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CIK: 0001906799
Total reported value
$458.7M
$458.7M
215 檔
23.6%
During the Q1 2026 filing period, Peterson Wealth Services (CIK: 0001906799) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $458.7M across 215 reported positions.
In Q1 2026, Peterson Wealth Services displayed an active expansion posture, initiating 5 new positions and adding to 115 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.92% | +0.01% | +0.25% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.86% | +0.03% | +0.53% | |
| 3 | FIX | Comfort Systems USA Inc | Stock-Industrials | 5.58% | +1.37% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 5.36% | -0.19% | +1.58% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 4.03% | -0.06% | +1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | -0.08% | +0.10% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.47% | -0.64% | +1.03% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.16% | +0.21% | +0.21% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | -0.01% | +1.52% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.79% | -0.84% | +1.00% | |
| 11 | ASML | ASML Holding N.V. | Stock-Tech | 2.40% | +0.73% | +0.18% | |
| 12 | CNQ | Canadian Natural Resources | Stock-Energy | 2.32% | -0.65% | +1.31% | |
| 13 | RJF | Raymond James Financial Inc | Stock-Financials | 2.21% | -0.15% | +1.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.10% | -0.17% | +2.25% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 2.01% | -0.68% | +1368.03% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | +0.01% | +1.56% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.12% | +4.71% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.42% | +0.33% | +4.12% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.36% | -0.01% | +4.41% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 1.22% | +0.01% | +3.66% | |
| 21 | SYK | Stryker CORP | Stock-Healthcare | 1.15% | -0.17% | +2.73% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.17% | +6.47% | |
| 23 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.11% | -0.08% | -2.57% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.13% | +5.82% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 1.08% | -0.20% | -1.93% | |
| 26 | GRMN | Garmin Ltd. | Stock-Tech | 1.05% | -0.10% | +1.52% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -0.27% | +0.04% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.13% | +2.14% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.24% | +5.93% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.94% | -0.04% | +3.71% | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.91% | -0.09% | +4.95% | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.90% | — | +3.54% | |
| 33 | EME | Emcor Group Inc | Stock-Industrials | 0.87% | — | — | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.05% | -0.73% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.07% | +2.34% | |
| 36 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.84% | +0.16% | +2.60% | |
| 37 | VST | Vistra CORP | Stock-Utilities | 0.81% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.01% | +0.74% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.73% | -0.23% | +3.89% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | +0.07% | +12.14% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.71% | +0.07% | -1.26% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.63% | -0.03% | +5.80% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.02% | -5.06% | |
| 44 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 0.55% | -0.02% | +3.99% | |
| 45 | O | Realty Income CORP | Stock-Real Estate | 0.54% | -0.03% | +7.40% | |
| 46 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.52% | -0.47% | +13.84% | |
| 47 | AEIS | Advanced Energy Industries | Stock-Industrials | 0.50% | +0.06% | -1.30% | |
| 48 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 0.49% | +0.37% | -1.10% | |
| 49 | POWL | Powell Industries Inc | Stock-Industrials | 0.47% | +0.20% | -0.45% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.47% | +0.08% | +3.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.9% | +1368.03% | Add |
| 2 | FIX | Comfort Systems USA Inc | +1.7% | -0.47% | Trim |
| 3 | CNQ | Canadian Natural Resources | +0.7% | +1.31% | Add |
| 4 | ZTS | Zoetis Inc | +0.5% | +43297.30% | Add |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.03% | Add |
| 6 | ASML | ASML Holding N.V. | +0.4% | +0.18% | Add |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -2.57% | Trim |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +0.04% | Add |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +3.54% | Add |
| 10 | POWL | Powell Industries Inc | +0.2% | -0.45% | Trim |
| 11 | AEIS | Advanced Energy Industries | +0.2% | -1.30% | Trim |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -0.44% | Trim |
| 13 | LNTH | Lantheus Holdings Inc | +0.1% | +3160.49% | Add |
| 14 | MSI | Motorola Solutions Inc | +0.1% | +4.95% | Add |
| 15 | GRMN | Garmin Ltd. | +0.1% | +1.52% | Add |
| 16 | STRL | Sterling Infrastructure Inc | +0.1% | -1.10% | Trim |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.73% | Trim |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +5.80% | Add |
| 19 | IESC | Ies Holdings Inc | +0.1% | +11.05% | Add |
| 20 | PAYC | Paycom Software Inc | +0.1% | +8300.00% | Add |
| 21 | AMAT | Applied Materials Inc | +0.1% | +70.16% | Add |
| 22 | SMCI | Super Micro Computer Inc | +0.1% | +1244.43% | Add |
| 23 | PCTY | Paylocity Holding CORP | +0.1% | +5446.55% | Add |
| 24 | ETN | Eaton Corporation plc | +0.1% | +2.34% | Add |
| 25 | ADI | Analog Devices Inc | +0.1% | -1.26% | Trim |
| 26 | VZ | Verizon Communications Inc | +0.1% | +5.93% | Add |
| 27 | ETR | Entergy CORP | +0.1% | +15.93% | Add |
| 28 | HUBS | Hubspot Inc | +0.1% | +3107.32% | Add |
| 29 | UNP | Union Pacific CORP | +0.1% | +3.66% | Add |
| 30 | WMT | Walmart Inc | +0.1% | -1.93% | Trim |
| 31 | O | Realty Income CORP | +0.1% | +7.40% | Add |
| 32 | PM | Philip Morris International | +0.1% | +4.12% | Add |
| 33 | CME | Cme Group Inc | +0.1% | +3.89% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.10% | Add |
| 35 | NEE | Nextera Energy Inc | +0.1% | +8.69% | Add |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | — | Unchanged |
| 37 | DXCM | Dexcom Inc | +0.1% | +68.75% | Add |
| 38 | CB | Chubb Limited | 0% | +3.71% | Add |
| 39 | MCD | Mcdonald's CORP | 0% | +5.93% | Add |
| 40 | DRI | Darden Restaurants Inc | 0% | +3.99% | Add |
| 41 | MDY | State Street Spdr S&p Midcap | 0% | +16.77% | Add |
| 42 | VLO | Valero Energy CORP | 0% | +18.21% | Add |
| 43 | ENSG | Ensign Group Inc/the | 0% | -0.06% | Trim |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +17.39% | Add |
| 45 | ACLS | Axcelis Technologies Inc | 0% | +6.56% | Add |
| 46 | XSMO | Invesco S&p Smallcap Momentu | 0% | +16.73% | Add |
| 47 | PSX | Phillips 66 | 0% | +19.83% | Add |
| 48 | AGCO | Agco CORP | 0% | +3.40% | Add |
| 49 | ABBV | Abbvie Inc | 0% | +12.14% | Add |
| 50 | CMI | Cummins Inc | 0% | +3.06% | Add |
According to official SEC Form 13F filings, Peterson Wealth Services reported a total U.S. public equity portfolio value of $458.7M across 215 disclosed positions in Q1 2026.
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 NVDA, AAPL, FIX) accounted for 23.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
EME
市值: $3.5M
Top Position Liquidated / Trimmed
MTDR
前期市值: $2.2M
During Q1 2026, Peterson Wealth Services's top holdings by market value included NVDA (5.9%)、AAPL (5.9%)、FIX (5.6%). The largest single position, NVDA, represented 5.9% of total portfolio value.
In Q1 2026, Peterson Wealth Services made 157 total portfolio adjustments, initiating 5 new buys, adding to 115 positions, trimming 30 holdings, and fully liquidating 7 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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