Peterson Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Orem, UT
Holdings as of
3/31/2026
Date filed
4/9/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$751,874
Net value change ($000)
+1,789 (0.2%)
New positions
3
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPDW 13,547 18.7%
BOXX 2,912 17.8%
XOM 1,127 41.4%
DFEM 685 2.9%
SPMD 683 1.6%
JPIE 632 3.5%
DFAU 255 NEW
JPIB 233 2.6%
MPC 219 NEW
JCPB 216 1.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -2,864 -16.9%
JPST -2,230 -5.0%
VNQ -2,159 -19.5%
SPSM -2,029 -6.0%
ICSH -1,159 -52.3%
VTI -1,097 -6.5%
FBND -963 -23.7%
CLIP -611 -2.5%
MSFT -538 -24.2%
IVW -499 -8.2%
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