SEC 13F Intelligence

Managers / Q3 2025 · view latest →

Peterson Wealth Services

CIK 0001906799 · 1523 E. SKYLINE DRIVE SUITE C, SOUTH OGDEN, UT, 84405 · 8014754002

Reported Value
$405M
Q3 2025
Positions
216
Filings on Record
18
2019–present window
Filed
Nov 4, 2025
original filing

Summary

Peterson Wealth Services reported $405M in U.S.-listed holdings across 216 positions for Q3 2025.

Its largest position, VUG, represents 7.0% of the portfolio.

Compared with Q2 2025, the fund opened 14 new positions and exited 19.

Portfolio Metrics

Turnover
+1.8%
vs prior filed quarter
Top-10 Concentration
+46.0%
share of reported value
Largest Position
+7.0%
Vanguard Growth Etf
New / Exited
14 / 19
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’21: $151MQ4 ’21Q1 ’22: $163MQ2 ’22: $139MQ3 ’22: $141MQ3 ’22Q4 ’22: $175MQ1 ’23: $194MQ2 ’23: $208MQ2 ’23Q3 ’23: $134MQ4 ’23: $233MQ1 ’24: $275MQ1 ’24Q2 ’24: $286MQ3 ’24: $313MQ4 ’24: $333MQ4 ’24Q1 ’25: $323MQ2 ’25: $365MQ3 ’25: $405MQ3 ’25Q4 ’25: $391MQ1 ’26: $405Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 84.0%ETP: 9.3%Other: 6.1%REIT: 0.6%ADR: 0.0%Other: 0.0%
  • Common Stock · 84.0% · $340M
  • ETP · 9.3% · $38M
  • Other · 6.1% · $25M
  • REIT · 0.6% · $3M
  • ADR · 0.0% · $122,981
  • Other · 0.0% · $1,046

Quarter-over-Quarter Changes full breakdown →

vs Q2 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
LRCXLAM RESEARCH CORPORATION COM NEWNEW+955955+$215,847$215,847
LRNSTRIDE INCORPORATEDNEW+13.4K13.4K+$175,600$175,600
GPNGLOBAL PMTS INCORPORATEDNEW+1.5K1.5K+$166,747$166,747
NDQINVESCO QQQ TRNEW+6.8K6.8K+$160,299$160,299
SEICSEI INVTS COMPANYNEW+5.0K5.0K+$148,742$148,742
KOCOCA COLA COMPANYNEW+4.1K4.1K+$132,905$132,905
AZOAUTOZONE INCORPORATEDNEW+9.5K9.5K+$47,193$47,193
CIFRCIPHER MINING INCORPORATEDNEW+3.3K3.3K+$24,349$24,349

