StockDriftsStockDriftsTop 50 Peterson Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 6.64% | 94.5K | $31.5M | +1.23%(+1.15K) | $262.63(+32.16%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 6.61% | 137.2K | $31.3M | +0.95%(+1.29K) | $183.72(+18.62%) | 2026-09-30 | |
| FIX | COMFORT SYSTEMS USA INCORPORATED | 5.64% | 16.2K | $26.8M | +0.54%(+87) | $523.33(+146.23%) | 2026-09-30 | |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | 5.24% | 275.6K | $24.8M | +0.16%(+443) | $79.38(+9.45%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.5% | 50.2K | $16.6M | +1.02%(+509) | $296.92(+13.09%) | 2026-09-30 | |
| TSLA | TESLA INCORPORATED | 3.38% | 45.2K | $16.0M | +4.19%(+1.81K) | $443.62(-8.15%) | 2026-09-30 | |
| AMZN | AMAZON COM INCORPORATED | 3.23% | 61.6K | $15.3M | +3.70%(+2.20K) | $223.56(+13.21%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 3.1% | 78.6K | $14.7M | +2.60%(+1.99K) | $173.94(+14.25%) | 2026-09-30 | |
| AVGO | BROADCOM INCORPORATED | 3.07% | 41.4K | $14.6M | +1.34%(+548) | $252.64(+35.50%) | 2026-09-30 | |
| ASML | ASML HLDG NV N Y REGISTRY SHS (NETHERLANDS) | 2.77% | 7.3K | $13.2M | +0.67%(+48) | $812.69(+101.25%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.85% | +113.94% | — | — | +96.48% |
| Top 20 Holdings Unweighted | +27.16% | +105.64% | — | — | +83.67% |
Peterson Wealth Services reports $474.23M in US-listed equity holdings across 223 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.6%), NVDA (6.6%) and FIX (5.6%). The top 20 holdings account for 63.15% of reported assets. Its disclosed equity book has returned +113.94% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peterson Wealth Services’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906799). View Peterson Wealth Services’s 13F filings on SEC