Peterson Wealth Advisors, LLC

Registered adviser

CIK

1713558

Location

Orem, UT

Portfolio Value

Small $824,367,853

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,803 / 8,825 ▼ 12 · as of Jun 2026

Top Industry

Consumer Electronics 22.3%

Period ended 35 days ago

Filed Oct 8, 2026 · 27d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 146349

Roster of Nov 1, 2026

Regulatory AUM

$829,682,153

Main clients

Individuals and high net worth (95% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Nov 2026	$829,682,153	Individuals and high net worth (95%)
Apr 2025 to Feb 2026	$688,734,656	Individuals and high net worth (94%)
Apr 2024 to Mar 2025	$567,431,332	Individuals and high net worth (95%)
May 2023 to Mar 2024	$479,065,462	Individuals and high net worth (93%)
Apr 2023	$479,065,462	Individuals and high net worth (93%)
Feb 2022 to Mar 2023	$505,479,272	Individuals and high net worth (93%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.1% of the book (60%+)

Turnover

Low turnover

6.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.8 quarters (12+), a floor since 66.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 88.5%; sector active share 84.3% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

116 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.8%

+2.1 pts

Top 5

76.4%

−0.6 pts

Top 10

92.6%

+0.5 pts

HHI

1,805

Moderately concentrated+10

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	97.6%	$804,339,349	87
Technology	1.1%	$9,454,085	9
Healthcare	0.3%	$2,271,697	3
Consumer Defensive	0.2%	$1,828,755	3
Consumer Cyclical	0.2%	$1,789,638	3
Industrials	0.2%	$1,750,006	5
Financial Services	0.2%	$1,451,087	3
Communication Services	0.1%	$1,128,149	2
Energy	0.0%	$355,087	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+83,779	2,542,472	$228,212,286
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+80,245	2,053,612	$103,111,858
JBND	JPMorgan Active Bond ETF	+62,947	993,000	$50,762,160
BOXX	Alpha Architect 1-3 Month Box ETF	+59,661	227,129	$26,889,802
SCHO	Schwab Short-Term U.S. Treasury ETF	+43,227	531,181	$12,673,978
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	+41,377	762,410	$30,282,925
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+36,083	769,019	$53,193,044
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+30,636	778,920	$49,103,116
JPIE	JPMorgan Income ETF	+28,356	442,990	$19,885,821
BAER	Bridger Aerospace Group Holdings, Inc.	+27,514	260,837	$183,133
JCPB	JPMorgan Core Plus Bond ETF	+26,076	495,070	$22,169,234
—		+20,312	688,151	$0
JPIB	JPMorgan International Bond Opportunities ETF	+12,589	211,114	$9,859,023
BKLC	BNY Mellon US Large Cap Core Equity ETF	+5,872	8,800	$429,968
VCRB	VANGUARD CORE BOND ETF	+5,285	8,344	$614,285
PYLD		+5,144	40,935	$1,039,339
VNQ	VANGUARD REAL ESTATE INDEX FUND	+3,887	105,693	$9,473,263
SCHE	Schwab Emerging Markets Equity ETF	+1,735	8,436	$307,492
CGIB	Capital Group International Bond ETF (USD-Hedged)	+1,241	14,598	$363,490
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	+795	3,556	$1,172,519
IJK	iShares S&P Mid-Cap 400 Growth ETF	+565	8,679	$951,305
EFA	iShares MSCI EAFE ETF	+216	10,796	$1,121,596
NVDA	Nvidia Corp	+175	3,505	$800,471
CGCB	Capital Group Fixed Income ETF Trust	+122	8,516	$212,729
AVGO	Broadcom Inc.	+95	1,141	$400,707
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPST	JPMorgan Ultra-Short Income ETF	−793,321	73,561	$3,705,267
CLIP	Global X 1-3 Month T-Bill ETF	−12,633	234,219	$23,501,534
HEQT	Simplify Hedged Equity ETF	−9,794	102,659	$3,523,256
ICSH	iShares Ultra Short Duration Bond Active ETF	−9,724	9,010	$454,104
JMST	JPMorgan Ultra-Short Municipal Income ETF	−9,320	26,813	$1,355,665
FBND	Fidelity Total Bond ETF	−3,080	61,855	$2,678,321
CGMS	Capital Group U.S. Multi-Sector Income ETF	−2,942	12,228	$320,740
VEA	Vanguard FTSE Developed Markets ETF	−2,871	80,171	$5,660,874
SCHM	Schwab U.S. Mid-Cap ETF	−2,772	213,466	$7,262,113
FIGB	Fidelity Investment Grade Bond ETF	−2,569	10,819	$440,333
SCHA	Schwab U.S. Small-Cap ETF	−2,269	27,964	$912,465
IDEV	iShares Core MSCI International Developed Markets ETF	−1,846	128,339	$11,483,773
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−1,620	11,374	$654,687
IJH	iShares Core S&P Mid-Cap ETF	−1,564	23,342	$1,679,456
CGSM	Capital Group Short Duration Municipal Income ETF	−1,410	17,901	$460,234
CGCP	Capital Group Core Plus Income ETF	−1,406	14,881	$315,030
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−1,380	46,895	$17,549,984
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−982	46,510	$2,407,357
JMHI	JPMorgan High Yield Municipal ETF	−959	6,352	$298,162
SCHH	Schwab U.S. REIT ETF	−935	49,844	$1,098,561
IVW	iShares S&P 500 Growth ETF	−692	49,258	$7,007,443
IEMG	iShares Trust	−688	7,555	$0
FHEQ	Fidelity Hedged Equity ETF	−681	19,864	$668,622
JMUB	JPMorgan Municipal ETF	−589	13,191	$627,627
VB	Vanguard Index Funds	−495	24,544	$6,982,522
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	772,452	$38,290,445
QQQ	Invesco Qqq Trust, Series 1	278	$205,656
OBAI	Our Bond, Inc.	45,000	$11,700
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	22,644	$3,095,887
CMI	Cummins Inc	350	$249,623
UAL	United Airlines Holdings, Inc.	1,763	$239,750
GBCI	Glacier Bancorp, Inc.	4,501	$232,161
GOOG	Alphabet Inc.	587	$207,404
AMAT	Applied Materials Inc	281	$203,163
PEP	Pepsico Inc	1,500	$203,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $824,367,853 total · filing declares 116 positions · $861,875,097 · as of Sep 30, 2026

