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Peterson Wealth Services
Period ended Sep 30, 2026 · Latest filing Oct 26, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $474,234,081
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INCORPORATED · COM · 037833100 · shares: $31,471,836
- NVIDIA CORPORATION · COM · 67066G104 · shares: $31,324,274
- COMFORT SYSTEMS USA INCORPORATED · COM · 199908104 · shares: $26,765,034
- VANGUARD MORNINGSTAR GROWTH ETF · GROWTH ETF · 922908736 · shares: $24,836,445
- JPMORGAN CHASE & COMPANY · COM · 46625H100 · shares: $16,614,936
- TESLA INCORPORATED · COM · 88160R101 · shares: $16,021,091
- AMAZON COM INCORPORATED · COM · 023135106 · shares: $15,339,667
- PALANTIR TECHNOLOGIES INCORPORATED CLASS A · CL A · 69608A108 · shares: $14,705,497
- BROADCOM INCORPORATED · COM · 11135F101 · shares: $14,550,797
- ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) · N Y REGISTRY SHS · N07059210 · shares: $13,159,124
Reported holdings
223 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ARM HOLDINGS PLC SPONSORED ADS | SPONSORED ADS | 042068205 | — | 10 shares | $2,897 |
| SYSCO CORPORATION | COM | 871829107 | — | 37 shares | $2,885 |
| BOEING COMPANY | COM | 097023105 | — | 13 shares | $2,419 |
| FIDUS INVT CORPORATION | COM | 316500107 | — | 122 shares | $2,359 |
| ROBINHOOD MKTS INCORPORATED COM CLASS A | COM CL A | 770700102 | — | 20 shares | $2,250 |
| STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS) | NY REGISTRY | 861012102 | — | 37 shares | $1,974 |
| MACYS INCORPORATED | COM | 55616P104 | — | 82 shares | $1,867 |
| ATKORE INCORPORATED | COM | 047649108 | — | 19 shares | $1,800 |
| RIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | COM CL A | 76954A103 | — | 104 shares | $1,554 |
| MURPHY USA INCORPORATED | COM | 626755102 | — | 3 shares | $1,512 |
| SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK | CLASS A COM STK | 84615Q103 | — | 10 shares | $1,509 |
| WESTLAKE CORPORATION | COM | 960413102 | — | 23 shares | $1,433 |
| E L F BEAUTY INCORPORATED | COM | 26856L103 | — | 14 shares | $1,414 |
| HUBSPOT INCORPORATED | COM | 443573100 | — | 6 shares | $1,230 |
| LAUDER ESTEE COMPANIES INCORPORATED CLASS A | CL A | 518439104 | — | 13 shares | $1,211 |
| AMRIZE LIMITED SHS (SWITZERLAND) | SHS | H2927K103 | — | 30 shares | $1,124 |
| FISERV INCORPORATED | COM | 337738108 | — | 24 shares | $1,084 |
| DISNEY WALT COMPANY | COM | 254687106 | — | 10 shares | $1,049 |
| CERENCE INCORPORATED | COM | 156727109 | — | 100 shares | $783 |
| THE TRADE DESK INCORPORATED COM CLASS A | COM CL A | 88339J105 | — | 37 shares | $450 |
| INVESCO BUILDING & CONSTRUCTION ETF | BLDG CONSTR ETF | 46137V779 | — | 4 shares | $363 |
| VANGUARD SMALL-CAP INDEX FUND ETF SHARES | SMALL CP ETF | 922908751 | — | 1 shares | $285 |
| L3HARRIS TECHNOLOGIES INCORPORATED | COM | 502431109 | — | 1 shares | $249 |