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Peterson Wealth Services Portfolio holdings
AUM
$474M
Turnover
13.55%
1-Year Est. Return
30.32%
This Fund
S&P 500
This Quarter Est. Return
+3.5%
1 Year Est. Return
+30.32%
3 Year Est. Return
+160.46%
5 Year Est. Return
+222.55%
10 Year Est. Return
–
AUM
$474M
AUM Growth
+$15.5M
(+3.4%)
Cap. Flow
+$12.2M
Cap. Flow % of AUM
Cap. Flow %
2.58%
Top 10 Holdings %
Top 10 Hldgs %
43.18%
Holding
251
New
6
Increased
127
Reduced
25
Closed
28
Avg Time Held
2.3
years
Top 10 Avg Time Held
2.1
years
Top 20 Avg Time Held
2.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Advanced Micro Devices
AMD
|
+$8.95M |
| 2 |
Garmin
GRMN
|
+$2.87M |
| 3 |
Union Pacific
UNP
|
+$1.5M |
| 4 |
Equinix
EQIX
|
+$1.26M |
| 5 |
Microsoft
MSFT
|
+$735K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$5.03M |
| 2 |
Stryker
SYK
|
+$4.48M |
| 3 |
ExxonMobil
XOM
|
+$3.47M |
| 4 |
McDonald's
MCD
|
+$3.18M |
| 5 |
Zoetis
ZTS
|
+$1.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.9% |
| 2 | Industrials | 14.25% |
| 3 | Financials | 10.66% |
| 4 | Consumer Discretionary | 9.06% |
| 5 | Miscellaneous | 8.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
176
Marvell Technology
MRVL
$141B
| $15.9K | ﹤0.01% |
60
| – | – |
2026 Q2
1 quarter
|
|
177
PepsiCo
PEP
$198B
| $14.7K | ﹤0.01% |
116
| – | – |
2024 Q3
8 quarters
|
|
178
iShares Global Clean Energy ETF
ICLN
$2.03B
| $12.4K | ﹤0.01% |
728
| – | – |
2024 Q3
8 quarters
|
|
179
Grifois
GRFS
$5.91B
| $11.2K | ﹤0.01% |
1,539
+18
| +1% | +$137 |
2025 Q1
6 quarters
|
|
180
Arista Networks
ANET
$249B
| $11K | ﹤0.01% |
54
| – | – |
2026 Q2
1 quarter
|
|
181
State Street Health Care Select Sector SPDR ETF
XLV
$50.5B
| $9.8K | ﹤0.01% |
58
| – | – |
2024 Q3
8 quarters
|
|
182
Quanta Services
PWR
$90.7B
| $9.6K | ﹤0.01% |
15
| – | – |
2026 Q2
1 quarter
|
|
183
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $9.35K | ﹤0.01% |
130
| – | – |
2023 Q4
11 quarters
|
|
184
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11B
| $9.32K | ﹤0.01% |
60
| – | – |
2024 Q3
8 quarters
|
|
185
CF Industries
CF
$18.3B
| $9.22K | ﹤0.01% |
80
| – | – |
2024 Q3
8 quarters
|
|
186
GSK
GSK
$101B
| $7.71K | ﹤0.01% |
160
| – | – |
2026 Q2
1 quarter
|
|
187
Onto Innovation
ONTO
$10B
| $5.23K | ﹤0.01% |
17
| – | – |
2023 Q4
11 quarters
|
|
188
Comcast
CMCSA
$89.3B
| $5.16K | ﹤0.01% |
237
| – | – |
2021 Q4
19 quarters
|
|
189
Nucor
NUE
$56.6B
| $5.14K | ﹤0.01% |
22
-3
| -12% | -$750 |
2025 Q2
5 quarters
|
|
190
Intercontinental Exchange
ICE
$100B
| $5.08K | ﹤0.01% |
33
| – | – |
2021 Q4
19 quarters
|
|
191
Ferrovial N.V. Ordinary Shares
FER
$44.3B
| $5.03K | ﹤0.01% |
+93
| New | +$5.71K |
2026 Q3
0 quarters
|
|
192
Northrop Grumman
NOC
$78.2B
| $4.86K | ﹤0.01% |
10
| – | – |
2024 Q3
8 quarters
|
|
193
Medtronic
MDT
$132B
| $4.75K | ﹤0.01% |
55
| – | – |
2023 Q4
11 quarters
|
|
|
194
Zoetis
ZTS
$34.1B
| $4.66K | ﹤0.01% |
67
-17,532
| -100% | -$1.31M |
2021 Q4
19 quarters
|
|
195
Kimco Realty
KIM
$17B
| $4.63K | ﹤0.01% |
209
+3
| +1% | +$73 |
2026 Q2
1 quarter
|
|
196
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$12.3B
| $4.33K | ﹤0.01% |
80
| – | – |
2024 Q3
8 quarters
|
|
197
Waste Management
WM
$97B
| $4.22K | ﹤0.01% |
21
| – | – |
2024 Q3
8 quarters
|
|
198
Hershey
HSY
$35B
| $3.15K | ﹤0.01% |
20
| – | – |
2025 Q2
5 quarters
|
|
199
RTX Corp
RTX
$268B
| $3.1K | ﹤0.01% |
17
-48
| -74% | -$9.8K |
2024 Q3
8 quarters
|
|
200
Paylocity
PCTY
$9.26B
| $2.99K | ﹤0.01% |
21
| – | – |
2024 Q1
10 quarters
|
|
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Peterson Wealth Services's Q3 2026 Portfolio in Review
As of Q3 2026, Peterson Wealth Services held 251 positions worth $474M, up 3.4% from $459M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Peterson Wealth Services's Q3 2026 filing shows 6 new, 127 increased, 25 reduced and 28 closed positions. Its largest new stake was Equinix: 1,217 shares worth $1.23M. The largest sale was Berkshire Hathaway Class B, an estimated $5.03M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 30% a quarter earlier, followed by Industrials and Financials.
- Peterson Wealth Services's largest Q3 2026 buy was Equinix: 1,217 shares worth $1.23M.
- Peterson Wealth Services added most to Advanced Micro Devices in Q3 2026, an estimated $8.95M increase.
- Peterson Wealth Services's biggest Q3 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $5.03M.
- Peterson Wealth Services fully exited ExxonMobil in Q3 2026, selling an estimated $3.47M.
- Peterson Wealth Services's ten largest holdings make up 43% of its $474M portfolio in Q3 2026.
- Peterson Wealth Services opened 6 new positions and closed 28 in Q3 2026.
- Peterson Wealth Services's portfolio value rose 3.4% quarter-over-quarter to $474M.
Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.