13F Filings History of Peterson Wealth Services

Latest 13F report
Q4 2025 - 12 Feb 2026
Value $
$391,067,671
Signature - Title
Shaun Peterson - VP of Wealth Management
Location
South Ogden, UT
Summary
This page shows a list of all the recent 13F filings made by Peterson Wealth Services. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peterson Wealth Services reported 218 stock holdings with total value $391,067,671 as of Q4 2025. Top holdings included NVDA, AAPL, VUG, TSLA, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 218 $391,067,671 +$5,047,015 -$18,469,913 -$13,422,898 NVDA, AAPL, VUG, TSLA, JPM 13F-HR 11 Feb 2026, 21:45
Q3 2025 215 $35,878,567 $0 $0 $0 V, ASML, SYK, LLY, JNJ 13F-HR 04 Nov 2025, 13:06
Q2 2025 221 $365,025,997 +$20,684,801 -$18,151,842 +$2,532,959 VUG, NVDA, AAPL, JPM, TSLA 13F-HR 31 Jul 2025, 13:13
Q1 2025 206 $322,799,943 +$43,195,820 -$25,025,708 +$18,170,112 VUG, AAPL, NVDA, COST, JPM 13F-HR 05 May 2025, 16:23
Q4 2024 217 $333,077,491 +$34,438,819 -$30,388,251 +$4,050,568 AAPL, NVDA, TSLA, VUG, COST 13F-HR 29 Jan 2025, 11:47
Q3 2024 218 $313,080,508 +$41,309,773 -$12,909,337 +$28,400,436 AAPL, NVDA, VUG, COST, TSLA 13F-HR 06 Nov 2024, 18:14
Q2 2024 111 $286,128,106 +$28,541,341 -$4,493,925 +$24,047,416 AAPL, NVDA, VUG, COST, AVGO 13F-HR 30 Jul 2024, 10:18
Q1 2024 112 $274,591,580 +$37,234,832 -$17,605,411 +$19,629,421 AAPL, NVDA, VUG, COST, AMZN 13F-HR 01 May 2024, 17:26
Q4 2023 105 $233,241,814 +$96,849,226 -$14,787,823 +$82,061,403 AAPL, VUG, TSLA, COST, NVDA 13F-HR 31 Jan 2024, 11:53
Q3 2023 63 $133,660,619 +$11,009,787 -$83,325,249 -$72,315,462 NVDA, AMZN, JPM, RJF, AVGO 13F-HR 14 Nov 2023, 09:04
Q2 2023 89 $208,284,831 +$35,680,436 -$35,920,059 -$239,623 AAPL, VUG, TSLA, NVDA, AMZN 13F-HR 13 Jul 2023, 16:10
Q1 2023 91 $194,318,675 +$42,350,354 -$30,146,786 +$12,203,568 AAPL, MOO, TSLA, XLE, JPM 13F-HR 06 Apr 2023, 15:06
Q4 2022 89 $174,599,339 +$38,375,555 -$14,783,981 +$23,591,574 VEA, AAPL, SPYD, MOO, XLE 13F-HR 20 Jan 2023, 13:40
Q3 2022 85 $141,050,000 +$15,251,375 -$1,951,843 +$13,299,532 AAPL, MOO, XLE, COST, TSLA 13F-HR 09 Nov 2022, 13:06
Q2 2022 85 $138,738,000 +$17,915,269 -$13,962,624 +$3,952,645 AAPL, MOO, XLE, FTCS, COST 13F-HR 11 Jul 2022, 16:57
Q1 2022 87 $162,656,000 +$21,226,760 -$6,727,550 +$14,499,210 AAPL, MOO, XLE, COST, FTCS 13F-HR 18 Apr 2022, 15:17
Q4 2021 87 $150,775,000 $0 $0 $0 AAPL, MOO, COST, XLE, FTCS 13F-HR 31 Jan 2022, 16:14