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CIK: 0001906799
Total reported value
$458.7M
$458.7M
216 檔
25.2%
As reported in its official Q3 2025 Form 13F filing, Peterson Wealth Services's tracked investment portfolio stood at $458.7M with 216 total positions.
Peterson Wealth Services executed strategic sector rebalancing during Q3 2025, establishing 18 new positions while fully exiting 11 holdings and trimming 97 positions.
Showing top 200 holdings (of 216 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 7.19% | -0.19% | -96.25% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.96% | +0.01% | -98.24% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.12% | +0.03% | -98.84% | |
| 4 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.09% | -0.06% | -99.67% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.05% | -0.08% | -87.00% | |
| 6 | FIX | Comfort Systems USA Inc | Stock-Industrials | 3.92% | +1.37% | +214.19% | |
| 7 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.90% | -0.84% | -95.76% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.59% | +0.21% | -68.41% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.32% | -0.01% | -97.28% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.21% | -0.64% | -74.98% | |
| 11 | RJF | Raymond James Financial Inc | Stock-Financials | 2.68% | -0.15% | -45.19% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.23% | -0.17% | -99.86% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | -0.12% | -92.57% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.89% | -0.13% | -93.70% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +0.01% | +66.51% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 1.85% | +0.73% | +30.79% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.62% | -0.01% | -93.41% | |
| 18 | CNQ | Canadian Natural Resources | Stock-Energy | 1.52% | -0.65% | -99.98% | |
| 19 | COP | Conocophillips | Stock-Energy | 1.45% | -0.07% | -99.74% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.38% | +0.33% | -95.47% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.13% | -58.54% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.26% | -0.17% | +57.07% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.15% | +0.01% | -93.45% | |
| 24 | GRMN | Garmin Ltd. | Stock-Tech | 1.13% | -0.10% | -98.74% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 1.05% | -0.06% | -69.06% | |
| 26 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.04% | +0.16% | +1501.33% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.97% | -0.20% | -99.95% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.95% | -0.08% | +212.84% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.94% | -0.09% | -99.96% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.24% | -96.99% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.90% | +0.07% | -67.54% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.89% | +0.17% | +57.26% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.81% | -0.04% | -82.87% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | +0.01% | -71.36% | |
| 35 | MTDR | Matador Resources Co | Stock-Energy | 0.69% | — | -80.95% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | +0.07% | -96.42% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.05% | +31.60% | |
| 38 | CME | Cme Group Inc | Stock-Financials | 0.67% | -0.23% | -79.65% | |
| 39 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.59% | -0.03% | -83.89% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.58% | +0.07% | +904.64% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | -0.02% | +146.79% | |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.52% | — | -67.78% | |
| 43 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.51% | -0.47% | -99.20% | |
| 44 | ALAB | Astera Labs Inc | Stock-Tech | 0.49% | +0.73% | -4.01% | |
| 45 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.43% | +0.37% | -99.27% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | +0.14% | -72.93% | |
