Peterson Wealth Services

Q3 2026 13F-HR Holdings

Location
South Ogden, UT
Holdings as of
9/30/2026
Date filed
10/23/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$474,234
Net value change ($000)
+15,521 (3.4%)
New positions
6
Sold out positions
28
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
AMD 10,762 468.9%
PLTR 5,765 64.5%
AAPL 4,459 16.5%
NVDA 4,138 15.2%
GARMIN LTD 3,874 89.3%
MSFT 3,319 49.7%
MPC 2,472 52.4%
CNQ 1,682 22.0%
META 1,434 33.0%
UNP 1,402 24.9%
Top Reduces (Value $000, Stocks/ETFs)
FIX -5,133 -16.1%
BRK-B -5,007 -56.7%
SYK -4,485 -99.3%
XOM -3,469 -100.0%
MCD -3,274 -98.9%
TSLA -2,208 -12.1%
STRL -1,388 -35.4%
ZTS -1,260 -99.6%
ASML -1,198 -8.3%
ALAB -1,152 -25.5%
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