Peterson Wealth Advisors, LLC

CIK

1713558

Location

Orem, UT

Portfolio Value

Micro $38,756,572

Diversification

Diversified

Filing Date

Global Rank

#7,494 / 8,710 ▼ 4726

Top Industry

Consumer Electronics 16.1%

Period ended 3 months ago

Filed Aug 11, 2026 · 40d

26 quarters · since Mar 2020

Portfolio Concentration

39 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.6%

−14.8 pts

Top 5

57.3%

−20.3 pts

Top 10

70.5%

−22.0 pts

HHI

872

Diversified−1,034

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.0%	$14,710,038	5
Technology	22.0%	$8,533,459	9
Energy	8.6%	$3,325,990	2
Industrials	7.3%	$2,830,337	7
Healthcare	5.9%	$2,293,449	3
Consumer Defensive	5.6%	$2,174,450	4
Consumer Cyclical	5.2%	$2,018,293	3
Financial Services	4.4%	$1,719,536	4
Communication Services	3.0%	$1,151,020	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	+729	15,838	$280,807
GOOGL	Alphabet Inc.	+651	1,667	$593,363
AVGO	Broadcom Inc.	+142	1,046	$395,126
INTC	Intel Corp	+134	6,366	$888,884
NVDA	Nvidia Corp	+106	3,330	$666,299
COST	Costco Wholesale Corp /New	+53	702	$656,699
MSFT	Microsoft Corp	+25	4,585	$1,710,296
HD	Home Depot, Inc.	+21	1,288	$454,251
JPM	Jpmorgan Chase & Co	+18	2,110	$690,666
JNJ	Johnson & Johnson	+11	1,225	$311,113
AMZN	Amazon Com Inc	+10	2,094	$499,083
WMT	Walmart Inc.	+9	9,703	$1,098,961
LLY	ELI LILLY & Co	+7	755	$905,569
BRK-B	Berkshire Hathaway Inc	+6	1,031	$515,902
CAT	Caterpillar Inc	+5	922	$981,837
PEP	Pepsico Inc	+4	1,500	$203,100
MPC	Marathon Petroleum Corp	+3	900	$230,103
ETN	Eaton Corp plc	+3	1,048	$446,573
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
VEU	Vanguard FTSE All-World Ex-US ETF	−92,841	4,969	$416,153
CGCB	Capital Group Core Bond ETF	−91,340	8,394	$219,754
VB	Vanguard Morningstar Small-Cap ETF	−58,470	25,039	$7,589,821
VEA	Vanguard FTSE Developed Markets ETF	−2,902	83,042	$5,916,742
RTX	RTX Corp	−101	1,352	$256,514
AAPL	Apple Inc.	−58	13,414	$3,881,475
XOM	ExxonMobil Holdings Corp	−45	22,644	$3,095,887
KO	Coca Cola Co	−44	2,654	$215,690
META	Meta Platforms, Inc.	−15	990	$557,657
ABBV	AbbVie Inc.	−14	4,279	$1,076,767
TSLA	Tesla, Inc.	−9	2,532	$1,064,959
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
STX	Seagate Technology Holdings plc	430	$414,950
CSCO	Cisco Systems, Inc.	2,147	$252,186
CMI	Cummins Inc	350	$249,623
UAL	United Airlines Holdings, Inc.	1,763	$239,750
GBCI	Glacier Bancorp, Inc.	4,501	$232,161
DE	Deere & Co	328	$208,060
AMAT	Applied Materials Inc /De	281	$203,163
No positions match the current search.

