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Latest Peterson Wealth Services Stock Portfolio

$458Million | No. of Holdings #245

Peterson Wealth Services Performance

2026 Q2-2.14%
YTD-2.12%
2025+20.58%

About Peterson Wealth Services and 13F Hedge Fund Stock Holdings

On 2026-07-27, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Services reported an equity portfolio of $458.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Peterson Wealth Services are FIX, NVDA, AAPL. The fund has invested 7% of it's portfolio in COMFORT SYSTEMS USA INCORPORATED and 5.9% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off PAYCOM SOFTWARE INCORPORATED (PAYC) stocks. They significantly reduced their stock positions in E L F BEAUTY INCORPORATED (ELF), STERIS PLC SHS USD (IRELAND) (STE) and HUBSPOT INCORPORATED (HUBS). Peterson Wealth Services opened new stock positions in SERVICE CORPORATION INTERNATIONAL (SCI), ARCHROCK INCORPORATED (AROC) and MICRON TECHNOLOGY INCORPORATED (MU). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INCORPORATED CORE MSCI EMKT (EMGF), CLIMB GLOBAL SOLUTIONS INCORPORATED (WSTG) and VANGUARD INFORMATION TECHNOLOGY ETF (VAW).
Peterson Wealth Services Equity Portfolio Value
Last Reported on: 27 Jul, 2026
$458Million
  as of Jul 27, 2026

Peterson Wealth Services Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Services made a return of -2.14% in the last quarter. In trailing 12 months, it's portfolio return was 13.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
service corporation international1,169,140
archrock incorporated951,922
micron technology incorporated238,938
vanguard ftse emerging markets etf189,893
cardinal health incorporated26,369
marvell technology incorporated17,873
quanta svcs incorporated10,801
arista networks incorporated com shs9,174
New stocks bought by Peterson Wealth Services

Additions

Ticker% Inc.
ishares incorporated core msci emkt4,881
climb global solutions incorporated1,064
vanguard information technology etf700
vanguard growth etf453
proshares s&p 500 dividend aristocrats etf100
l3harris technologies incorporated81.82
ishares tr core us aggbd et65.17
united parcel svcs incorporated class b53.26
Additions to existing portfolio by Peterson Wealth Services

Reductions

Ticker% Reduced
e l f beauty incorporated-99.82
steris plc shs usd (ireland)-99.76
hubspot incorporated-99.54
comcast corporation new class a-99.45
paylocity hldg corporation-99.35
lululemon athletica incorporated-86.17
invesco ultra short duration etf-57.51
versant media group incorporated com class a-16.78
Peterson Wealth Services reduced stake in above stock

Sold off

Ticker$ Sold
paycom software incorporated-377,787
Peterson Wealth Services got rid off the above stocks

Sector Distribution

Peterson Wealth Services has about 25.8% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Healthcare
  • Consumer Defensive
  • Communication Services
  • Energy
  • Utilities
  • Basic Materials
Sector%
Technology25.8
Others17.1
Industrials16.4
Consumer Cyclical10.6
Financial Services9.3
Healthcare5.9
Consumer Defensive5.7
Communication Services3.1
Energy2.7
Utilities1.4
Basic Materials1.2

Market Cap. Distribution

Peterson Wealth Services has about 79.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP47.7
LARGE-CAP31.6
UNALLOCATED17.1
MID-CAP3.2

Stocks belong to which Index?

About 77.1% of the stocks held by Peterson Wealth Services either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50064.9
Others23
RUSSELL 200012.2
Top 5 Winners (%)%
astera labs incorporated
333.8 %
AMD
advanced micro devices incorporated
183.3 %
arm holdings plc sponsored ads
134.4 %
STM
stmicroelectronics n v ny registry (netherlands)
116.8 %
AMAT
applied matls incorporated
111.3 %
Top 5 Winners ($)$
FIX
comfort systems usa incorporated
9.8 M
ASML
asml holding nv (netherlands)
4.9 M
NVDA
nvidia corporation
3.5 M
astera labs incorporated
3.5 M
AAPL
apple incorporated
3.3 M
Top 5 Losers (%)%
VAW
vanguard information technology etf
-73.1 %
VB
vanguard growth etf
-70.6 %
BZQ
proshares s&p 500 dividend aristocrats etf
-40.0 %
ZTS
zoetis incorporated class a
-38.1 %
WLK
westlake corporation
-37.5 %
Top 5 Losers ($)$
VB
vanguard growth etf
-57.0 M
PLTR
palantir technologies inc
-2.3 M
NFLX
netflix incorporated.
-2.1 M
CNQ
canadian nat res limited med term (canada)
-1.8 M
COST
costco wholesale corporation
-0.9 M

Peterson Wealth Services Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peterson Wealth Services

Peterson Wealth Services has 245 stocks in it's portfolio. About 43.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. FIX was the most profitable stock for Peterson Wealth Services last quarter.

$458.71MTotal Value
246Positions
27 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Peterson Wealth Services, last reported on 27 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr U.S. Med Dvc Etf

Ishares Tr U.S. Med Dvc Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr U.S. Med Dvc Etf over time
0.03%2,894
$143.0K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Eafe Grwth Etf

Ishares Tr Eafe Grwth Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr Eafe Grwth Etf over time
0.03%960
$119.4K
0.03%
unchanged 0 percentunchanged
AAXJ
Ishares Tr Gl Clean Ene Etf

Ishares Tr Gl Clean Ene Etf

AAXJ
Peterson Wealth Services's holding in Ishares Tr Gl Clean Ene Etf over time
0%728
$14.9K
0%
unchanged 0 percentunchanged
AFK
Vaneck Natural Resources Etf

Vaneck Natural Resources Etf

AFK
Peterson Wealth Services's holding in Vaneck Natural Resources Etf over time
0.04%2,742
$188.1K
0.04%
unchanged 0 percentunchanged