StockDriftsStockDriftsTop 50 Peterson Wealth Services Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FIX | COMFORT SYSTEMS USA INCORPORATED | 6.95% | 16.1K | $31.9M | -1.69%(-276) | $516.33(+260.62%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.93% | 135.9K | $27.2M | -1.11%(-1.52K) | $183.43(+23.24%) | 2026-06-30 | |
| AAPL | APPLE INCORPORATED | 5.89% | 93.4K | $27.0M | -0.06%(-52) | $262.03(+16.54%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH ETF | 5.17% | 275.2K | $23.7M | -7.67%(-22.87K) | $62.16(+43.48%) | 2026-06-30 | |
| TSLA | TESLA INCORPORATED | 3.97% | 43.3K | $18.2M | -1.13%(-496) | $445.96(-23.63%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.55% | 49.7K | $16.3M | -0.37%(-184) | $296.59(+22.97%) | 2026-06-30 | |
| AVGO | BROADCOM INCORPORATED | 3.37% | 40.9K | $15.4M | -0.91%(-377) | $251.14(+56.78%) | 2026-06-30 | |
| ASML | ASML HOLDING NV (NETHERLANDS) | 3.13% | 7.2K | $14.4M | -1.81%(-133) | $805.46(+131.89%) | 2026-06-30 | |
| AMZN | AMAZON COM INCORPORATED | 3.08% | 59.4K | $14.2M | -1.15%(-689) | $222.82(+17.83%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.83% | 13.9K | $13.0M | -1.60%(-225) | $811.13(+17.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +27.82% | +108.82% | — | — | +91.01% |
| Top 20 Holdings Unweighted | +25.24% | +96.46% | — | — | +75.44% |
Peterson Wealth Services reports $458.71M in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are FIX (7.0%), NVDA (5.9%) and AAPL (5.9%). The top 20 holdings account for 60.31% of reported assets. Its disclosed equity book has returned +108.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Peterson Wealth Services, compare funds side by side, and get alerts the moment positions change.
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