You're signed outSign in or to get full access.
Peterson Wealth Services
Peterson Wealth Services is a registered investment advisor headquartered in South Ogden, Utah. Founded to provide personalized financial advisory, investment, retirement and estate planning services, the firm caters to high net-worth families, independent women, retirees, and business owners. Peterson Wealth Services focuses on helping clients navigate complex financial challenges such as tax minimization and asset protection, aiming to preserve assets, maintain comfortable lifestyles, and efficiently plan for the future. The firm is relatively small, with fewer than 25 employees, and specializes in providing fee-based investment advice and wealth management.
Investment Strategy
Peterson Wealth Services develops comprehensive, fee-based investment strategies that focus on long-term wealth preservation and income planning for retirees, business owners, independent women, and high net-worth families. Their approach includes goal-focused retirement plans, tax minimization strategies, and estate and trust planning, with a focus on tailored, discretionary portfolio management. The firm prioritizes personalized consultations and utilizes proprietary financial tools to empower clients toward their financial goals.
Latest 13F Filing Activity
Peterson Wealth Services filed their most recent 13F report on Jun 30, 2025 disclosing 221 equity positions with a total 13F market value of $365M. The fund increased holdings in Nvidia Corporation, Tesla Incorporated, Broadcom Incorporated among other positions. Peterson Wealth Services reduced exposure to Thermo Fisher Scientific Incorporated, Zoetis Incorporated Class A, Merck & Company Incorporated among others.
Top Holdings
Equity Positions (221)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 7.24% | $26.4M | 60,310 | $338.40 | $438.40 | +$3.5M |
N NVDA | NVIDIA CORPORATION | 6.40% | $23.4M | 147,944 | $28.90 | $157.99 | +$7.4M |
A AAPL | APPLE INCORPORATED | 5.47% | $20.0M | 97,388 | $193.55 | $205.17 | -$2.2M |
J JPM | JPMORGAN CHASE & COMPANY. | 4.06% | $14.8M | 51,137 | $151.45 | $289.91 | +$2.4M |
T TSLA | TESLA INCORPORATED | 3.92% | $14.3M | 45,024 | $286.30 | $317.66 | +$4.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more