Peterson Wealth Advisors, LLC
All 13F Filings
- Location
- Orem, UT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 751,874
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/9/2026 | 108 | 751,874 | 13F-HR | Peterson Wealth Advisors, LLC |
| Q4 2025 | 1/9/2026 | 107 | 750,085 | 13F-HR | Peterson Wealth Advisors, LLC |
| Q3 2025 | 10/9/2025 | 99 | 668,554 | 13F-HR | Peterson Wealth Advisors, LLC |
| Q2 2025 | 7/7/2025 | 97 | 605,801 | 13F-HR | Peterson Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 41.37 K | 5.5% | 0 | 490.7 K | -490.7 K |
| ETFs | 662.2 K | 88.1% | 491.9 K | 0 | 491.9 K |
| Debt | 48.26 K | 6.4% | 559 | 0 | 559 |
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Fund Snapshot
Q1 2026
Latest filed
4/9/2026
Total value ($000)
751,874
Holdings
108
QoQ value change ($000)
1,789
(0.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.