Peterson Wealth Advisors, LLC

CIK

1713558

Location

Orem, UT

Portfolio Value

Micro $20,400,757

Diversification

Diversified

Filing Date

Global Rank

#7,356 / 8,232 ▲ 228

Top Industry

Oil & Gas Integrated 18.9%

3Y Alpha vs SPY

-3.3%

Period ended 2 months ago

Filed Apr 9, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+62.9%

SPY

+76.5%

Annualised alpha

-3.2%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

27 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.9%

+1.3 pts

Top 5

54.4%

+1.7 pts

Top 10

71.8%

−0.2 pts

HHI

877

Diversified+81

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.1%	$6,353,740	6
Energy	19.9%	$4,068,444	2
Consumer Defensive	11.2%	$2,288,948	4
Healthcare	9.4%	$1,918,421	3
Consumer Cyclical	8.8%	$1,795,353	3
Industrials	8.7%	$1,765,684	4
Financial Services	6.6%	$1,343,017	3
Communication Services	4.3%	$867,150	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+271	13,472	$3,419,058
XOM	Exxon Mobil Corp	+68	22,689	$3,849,415
ABBV	AbbVie Inc.	+12	4,293	$933,684
META	Meta Platforms, Inc.	+10	1,005	$574,990
ETN	Eaton Corp plc	+10	1,045	$373,765
BRK-B	Berkshire Hathaway Inc	+8	1,025	$491,180
COST	Costco Wholesale Corp /New	+1	649	$646,683
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	−972	6,232	$275,018
NVDA	Nvidia Corp	−321	3,224	$562,265
RTX	RTX Corp	−318	1,453	$280,283
HBAN	Huntington Bancshares Inc /Md/	−260	15,109	$236,455
WMT	Walmart Inc.	−190	9,694	$1,204,770
AMZN	Amazon Com Inc	−183	2,084	$434,034
LLY	ELI LILLY & Co	−117	748	$687,987
GOOGL	Alphabet Inc.	−70	1,016	$292,160
HD	Home Depot, Inc.	−58	1,267	$416,703
JPM	Jpmorgan Chase & Co	−43	2,092	$615,382
MSFT	Microsoft Corp	−42	4,560	$1,687,975
CAT	Caterpillar Inc	−30	917	$649,657
AVGO	Broadcom Inc.	−21	904	$279,797
PEP	Pepsico Inc	−21	1,496	$232,313
TSLA	Tesla, Inc.	−19	2,541	$944,616
JNJ	Johnson & Johnson	−12	1,214	$296,750
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
MPC	Marathon Petroleum Corp	897	$219,029
KO	Coca Cola Co	2,698	$205,182
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
MCD	Mcdonalds Corp	822	$251,227
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

27 positions · $20,400,757 total · as of Mar 31, 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
XOM	Exxon Mobil Corp Energy	Added	22,689	+68	$3,849,415	+41.4%	18.87%
AAPL	Apple Inc. Technology	Added	13,472	+271	$3,419,058	−4.7%	16.76%
MSFT	Microsoft Corp Technology	Reduced	4,560	-42	$1,687,975	−24.2%	8.27%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,694	-190	$1,204,770	+9.4%	5.91%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,541	-19	$944,616	−18.0%	4.63%
ABBV	AbbVie Inc. Healthcare	Added	4,293	+12	$933,684	−4.5%	4.58%
LLY	ELI LILLY & Co Healthcare	Reduced	748	-117	$687,987	−26.0%	3.37%
CAT	Caterpillar Inc Industrials	Reduced	917	-30	$649,657	+19.8%	3.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	649	+1	$646,683	+15.7%	3.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,092	-43	$615,382	−10.5%	3.02%
META	Meta Platforms, Inc. Communication Services	Added	1,005	+10	$574,990	−12.5%	2.82%
NVDA	Nvidia Corp Technology	Reduced	3,224	-321	$562,265	−15.0%	2.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,025	+8	$491,180	−3.9%	2.41%
BAER	Bridger Aerospace Group Holdings, Inc. Industrials	Held	233,323	0	$461,979	+8.2%	2.26%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,084	-183	$434,034	−17.1%	2.13%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,267	-58	$416,703	−8.6%	2.04%
ETN	Eaton Corp plc Industrials	Added	1,045	+10	$373,765	+13.4%	1.83%
JNJ	Johnson & Johnson Healthcare	Reduced	1,214	-12	$296,750	+17.0%	1.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,016	-70	$292,160	−14.0%	1.43%
RTX	RTX Corp Industrials	Reduced	1,453	-318	$280,283	−13.7%	1.37%
AVGO	Broadcom Inc. Technology	Reduced	904	-21	$279,797	−12.6%	1.37%
INTC	Intel Corp Technology	Reduced	6,232	-972	$275,018	+3.5%	1.35%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	15,109	-260	$236,455	−11.3%	1.16%
PEP	Pepsico Inc Consumer Defensive	Reduced	1,496	-21	$232,313	+6.7%	1.14%
MPC	Marathon Petroleum Corp Energy	NEW	897	NEW	$219,029	NEW	1.07%
KO	Coca Cola Co Consumer Defensive	NEW	2,698	NEW	$205,182	NEW	1.01%
GNSS	Genasys Inc. Technology	Held	71,224	0	$129,627	−15.3%	0.64%