# EDGAR Filing Document

**Accession Number:** 0001906799
**File Stem:** 0001906799-23-000001
**Filing Date:** 2023-1
**Character Count:** 12247
**Document Hash:** 153b30a88850a9bb32d443fc0a87789c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001906799-23-000001.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001906799-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Peterson Wealth Services
- **CENTRAL INDEX KEY:** 0001906799
- **IRS NUMBER:** 270532838
- **STATE OF INCORPORATION:** UT

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21546
- **FILM NUMBER:** 23540271

**BUSINESS ADDRESS:**
- **STREET 1:** 1523 E. SKYLINE DRIVE SUITE C
- **CITY:** SOUTH OGDEN
- **STATE:** UT
- **ZIP:** 84405
- **BUSINESS PHONE:** 8014754002

**MAIL ADDRESS:**
- **STREET 1:** 1523 E. SKYLINE DRIVE SUITE C
- **CITY:** SOUTH OGDEN
- **STATE:** UT
- **ZIP:** 84405

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Peterson Wealth Services<br>**Address:** 1523 E. Skyline Drive Suite C<br>South Ogden, UT 84405

**Form 13F File Number:** 028-21546

**CRD Number (if applicable):** 000288620

**SEC File Number (if applicable):** 801-119303

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Billy C. Peterson<br>**Title:** CCO<br>**Phone:** 801-475-4002

**Signature, Place, and Date of Signing:**

/s/ Billy C. Peterson  South Ogden, UT  01-20-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $174599339

