Peterson Wealth Services

CIK

1906799

Location

SOUTH OGDEN, UT

Portfolio Value

Small $459,006,536

Diversification

Diversified

Filing Date

Global Rank

#3,914 / 8,814 ▼ 93

Top Industry

Semiconductors 13.4%

Period ended 4 months ago

Filed Jul 27, 2026 · 3mo

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 44.3%, 37.1 effective positions, active share 58.7% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Medium turnover

63.4% over the last four quarters (30% to under 100%)

Horizon

Long horizon

Value-weighted holding period 13.2 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 58.7%; sector active share 12.2% against the combined 13F book's sector weights.

Over time 19 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

245 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.9%

+0.7 pts

Top 5

28.4%

+2.1 pts

Top 10

44.3%

+2.3 pts

HHI

269

Diversified+14

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.5%	$139,824,525	45
Industrials	16.5%	$75,520,984	35
Financial Services	11.6%	$53,376,381	25
Consumer Cyclical	10.6%	$48,425,492	23
Unclassified	8.3%	$38,280,251	32
Healthcare	6.3%	$29,095,200	26
Consumer Defensive	5.7%	$25,998,547	17
Energy	4.4%	$20,039,893	14
Communication Services	3.0%	$13,806,220	10
Utilities	1.4%	$6,210,868	5
Basic Materials	1.2%	$5,462,465	10
Real Estate	0.6%	$2,965,710	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+225,506	275,181	$23,704,091
CLMB	Climb Global Solutions, Inc.	+38,004	41,573	$964,909
PM	Philip Morris International Inc.	+9,539	44,271	$8,009,066
IEMG	iShares Trust	+8,933	9,116	$755,169
SMCI	Super Micro Computer, Inc.	+7,740	24,868	$729,378
POWL	Powell Industries Inc	+7,221	10,740	$3,075,506
IEFA	iShares Core MSCI EAFE ETF	+4,287	22,272	$2,151,029
AGG	iShares Core U.S. Aggregate Bond ETF	+4,043	10,247	$1,014,248
FIS	Fidelity National Information Services, Inc.	+3,499	27,192	$1,057,224
IREN	IREN Ltd	+3,206	23,142	$1,058,283
LNTH	Lantheus Holdings, Inc.	+2,600	9,284	$1,029,966
O	Realty Income Corp	+1,662	37,453	$2,320,587
VZ	Verizon Communications Inc	+1,608	34,771	$1,472,204
ZTS	Zoetis Inc.	+1,542	17,599	$1,264,664
XSMO	Victory Portfolios II	+1,439	11,090	$1,038,356
CNQ	CANADIAN NATURAL RESOURCES Ltd	+1,416	193,805	$7,655,297
ACLS	Axcelis Technologies Inc	+1,302	9,191	$1,741,234
CELH	Celsius Holdings, Inc.	+991	16,145	$472,725
ABBV	AbbVie Inc.	+987	14,557	$3,663,123
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+945	1,080	$129,081
HD	Home Depot, Inc.	+901	17,587	$6,202,583
