Peterson Wealth Services has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 223 distinct positions held by the firm.
The report identifies Shaun Peterson as the Chief Compliance Officer and contact person for the firm, located in South Ogden, Utah. The filing details a portfolio consisting of individual common stocks and exchange-traded funds.
Among the largest positions disclosed in the filing are NVIDIA Corporation, with 13,324,274 shares; JPMorgan Chase & Company, with 16,614,936 shares; and Amazon.com Incorporated, with 15,339,667 shares. Other significant holdings include Microsoft Corporation (9,996,225 shares), Berkshire Hathaway Inc. (3,831,227 shares), and Palantir Technologies Inc. (14,705,497 shares).
The portfolio also includes substantial investments in real estate investment trusts (REITs) such as Realty Income Corporation (2,148,501 shares) and Costco Wholesale Corporation (13,105,275 shares). Additionally, the firm holds positions in energy companies like ConocoPhillips (816,404 shares) and Devon Energy Corporation (46,373 shares).
The filing indicates that all holdings are held in a discretionary capacity.