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 1036769 | 3363 | SH |  | SOLE |  | 0 | 0 | 3363 |
| ALLSTATE CORP | COM | 020002101 |  | 271574 | 2003 | SH |  | SOLE |  | 0 | 0 | 2003 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 237515 | 2692 | SH |  | SOLE |  | 0 | 0 | 2692 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 261110 | 2943 | SH |  | SOLE |  | 0 | 0 | 2943 |
| AMAZON COM INC | COM | 023135106 |  | 2327976 | 27714 | SH |  | SOLE |  | 0 | 0 | 27714 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 216290 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| APPLE INC | COM | 037833100 |  | 10526350 | 81016 | SH |  | SOLE |  | 0 | 0 | 81016 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4551333 | 14734 | SH |  | SOLE |  | 0 | 0 | 14734 |
| BROADCOM INC | COM | 11135F101 |  | 3376847 | 6039 | SH |  | SOLE |  | 0 | 0 | 6039 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 4272284 | 76936 | SH |  | SOLE |  | 0 | 0 | 76936 |
| CELANESE CORP DEL | COM | 150870103 |  | 1518723 | 14854 | SH |  | SOLE |  | 0 | 0 | 14854 |
| CHUBB LIMITED | COM | H1467J104 |  | 1024892 | 4646 | SH |  | SOLE |  | 0 | 0 | 4646 |
| CISCO SYS INC | COM | 17275R102 |  | 898427 | 18859 | SH |  | SOLE |  | 0 | 0 | 18859 |
| CME GROUP INC | COM | 12572Q105 |  | 754303 | 4486 | SH |  | SOLE |  | 0 | 0 | 4486 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 439434 | 12566 | SH |  | SOLE |  | 0 | 0 | 12566 |
| COMFORT SYS USA INC | COM | 199908104 |  | 2526370 | 21953 | SH |  | SOLE |  | 0 | 0 | 21953 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 2557706 | 21675 | SH |  | SOLE |  | 0 | 0 | 21675 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 4641484 | 10168 | SH |  | SOLE |  | 0 | 0 | 10168 |
| DARDEN RESTAURANTS INC | COM | 237194105 |  | 930317 | 6725 | SH |  | SOLE |  | 0 | 0 | 6725 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 852199 | 13855 | SH |  | SOLE |  | 0 | 0 | 13855 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 2776464 | 11275 | SH |  | SOLE |  | 0 | 0 | 11275 |
| EATON CORP PLC | SHS | G29183103 |  | 940200 | 5990 | SH |  | SOLE |  | 0 | 0 | 5990 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 250466 | 3357 | SH |  | SOLE |  | 0 | 0 | 3357 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 950450 | 38794 | SH |  | SOLE |  | 0 | 0 | 38794 |
| FIRST TR EXCHANGE TRADED FD | INDXX NAT RE ETF | 33734X838 |  | 262547 | 19150 | SH |  | SOLE |  | 0 | 0 | 19150 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 4007826 | 53473 | SH |  | SOLE |  | 0 | 0 | 53473 |
| FISERV INC | COM | 337738108 |  | 251462 | 2488 | SH |  | SOLE |  | 0 | 0 | 2488 |
| GARMIN LTD | SHS | H2906T109 |  | 417677 | 4526 | SH |  | SOLE |  | 0 | 0 | 4526 |
| HALLIBURTON CO | COM | 406216101 |  | 399160 | 10144 | SH |  | SOLE |  | 0 | 0 | 10144 |
| HOME DEPOT INC | COM | 437076102 |  | 3876213 | 12272 | SH |  | SOLE |  | 0 | 0 | 12272 |
| INGEVITY CORP | COM | 45688C107 |  | 1738657 | 24683 | SH |  | SOLE |  | 0 | 0 | 24683 |
| INTEL CORP | COM | 458140100 |  | 296095 | 11203 | SH |  | SOLE |  | 0 | 0 | 11203 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 303334 | 2957 | SH |  | SOLE |  | 0 | 0 | 2957 |
| IQVIA HLDGS INC | COM | 46266C105 |  | 254473 | 1242 | SH |  | SOLE |  | 0 | 0 | 1242 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 756648 | 16202 | SH |  | SOLE |  | 0 | 0 | 16202 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 456808 | 1888 | SH |  | SOLE |  | 0 | 0 | 1888 |
| ISHARES TR | U.S. MED DVC ETF | 464288810 |  | 2152764 | 40950 | SH |  | SOLE |  | 0 | 0 | 40950 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 258983 | 5577 | SH |  | SOLE |  | 0 | 0 | 5577 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 758814 | 7824 | SH |  | SOLE |  | 0 | 0 | 7824 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 920113 | 14927 | SH |  | SOLE |  | 0 | 0 | 14927 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 245474 | 2594 | SH |  | SOLE |  | 0 | 0 | 2594 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 7500194 | 128208 | SH |  | SOLE |  | 0 | 0 | 128208 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 3533295 | 20002 | SH |  | SOLE |  | 0 | 0 | 20002 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1867396 | 13925 | SH |  | SOLE |  | 0 | 0 | 13925 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 2391316 | 11485 | SH |  | SOLE |  | 0 | 0 | 11485 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 200883 | 810 | SH |  | SOLE |  | 0 | 0 | 810 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 1988919 | 6208 | SH |  | SOLE |  | 0 | 0 | 6208 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1105285 | 9496 | SH |  | SOLE |  | 0 | 0 | 9496 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 689044 | 8866 | SH |  | SOLE |  | 0 | 0 | 8866 |
