Peterson Wealth Services
Peterson Wealth Services reported a Form 13F information table total of $404.72 million in 215 entries in its Form 13F-HR for the quarter ended 2026-03-31.
Its holdings by class are not on this site yet.
Form 13F-HR as filed (SEC CIK 1906799): holdings report, quarter ended 2026-03-31, filed 2026-04-30; filing manager in United States.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| O'Keefe Stevens Advisory, Inc. | United States | $0.405B | 76 |
| CARDEROCK CAPITAL MANAGEMENT INC | United States | $0.405B | 73 |
| Compass Wealth Management LLC | United States | $0.405B | 75 |
| SK Wealth Management, LLC | United States | $0.405B | 78 |
| Meiji Yasuda America Inc | United States | $0.404B | 57 |
| COFG Advisors, LLC | United States | $0.404B | 241 |
| SWS Partners | United States | $0.405B | 112 |
| Northeast Financial Group, Inc. | United States | $0.404B | 90 |
| Aspen Capital Management, LLC | United States | $0.404B | 77 |
| Strategic Financial Concepts, LLC | United States | $0.405B | 298 |