Peterson Wealth Advisors, LLC

CIK

1713558

Location

Orem, UT

Portfolio Value

Micro $20,400,757

Diversification

Diversified

Filing Date

Global Rank

#7,474 / 8,636 ▲ 46 · as of Mar 2026

Top Industry

Oil & Gas Integrated 18.9%

3Y Alpha vs SPY

-0.8%

Period ended 4 months ago

Filed Apr 9, 2026 · 4mo

25 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+69.4%

SPY

+78.8%

Annualised alpha

-2.2%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

27 tracked 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	ExxonMobil Holdings 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 tracked positions · $20,400,757 total · filing declares 108 positions · $751,874,158 · 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	ExxonMobil Holdings 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%

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.