Peterson Wealth Advisors, LLC
All 13F Filings
- Location
- Orem, UT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 861,875
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 116 | 861,875 | 13F-HR | Peterson Wealth Advisors, LLC |
| Q2 2026 | 8/10/2026 | 120 | 846,141 | 13F-HR | Peterson Wealth Advisors, LLC |
| 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 | 87.83 K | 10.2% | 41.65 K | 0 | 41.65 K |
| ETFs | 723.1 K | 83.9% | 0 | 26.92 K | -26.92 K |
| Debt | 50.98 K | 5.9% | 997 | 0 | 997 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
861,875
Holdings
116
QoQ value change ($000)
15,734
(1.9%)
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.