| MERCK  CO INC | COM | 58933Y105 |  | 1187930 | 10707 | SH |  | SOLE |  | 0 | 0 | 10707 |
| MICROSOFT CORP | COM | 594918104 |  | 859873 | 3585 | SH |  | SOLE |  | 0 | 0 | 3585 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 1015482 | 3940 | SH |  | SOLE |  | 0 | 0 | 3940 |
| NETFLIX INC | COM | 64110L106 |  | 234430 | 795 | SH |  | SOLE |  | 0 | 0 | 795 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 |  | 780365 | 11134 | SH |  | SOLE |  | 0 | 0 | 11134 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1001688 | 6854 | SH |  | SOLE |  | 0 | 0 | 6854 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 217351 | 1375 | SH |  | SOLE |  | 0 | 0 | 1375 |
| OCCIDENTAL PETE CORP | COM | 674599105 |  | 1607640 | 25522 | SH |  | SOLE |  | 0 | 0 | 25522 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 2689185 | 9476 | SH |  | SOLE |  | 0 | 0 | 9476 |
| PIONEER NAT RES CO | COM | 723787107 |  | 2138341 | 9363 | SH |  | SOLE |  | 0 | 0 | 9363 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 4523853 | 42338 | SH |  | SOLE |  | 0 | 0 | 42338 |
| SALESFORCE INC | COM | 79466L302 |  | 265180 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 8029843 | 91821 | SH |  | SOLE |  | 0 | 0 | 91821 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1988400 | 14637 | SH |  | SOLE |  | 0 | 0 | 14637 |
| SKYWORKS SOLUTIONS INC | COM | 83088M102 |  | 322626 | 3540 | SH |  | SOLE |  | 0 | 0 | 3540 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1928021 | 5041 | SH |  | SOLE |  | 0 | 0 | 5041 |
| SPDR SER TR | PRTFLO S HI | 78468R788 |  | 9748941 | 246310 | SH |  | SOLE |  | 0 | 0 | 246310 |
| STARBUCKS CORP | COM | 855244109 |  | 2644739 | 26661 | SH |  | SOLE |  | 0 | 0 | 26661 |
| STERIS PLC | SHS USD | G8473T100 |  | 228141 | 1235 | SH |  | SOLE |  | 0 | 0 | 1235 |
| SYNCHRONY FINANCIAL | COM | 87165B103 |  | 226326 | 6888 | SH |  | SOLE |  | 0 | 0 | 6888 |
| SYSCO CORP | COM | 871829107 |  | 1818165 | 23782 | SH |  | SOLE |  | 0 | 0 | 23782 |
| TAPESTRY INC | COM | 876030107 |  | 943424 | 24775 | SH |  | SOLE |  | 0 | 0 | 24775 |
| TESLA INC | COM | 88160R101 |  | 2086176 | 16936 | SH |  | SOLE |  | 0 | 0 | 16936 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1950393 | 3542 | SH |  | SOLE |  | 0 | 0 | 3542 |
| TJX COS INC NEW | COM | 872540109 |  | 296800 | 3729 | SH |  | SOLE |  | 0 | 0 | 3729 |
| TRACTOR SUPPLY CO | COM | 892356106 |  | 947297 | 4211 | SH |  | SOLE |  | 0 | 0 | 4211 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 276014 | 1642 | SH |  | SOLE |  | 0 | 0 | 1642 |
| UNION PAC CORP | COM | 907818108 |  | 3480107 | 16806 | SH |  | SOLE |  | 0 | 0 | 16806 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 322189 | 608 | SH |  | SOLE |  | 0 | 0 | 608 |
| VANECK ETF TRUST | AGRIBUSINESS ETF | 92189F700 |  | 8817858 | 102716 | SH |  | SOLE |  | 0 | 0 | 102716 |
| VANECK ETF TRUST | OIL SERVICES ETF | 92189H607 |  | 467036 | 1536 | SH |  | SOLE |  | 0 | 0 | 1536 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1492546 | 4248 | SH |  | SOLE |  | 0 | 0 | 4248 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2434852 | 17346 | SH |  | SOLE |  | 0 | 0 | 17346 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1639857 | 7695 | SH |  | SOLE |  | 0 | 0 | 7695 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 12207244 | 290856 | SH |  | SOLE |  | 0 | 0 | 290856 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 442944 | 11242 | SH |  | SOLE |  | 0 | 0 | 11242 |
| VISA INC | COM CL A | 92826C839 |  | 3433332 | 16525 | SH |  | SOLE |  | 0 | 0 | 16525 |
| WALMART INC | COM | 931142103 |  | 915964 | 6460 | SH |  | SOLE |  | 0 | 0 | 6460 |
| WESTROCK CO | COM | 96145D105 |  | 2394173 | 68094 | SH |  | SOLE |  | 0 | 0 | 68094 |
| ZOETIS INC | CL A | 98978V103 |  | 1821750 | 12431 | SH |  | SOLE |  | 0 | 0 | 12431 |

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