Peterson Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Orem, UT
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
99
Total value ($000)
$668,554
Net value change ($000)
+62,753 (10.4%)
New positions
4
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/7/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 16,455 10.0%
BOXX 14,365 946.3%
SPDW 5,340 8.3%
HELO 4,039 10.9%
SPMD 4,012 10.6%
SPSM 3,971 13.4%
JPIE 2,418 177.8%
DFEM 1,628 31.2%
VNQ 1,511 16.4%
JCPB 1,280 7.4%
Top Reduces (Value $000, Stocks/ETFs)
JPST -5,964 -12.6%
CLIP -2,454 -9.9%
ICSH -392 -16.0%
FBND -269 -5.9%
QCOM -252 -100.0%
V -223 -100.0%
PYLD -215 -17.0%
VOO -196 -12.2%
CGIB -90 -17.6%
VGSH -69 -7.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type