13F filer

Peterson Wealth Services

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 1906799 SEC filings ↗
13F Value
$474.2M
Positions
223
Top Position
AAPL6.6%
Top 5
27.6%

Latest filing changes

vs Jun 30, 2026
1 AMD Advanced Micro Devices +440.2%+$10.6M
2 GRMN Garmin +56.7%+$3.0M
3 UNP Union Pacific +24.8%+$1.4M
4 IESC Ies Holdings +110.7%+$1.3M
5 MSFT Microsoft +8.9%+$815K
Holdings223
# Trend (4Q)
1 AAPL 6.6% $31.5M +1.2% 94.5K 5.9% Common Stock
2 NVDA 6.6% $31.3M +0.9% 137.2K 5.9% Common Stock
3 FIX 5.6% $26.8M +0.5% 16.2K 7.0% Common Stock
4 VUG 5.2% $24.8M +0.2% 275.6K 5.2% ETF
5 JPM 3.5% $16.6M +1.0% 50.2K 3.5% Common Stock
6 TSLA 3.4% $16.0M +4.2% 45.2K 4.0% Common Stock
7 AMZN 3.2% $15.3M +3.7% 61.6K 3.1% Common Stock
8 PLTR 3.1% $14.7M +2.6% 78.6K 1.9% Common Stock
9 AVGO 3.1% $14.6M +1.3% 41.4K 3.4% Common Stock
10 ASML 2.8% $13.2M +0.7% 7.3K 3.1% Common Stock
11 COST 2.8% $13.1M +3.8% 14.4K 2.8% Common Stock
12 AMD 2.8% $13.1M +440.2% 21.3K 0.5% Common Stock
13 MSFT 2.1% $10.0M +8.9% 19.5K 1.5% Common Stock
14 RJF 2.1% $10.0M +2.0% 63.2K 2.1% Common Stock
15 CNQ 2.0% $9.3M +2.3% 198.4K 1.7% Common Stock
16 PM 1.8% $8.6M +1.2% 44.8K 1.7% Common Stock
17 V 1.7% $8.2M +3.1% 22.9K 1.7% Common Stock
18 GRMN 1.7% $8.2M +56.7% 28.6K 0.9% Common Stock
19 MPC 1.5% $7.2M -1.5% 18.2K 1.0% Common Stock
20 UNP 1.5% $7.0M +24.8% 25.8K 1.2% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing28
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.