Top Institutional Investors

Peterson Wealth Advisors, LLC — 13F Holdings & Portfolio

CIK 1713558 · latest 13F-HR filed 2026-10-08

Backtest portfolio

Peterson Wealth Advisors, LLC manages $861.9M in 13F-reported U.S. long-equity assets across 116 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SPYM (26.48%), SPDW (11.96%), HELO (6.17%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 3 new positions and exited 7; 23 existing positions rose in reported value and 42 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$861.9M

Long-equity book

Holdings
116

Distinct positions

Period
2026-09-30

Filed 2026-10-08

Q/Q Activity
+3 / −7 / ↑23 / ↓42

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SPYM26.5% · +3%SPDW12.0% · +4%HELO6.2% · +5%JBND5.9% · +7%SPMD5.7% · +4%TBUX4.4% · newSPSM4.2% · +3%DFEM3.5% · +6%BOXX3.1% · +36%CLIP2.7% · -5%JCPB2.6% · +6%JPIE2.3% · +7%VTI2.0% · -3%IVV1.8% · -2%SCHO1.5% · +9%IDEV1.3% · -1%JPIB1.1% · +6%VNQ1.1% · +4%SCHM0.8% · -1%IVW0.8% · -1%VB0.8% · -2%VEA0.7% · -4%VWO0.6% · +0%AAPL0.5% · -0%JPST0.4% · -92%HEQT0.4% · -9%IJR0.3% · -1%FBND0.3% · -5%SPEM0.3% · -2%MSFT0.3% · -2%SPTM0.2% · -2%IJH0.2% · -6%VOO0.2% · +1%EFAV0.2% · -0%JMST0.2% · -26%SCHG0.1% · -1%QTEC0.1% · +29%USRT0.1% · -1%EFA0.1% · +2%SCHH0.1% · -2%ABBV0.1% · -6%PYLD0.1% · +14%WMT0.1% · -2%IJK0.1% · +7%SCHA0.1% · -8%TSLA0.1% · +1%LLY0.1% · +0%VO0.1% · -2%NVDA0.1% · +5%INTC0.1% · +1%META0.1% · +3%JPM0.1% · -1%FHEQ0.1% · -3%CGMU0.1% · -2%IUSG0.1% · +0%VGSH0.1% · -12%CAT0.1% · -13%JMUB0.1% · -4%VCRB0.1% · +173%IEMG0.1% · -8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 74.2%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Sep 8, 2026.

Assets Under Management
$829.7M
Discretionary
$829.7M
Employees
13
Accounts
1,988
Address
360 WEST 920 NORTH
OREM, UT 84057
Phone
(801) 225-0000
Website
Name Title / Status Ownership Type
CALL, ALEXANDER, PARKINSON ControlPARTNER
since Jan 2026
10–25%Individual
JOHNSON, CARSON, DALE ControlPARTNER
since Jan 2026
5–10%Individual
Johnson, Alek, Reid ControlPARTNER
since Jan 2026
5–10%Individual
LINDSAY, JEFFREY, DEAN ControlMEMBER
since Jan 2018
10–25%Individual
PETERSON, SCOTT, MARTIN ControlMANAGING MEMBER, CHIEF COMPLIANCE OFFICER
since Jan 2008
50–75%Individual
Ruske, Daniel, Mark ControlPARTNER
since Jan 2026
5–10%Individual
Ownership & leadership changes · 7 filings with changes since Mar 5, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 26, 2026 filing
  • ChangedLINDSAY, JEFFREY, DEAN · now a control person
Feb 25, 2026 filing
  • AddedJOHNSON, CARSON, DALE · PARTNER · 5–10% · control person
  • AddedJohnson, Alek, Reid · PARTNER · 5–10% · control person
  • AddedRuske, Daniel, Mark · PARTNER · 5–10% · control person
  • ChangedCALL, ALEXANDER, PARKINSON · title MEMBER → PARTNER; now a control person
  • ChangedPETERSON, SCOTT, MARTIN · ownership 75% or more → 50–75%
Apr 5, 2023 filing
  • ChangedPETERSON, SCOTT, MARTIN · ownership 50–75% → 75% or more
Mar 31, 2023 filing
  • No longer listedWHITAKER, MARK, PHILIP · MEMBER · 10–25% · listed since Jan 2020
Feb 1, 2022 filing
  • AddedCALL, ALEXANDER, PARKINSON · MEMBER · 10–25%
  • ChangedPETERSON, SCOTT, MARTIN · ownership 75% or more → 50–75%
Feb 24, 2021 filing
  • AddedWHITAKER, MARK, PHILIP · MEMBER · 10–25%
Jan 14, 2019 filing
  • AddedLINDSAY, JEFFREY, DEAN · MEMBER · 10–25%
Mar 5, 2012 filing (earliest on record)
  • ListedPETERSON, SCOTT, MARTIN · MANAGING MEMBER, CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 23 →

