Peterson Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Orem, UT
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$846,141
Net value change ($000)
+94,267 (12.5%)
New positions
12
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 32,117 17.5%
SPDW 13,596 15.8%
SPMD 7,276 16.8%
SPSM 6,857 21.7%
DFEM 5,109 21.1%
HELO 4,391 9.7%
VTI 2,208 14.1%
IVV 1,643 11.7%
JPST 1,562 3.7%
IVW 1,275 22.8%
Top Reduces (Value $000, Stocks/ETFs)
XOM -753 -19.6%
FBND -150 -4.8%
ICSH -110 -10.4%
EFAV -108 -7.1%
WMT -106 -8.8%
VDE -76 -16.3%
CGSM -41 -7.4%
VGSH -33 -4.2%
SCHWAB STRATEGIC TRUST -30 -10.8%
PEP -29 -12.5%
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