORMS INCORPORATED CLASS ASOLE | CL A | 7.67K | SH | $4.39M 1.08% | 7.67K | 0.00 | 0.00 |
WALMART INCORPORATEDSOLE | COM | 35.07K | SH | $4.36M 1.08% | 35.07K | 0.00 | 0.00 |
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