Institutions / Peterson Wealth Services
Peterson Wealth Services
CIK 1906799 · Institution · as of Dec 31, 2025
Portfolio value
$391.07M
Positions
218
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 218 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $25.56M | 6.5% |
| Apple Inc. | $25.26M | 6.5% |
| Vanguard Growth ETF | $23.86M | 6.1% |
| Tesla Inc | $19.42M | 5.0% |
| JPMorgan Chase & Co | $16.06M | 4.1% |
| Comfort Systems USA Inc | $15.35M | 3.9% |
| Broadcom Inc. | $14.25M | 3.6% |
| Amazon.com Inc | $13.66M | 3.5% |
| Palantir Technologies Inc | $13.57M | 3.5% |
| Costco Wholesale Corp /New | $12.03M | 3.1% |
| Raymond James Financial Inc | $9.78M | 2.5% |
| Warren E. Buffett | $8.70M | 2.2% |
| Microsoft Corp | $7.98M | 2.0% |
| Asml Holding N V N Y Registry Shs (Netherlands) | $7.85M | 2.0% |
| Visa Inc | $7.63M | 2.0% |
| Canadian Nat Res Limited (Canada) | $6.43M | 1.6% |
| Home Depot, Inc. | $5.50M | 1.4% |
| Philip Morris International Inc. | $5.35M | 1.4% |
| Oracle Corp | $5.12M | 1.3% |
| ELI LILLY & Co | $4.95M | 1.3% |
| Stryker Corp | $4.86M | 1.2% |
| Meta Platforms Inc | $4.79M | 1.2% |
| Union Pacific Corp | $4.55M | 1.2% |
| ConocoPhillips | $4.25M | 1.1% |
| Walmart Inc. | $3.98M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.