Top Trims

Show all 42 →

New Positions

Show all 3 →

Exited Positions

Show all 7 →

Peterson Wealth Advisors, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $228.2M 26.48% 2,542,472 SH
2 SPDR INDEX SHS FDS SPDW 78463X889 $103.1M 11.96% 2,053,612 SH
3 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $53.2M 6.17% 769,019 SH
4 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $50.8M 5.89% 993,000 SH
5 SPDR SERIES TRUST SPMD 78464A847 $49.1M 5.70% 778,920 SH
6 T ROWE PRICE EXCHANGE-TRADED TBUX 87283Q701 $38.3M 4.44% 772,452 SH
7 SPDR SERIES TRUST SPSM 78468R853 $36.4M 4.22% 688,151 SH
8 DIMENSIONAL ETF TRUST DFEM 25434V732 $30.3M 3.51% 762,410 SH
9 EA SERIES TRUST BOXX 02072L565 $26.9M 3.12% 227,129 SH
10 GLOBAL X FDS CLIP 37960A438 $23.5M 2.73% 234,219 SH
11 J P MORGAN EXCHANGE TRADED F JCPB 46641Q670 $22.2M 2.57% 495,070 SH
12 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $19.9M 2.31% 442,990 SH
13 VANGUARD INDEX FDS VTI 922908769 $17.5M 2.04% 46,895 SH
14 ISHARES TR IVV 464287200 $15.8M 1.83% 20,576 SH
15 SCHWAB STRATEGIC TR SCHO 808524862 $12.7M 1.47% 531,181 SH
16 ISHARES TR IDEV 46435G326 $11.5M 1.33% 128,339 SH
17 J P MORGAN EXCHANGE TRADED F JPIB 46641Q852 $9.9M 1.14% 211,114 SH
18 VANGUARD INDEX FDS VNQ 922908553 $9.5M 1.10% 105,693 SH
19 SCHWAB STRATEGIC TR SCHM 808524508 $7.3M 0.84% 213,466 SH
20 ISHARES TR IVW 464287309 $7.0M 0.81% 49,258 SH
21 VANGUARD INDEX FDS VB 922908751 $7.0M 0.81% 24,544 SH
22 VANGUARD TAX-MANAGED FDS VEA 921943858 $5.7M 0.66% 80,171 SH
23 VANGUARD INTL EQUITY INDEX F VWO 922042858 $5.4M 0.62% 90,538 SH
24 APPLE INC AAPL 037833100 $4.5M 0.52% 13,411 SH
25 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $3.7M 0.43% 73,561 SH
26 SIMPLIFY EXCHANGE TRADED FUN HEQT 82889N764 $3.5M 0.41% 102,659 SH
27 ISHARES TR IJR 464287804 $2.9M 0.33% 21,054 SH
28 FIDELITY MERRIMACK STR TR FBND 316188309 $2.7M 0.31% 61,855 SH
29 SPDR INDEX SHS FDS SPEM 78463X509 $2.4M 0.28% 46,510 SH
30 MICROSOFT CORP MSFT 594918104 $2.3M 0.27% 4,489 SH
31 SPDR SERIES TRUST SPTM 78464A805 $1.7M 0.20% 18,289 SH
32 ISHARES TR IJH 464287507 $1.7M 0.19% 23,342 SH
33 VANGUARD INDEX FDS VOO 922908363 $1.6M 0.18% 2,218 SH
34 ISHARES TR EFAV 46429B689 $1.5M 0.17% 16,039 SH
35 J P MORGAN EXCHANGE TRADED F JMST 46641Q654 $1.4M 0.16% 26,813 SH
36 SCHWAB STRATEGIC TR SCHG 808524300 $1.3M 0.15% 35,621 SH
37 FIRST TR EXCHANGE-TRADED FD QTEC 337345102 $1.2M 0.14% 3,556 SH
38 ISHARES TR USRT 464288521 $1.1M 0.13% 18,469 SH
39 ISHARES TR EFA 464287465 $1.1M 0.13% 10,796 SH
40 SCHWAB STRATEGIC TR SCHH 808524847 $1.1M 0.13% 49,844 SH
41 ABBVIE INC ABBV 00287Y109 $1.1M 0.12% 4,040 SH
42 PIMCO ETF TR PYLD 72201R585 $1.0M 0.12% 40,935 SH
43 WALMART INC WMT 931142103 $988.6K 0.11% 9,513 SH
44 ISHARES TR IJK 464287606 $951.3K 0.11% 8,679 SH
45 SCHWAB STRATEGIC TR SCHA 808524607 $912.5K 0.11% 27,964 SH
46 TESLA INC TSLA 88160R101 $905.1K 0.11% 2,551 SH
47 ELI LILLY & CO LLY 532457108 $877.4K 0.10% 758 SH
48 VANGUARD INDEX FDS VO 922908629 $871.4K 0.10% 11,113 SH
49 NVIDIA CORPORATION NVDA 67066G104 $800.4K 0.09% 3,505 SH
50 INTEL CORP INTC 458140100 $772.6K 0.09% 6,426 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-08 $861.9M 116 0002085853-26-001111
2026-06-30 2026-08-11 $846.1M 120 0002085853-26-000972
2026-03-31 2026-04-09 $751.9M 108 0002085853-26-000306
2025-12-31 2026-01-09 $750.1M 107 0002085853-26-000021
Filer Information
Address
360 W 920 N
OREM, UT 84057
Phone
(801) 225-0000
Filing Manager
Peterson Wealth Advisors, LLC
Orem, UT
Signatory
Scott M. Peterson
Chief Compliance Officer