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

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	2,542,472	+83,779	$228,212,286	+5.6%	27.68%
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	Added	2,053,612	+80,245	$103,111,858	+3.7%	12.51%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	769,019	+36,083	$53,193,044	+7.4%	6.45%
JBND	JPMorgan Active Bond ETF	Added	993,000	+62,947	$50,762,160	+2.0%	6.16%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	778,920	+30,636	$49,103,116	−2.9%	5.96%
TBUX	T. Rowe Price Ultra Short-Term Bond ETF	NEW	772,452	NEW	$38,290,445	NEW	4.64%
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	Added	762,410	+41,377	$30,282,925	+3.3%	3.67%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	227,129	+59,661	$26,889,802	+37.1%	3.26%
CLIP	Global X 1-3 Month T-Bill ETF	Reduced	234,219	-12,633	$23,501,534	−5.1%	2.85%
JCPB	JPMorgan Core Plus Bond ETF	Added	495,070	+26,076	$22,169,234	+0.7%	2.69%
JPIE	JPMorgan Income ETF	Added	442,990	+28,356	$19,885,821	+4.1%	2.41%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	46,895	-1,380	$17,549,984	−1.8%	2.13%
IVV	iShares Core S&P 500 ETF	Reduced	20,576	-368	$15,758,129	+0.5%	1.91%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	531,181	+43,227	$12,673,978	+7.6%	1.54%
IDEV	iShares Core MSCI International Developed Markets ETF	Reduced	128,339	-1,846	$11,483,773	−0.9%	1.39%
JPIB	JPMorgan International Bond Opportunities ETF	Added	211,114	+12,589	$9,859,023	+2.7%	1.20%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	105,693	+3,887	$9,473,263	−3.5%	1.15%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	213,466	-2,772	$7,262,113	−8.9%	0.88%
IVW	iShares S&P 500 Growth ETF	Reduced	49,258	-692	$7,007,443	+2.0%	0.85%
VB	Vanguard Index Funds	Reduced	24,544	-495	$6,982,522	−8.0%	0.85%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	80,171	-2,871	$5,660,874	−4.3%	0.69%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	90,538	+49	$5,369,808	−0.6%	0.65%
AAPL	Apple Inc. Technology	Reduced	13,411	-3	$4,466,131	+15.1%	0.54%
JPST	JPMorgan Ultra-Short Income ETF	Reduced	73,561	-793,321	$3,705,267	−91.5%	0.45%
HEQT	Simplify Hedged Equity ETF	Reduced	102,659	-9,794	$3,523,256	−6.6%	0.43%
IJR	iShares Core S&P Small-Cap ETF	Reduced	21,054	-198	$2,864,186	−9.1%	0.35%
FBND	Fidelity Total Bond ETF	Reduced	61,855	-3,080	$2,678,321	−9.3%	0.32%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	46,510	-982	$2,407,357	−2.1%	0.29%
MSFT	Microsoft Corp Technology	Reduced	4,489	-96	$2,302,408	+34.6%	0.28%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Reduced	18,289	-366	$1,683,502	−0.6%	0.20%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	23,342	-1,564	$1,679,456	−12.6%	0.20%
VOO	VANGUARD 500 INDEX FUND	Added	2,218	+28	$1,554,507	+3.4%	0.19%
EFAV	iShares MSCI EAFE Min Vol Factor ETF	Reduced	16,039	-41	$1,461,473	+3.6%	0.18%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	26,813	-9,320	$1,355,665	−26.4%	0.16%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	35,621	-208	$1,279,862	+5.6%	0.16%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	Added	3,556	+795	$1,172,519	+26.9%	0.14%
USRT	iShares Core U.S. REIT ETF	Reduced	18,469	-112	$1,137,321	−7.9%	0.14%
EFA	iShares MSCI EAFE ETF	Added	10,796	+216	$1,121,596	+2.1%	0.14%
SCHH	Schwab U.S. REIT ETF	Reduced	49,844	-935	$1,098,561	−8.6%	0.13%
ABBV	AbbVie Inc. Healthcare	Reduced	4,040	-239	$1,056,823	−1.9%	0.13%
PYLD		Added	40,935	+5,144	$1,039,339	+9.5%	0.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	9,513	-190	$988,590	−10.0%	0.12%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	8,679	+565	$951,305	−0.2%	0.12%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	27,964	-2,269	$912,465	−16.5%	0.11%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,551	+19	$905,120	−15.0%	0.11%
LLY	ELI LILLY & Co Healthcare	Added	758	+3	$877,066	−3.1%	0.11%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	11,113	-164	$871,481	−4.1%	0.11%
NVDA	Nvidia Corp Technology	Added	3,505	+175	$800,471	+20.1%	0.10%
INTC	Intel Corp Technology	Added	6,426	+60	$772,597	−13.1%	0.09%
META	Meta Platforms, Inc. Communication Services	Added	1,020	+30	$739,683	+32.6%	0.09%

Showing the top 50 of 116 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.