Peterson Wealth Advisors, LLC

CIK 0001713558 • 6 13F filings • Apr 30, 2025 – Aug 11, 2026

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Filer information

Filed by: Peterson Wealth Advisors, LLC, Chief Compliance Officer
Address: 360 W 920 N, Orem, UT, 84057
Phone: 801-225-000
AUM: $750.1M

AUM over time

$861.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $751.9M104 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$934K	0.1%Prev: 0.2%	4,293 SH	Increased+44 SH
ALPHABET INC	CAP STK CL A	$292K	0.0%	1,016 SH	New
AMAZON COM INC	COM	$434K	0.1%Prev: 0.1%	2,084 SH	Increased+82 SH
APPLE INC	COM	$3.4M	0.5%Prev: 0.4%	13,472 SH	Increased+1,087 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$491K	0.1%Prev: 0.1%	1,025 SH	Decreased-15 SH
BRIDGER AEROSPACE GRP HLDGS	COM	$462K	0.1%Prev: 0.1%	233,323 SH	Increased
BROADCOM INC	COM	$280K	0.0%	904 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$218K	0.0%	8,307 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$369K	0.0%Prev: 0.1%	16,531 SH	Decreased-2,809 SH
CAPITAL GRP FIXED INCM ETF T	INTERNATIONAL BD	$320K	0.0%Prev: 0.1%	12,669 SH	Decreased-7,938 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$705K	0.1%Prev: 0.1%	25,977 SH	Increased+11,021 SH
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION M	$551K	0.1%Prev: 0.1%	20,960 SH	Increased+8,773 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$416K	0.1%Prev: 0.1%	15,290 SH	Decreased-10,697 SH
CATERPILLAR INC	COM	$649K	0.1%Prev: 0.0%	917 SH	Increased+157 SH
COCA COLA CO	COM	$205K	0.0%	2,698 SH	New
COSTCO WHOLESALE CORPORATION	COM	$647K	0.1%	649 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$24.2M	3.2%Prev: 0.7%	700,249 SH	Increased+545,734 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$255K	0.0%	5,651 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$494K	0.1%Prev: 0.0%	6,944 SH	Increased+2,732 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$19.3M	2.6%Prev: 0.1%	165,908 SH	Increased+160,032 SH
EATON CORP PLC	SHS	$374K	0.0%Prev: 0.1%	1,045 SH	Increased+10 SH
ELI LILLY & CO	COM	$688K	0.1%Prev: 0.1%	748 SH	Increased-56 SH
EXXON MOBIL CORP	COM	$3.8M	0.5%Prev: 0.4%	22,689 SH	Increased+211 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$622K	0.1%Prev: 0.2%	21,148 SH	Decreased-18,945 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$570K	0.1%Prev: 0.1%	13,240 SH	Decreased-717 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.1M	0.4%Prev: 0.9%	68,049 SH	Decreased-38,801 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$225K	0.0%	4,867 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$278K	0.0%	2,190 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$231K	0.0%Prev: 0.0%	5,286 SH	Decreased-1,725 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$596K	0.1%	2,761 SH	New
GENASYS INC	COM	$130K	0.0%Prev: 0.0%	71,224 SH	Decreased
GLOBAL X FDS	1-3 MONTH T-BILL	$23.8M	3.2%Prev: 4.8%	237,507 SH	Decreased-8,832 SH
HOME DEPOT INC	COM	$417K	0.1%Prev: 0.1%	1,267 SH	Decreased-51 SH
HUNTINGTON BANCSHARES INC	COM	$236K	0.0%Prev: 0.0%	15,109 SH	Increased-187 SH
INTEL CORP	COM	$275K	0.0%	6,232 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$476K	0.1%Prev: 0.1%	2,479 SH	Increased-529 SH
ISHARES INC	CORE MSCI EMKT	$576K	0.1%Prev: 0.1%	8,257 SH	Increased+303 SH
ISHARES TR	CORE MSCI INTL	$10.8M	1.4%Prev: 1.7%	129,193 SH	Increased-8,967 SH
ISHARES TR	CORE S&P MCP ETF	$1.8M	0.2%Prev: 0.3%	26,433 SH	Increased-1,584 SH
ISHARES TR	CORE S&P SCP ETF	$2.5M	0.3%Prev: 0.4%	20,385 SH	Increased-3,416 SH
ISHARES TR	CORE S&P US GWT	$527K	0.1%Prev: 0.1%	3,399 SH	Increased-181 SH
ISHARES TR	CORE S&P500 ETF	$14.0M	1.9%Prev: 2.4%	21,495 SH	Increased-2,870 SH
ISHARES TR	CRE U S REIT ETF	$1.1M	0.1%Prev: 0.2%	18,559 SH	Increased-1,986 SH
ISHARES TR	EAFE GRWTH ETF	$492K	0.1%Prev: 0.0%	4,420 SH	Increased+1,680 SH
ISHARES TR	MSCI EAFE ETF	$1.0M	0.1%Prev: 0.1%	10,636 SH	Increased+860 SH
ISHARES TR	MSCI EAFE MIN VL	$1.5M	0.2%Prev: 0.3%	16,616 SH	Increased-1,854 SH
ISHARES TR	MSCI EMG MKT ETF	$394K	0.1%Prev: 0.0%	6,935 SH	Increased+445 SH
ISHARES TR	S&P 500 GRWT ETF	$5.6M	0.7%Prev: 0.9%	49,468 SH	Increased-8,504 SH
ISHARES TR	S&P 500 VAL ETF	$362K	0.0%Prev: 0.1%	1,715 SH	Increased-387 SH
ISHARES TR	S&P MC 400GR ETF	$769K	0.1%Prev: 0.1%	7,640 SH	Increased-633 SH
ISHARES TR	ULTRA SHORT DUR	$1.1M	0.1%	20,906 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$48.0M	6.4%Prev: 1.6%	893,551 SH	Increased+740,780 SH
J P MORGAN EXCHANGE TRADED F	BETBULD MSCI	$394K	0.1%Prev: 0.1%	4,121 SH	Decreased-747 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$21.2M	2.8%Prev: 3.3%	450,648 SH	Increased+86,416 SH
