Peterson Wealth Services
All 13F Filings
- Location
- South Ogden, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 404,723
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/30/2026 | 215 | 404,723 | 13F-HR | Peterson Wealth Services |
| Q4 2025 | 2/12/2026 | 218 | 391,068 | 13F-HR | Peterson Wealth Services |
| Q3 2025 | 11/4/2025 | 216 | 405,241 | 13F-HR | Peterson Wealth Services |
| Q2 2025 | 7/31/2025 | 221 | 365,026 | 13F-HR | Peterson Wealth Services |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 371.2 K | 91.7% | 6.957 K | 0 | 6.957 K |
| ETFs | 33.27 K | 8.2% | 6.86 K | 0 | 6.86 K |
| Other | 281 | 0.1% | 0 | 168 | -168 |
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Fund Snapshot
Q1 2026
Latest filed
4/30/2026
Total value ($000)
404,723
Holdings
215
QoQ value change ($000)
13,655
(3.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.