Peterson Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Orem, UT
Holdings as of
12/31/2025
Date filed
1/9/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$750,085
Net value change ($000)
+81,531 (12.2%)
New positions
13
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/9/2025 Next filing: 4/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DFEM 16,666 243.5%
JPIE 14,304 378.6%
HELO 4,521 11.0%
SPYM 3,266 1.8%
JPST 3,197 7.7%
JCPB 2,535 13.7%
SPDW 2,354 3.4%
CLIP 2,126 9.5%
SCHO 1,403 13.6%
SPMD 695 1.7%
Top Reduces (Value $000, Stocks/ETFs)
SPTM -2,788 -64.3%
SPEM -949 -29.9%
VTI -563 -3.3%
SCHH -411 -25.4%
SCHX -399 -100.0%
VWO -389 -6.8%
VV -310 -43.5%
HEQT -277 -6.3%
QTEC -266 -29.6%
SPY -238 -100.0%
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