Peterson Wealth Services

Q2 2026 13F-HR Holdings

Location
South Ogden, UT
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$458,713
Net value change ($000)
+53,990 (13.3%)
New positions
31
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FIX 9,325 41.3%
ASML 4,650 47.9%
ALAB 3,501 344.9%
AAPL 3,307 14.0%
NVDA 3,226 13.5%
AVGO 2,673 20.9%
PM 2,266 39.5%
VUG 2,007 9.3%
STRL 1,946 98.4%
TSLA 1,933 11.9%
Top Reduces (Value $000, Stocks/ETFs)
PLTR -2,341 -20.8%
NFLX -2,036 -25.1%
LULU -1,883 -89.7%
CNQ -1,720 -18.3%
CMCSA -1,223 -99.5%
COST -1,069 -7.6%
XOM -715 -17.1%
CME -651 -21.9%
ZTS -633 -33.4%
MCD -566 -14.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type