Peterson Wealth Services: 13F holdings
CIK 19067992026Q2
| Positions | 245 |
|---|
| Reported value | $458.7m |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 245 (+30 vs prior quarter) |
|---|
| Reported value | $458.7m (+13.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FIX COMFORT SYSTEMS USA INCORPORATED | 16,094 | $31.9m | 7.0% |
| NVDA NVIDIA CORPORATION | 135,869 | $27.2m | 5.9% |
| AAPL APPLE INCORPORATED | 93,355 | $27.0m | 5.9% |
| VUG VANGUARD GROWTH ETF | 275,181 | $23.7m | 5.2% |
| TSLA TESLA INCORPORATED | 43,340 | $18.2m | 4.0% |
| JPM JPMORGAN CHASE & COMPANY | 49,713 | $16.3m | 3.5% |
| AVGO BROADCOM INCORPORATED | 40,885 | $15.4m | 3.4% |
| ASML HOLDING NV (NETHERLANDS) | 7,216 | $14.4m | 3.1% |
| AMZN AMAZON COM INCORPORATED | 59,370 | $14.2m | 3.1% |
| COST COSTCO WHOLESALE CORPORATION | 13,864 | $13.0m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1906799")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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