ETR	Entergy Corp	+785	11,745	$1,349,030
NFLX	Netflix Inc	+748	85,160	$6,080,424
NEE	Nextera Energy Inc	+733	12,898	$1,132,057
UPS	United Parcel Service Inc	+726	2,089	$224,567
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMCSA	Comcast Corp	−42,583	237	$5,818
LULU	lululemon athletica inc.	−11,821	1,897	$216,599
GSY	Invesco Ultra Short Duration ETF	−8,957	6,618	$331,892
ELF	e.l.f. Beauty, Inc.	−7,951	14	$1,036
PCTY	Paylocity Holding Corp	−3,196	21	$2,195
PACS	PACS Group, Inc.	−2,668	51,004	$2,174,810
NVDA	Nvidia Corp	−1,519	135,869	$27,186,028
HUBS	Hubspot Inc	−1,309	6	$1,095
STE	STERIS plc	−1,267	3	$631
AMZN	Amazon Com Inc	−689	59,370	$14,150,245
ORCL	Oracle Corp	−555	26,258	$3,848,109
TSLA	Tesla, Inc.	−496	43,340	$18,228,804
PLTR	Palantir Technologies Inc.	−491	76,625	$8,939,838
AVGO	Broadcom Inc.	−377	40,885	$15,444,308
FIX	Comfort Systems USA Inc	−276	16,094	$31,897,503
JCI	Johnson Controls International plc	−270	17,829	$2,604,995
MCD	Mcdonalds Corp	−226	12,252	$3,311,838
COST	Costco Wholesale Corp	−225	13,864	$12,969,356
CMG	Chipotle Mexican Grill Inc	−223	4,552	$154,768
VSNT	Versant Media Group, Inc.	−222	1,101	$39,647
JPM	Jpmorgan Chase & Co	−184	49,713	$16,272,556
STRL	Sterling Infrastructure, Inc.	−181	4,674	$3,923,168
GOOGL	Alphabet Inc.	−146	3,581	$1,279,741
TJX	Tjx Companies Inc	−140	3,504	$530,856
ASML	Asml Holding NV	−133	7,216	$14,355,798
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SCI	Service Corp International	15,392	$1,169,176
AROC	Archrock, Inc.	23,383	$951,921
MU	Micron Technology Inc	207	$238,938
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	3,181	$189,873
CAH	Cardinal Health Inc	111	$26,369
MRVL	Marvell Technology, Inc.	60	$17,873
PWR	Quanta Services, Inc.	15	$10,800
ANET	Arista Networks, Inc.	54	$9,173
GSK	GSK plc	160	$8,387
AZN	Astrazeneca PLC	42	$7,964
CSX	Csx Corp	127	$6,036
TXN	Texas Instruments Inc	18	$5,365
IBM	International Business Machines Corp	19	$5,342
KIM	Kimco Realty Corp	206	$5,222
AMP	Ameriprise Financial Inc	11	$5,046
BAC	Bank Of America Corp	84	$4,786
HLT	Hilton Worldwide Holdings Inc.	13	$4,295
BUD	Anheuser-Busch InBev SA	47	$3,872
BX	Blackstone Inc.	32	$3,765
QSR	Restaurant Brands International Inc.	51	$3,698
TMUS	T-Mobile US, Inc.	22	$3,690
SHEL	Shell plc	47	$3,644
TOL	Toll Brothers, Inc.	22	$3,624
AMGN	Amgen Inc	10	$3,621
MA	Mastercard Inc	7	$3,595
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PAYC	Paycom Software, Inc.	3,108	$377,746
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