Sold Out

Positions the filer fully exited

21 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	3,152,783	$228,703,578
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	2,826,422	$142,080,114
CWI	State Street SPDR MSCI ACWI ex-US ETF	1,928,704	$88,106,159
—		655,147	$31,656,703
DCOR	Dimensional US Core Equity 1 ETF	712,844	$24,942,501
AGNG	Global X Funds Global X Aging Population ETF	237,507	$23,836,202
FNDA	Schwab Fundamental U.S. Small Company ETF	836,148	$22,013,162
AAAA	Amplius Aggressive Asset Allocation ETF	165,908	$19,293,441
VIG	Vanguard Dividend Appreciation ETF	100,600	$8,923,220
AGGH	Simplify Aggregate Bond ETF	117,132	$3,689,658
FAAA	Fidelity AAA CLO ETF	81,289	$3,674,244
EDV	Vanguard World Funds Extended Duration ETF	14,511	$2,841,640
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	20,906	$1,058,261
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	4,951	$874,384
BILZ	PIMCO Ultra Short Government Active ETF	32,990	$864,338
BNDW	Vanguard Total World Bond ETF	13,473	$788,709
FBUF	Fidelity Dynamic Buffered Equity ETF	21,148	$622,174
ABI	VictoryShares Pioneer Asset-Based Income ETF	2,479	$475,769
BKF	iShares MSCI BIC ETF	6,935	$393,838
AIRR	First Trust RBA American Industrial Renaissance ETF	4,867	$224,660
AAXJ	iShares MSCI All Country Asia ex Japan ETF	318,216	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $38,756,572 total · filing declares 120 positions · $846,140,941 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Reduced	25,039	-58,470	$7,589,821	−69.7%	19.58%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	83,042	-2,902	$5,916,742	+7.4%	15.27%
AAPL	Apple Inc. Technology	Reduced	13,414	-58	$3,881,475	+13.5%	10.02%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,644	-45	$3,095,887	−19.6%	7.99%
MSFT	Microsoft Corp Technology	Added	4,585	+25	$1,710,296	+1.3%	4.41%
WMT	Walmart Inc. Consumer Defensive	Added	9,703	+9	$1,098,961	−8.8%	2.84%
ABBV	AbbVie Inc. Healthcare	Reduced	4,279	-14	$1,076,767	+15.3%	2.78%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,532	-9	$1,064,959	+12.7%	2.75%
CAT	Caterpillar Inc Industrials	Added	922	+5	$981,837	+51.1%	2.53%
LLY	ELI LILLY & Co Healthcare	Added	755	+7	$905,569	+31.6%	2.34%
INTC	Intel Corp Technology	Added	6,366	+134	$888,884	+223.2%	2.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,110	+18	$690,666	+12.2%	1.78%
NVDA	Nvidia Corp Technology	Added	3,330	+106	$666,299	+18.5%	1.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	702	+53	$656,699	+1.5%	1.69%
GOOGL	Alphabet Inc. Communication Services	Added	1,667	+651	$593,363	+103.1%	1.53%
VXUS	Vanguard Total International Stock ETF	Held	6,639	0	$567,568	+10.9%	1.46%
META	Meta Platforms, Inc. Communication Services	Reduced	990	-15	$557,657	−3.0%	1.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,031	+6	$515,902	+5.0%	1.33%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,094	+10	$499,083	+15.0%	1.29%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,288	+21	$454,251	+9.0%	1.17%
BAER	Bridger Aerospace Group Holdings, Inc. Industrials	Held	233,323	0	$447,980	−3.0%	1.16%
ETN	Eaton Corp plc Industrials	Added	1,048	+3	$446,573	+19.5%	1.15%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	4,969	-92,841	$416,153	−92.3%	1.07%
STX	Seagate Technology Holdings plc Technology	NEW	430	NEW	$414,950	NEW	1.07%
AVGO	Broadcom Inc. Technology	Added	1,046	+142	$395,126	+41.2%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	1,225	+11	$311,113	+4.8%	0.80%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Added	15,838	+729	$280,807	+18.8%	0.72%
RTX	RTX Corp Industrials	Reduced	1,352	-101	$256,514	−8.5%	0.66%
CSCO	Cisco Systems, Inc. Technology	NEW	2,147	NEW	$252,186	NEW	0.65%
CMI	Cummins Inc Industrials	NEW	350	NEW	$249,623	NEW	0.64%
UAL	United Airlines Holdings, Inc. Industrials	NEW	1,763	NEW	$239,750	NEW	0.62%
GBCI	Glacier Bancorp, Inc. Financial Services	NEW	4,501	NEW	$232,161	NEW	0.60%
MPC	Marathon Petroleum Corp Energy	Added	900	+3	$230,103	+5.1%	0.59%
CGCB	Capital Group Core Bond ETF	Reduced	8,394	-91,340	$219,754	−91.5%	0.57%
KO	Coca Cola Co Consumer Defensive	Reduced	2,654	-44	$215,690	+5.1%	0.56%
DE	Deere & Co Industrials	NEW	328	NEW	$208,060	NEW	0.54%
AMAT	Applied Materials Inc /De Technology	NEW	281	NEW	$203,163	NEW	0.52%
PEP	Pepsico Inc Consumer Defensive	Added	1,500	+4	$203,100	−12.6%	0.52%
GNSS	Genasys Inc. Technology	Held	71,224	0	$121,080	−6.6%	0.31%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.