Peterson Wealth Services
CIK: 0001906799Latest portfolio: $391.1M · Q4 2025
Holdings
218
Total Value
$391.1M
New Positions
218
Closed Positions
0
Top Holdings
View All 218 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 137,048 | $25.6M | 6.54% | NEW | |
| 2 | AAPLAPPLE INCORPORATED | 92,911 | $25.3M | 6.46% | NEW | |
| 3 | VUGVANGUARD GROWTH ETF | 48,904 | $23.9M | 6.10% | NEW | |
| 4 | TSLATESLA INCORPORATED | 43,192 | $19.4M | 4.97% | NEW | |
| 5 | JPMJPMORGAN CHASE & COMPANY. | 49,846 | $16.1M | 4.11% | NEW | |
| 6 | FIXCOMFORT SYSTEMS USA INCORPORATED | 16,447 | $15.3M | 3.92% | NEW | |
| 7 | AVGOBROADCOM INCORPORATED | 41,176 | $14.3M | 3.64% | NEW | |
| 8 | AMZNAMAZON COM INCORPORATED | 59,161 | $13.7M | 3.49% | NEW | |
| 9 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 76,356 | $13.6M | 3.47% | NEW | |
| 10 | COSTCOSTCO WHOLESALE CORPORATION NEW | 13,946 | $12.0M | 3.08% | NEW | |
| 11 | RJFRAYMOND JAMES FINL INCORPORATED | 60,930 | $9.8M | 2.50% | NEW | |
| 12 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 17,312 | $8.7M | 2.22% | NEW | |
| 13 | MSFTMICROSOFT CORPORATION | 16,506 | $8.0M | 2.04% | NEW | |
| 14 | ASMLASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS) | 7,336 | $7.8M | 2.01% | NEW | |
| 15 | VVISA INCORPORATED COM CLASS A | 21,765 | $7.6M | 1.95% | NEW | |
| 16 | CRCCANADIAN NAT RES LIMITED (CANADA) | 189,901 | $6.4M | 1.64% | NEW | |
| 17 | HDHOME DEPOT INCORPORATED | 15,981 | $5.5M | 1.41% | NEW | |
| 18 | 4I1PHILIP MORRIS INTERNATIONAL INCORPORATED | 33,357 | $5.3M | 1.37% | NEW | |
| 19 | ORCLORACLE CORPORATION | 26,251 | $5.1M | 1.31% | NEW | |
| 20 | LLYELI LILLY & COMPANY | 4,604 | $4.9M | 1.27% | NEW | |
| 21 | SYKSTRYKER CORPORATION | 13,828 | $4.9M | 1.24% | NEW | |
| 22 | METAMETA PLATFORMS INCORPORATED CLASS A | 7,252 | $4.8M | 1.22% | NEW | |
| 23 | UNPUNION PAC CORPORATION | 19,681 | $4.6M | 1.16% | NEW | |
| 24 | COPCONOCOPHILLIPS | 45,420 | $4.3M | 1.09% | NEW | |
| 25 | WMTWALMART INCORPORATED | 35,756 | $4.0M | 1.02% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.3858160619784764e+130T)
Technology0.0% ($2.5559252581425117e+112T)
Industrials0.0% ($1.534945522960283e+82T)
Healthcare0.0% ($4.947485929302764e+51T)
Consumer Cyclical0.0% ($1.942413655549836e+43T)
Energy0.0% ($6.428425136033076e+31T)
Unknown0.0% ($8.701535013856734e+21T)
Consumer Defensive0.0% ($1.2026398364357514e+21T)
Communication Services0.0% ($478712471.1T)
Basic Materials0.0% ($205592.6T)
Utilities0.0% ($898.9B)
Real Estate0.0% ($1.9B)
Filing History
Fund Information
Peterson Wealth Services is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $391.1M across 218 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 6.5% of the portfolio. Compared to the previous quarter, the fund opened 218 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.