Peterson Wealth Advisors, LLC
All 13F Filings
- Location
- Orem, UT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 846,141
- 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 |
|---|---|---|---|---|---|
| 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 | 46.18 K | 5.5% | 4.816 K | 0 | 4.816 K |
| ETFs | 750 K | 88.6% | 87.74 K | 0 | 87.74 K |
| Debt | 49.98 K | 5.9% | 1.714 K | 0 | 1.714 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
846,141
Holdings
120
QoQ value change ($000)
94,267
(12.5%)
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.