Peterson Wealth Services
Peterson Wealth Services reported 223 stocks worth $474M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (6.6%), NVDA (6.6%) and FIX (5.6%). Compared with Q2 2026, the fund opened new positions in EQIX, added to AAPL, NVDA and FIX, trimmed MPC, BRK.B and DXCM and sold out of XOM, ABT and LEN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $31.5M | 6.6% | 95K | +1,149 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $31.3M | 6.6% | 137K | +1,290 (+1%) | 8 of 8 | |
| 3 |  FIX Comfort Sys USA Inc | $26.8M | 5.6% | 16K | +87 (+1%) | 8 of 8 | |
| 4 |  VUG Vanguard Index Fds | $24.8M | 5.2% | 276K | +443 (+0%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $16.6M | 3.5% | 50K | +509 (+1%) | 8 of 8 | |
| 6 |  TSLA Tesla Inc | $16M | 3.4% | 45K | +1,814 (+4%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $15.3M | 3.2% | 62K | +2,198 (+4%) | 8 of 8 | |
| 8 |  PLTR Palantir Technologies Inc | $14.7M | 3.1% | 79K | +1,993 (+3%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $14.6M | 3.1% | 41K | +548 (+1%) | 8 of 8 | |
| 10 |  ASML Asml Holding N V | $13.2M | 2.8% | 7,264 | +48 (+1%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $3.5M | 25K |
 ABT Abbott Labs | $185K | 2,041 |
 LEN Lennar Corp | $150K | 1,653 |
 LRN Stride Inc | $149K | 1,733 |
 VGT Vanguard World FD | $129K | 1,080 |
🔒 Free account: see all 28.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peterson Wealth Services 13F FAQ
What does Peterson Wealth Services own?
Peterson Wealth Services reported 223 stocks worth $474M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (6.6%), NVDA (6.6%) and FIX (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Peterson Wealth Services buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 125 added to, 23 trimmed and 28 sold out. New positions include EQIX. It sold all of XOM, ABT and LEN.
When will Peterson Wealth Services file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Peterson Wealth Services's portfolio worth?
The Q3 2026 filing reports $474M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.