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: $846.1M120 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,279 SH	Increased+29 SH
ALPHABET INC	CAP STK CL A	$386K	0.0%	1,080 SH	New
ALPHABET INC	CAP STK CL C	$207K	0.0%	587 SH	New
AMAZON COM INC	COM	$499K	0.1%Prev: 0.1%	2,094 SH	Increased+92 SH
APPLE INC	COM	$3.9M	0.5%Prev: 0.4%	13,414 SH	Increased+990 SH
APPLIED MATLS INC	COM	$203K	0.0%	281 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$516K	0.1%Prev: 0.1%	1,031 SH	Increased+25 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$420K	0.0%	2,928 SH	New
BRIDGER AEROSPACE GRP HLDGS	COM	$448K	0.1%Prev: 0.1%	233,323 SH	Decreased
BROADCOM INC	COM	$395K	0.0%Prev: 0.0%	1,046 SH	Increased-47 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$220K	0.0%Prev: 0.0%	8,394 SH	Increased+780 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$363K	0.0%Prev: 0.1%	16,287 SH	Decreased-2,548 SH
CAPITAL GRP FIXED INCM ETF T	INTERNATIONAL BD	$341K	0.0%Prev: 0.1%	13,357 SH	Decreased-6,944 SH
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$713K	0.1%	25,964 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$510K	0.1%	19,311 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$415K	0.0%Prev: 0.1%	15,170 SH	Decreased-10,344 SH
CATERPILLAR INC	COM	$982K	0.1%Prev: 0.1%	922 SH	Increased+73 SH
CISCO SYS INC	COM	$252K	0.0%	2,147 SH	New
COCA COLA CO	COM	$216K	0.0%	2,654 SH	New
COSTCO WHOLESALE CORPORATION	COM	$657K	0.1%	702 SH	New
CUMMINS INC	COM	$250K	0.0%	350 SH	New
DEERE & CO	COM	$208K	0.0%	328 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$29.3M	3.5%Prev: 0.9%	721,033 SH	Increased+545,313 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$293K	0.0%	5,664 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$578K	0.1%Prev: 0.0%	7,023 SH	Increased+2,826 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$19.6M	2.3%Prev: 0.3%	167,468 SH	Increased+153,993 SH
EATON CORP PLC	SHS	$447K	0.1%Prev: 0.1%	1,048 SH	Increased+13 SH
ELI LILLY & CO	COM	$906K	0.1%Prev: 0.1%	755 SH	Increased-84 SH
EXXON MOBIL CORP	COM	$3.1M	0.4%Prev: 0.4%	22,644 SH	Increased+156 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$677K	0.1%Prev: 0.2%	20,545 SH	Decreased-15,215 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$573K	0.1%Prev: 0.1%	13,388 SH	Decreased-631 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.0M	0.3%Prev: 0.8%	64,935 SH	Decreased-34,821 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$274K	0.0%Prev: 0.0%	4,866 SH	Increased-1 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$224K	0.0%	1,603 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$350K	0.0%	2,190 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$231K	0.0%Prev: 0.0%	5,308 SH	Decreased-1,715 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$924K	0.1%Prev: 0.2%	2,761 SH	Decreased-3,437 SH
GENASYS INC	COM	$121K	0.0%Prev: 0.0%	71,224 SH	Decreased
GLACIER BANCORP INC NEW	COM	$232K	0.0%	4,501 SH	New
GLOBAL X FDS	1 3 MO T BI ET	$24.8M	2.9%	246,852 SH	New
HOME DEPOT INC	COM	$454K	0.1%Prev: 0.1%	1,288 SH	Decreased-33 SH
HUNTINGTON BANCSHARES INC	COM	$281K	0.0%Prev: 0.0%	15,838 SH	Increased+660 SH
INTEL CORP	COM	$889K	0.1%Prev: 0.0%	6,366 SH	Increased-2,792 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$529K	0.1%Prev: 0.1%	2,486 SH	Decreased-534 SH