245 tracked positions · $459,006,536 total · filing declares 245 positions · $458,713,433 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 245 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
FIX	Comfort Systems USA Inc Industrials	Reduced	16,094	-276	$31,897,503	+41.3%	19	before history	6.95%
NVDA	Nvidia Corp Technology	Reduced	135,869	-1,519	$27,186,028	+13.5%	19	before history	5.92%
AAPL	Apple Inc. Technology	Reduced	93,355	-52	$27,013,202	+14.0%	11	$267.42	5.89%
VUG	VANGUARD GROWTH INDEX FUND	Added	275,181	+225,506	$23,704,091	+555.5%	11	unpriced	5.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	43,340	-496	$18,228,804	+11.9%	11	$442.21	3.97%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	49,713	-184	$16,272,556	+10.9%	19	before history	3.55%
AVGO	Broadcom Inc. Technology	Reduced	40,885	-377	$15,444,308	+20.9%	19	before history	3.36%
ASML	Asml Holding NV Technology	Reduced	7,216	-133	$14,355,798	+47.9%	5	$734.89	3.13%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	59,370	-689	$14,150,245	+13.1%	19	before history	3.08%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	13,864	-225	$12,969,356	−7.6%	11	$833.16	2.83%
RJF	Raymond James Financial Inc Financial Services	Added	62,013	+152	$9,427,836	+5.3%	19	before history	2.05%
PLTR	Palantir Technologies Inc. Technology	Reduced	76,625	-491	$8,939,838	−20.7%	8	$175.51	1.95%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	17,662	-40	$8,837,888	+4.2%	19	before history	1.93%
PM	Philip Morris International Inc. Consumer Defensive	Added	44,271	+9,539	$8,009,066	+39.5%	6	$159.08	1.74%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	193,805	+1,416	$7,655,297	−18.3%	11	unpriced	1.67%
V	Visa Inc. Financial Services	Added	22,232	+128	$7,627,576	+14.2%	19	before history	1.66%
MSFT	Microsoft Corp Technology	Added	17,901	+617	$6,677,431	+4.4%	19	before history	1.45%
HD	Home Depot, Inc. Consumer Cyclical	Added	17,587	+901	$6,202,583	+13.0%	19	before history	1.35%
NFLX	Netflix Inc Communication Services	Added	85,160	+748	$6,080,424	−25.1%	15	$89.12	1.32%
LLY	ELI LILLY & Co Healthcare	Added	4,914	+12	$5,893,999	+30.7%	10	$747.32	1.28%
UNP	Union Pacific Corp Industrials	Added	20,698	+296	$5,629,856	+13.7%	19	before history	1.23%
MPC	Marathon Petroleum Corp Energy	Added	18,461	+31	$4,719,923	+4.9%	19	before history	1.03%
CDNS	Cadence Design Systems Inc Technology	Added	12,207	+9	$4,581,531	+35.2%	12	unpriced	1.00%
ALAB	Astera Labs, Inc. Technology	Added	9,349	+88	$4,515,753	+344.9%	7	$100.57	0.98%
SYK	Stryker Corp Healthcare	Added	14,341	+135	$4,515,120	−3.3%	13	$329.26	0.98%
META	Meta Platforms, Inc. Communication Services	Added	7,708	+34	$4,341,839	−1.1%	13	$604.85	0.95%
GRMN	Garmin Ltd Technology	Reduced	18,270	-52	$4,339,855	+2.1%	11	$216.33	0.95%
ETN	Eaton Corp plc Industrials	Added	9,775	+265	$4,165,323	+22.5%	11	$317.28	0.91%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	19,044	+352	$4,124,930	+12.9%	19	before history	0.90%
CB	Chubb Ltd Financial Services	Added	12,078	+413	$4,115,457	+8.2%	11	$285.05	0.90%
WMT	Walmart Inc. Consumer Defensive	Added	35,657	+590	$4,038,511	−7.3%	19	before history	0.88%
EME	EMCOR Group, Inc. Industrials	Added	4,824	+46	$4,003,341	+13.5%	2	$728.97	0.87%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	4,674	-181	$3,923,168	+98.4%	7	$343.24	0.85%
ORCL	Oracle Corp Technology	Reduced	26,258	-555	$3,848,109	−2.4%	7	$232.14	0.84%
MSI	Motorola Solutions, Inc. Technology	Added	9,046	+536	$3,756,713	+1.7%	19	before history	0.82%
ABBV	AbbVie Inc. Healthcare	Added	14,557	+987	$3,663,123	+24.1%	8	$225.14	0.80%
JNJ	Johnson & Johnson Healthcare	Added	14,383	+328	$3,652,850	+6.3%	19	before history	0.80%
ADI	Analog Devices Inc Technology	Held	9,024	0	$3,584,062	+24.8%	8	unpriced	0.78%
SPY	Spdr S&P 500 ETF Trust	Added	4,743	+2	$3,541,930	+14.9%	11	$614.85	0.77%
VST	Vistra Corp. Utilities	Added	22,127	+201	$3,510,006	+6.5%	2	$161.80	0.76%
XOM	ExxonMobil Holdings Corp Energy	Added	25,371	+707	$3,468,723	−17.1%	10	$116.00	0.76%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	12,252	-226	$3,311,838	−14.6%	5	$307.03	0.72%
POWL	Powell Industries Inc Industrials	Added	10,740	+7,221	$3,075,506	+61.5%	6	unpriced	0.67%
APD	Air Products & Chemicals, Inc. Basic Materials	Added	9,357	+553	$2,743,285	+7.3%	19	before history	0.60%
IESC	IES Holdings, Inc. Industrials	Added	3,710	+53	$2,725,588	+56.4%	11	$408.31	0.59%
JCI	Johnson Controls International plc Industrials	Reduced	17,829	-270	$2,604,995	+9.9%	11	$85.91	0.57%
AEIS	Advanced Energy Industries Inc Industrials	Added	6,934	+618	$2,585,480	+26.8%	11	$162.29	0.56%
CMI	Cummins Inc Industrials	Added	3,550	+15	$2,531,895	+33.1%	6	$434.88	0.55%
DRI	Darden Restaurants Inc Consumer Cyclical	Added	11,764	+477	$2,423,501	+9.5%	19	before history	0.53%
VRT	Vertiv Holdings Co Industrials	Added	7,006	+252	$2,345,748	+38.6%	7	$135.45	0.51%

Showing the top 50 of 245 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.