§ 13F · FUND PROFILE
Peterson Wealth Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $405M (13F)Positions · 216Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 137K | $24M | 5.9% | ±0% |
| 2 | AAPL | APPLE INCORPORATED | 93K | $24M | 5.9% | +1% |
| 3 | FIX | COMFORT SYSTEMS USA INCORPORATED | 16K | $23M | 5.6% | ±0% |
| 4 | VUG | VANGUARD GROWTH ETF | 50K | $22M | 5.4% | +2% |
| 5 | TSLA | TESLA INCORPORATED | 44K | $16M | 4.0% | +1% |
| 6 | JPM | JPMORGAN CHASE & COMPANY | 50K | $15M | 3.6% | ±0% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 14K | $14M | 3.5% | +1% |
| 8 | AVGO | BROADCOM INCORPORATED | 41K | $13M | 3.2% | ±0% |
| 9 | AMZN | AMAZON COM INCORPORATED | 60K | $13M | 3.1% | +2% |
| 10 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 77K | $11M | 2.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
Peterson Wealth Services is a Other fund managing $405 million in assets. The fund runs a broad portfolio of 216 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed