Peterson Wealth Services
CIK 1906799
13F filing for Q2 2026・No. 4,126
- Holdings
- US$458.71M
- Quarter change
- +US$53.99M
- Entries
- 245
- Net bought (estimate)
- +US$3.39M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 31
- Sold out 1
- Cut 51
- Added 97
- Corporate actions 0
- Unchanged 66
Largest holdings
245 stocks worth US$458.71M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FIXCOMFORT SYSTEMS USA INCORPORATEDCOM | Cut | 16,094 | US$31.9M | 6.95% |
| NVDANvidiaCOM | Cut | 135,869 | US$27.19M | 5.93% |
| AAPLAppleCOM | Cut | 93,355 | US$27.01M | 5.89% |
| VUGVANGUARD GROWTH ETFGROWTH ETF | CutSplit 6:1 | 275,181 | US$23.7M | 5.17% |
| TSLATeslaCOM | Cut | 43,340 | US$18.23M | 3.97% |
| JPMJPMORGAN CHASE & COMPANYCOM | Cut | 49,713 | US$16.27M | 3.55% |
| AVGOBroadcomCOM | Cut | 40,885 | US$15.44M | 3.37% |
| ASMLASML HOLDING NV (NETHERLANDS)N Y REGISTRY SHS | Cut | 7,216 | US$14.36M | 3.13% |
| AMZNAmazonCOM | Cut | 59,370 | US$14.15M | 3.08% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 13,864 | US$12.97M | 2.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.