§ 13F · FUND PROFILE
Peterson Wealth Services.
AUM · $459M (13F)Positions · 245Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FIX | COMFORT SYSTEMS USA INCORPORATED | 16K | $32M | 7.0% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 136K | $27M | 5.9% | −1% |
| 3 | AAPL | APPLE INCORPORATED | 93K | $27M | 5.9% | ±0% |
| 4 | VUG | VANGUARD GROWTH ETF | 275K | $24M | 5.2% | +454% |
| 5 | TSLA | TESLA INCORPORATED | 43K | $18M | 4.0% | −1% |
| 6 | JPM | JPMORGAN CHASE & COMPANY | 50K | $16M | 3.5% | ±0% |
| 7 | AVGO | BROADCOM INCORPORATED | 41K | $15M | 3.4% | −1% |
| 8 | ASML | ASML HOLDING NV (NETHERLANDS) | 7K | $14M | 3.1% | −2% |
| 9 | AMZN | AMAZON COM INCORPORATED | 59K | $14M | 3.1% | −1% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 14K | $13M | 2.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
Peterson Wealth Services is a Other fund managing $459 million in assets. The fund runs a broad portfolio of 245 positions.
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