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: $861.9M116 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.1M	0.1%Prev: 0.1%	4,040 SH	Increased-217 SH
ALPHABET INC	CAP STK CL A	$388K	0.0%Prev: 0.0%	1,129 SH	Increased+239 SH
AMAZON COM INC	COM	$525K	0.1%Prev: 0.1%	2,108 SH	Increased-32 SH
APPLE INC	COM	$4.5M	0.5%Prev: 0.5%	13,411 SH	Increased+556 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$522K	0.1%Prev: 0.1%	1,049 SH	Increased+27 SH
BNY MELLON ETF TRUST	US LRG CP CORE	$430K	0.0%	8,800 SH	New
BRIDGER AEROSPACE GRP HLDGS	COM	$183K	0.0%Prev: 0.1%	260,837 SH	Decreased+27,514 SH
BROADCOM INC	COM	$401K	0.0%Prev: 0.1%	1,141 SH	Increased+81 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$213K	0.0%Prev: 0.0%	8,516 SH	Decreased-210 SH
CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$315K	0.0%Prev: 0.1%	14,881 SH	Decreased-3,923 SH
CAPITAL GRP FIXED INCM ETF T	INTERNATIONAL BD	$363K	0.0%Prev: 0.1%	14,598 SH	Decreased-2,059 SH
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$661K	0.1%	25,492 SH	New
CAPITAL GRP FIXED INCM ETF T	SHOR DUR MUN ETF	$460K	0.1%	17,901 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$321K	0.0%Prev: 0.1%	12,228 SH	Decreased-12,796 SH
CATERPILLAR INC	COM	$653K	0.1%Prev: 0.1%	805 SH	Increased-35 SH
CISCO SYS INC	COM	$200K	0.0%	1,860 SH	New
COCA COLA CO	COM	$234K	0.0%	2,717 SH	New
COSTCO WHOLESALE CORPORATION	COM	$607K	0.1%	666 SH	New
DEERE & CO	COM	$221K	0.0%	330 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$30.3M	3.5%Prev: 1.0%	762,410 SH	Increased+551,083 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$297K	0.0%	5,677 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$544K	0.1%Prev: 0.0%	7,030 SH	Increased+2,296 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$26.9M	3.1%Prev: 2.4%	227,129 SH	Increased+87,707 SH
EATON CORP PLC	SHS	$454K	0.1%Prev: 0.1%	1,057 SH	Increased+10 SH
ELI LILLY & CO	COM	$877K	0.1%Prev: 0.1%	758 SH	Increased-86 SH
FIDELITY GREENWOOD STREET TR	HEDGED EQTY ETF	$669K	0.1%Prev: 0.2%	19,864 SH	Decreased-14,172 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$440K	0.1%Prev: 0.1%	10,819 SH	Decreased-3,704 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$2.7M	0.3%Prev: 0.6%	61,855 SH	Decreased-30,863 SH
FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$288K	0.0%Prev: 0.0%	4,866 SH	Increased-1 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$213K	0.0%Prev: 0.0%	1,608 SH	Increased-144 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$356K	0.0%	2,190 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$208K	0.0%Prev: 0.0%	5,065 SH	Decreased-1,117 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$1.2M	0.1%Prev: 0.2%	3,556 SH	Decreased-2,648 SH
GENASYS INC	COM	$103K	0.0%Prev: 0.0%	71,224 SH	Decreased
GLOBAL X FDS	1 3 MO T BI ET	$23.5M	2.7%	234,219 SH	New
HOME DEPOT INC	COM	$359K	0.0%Prev: 0.1%	1,263 SH	Decreased-32 SH
HUNTINGTON BANCSHARES INC	COM	$236K	0.0%Prev: 0.0%	15,464 SH	Decreased+94 SH
INTEL CORP	COM	$773K	0.1%Prev: 0.0%	6,426 SH	Increased+130 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$519K	0.1%Prev: 0.1%	2,493 SH	Decreased-527 SH
INVESCO QQQ TR	UNIT SER 1	$206K	0.0%	278 SH	New
ISHARES INC	CORE MSCI EMKT	$613K	0.1%Prev: 0.1%	7,555 SH	Increased-390 SH
ISHARES TR	CORE MSCI INTL	$11.5M	1.3%Prev: 1.7%	128,339 SH	Increased-12,034 SH
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.2%Prev: 0.3%	23,342 SH	Decreased-3,629 SH
ISHARES TR	CORE S&P SCP ETF	$2.9M	0.3%Prev: 0.4%	21,054 SH	Increased+761 SH
ISHARES TR	CORE S&P US GWT	$660K	0.1%Prev: 0.1%	3,407 SH	Increased+11 SH
ISHARES TR	CORE S&P500 ETF	$15.8M	1.8%Prev: 2.5%	20,576 SH	Decreased-4,442 SH
ISHARES TR	CRE U S REIT ETF	$1.1M	0.1%Prev: 0.2%	18,469 SH	Decreased-1,593 SH
ISHARES TR	EAFE GRWTH ETF	$538K	0.1%Prev: 0.1%	4,491 SH	Increased+1,387 SH
ISHARES TR	MSCI EAFE ETF	$1.1M	0.1%Prev: 0.1%	10,796 SH	Increased+1,017 SH
ISHARES TR	MSCI EAFE MIN VL	$1.5M	0.2%Prev: 0.2%	16,039 SH	Increased-808 SH
ISHARES TR	MSCI EMG MKT ETF	$463K	0.1%Prev: 0.1%	6,937 SH	Increased+96 SH
ISHARES TR	S&P 500 GRWT ETF	$7.0M	0.8%Prev: 0.9%	49,258 SH	Increased-822 SH
ISHARES TR	S&P 500 VAL ETF	$337K	0.0%Prev: 0.1%	1,476 SH	Decreased-485 SH
ISHARES TR	S&P MC 400GR ETF	$951K	0.1%Prev: 0.1%	8,679 SH	Increased+1,099 SH
ISHARES TR	ULTRA SHORT DUR	$454K	0.1%Prev: 0.3%	9,010 SH	Decreased-31,527 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$50.8M	5.9%Prev: 2.3%	993,000 SH	Increased+711,354 SH
J P MORGAN EXCHANGE TRADED F	BETBULD MSCI	$412K	0.0%Prev: 0.1%	4,135 SH	Decreased-397 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$22.2M	2.6%Prev: 2.8%	495,070 SH	Increased+105,567 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$53.2M	6.2%	769,019 SH	New
J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$298K	0.0%Prev: 0.1%	6,352 SH	Decreased-982 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$19.9M	2.3%Prev: 0.6%	442,990 SH	Increased+361,248 SH
J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$9.9M	1.1%Prev: 1.3%	211,114 SH	Increased+30,409 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$628K	0.1%Prev: 0.1%	13,191 SH	Increased+1,332 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$3.7M	0.4%Prev: 6.2%	73,561 SH	Decreased-742,506 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.4M	0.2%Prev: 0.2%	26,813 SH	Decreased-1,153 SH
JOHNSON & JOHNSON	COM	$338K	0.0%	1,276 SH	New
JPMORGAN CHASE & CO	COM	$693K	0.1%	2,094 SH	New
MARATHON PETE CORP	COM	$355K	0.0%	898 SH	New
META PLATFORMS INC	CL A	$739K	0.1%Prev: 0.1%	1,020 SH	Decreased-31 SH
MICROSOFT CORP	COM	$2.3M	0.3%Prev: 0.3%	4,489 SH	Decreased+63 SH
NVIDIA CORPORATION	COM	$800K	0.1%Prev: 0.1%	3,505 SH	Increased+117 SH
OUR BD INC	COM SHS	$12K	0.0%	45,000 SH	New
PIMCO ETF TR	MULTISECTOR BD	$1.0M	0.1%Prev: 0.2%	40,935 SH	Decreased+1,729 SH
RTX CORPORATION	COM	$238K	0.0%	1,284 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$307K	0.0%Prev: 0.0%	8,436 SH	Decreased-1,388 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$247K	0.0%Prev: 0.1%	9,010 SH	Decreased-8,889 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$12.7M	1.5%Prev: 1.5%	531,181 SH	Increased+106,822 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.3M	0.1%Prev: 0.1%	35,621 SH	Increased+11,575 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$7.3M	0.8%Prev: 1.0%	213,466 SH	Increased-21,019 SH
SCHWAB STRATEGIC TR	US REIT ETF	$1.1M	0.1%Prev: 0.2%	49,844 SH	Decreased-26,219 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$912K	0.1%Prev: 0.2%	27,964 SH	Decreased-13,598 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$397K	0.0%	430 SH	New
SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$3.5M	0.4%Prev: 0.7%	102,659 SH	Decreased-37,473 SH
SPDR INDEX SHS FDS	ST PORT MARK ETF	$2.4M	0.3%	46,510 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$103.1M	12.0%	2,053,612 SH	New
SPDR SERIES TRUST	ST STR P400MID	$49.1M	5.7%	778,920 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$228.2M	26.5%	2,542,472 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$1.7M	0.2%	18,289 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$36.4M	4.2%	688,151 SH	New
T ROWE PRICE EXCHANGE-TRADED	ULTRA SHRT TRM	$38.3M	4.4%	772,452 SH	New
TESLA INC	COM	$905K	0.1%Prev: 0.2%	2,551 SH	Decreased+128 SH
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$406K	0.0%	1,154 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$431K	0.1%	1,476 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$871K	0.1%	11,113 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$417K	0.0%	1,235 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$7.0M	0.8%	24,544 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$17.5M	2.0%	46,895 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$9.5M	1.1%Prev: 1.6%	105,693 SH	Decreased-12,889 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	0.2%Prev: 0.2%	2,218 SH	Increased-75 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$412K	0.0%Prev: 0.1%	4,969 SH	Increased+90 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.4M	0.6%Prev: 0.9%	90,538 SH	Decreased-13,479 SH
VANGUARD MALVERN FDS	CORE BD ETF	$614K	0.1%	8,344 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$655K	0.1%Prev: 0.1%	11,374 SH	Decreased-3,475 SH
VANGUARD STAR FDS	VG TL INTL STK F	$566K	0.1%Prev: 0.1%	6,661 SH	Decreased-4,982 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.7M	0.7%Prev: 0.9%	80,171 SH	Decreased-17,892 SH
VANGUARD WORLD FD	COMM SRVC ETF	$337K	0.0%	1,770 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$318K	0.0%	872 SH	New
VANGUARD WORLD FD	CONSUM STP ETF	$352K	0.0%	1,613 SH	New
VANGUARD WORLD FD	ENERGY ETF	$449K	0.1%	2,610 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$342K	0.0%	2,633 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$384K	0.0%	1,215 SH	New
VANGUARD WORLD FD	INF TECH ETF	$440K	0.1%	3,500 SH	New
VANGUARD WORLD FD	MATERIALS ETF	$352K	0.0%	1,612 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$319K	0.0%	1,866 SH	New
WALMART INC	COM	$989K	0.1%Prev: 0.1%	9,513 SH	Decreased-139 SH
WISDOMTREE TR	US LARGECAP FUND	$233K	0.0%Prev: 0.0%	2,913 SH	Increased+13 SH

Sold (vs prior filing)

CAPITAL GRP FIXED INCM ETF T — $603K
CAPITAL GRP FIXED INCM ETF T — $630K
COSTCO WHSL CORP NEW — $553K
EXXON MOBIL CORP — $2.6M
FIDELITY MERRIMACK STR TR — $373K
GLOBAL X FDS — $22.3M
J P MORGAN EXCHANGE TRADED F — $41.0M
JPMORGAN CHASE & CO. — $635K
SCHWAB STRATEGIC TR — $399K
SPDR INDEX SHS FDS — $69.9M
SPDR INDEX SHS FDS — $3.2M
SPDR S&P 500 ETF TR — $238K
SPDR SERIES TRUST — $4.3M
SPDR SERIES TRUST — $41.9M
SPDR SERIES TRUST — $181.1M
SPDR SERIES TRUST — $33.6M
TAIWAN SEMICONDUCTOR MFG LTD — $219K
VANGUARD INDEX FDS — $712K
VANGUARD INDEX FDS — $323K
VANGUARD INDEX FDS — $906K
… and 3 more

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