J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$45.1M	6.0%Prev: 6.4%	706,317 SH	Increased+127,722 SH
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$364K	0.0%Prev: 0.0%	7,295 SH	Increased+3,226 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$18.7M	2.5%Prev: 0.1%	406,200 SH	Increased+391,182 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$9.2M	1.2%Prev: 1.5%	191,457 SH	Increased+29,846 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$692K	0.1%Prev: 0.1%	13,840 SH	Increased+5,798 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$42.3M	5.6%Prev: 9.1%	835,319 SH	Decreased-96,490 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.2M	0.2%Prev: 0.1%	23,991 SH	Increased+12,472 SH
JOHNSON & JOHNSON	COM	$297K	0.0%	1,214 SH	New
JPMORGAN CHASE & CO	COM	$615K	0.1%	2,092 SH	New
MARATHON PETE CORP	COM	$219K	0.0%	897 SH	New
META PLATFORMS INC	CL A	$575K	0.1%Prev: 0.1%	1,005 SH	Increased-6 SH
MICROSOFT CORP	COM	$1.7M	0.2%Prev: 0.3%	4,560 SH	Increased+176 SH
NVIDIA CORPORATION	COM	$562K	0.1%Prev: 0.1%	3,224 SH	Increased-322 SH
PEPSICO INC	COM	$232K	0.0%	1,496 SH	New
PIMCO ETF TR	MULTISECTOR BD	$864K	0.1%Prev: 0.2%	32,990 SH	Decreased-14,699 SH
RTX CORPORATION	COM	$280K	0.0%	1,453 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$221K	0.0%Prev: 0.0%	6,694 SH	Decreased-2,750 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$278K	0.0%Prev: 0.1%	11,229 SH	Decreased-4,415 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$11.5M	1.5%Prev: 1.8%	472,888 SH	Increased+86,638 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	0.1%Prev: 0.1%	35,598 SH	Increased+12,371 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.8M	0.9%Prev: 1.0%	219,294 SH	Increased-10,757 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.2%Prev: 0.3%	55,173 SH	Decreased-18,402 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	0.1%Prev: 0.2%	35,272 SH	Increased-7,156 SH
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$3.7M	0.5%Prev: 0.8%	117,132 SH	Decreased-38,899 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$88.1M	11.7%	1,928,704 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$260.4M	34.6%	3,807,930 SH	New
TESLA INC	COM	$945K	0.1%Prev: 0.1%	2,541 SH	Increased+542 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$382K	0.1%Prev: 0.1%	1,278 SH	Decreased-1,033 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$378K	0.1%Prev: 0.0%	1,468 SH	Increased+451 SH
VANGUARD INDEX FDS	MID CAP ETF	$809K	0.1%Prev: 0.1%	2,817 SH	Increased-269 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$8.9M	1.2%Prev: 1.6%	100,600 SH	Increased-856 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.2%Prev: 0.2%	2,205 SH	Increased-540 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.7M	0.9%Prev: 1.0%	25,712 SH	Increased-1,223 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$371K	0.0%	1,229 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$15.7M	2.1%Prev: 2.6%	48,800 SH	Increased-5,799 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$373K	0.0%Prev: 0.1%	4,970 SH	Increased+149 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	0.7%Prev: 0.8%	92,840 SH	Increased-8,376 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$789K	0.1%Prev: 0.2%	13,473 SH	Decreased-4,109 SH
VANGUARD STAR FDS	VG TL INTL STK F	$512K	0.1%Prev: 0.1%	6,639 SH	Decreased-5,004 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	0.7%Prev: 0.9%	85,944 SH	Increased-14,819 SH
VANGUARD WORLD FD	COMM SRVC ETF	$313K	0.0%	1,742 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$307K	0.0%	854 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$361K	0.0%	1,607 SH	New
VANGUARD WORLD FD	ENERGY ETF	$466K	0.1%	2,692 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$306K	0.0%	2,531 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$320K	0.0%	1,176 SH	New
VANGUARD WORLD FD	INF TECH ETF	$312K	0.0%	448 SH	New
VANGUARD WORLD FD	MATERIALS ETF	$366K	0.0%	1,623 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$364K	0.0%	1,838 SH	New
WALMART INC	COM	$1.2M	0.2%Prev: 0.2%	9,694 SH	Increased+145 SH

Sold (vs prior filing)

COSTCO WHSL CORP NEW — $518K
FIDELITY MERRIMACK STR TR — $202K
FIRST TR NAS100 EQ WEIGHTED — $257K
FIRST TR NASDAQ 100 TECH IND — $754K
ISHARES TR — $2.6M
JPMORGAN CHASE & CO. — $435K
SCHWAB STRATEGIC TR — $241K
SPDR INDEX SHS FDS — $51.4M
SPDR INDEX SHS FDS — $2.4M
SPDR SER TR — $3.7M
SPDR SER TR — $31.5M
SPDR SER TR — $133.6M
SPDR SER TR — $24.8M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0002085853-26-000021	$750.1M	View
Oct 8, 2026	Q3 2026	13F-HR	0002085853-26-001111	$861.9M	View
Oct 9, 2025