ISHARES INC	CORE MSCI EMKT	$683K	0.1%Prev: 0.1%	8,243 SH	Increased+571 SH
ISHARES TR	CORE MSCI INTL	$11.6M	1.4%Prev: 1.8%	130,185 SH	Increased-12,300 SH
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.2%Prev: 0.3%	24,906 SH	Increased-3,776 SH
ISHARES TR	CORE S&P SCP ETF	$3.2M	0.4%Prev: 0.3%	21,252 SH	Increased+2,114 SH
ISHARES TR	CORE S&P US GWT	$640K	0.1%Prev: 0.1%	3,403 SH	Increased-2 SH
ISHARES TR	CORE S&P500 ETF	$15.7M	1.9%Prev: 2.6%	20,944 SH	Decreased-4,446 SH
ISHARES TR	CRE U S REIT ETF	$1.2M	0.1%Prev: 0.2%	18,581 SH	Increased-1,942 SH
ISHARES TR	EAFE GRWTH ETF	$557K	0.1%Prev: 0.1%	4,479 SH	Increased+1,756 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.1%Prev: 0.1%	10,580 SH	Increased+801 SH
ISHARES TR	MSCI EAFE MIN VL	$1.4M	0.2%Prev: 0.2%	16,080 SH	Decreased-1,720 SH
ISHARES TR	MSCI EMG MKT ETF	$475K	0.1%Prev: 0.1%	6,937 SH	Increased+384 SH
ISHARES TR	S&P 500 GRWT ETF	$6.9M	0.8%Prev: 0.9%	49,950 SH	Increased+399 SH
ISHARES TR	S&P 500 VAL ETF	$391K	0.0%Prev: 0.1%	1,721 SH	Decreased-387 SH
ISHARES TR	S&P MC 400GR ETF	$953K	0.1%Prev: 0.1%	8,114 SH	Increased+551 SH
ISHARES TR	ULTRA SHORT DUR	$948K	0.1%Prev: 0.4%	18,734 SH	Decreased-29,453 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$49.8M	5.9%Prev: 1.6%	930,053 SH	Increased+753,923 SH
J P MORGAN EXCHANGE TRADED F	BETBULD MSCI	$449K	0.1%Prev: 0.1%	4,186 SH	Increased-563 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$22.0M	2.6%Prev: 2.8%	468,994 SH	Increased+103,806 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$49.5M	5.9%	732,936 SH	New
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$370K	0.0%Prev: 0.0%	7,311 SH	Increased+3,118 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$19.1M	2.3%Prev: 0.2%	414,634 SH	Increased+385,284 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$9.6M	1.1%Prev: 1.3%	198,525 SH	Increased+33,688 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$698K	0.1%Prev: 0.0%	13,780 SH	Increased+7,917 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$43.8M	5.2%Prev: 7.8%	866,882 SH	Decreased-65,894 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.8M	0.2%Prev: 0.2%	36,133 SH	Increased+8,117 SH
JOHNSON & JOHNSON	COM	$311K	0.0%	1,225 SH	New
JPMORGAN CHASE & CO	COM	$691K	0.1%	2,110 SH	New
MARATHON PETE CORP	COM	$230K	0.0%	900 SH	New
META PLATFORMS INC	CL A	$558K	0.1%Prev: 0.1%	990 SH	Decreased-21 SH
MICROSOFT CORP	COM	$1.7M	0.2%Prev: 0.4%	4,585 SH	Decreased+200 SH
NVIDIA CORPORATION	COM	$666K	0.1%Prev: 0.1%	3,330 SH	Increased-173 SH
PEPSICO INC	COM	$203K	0.0%	1,500 SH	New
PIMCO ETF TR	MULTISECTOR BD	$949K	0.1%Prev: 0.2%	35,791 SH	Decreased-11,837 SH
RTX CORPORATION	COM	$256K	0.0%	1,352 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$243K	0.0%Prev: 0.0%	6,701 SH	Decreased-3,094 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$248K	0.0%Prev: 0.1%	8,960 SH	Decreased-8,992 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$11.8M	1.4%Prev: 1.5%	487,954 SH	Increased+105,532 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.2M	0.1%Prev: 0.1%	35,829 SH	Increased+12,737 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.0M	0.9%Prev: 1.1%	216,238 SH	Increased-20,118 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	0.1%Prev: 0.3%	50,779 SH	Decreased-24,839 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.1M	0.1%Prev: 0.2%	30,233 SH	Decreased-13,638 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$415K	0.0%	430 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$3.8M	0.4%Prev: 0.7%	112,453 SH	Decreased-35,080 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$2.5M	0.3%	47,492 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$99.4M	11.8%	1,973,367 SH	New
SPDR SERIES TRUST	ST STR P400MID	$50.6M	6.0%	748,284 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$216.1M	25.5%	2,458,693 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.7M	0.2%	18,655 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$38.5M	4.6%	667,839 SH	New
TESLA INC	COM	$1.1M	0.1%Prev: 0.1%	2,532 SH	Increased+131 SH
UNITED AIRLS HLDGS INC	COM	$240K	0.0%	1,763 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$439K	0.1%Prev: 0.1%	1,276 SH	Decreased-1,035 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$453K	0.1%Prev: 0.0%	1,478 SH	Increased+468 SH
VANGUARD INDEX FDS	MID CAP ETF	$909K	0.1%Prev: 0.1%	11,277 SH	Increased+8,198 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$9.8M	1.2%Prev: 1.5%	101,806 SH	Increased-1,373 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	0.2%Prev: 0.3%	2,190 SH	Decreased-638 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.6M	0.9%Prev: 1.1%	25,039 SH	Increased-2,750 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$452K	0.1%Prev: 0.0%	1,237 SH	Increased+390 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$17.9M	2.1%Prev: 2.7%	48,275 SH	Increased-5,946 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$416K	0.0%Prev: 0.1%	4,969 SH	Increased+114 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.4M	0.6%Prev: 0.8%	90,489 SH	Increased-12,993 SH
VANGUARD MALVERN FDS	CORE BD ETF	$236K	0.0%	3,059 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$756K	0.1%Prev: 0.2%	12,994 SH	Decreased-3,007 SH
VANGUARD STAR FDS	VG TL INTL STK F	$568K	0.1%Prev: 0.1%	6,639 SH	Decreased-5,004 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.9M	0.7%Prev: 1.0%	83,042 SH	Increased-18,679 SH
VANGUARD WORLD FD	COMM SRVC ETF	$325K	0.0%	1,767 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$345K	0.0%	871 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$362K	0.0%	1,606 SH	New
VANGUARD WORLD FD	ENERGY ETF	$390K	0.0%	2,599 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$345K	0.0%	2,625 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$362K	0.0%	1,212 SH	New
VANGUARD WORLD FD	INF TECH ETF	$418K	0.0%	3,496 SH	New
VANGUARD WORLD FD	MATERIALS ETF	$368K	0.0%	1,607 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$363K	0.0%	1,854 SH	New
WALMART INC	COM	$1.1M	0.1%Prev: 0.2%	9,703 SH	Increased+155 SH
WISDOMTREE TR	US LARGECAP FUND	$226K	0.0%	2,905 SH	New

Sold (vs prior filing)

CAPITAL GRP FIXED INCM ETF T — $293K
CAPITAL GRP FIXED INCM ETF T — $287K
COSTCO WHSL CORP NEW — $591K
FIDELITY MERRIMACK STR TR — $207K
GLOBAL X FDS — $24.8M
J P MORGAN EXCHANGE TRADED F — $36.9M
JPMORGAN CHASE & CO. — $589K
QUALCOMM INC — $252K
SCHWAB STRATEGIC TR — $361K
SPDR INDEX SHS FDS — $64.6M
SPDR INDEX SHS FDS — $2.9M
SPDR S&P 500 ETF TR — $247K
SPDR SERIES TRUST — $4.3M
SPDR SERIES TRUST — $37.9M
SPDR SERIES TRUST — $164.6M
SPDR SERIES TRUST — $29.6M
VISA INC — $223K

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