§ 13F · FUND PROFILE
Peterson Wealth Services.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $365.0T (13F)Positions · 221Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$958.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 137K | $25.6T | 6.5% | — |
| 2 | AAPL | APPLE INCORPORATED | 93K | $25.3T | 6.5% | — |
| 3 | VUG | VANGUARD GROWTH ETF | 49K | $23.9T | 6.1% | — |
| 4 | TSLA | TESLA INCORPORATED | 43K | $19.4T | 5.0% | — |
| 5 | JPM | JPMORGAN CHASE & COMPANY. | 50K | $16.1T | 4.1% | +650% |
| 6 | FIX | COMFORT SYSTEMS USA INCORPORATED | 16K | $15.3T | 3.9% | −73% |
| 7 | AVGO | BROADCOM INCORPORATED | 41K | $14.3T | 3.6% | +200% |
| 8 | AMZN | AMAZON COM INCORPORATED | 59K | $13.7T | 3.5% | — |
| 9 | PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 76K | $13.6T | 3.5% | — |
| 10 | COST | COSTCO WHOLESALE CORPORATION NEW | 14K | $12.0T | 3.1% | +309% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PETERSON SIGNAL
AC read
Peterson Wealth Services is a Other fund managing $365026.0 trillion in assets. The fund runs a broad portfolio of 221 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed