Peterson Wealth Advisors, LLC
Sector Allocation
- Other97.6%$841.1M
- Technology1.2%$10.6M
- Healthcare0.3%$2.3M
- Financials0.3%$2.2M
- Consumer Staples0.2%$1.8M
- Consumer Discretionary0.2%$1.8M
- Industrials0.2%$1.7M
- Energy0.0%$354,957
- Communication Services0.0%$11,898
AUM History
13fpro.ai/research/fund/peterson-wealth-advisors-llc-1713558
Conviction and streaks
Stable · top 10 = 74.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$228.2M
- SPDR$103.1M
- J$53.2M
- J$50.8M
- SPDR$49.1M
- T$38.3M
- SPDR$36.4M
- DIMENSIONAL$30.3M
- EA$26.9M
- GLOBAL$23.5M
- J$22.2M
- J$19.9M
- VANGUARD$17.5M
- ISHARES$15.8M
- SCHWAB$12.7M
- ISHARES$11.5M
- J$9.9M
- VANGUARD$9.5M
- SCHWAB$7.3M
- ISHARES$7.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peterson-wealth-advisors-llc-1713558
Peterson Wealth Advisors, LLC 13F holdings — Q3 2026
$861.9M portfolio (+1.9% QoQ) · 116 holdings · Q3 2026 13F · top 10 are 74% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$228.2M
26.5% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$103.1M
12.0% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
$53.2M
6.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$50.8M
5.9% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P400MID
$49.1M
5.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM
$38.3M
4.4% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR SP600 SML
$36.4M
4.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
DIMENSIONAL ETF TRUST - EMERGING MKTS CO
$30.3M
3.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
EA SERIES TRUST - ALPHA ARCH 1-3
$26.9M
3.1% of stocks
+36%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
GLOBAL X FDS - 1 3 MO T BI ET
$23.5M
2.7% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $228.2M | 26.5% | +3% | — | — | — | — | |
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $103.1M | 12.0% | +4% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $53.2M | 6.2% | +5% | — | — | — | — | |
| 4 | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $50.8M | 5.9% | +7% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P400MID | $49.1M | 5.7% | +4% | — | — | — | — | |
| 6 | T ROWE PRICE EXCHANGE-TRADED - ULTRA SHRT TRM | $38.3M | 4.4% | New | — | New this quarter | — | — | |
| 7 | SPDR SERIES TRUST - ST STR SP600 SML | $36.4M | 4.2% | +3% | — | — | — | — | |
| 8 | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $30.3M | 3.5% | +6% | — | — | — | — | |
| 9 | EA SERIES TRUST - ALPHA ARCH 1-3 | $26.9M | 3.1% | +36% | — | — | — | — | |
| 10 | GLOBAL X FDS - 1 3 MO T BI ET | $23.5M | 2.7% | -5% | — | — | — | — |
All holdings — Peterson Wealth Advisors, LLC (Q3 2026)
116 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund | — | $22.2M | 2.6% | 495K | +6% | — | — | 13F |
| 12 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund | — | $19.9M | 2.3% | 443K | +7% | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund | — | $17.5M | 2.0% | 47K | -3% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $15.8M | 1.8% | 21K | -2% | — | — | 13F |
| 15 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $12.7M | 1.5% | 531K | +9% | — | — | 13F |
| 16 | — | ISHARES TR - CORE MSCI INTLetf/fund | — | $11.5M | 1.3% | 128K | -1% | — | — | 13F |
| 17 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETFetf/fund | — | $9.9M | 1.1% | 211K | +6% | — | — | 13F |
| 18 | — | VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund | — | $9.5M | 1.1% | 106K | +4% | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US MID-CAP ETFetf/fund | — | $7.3M | 0.8% | 213K | -1% | — | — | 13F |
| 20 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $7.0M | 0.8% | 49K | -1% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $7.0M | 0.8% | 25K | -2% | — | — | 13F |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $5.7M | 0.7% | 80K | -3% | — | — | 13F |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETFetf/fund | — | $5.4M | 0.6% | 91K | +0.1% | — | — | 13F |
| 24 | Apple Inc. | Technology | $4.5M | 0.5% | 13K | -0.0% | 11+ qtrs | 75.7 | 13F | |
| 25 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $3.7M | 0.4% | 74K | -92% | — | — | 13F |
| 26 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | — | $3.5M | 0.4% | 103K | -9% | |||
| 27 | — | ISHARES TR - CORE S&P SCP ETF | — | $2.9M | 0.3% | 21K | -0.9% | |||
| 28 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $2.7M | 0.3% | 62K | -5% | |||
| 29 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $2.4M | 0.3% | 47K | -2% | |||
| 30 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.3% | 4,489 | -2% | |||
| 31 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.7M | 0.2% | 18K | -2% | |||
| 32 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.7M | 0.2% | 23K | -6% | |||
| 33 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.2% | 2,218 | +1% | |||
| 34 | — | ISHARES TR - MSCI EAFE MIN VL | — | $1.5M | 0.2% | 16K | -0.3% | |||
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $1.4M | 0.2% | 27K | -26% | |||
| 36 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $1.3M | 0.1% | 36K | -0.6% | |||
| 37 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $1.2M | 0.1% | 3,556 | +29% | |||
| 38 | — | ISHARES TR - CRE U S REIT ETF | — | $1.1M | 0.1% | 18K | -0.6% | |||
| 39 | — | ISHARES TR - MSCI EAFE ETF | — | $1.1M | 0.1% | 11K | +2% | |||
| 40 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $1.1M | 0.1% | 50K | -2% | |||
| 41 | $ABBV | AbbVie Inc. | Healthcare | $1.1M | 0.1% | 4,040 | -6% | |||
| 42 | — | PIMCO ETF TR - MULTISECTOR BD | — | $1.0M | 0.1% | 41K | +14% | |||
| 43 | $WMT | Walmart Inc. | Consumer Staples | $989K | 0.1% | 9,513 | -2% | |||
| 44 | — | ISHARES TR - S&P MC 400GR ETF | — | $951K | 0.1% | 8,679 | +7% | |||
| 45 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $912K | 0.1% | 28K | -8% | |||
| 46 | $TSLA | Tesla, Inc. | Consumer Discretionary | $905K | 0.1% | 2,551 | +0.8% | |||
| 47 | $LLY | ELI LILLY & Co | Healthcare | $877K | 0.1% | 758 | +0.4% | |||
| 48 | — | VANGUARD INDEX FDS - MRNGSTR MID CAP | — | $871K | 0.1% | 11K | -1% | |||
| 49 | $NVDA | NVIDIA CORP | Technology | $800K | 0.1% | 3,505 | +5% | |||
| 50 | $INTC | INTEL CORP | Technology | $773K | 0.1% | 6,426 | +0.9% | |||
| 51 | $META | Meta Platforms, Inc. | Technology | $739K | 0.1% | 1,020 | +3% | |||
| 52 | $JPM | JPMORGAN CHASE & CO | Financials | $693K | 0.1% | 2,094 | -0.8% | |||
| 53 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF | — | $669K | 0.1% | 20K | -3% | |||
| 54 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $661K | 0.1% | 25K | -2% | |||
| 55 | — | ISHARES TR - CORE S&P US GWT | — | $660K | 0.1% | 3,407 | +0.1% | |||
| 56 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $655K | 0.1% | 11K | -12% | |||
| 57 | $CAT | CATERPILLAR INC | Industrials | $653K | 0.1% | 805 | -13% | |||
| 58 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | — | $628K | 0.1% | 13K | -4% | |||
| 59 | — | VANGUARD MALVERN FDS - CORE BD ETF | — | $614K | 0.1% | 8,344 | +173% | |||
| 60 | — | ISHARES INC - CORE MSCI EMKT | — | $613K | 0.1% | 7,555 | -8% | |||
| 61 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $607K | 0.1% | 666 | -5% | |||
| 62 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $566K | 0.1% | 6,661 | +0.3% | |||
| 63 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | — | $544K | 0.1% | 7,030 | +0.1% | |||
| 64 | — | ISHARES TR - EAFE GRWTH ETF | — | $538K | 0.1% | 4,491 | +0.3% | |||
| 65 | $AMZN | AMAZON COM INC | Consumer Discretionary | $525K | 0.1% | 2,108 | +0.7% | |||
| 66 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $522K | 0.1% | 1,049 | +2% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $519K | 0.1% | 2,493 | +0.3% | |||
| 68 | — | ISHARES TR - MSCI EMG MKT ETF | — | $463K | 0.1% | 6,937 | — | |||
| 69 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | — | $460K | 0.1% | 18K | -7% | |||
| 70 | — | ISHARES TR - ULTRA SHORT DUR | — | $454K | 0.1% | 9,010 | -52% | |||
| 71 | $ETN | Eaton Corp plc | Industrials | $454K | 0.1% | 1,057 | +0.9% | |||
| 72 | — | VANGUARD WORLD FD - ENERGY ETF | — | $449K | 0.1% | 2,610 | +0.4% | |||
| 73 | — | FIDELITY MERRIMACK STR TR - INVESTMENT GR BD | — | $440K | 0.1% | 11K | -19% | |||
| 74 | — | VANGUARD WORLD FD - INF TECH ETF | — | $440K | 0.1% | 3,500 | +0.1% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $431K | 0.1% | 1,476 | -0.1% | |||
| 76 | — | BNY MELLON ETF TRUST - US LRG CP CORE | — | $430K | 0.1% | 8,800 | +201% | |||
| 77 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $417K | 0.1% | 1,235 | -0.2% | |||
| 78 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $412K | 0.1% | 4,969 | — | |||
| 79 | — | J P MORGAN EXCHANGE TRADED F - BETBULD MSCI | — | $412K | 0.1% | 4,135 | -1% | |||
| 80 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $406K | 0.1% | 1,154 | -10% | |||
| 81 | $AVGO | Broadcom Inc. | Technology | $401K | 0.1% | 1,141 | +9% | |||
| 82 | $STX | Seagate Technology Holdings plc | Technology | $397K | 0.1% | 430 | — | |||
| 83 | $GOOGL | Alphabet Inc. | Technology | $388K | 0.1% | 1,129 | +5% | |||
| 84 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $384K | 0.0% | 1,215 | +0.2% | |||
| 85 | — | CAPITAL GRP FIXED INCM ETF T - INTERNATIONAL BD | — | $363K | 0.0% | 15K | +9% | |||
| 86 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $359K | 0.0% | 1,263 | -2% | |||
| 87 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $356K | 0.0% | 2,190 | — | |||
| 88 | $MPC | Marathon Petroleum Corp | Energy | $355K | 0.0% | 898 | -0.2% | |||
| 89 | — | VANGUARD WORLD FD - CONSUM STP ETF | — | $352K | 0.0% | 1,613 | +0.4% | |||
| 90 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $352K | 0.0% | 1,612 | +0.3% | |||
| 91 | — | VANGUARD WORLD FD - FINANCIALS ETF | — | $342K | 0.0% | 2,633 | +0.3% | |||
| 92 | $JNJ | JOHNSON & JOHNSON | Healthcare | $338K | 0.0% | 1,276 | +4% | |||
| 93 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $337K | 0.0% | 1,770 | +0.2% | |||
| 94 | — | ISHARES TR - S&P 500 VAL ETF | — | $337K | 0.0% | 1,476 | -14% | |||
| 95 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | — | $321K | 0.0% | 12K | -19% | |||
| 96 | — | VANGUARD WORLD FD - UTILITIES ETF | — | $319K | 0.0% | 1,866 | +0.6% | |||
| 97 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $318K | 0.0% | 872 | +0.1% | |||
| 98 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $315K | 0.0% | 15K | -9% | |||
| 99 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | — | $307K | 0.0% | 8,436 | +26% | |||
| 100 | — | J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI | — | $298K | 0.0% | 6,352 | -13% | |||
| 101 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | — | $297K | 0.0% | 5,677 | +0.2% | |||
| 102 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $288K | 0.0% | 4,866 | — | |||
| 103 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $247K | 0.0% | 9,010 | +0.6% | |||
| 104 | $RTX | RTX Corp | Industrials | $238K | 0.0% | 1,284 | -5% | |||
| 105 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $236K | 0.0% | 15K | -2% | |||
| 106 | $KO | COCA COLA CO | Consumer Staples | $234K | 0.0% | 2,717 | +2% | |||
| 107 | $WT | WisdomTree, Inc. | Financials | $233K | 0.0% | 2,913 | +0.3% | |||
| 108 | $DE | DEERE & CO | Industrials | $221K | 0.0% | 330 | +0.6% | |||
| 109 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $213K | 0.0% | 1,608 | +0.3% | |||
| 110 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | — | $213K | 0.0% | 8,516 | +1% | |||
| 111 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | — | $208K | 0.0% | 5,065 | -5% | |||
| 112 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $206K | 0.0% | 278 | New | |||
| 113 | $CSCO | CISCO SYSTEMS, INC. | Technology | $200K | 0.0% | 1,860 | -13% | |||
| 114 | $BAER | Bridger Aerospace Group Holdings, Inc. | Industrials | $183K | 0.0% | 261K | +12% | |||
| 115 | $GNSS | Genasys Inc. | Technology | $103K | 0.0% | 71K | — | |||
| 116 | $OBAI | Our Bond, Inc. | Communication Services | $12K | 0.0% | 45K | New |
What changed in Q3 2026
Against the previous quarter's 13F: 3 new, 56 added to, 51 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (56)
- SPDR SERIES TRUST - ST STR P500ETF+3%
now $228.2M
- EA SERIES TRUST - ALPHA ARCH 1-3+36%
now $26.9M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+4%
now $103.1M
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF+7%
now $50.8M
- J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF+5%
now $53.2M
- SPDR SERIES TRUST - ST STR P400MID+4%
now $49.1M
+50 more in the Excel export
Trimmed (51)
- J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF-92%
now $3.7M
- GLOBAL X FDS - 1 3 MO T BI ET-5%
now $23.5M
- VANGUARD INDEX FDS - MRNGSTR TTL STK-3%
now $17.5M
- ISHARES TR - ULTRA SHORT DUR-52%
now $454K
- J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL-26%
now $1.4M
- SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY-9%
now $3.5M
+45 more in the Excel export
Holdings by quarter
Every 13F Peterson Wealth Advisors, LLC has filed, 35 earlier quarters. Pick one to see what it held then.
Is it too late to follow Peterson Wealth Advisors?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Peterson Wealth Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 10% over the last 4
Top 10 weight
74%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
91%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Peterson Wealth Advisors, LLC disclosed 116 positions worth $861.9M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 3 new positions and exited 6 and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (97.6% of disclosed assets). All figures are sourced directly from Peterson Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1713558.
Funds like this
managers whose biggest positions overlap Peterson Wealth Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Peterson Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Peterson Wealth Advisors, LLC (SEC CIK: 1713558), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Peterson Wealth Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.