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Peterson Wealth Services

Period ended Sep 30, 2026 · Latest filing Oct 26, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $474,234,081

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. APPLE INCORPORATED · COM · 037833100 · shares: $31,471,836
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $31,324,274
  3. COMFORT SYSTEMS USA INCORPORATED · COM · 199908104 · shares: $26,765,034
  4. VANGUARD MORNINGSTAR GROWTH ETF · GROWTH ETF · 922908736 · shares: $24,836,445
  5. JPMORGAN CHASE & COMPANY · COM · 46625H100 · shares: $16,614,936
  6. TESLA INCORPORATED · COM · 88160R101 · shares: $16,021,091
  7. AMAZON COM INCORPORATED · COM · 023135106 · shares: $15,339,667
  8. PALANTIR TECHNOLOGIES INCORPORATED CLASS A · CL A · 69608A108 · shares: $14,705,497
  9. BROADCOM INCORPORATED · COM · 11135F101 · shares: $14,550,797
  10. ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) · N Y REGISTRY SHS · N07059210 · shares: $13,159,124

Reported holdings

223 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ARM HOLDINGS PLC SPONSORED ADSSPONSORED ADS042068205 — 10 shares $2,897
SYSCO CORPORATIONCOM871829107 — 37 shares $2,885
BOEING COMPANYCOM097023105 — 13 shares $2,419
FIDUS INVT CORPORATIONCOM316500107 — 122 shares $2,359
ROBINHOOD MKTS INCORPORATED COM CLASS ACOM CL A770700102 — 20 shares $2,250
STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)NY REGISTRY861012102 — 37 shares $1,974
MACYS INCORPORATEDCOM55616P104 — 82 shares $1,867
ATKORE INCORPORATEDCOM047649108 — 19 shares $1,800
RIVIAN AUTOMOTIVE INCORPORATED COM CLASS ACOM CL A76954A103 — 104 shares $1,554
MURPHY USA INCORPORATEDCOM626755102 — 3 shares $1,512
SPACE EXPLORATION TECHN CORPORATION CLASS A COM STKCLASS A COM STK84615Q103 — 10 shares $1,509
WESTLAKE CORPORATIONCOM960413102 — 23 shares $1,433
E L F BEAUTY INCORPORATEDCOM26856L103 — 14 shares $1,414
HUBSPOT INCORPORATEDCOM443573100 — 6 shares $1,230
LAUDER ESTEE COMPANIES INCORPORATED CLASS ACL A518439104 — 13 shares $1,211
AMRIZE LIMITED SHS (SWITZERLAND)SHSH2927K103 — 30 shares $1,124
FISERV INCORPORATEDCOM337738108 — 24 shares $1,084
DISNEY WALT COMPANYCOM254687106 — 10 shares $1,049
CERENCE INCORPORATEDCOM156727109 — 100 shares $783
THE TRADE DESK INCORPORATED COM CLASS ACOM CL A88339J105 — 37 shares $450
INVESCO BUILDING & CONSTRUCTION ETFBLDG CONSTR ETF46137V779 — 4 shares $363
VANGUARD SMALL-CAP INDEX FUND ETF SHARESSMALL CP ETF922908751 — 1 shares $285
L3HARRIS TECHNOLOGIES INCORPORATEDCOM502431109 — 1 shares $249