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2025

50 positions
#IssuerClass% PortfolioValueShares
1VUGVANGUARD GROWTH ETFhistory →GROWTH ETF6.98%$28M2.3K
2NVDANVIDIA CORPORATIONhistory →COM6.76%$27M2.6K
3AAPLAPPLE INCORPORATEDhistory →COM5.94%$24M1.1K
4TSLATESLA INCORPORATEDhistory →COM4.94%$20M150
5JPMJPMORGAN CHASE & COMPANY.history →COM3.94%$16M6.6K
6FIXCOMFORT SYSTEMS USA INCORPORATEDhistory →COM3.81%$15M60.3K
7PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS Ahistory →CL A3.78%$15M3.6K
8AVGOBROADCOM INCORPORATEDhistory →COM3.48%$14M13.7K
9AMZNAMAZON COM INCORPORATEDhistory →COM3.22%$13M1.6K
10COSTCOSTCO WHOLESALE CORPORATION NEWhistory →COM3.12%$13M3.4K
11RJFRAYMOND JAMES FINL INCORPORATEDhistory →COM2.60%$11M33.6K
12BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWhistory →CL B NEW2.17%$9M25
13MSFTMICROSOFT CORPORATIONhistory →COM2.12%$9M1.2K
14ORCLORACLE CORPORATIONhistory →COM1.83%$7M1.7K
15VVISA INCORPORATED COM CLASS Ahistory →COM CL A1.82%$7M37.0K
16ASML HOLDING N V N Y REGISTRY SHS (NETHERLANDS)N Y REGISTRY SHS1.80%$7M9.9K
17HDHOME DEPOT INCORPORATEDhistory →COM1.58%$6M1.0K
18CRCCANADIAN NAT RES LIMITED (CANADA)history →COM1.48%$6M32
19COPCONOCOPHILLIPShistory →COM1.41%$6M160
204I1PHILIP MORRIS INTERNATIONAL INCORPORATEDhistory →COM1.34%$5M1.5K
21METAMETA PLATFORMS INCORPORATED CLASS Ahistory →CL A1.25%$5M2.9K
22SYKSTRYKER CORPORATIONhistory →COM1.23%$5M21.1K
23UNPUNION PAC CORPORATIONhistory →COM1.11%$5M1.2K
24GARMIN LIMITED SHS (SWITZERLAND)SHS1.09%$4M226
25FANGDIAMONDBACK ENERGY INCORPORATEDhistory →COM1.02%$4M8.7K
26CDNSCADENCE DESIGN SYSTEM INCORPORATEDhistory →COM1.01%$4M187.1K
27WMTWALMART INCORPORATEDCOM0.94%$4M20
28MPCMARATHON PETE CORPORATIONCOM0.92%$4M60.7K
29MSIMOTOROLA SOLUTIONS INCORPORATED COM NEWCOM NEW0.91%$4M3
30MCDMCDONALDS CORPORATIONCOM0.89%$4M347
31EATON CORPORATION PLC SHS (IRELAND)SHS0.87%$4M3.1K
32LLYELI LILLY & COMPANYCOM0.87%$4M7.2K
33CHUBB LIMITED (SWITZERLAND)COM0.79%$3M1.9K
34SPDR S&P 500 ETFTR UNIT0.75%$3M1.3K
35EXMOCEXXON MOBIL CORPORATIONCOM0.69%$3M2.9K
36MTDRMATADOR RES COMPANYCOM0.67%$3M11.8K
37ABBVABBVIE INCORPORATEDCOM0.67%$3M418
38JNJJOHNSON & JOHNSONCOM0.65%$3M20.1K
39CMECME GROUP INCORPORATEDCOM0.65%$3M2.0K
40APDAIR PRODUCTS & CHEMICALS INCORPORATEDCOM0.57%$2M1.4K
41ADIANALOG DEVICES INCORPORATEDCOM0.57%$2M94.6K
42ODFLOLD DOMINION FREIGHT LINE INCORPORATEDCOM0.56%$2M1.7K
43JOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)SHS0.55%$2M50.6K
44DRIDARDEN RESTAURANTS INCORPORATEDCOM0.51%$2M1.0K
45OREALTY INCOME CORPORATION REITCOM0.50%$2M3.2K
46MEDTRONIC PLC SHS (IRELAND)SHS0.50%$2M6.9K
47LULULULULEMON ATHLETICA INCORPORATEDCOM0.50%$2M82
48ALABASTERA LABS INCORPORATEDCOM0.48%$2M8.6K
49UAOSTERLING INFRASTRUCTURE INCORPORATEDCOM0.42%$2M37
50UNHUNITEDHEALTH GROUP INCORPORATEDCOM0.39%$2M1.2K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$405M215Apr 30, 202613F-HRchanges · EDGAR ↗
Q4 2025$391M218Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$405M216Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$365M221Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$323M206May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$333M217Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$313M218Nov 7, 202413F-HRchanges · EDGAR ↗
Q2 2024$286M111Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$275M112May 1, 202413F-HRchanges · EDGAR ↗
Q4 2023$233M105Jan 31, 202413F-HRchanges · EDGAR ↗
Q3 2023$134M63Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$208M89Jul 13, 202313F-HRchanges · EDGAR ↗
Q1 2023$194M91Apr 6, 202313F-HRchanges · EDGAR ↗
Q4 2022$175M89Jan 20, 202313F-HRchanges · EDGAR ↗
Q3 2022$141M85Nov 9, 202213F-HRchanges · EDGAR ↗
Q2 2022$139M85Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$163M87Apr 18, 202213F-HRchanges · EDGAR ↗
Q4 2021$151M87Jan 31, 202213F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.