Peterson Wealth Services

Q1 2026 13F-HR Holdings

Location
South Ogden, UT
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
215
Total value ($000)
$404,723
Net value change ($000)
+13,655 (3.5%)
New positions
5
Sold out positions
8
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NFLX 7,577 1405.8%
FIX 7,223 47.1%
EME 3,528 NEW
VST 3,296 NEW
CNQ 2,947 45.8%
COST 2,012 16.7%
ZTS 1,893 37860.0%
ASML 1,859 23.7%
MPC 1,423 46.2%
XOM 1,217 41.0%
Top Reduces (Value $000, Stocks/ETFs)
COP -3,378 -79.4%
TSLA -3,128 -16.1%
PLTR -2,291 -16.9%
MTDR -2,180 -100.0%
VUG -2,161 -9.1%
GSY -2,086 -72.8%
FANG -2,050 -56.9%
MDT -1,917 -99.7%
NVDA -1,599 -6.3%
MSFT -1,584 -19.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type