Peterson Wealth Advisors, LLC
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+63.4%
SPY
+76.3%
Annualised alpha
-3.0%
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, 2025Top 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 |
|---|---|---|
| Technology | 31.1% | $6,353,740 |
| Energy | 19.9% | $4,068,444 |
| Consumer Defensive | 11.2% | $2,288,948 |
| Healthcare | 9.4% | $1,918,421 |
| Consumer Cyclical | 8.8% | $1,795,353 |
| Industrials | 8.7% | $1,765,684 |
| Financial Services | 6.6% | $1,343,017 |
| Communication Services | 4.3% | $867,150 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
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. | ||||
6 positions ·
$6,353,740 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 13,472 | $3,419,058 | 53.81% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 4,560 | $1,687,975 | 26.57% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,224 | $562,265 | 8.85% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 904 | $279,797 | 4.40% | |
| INTC |
Intel Corp
Technology
|
Reduced | 6,232 | $275,018 | 4.33% | |
| GNSS |
Genasys Inc.
Technology
|
Held | 71,224 | $129,627 | 2.04% |