| 47 | FIS | Fidelity National Info Serv | Stock-Tech | 0.39% | -0.04% | -99.48% | |
| 48 | CMI | Cummins Inc | Stock-Industrials | 0.37% | +0.08% | -67.65% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | +0.01% | -94.04% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.34% | -0.30% | -56.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2% | -99.67% | Trim |
| 2 | FIX | Comfort Systems USA Inc | +1.9% | +214.19% | Add |
| 3 | NVDA | Nvidia CORP | +1.8% | -98.24% | Trim |
| 4 | PLTR | Palantir Technologies Inc-a | +1.5% | -95.76% | Trim |
| 5 | AVGO | Broadcom Inc | +1.3% | -68.41% | Trim |
| 6 | ORCL | Oracle CORP | +0.7% | -93.70% | Trim |
| 7 | ABBV | Abbvie Inc | +0.7% | -96.42% | Add |
| 8 | ALAB | Astera Labs Inc | +0.3% | -4.01% | Trim |
| 9 | ASML | ASML Holding N.V. | +0.3% | +30.79% | Add |
| 10 | STRL | Sterling Infrastructure Inc | +0.2% | -99.27% | Trim |
| 11 | CELH | Celsius Holdings Inc | +0.2% | -99.36% | Trim |
| 12 | MSFT | Microsoft CORP | +0.2% | -92.57% | Trim |
| 13 | IESC | Ies Holdings Inc | +0.2% | -99.11% | Trim |
| 14 | GEV | GE Vernova Inc | +0.1% | +111.49% | Add |
| 15 | ELF | Elf Beauty Inc | +0.1% | +8.20% | Add |
| 16 | CDNS | Cadence Design Sys Inc | +0.1% | +1501.33% | Add |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +214.02% | Add |
| 18 | ACLS | Axcelis Technologies Inc | +0.1% | -95.63% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -87.00% | Trim |
| 20 | ETN | Eaton Corporation plc | +0.1% | -67.54% | Trim |
| 21 | AEIS | Advanced Energy Industries | +0.1% | -42.19% | Trim |
| 22 | POWL | Powell Industries Inc | +0.1% | -69.22% | Trim |
| 23 | SMCI | Super Micro Computer Inc | +0.1% | -98.08% | Trim |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | +212.84% | Add |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +551.74% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -57.40% | Trim |
| 27 | JNJ | Johnson & Johnson | +0.1% | +146.79% | Add |
| 28 | AMAT | Applied Materials Inc | +0.1% | -96.66% | Trim |
| 29 | MCHP | Microchip Technology Inc | +0.1% | +22366.22% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | -58.54% | Trim |
| 31 | CMI | Cummins Inc | 0% | -67.65% | Trim |
| 32 | ZWS | Zurn Elkay Water Solutions C | 0% | EXIT | Sold out |
| 33 | AMD | Advanced Micro Devices | 0% | +112.20% | Add |
| 34 | NXPI | NXP Semiconductors N.V. | 0% | -45.62% | Trim |
| 35 | ENSG | Ensign Group Inc/the | 0% | -81.01% | Trim |
| 36 | DXCM | Dexcom Inc | 0% | +423.56% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -79.34% | Trim |
| 38 | APH | Amphenol Corp-cl A | 0% | -98.51% | Trim |
| 39 | PACS | Pacs Group Inc | 0% | +57.57% | Add |
| 40 | TT | Trane Technologies plc | 0% | +82.21% | Add |
| 41 | NFLX | Netflix Inc | 0% | +394.59% | Add |
| 42 | AAON | Aaon Inc | 0% | -75.71% | Trim |
| 43 | HPE | Hewlett Packard Enterprise | 0% | +72.97% | Add |
| 44 | CGNX | Cognex CORP | 0% | +1004.49% | Add |
| 45 | XLK | Ss Technology Select Sector | 0% | +52.10% | Add |
| 46 | FAST | Fastenal Co | 0% | +709.13% | Add |
| 47 | SWKS | Skyworks Solutions Inc | 0% | +6.25% | Add |
| 48 | GE | General Electric | 0% | +320.80% | Add |
| 49 | ADI | Analog Devices Inc | — | +904.64% | Add |
| 50 | TJX | Tjx Companies Inc | — | -53.88% | Trim |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 216 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, NVDA, AAPL) accounted for 25.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
MCD
市值: $3.6M
Top Position Liquidated / Trimmed
MRK
前期市值: $2.3M
During Q3 2025, Peterson Wealth Services's top holdings by market value included VUG (7.2%)、NVDA (7.0%)、AAPL (6.1%). The largest single position, VUG, represented 7.2% of total portfolio value.
In Q3 2025, Peterson Wealth Services made 199 total portfolio adjustments, initiating 18 new buys, adding to 73 positions, trimming 97 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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