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Latest Peterson Wealth Advisors, LLC Stock Portfolio

$751Million | No. of Holdings #108

Peterson Wealth Advisors, LLC Performance

2026 Q1-0.89%
YTD-0.89%
2025+11.13%

About Peterson Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Advisors, LLC reported an equity portfolio of $751.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, . The fund has invested 24.5% of it's portfolio in SPDR SERIES TRUST and 11.4% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off MCDONALDS CORP (MCD) and WISDOMTREE TR (AGZD) stocks. They significantly reduced their stock positions in ISHARES TR (ACWF), VANGUARD STAR FDS (VXUS) and CAPITAL GRP FIXED INCM ETF T (CGCP). Peterson Wealth Advisors, LLC opened new stock positions in DIMENSIONAL ETF TRUST (DFAC), MARATHON PETE CORP (MPC) and COCA COLA CO (KO). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST (BOB), SPDR INDEX SHS FDS (CWI) and ISHARES TR (IJR).
Peterson Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 09 Apr, 2026
$751Million
  as of Apr 09, 2026

Peterson Wealth Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Peterson Wealth Advisors, LLC made a return of -0.89% in the last quarter. In trailing 12 months, it's portfolio return was 21.69%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
dimensional etf trust254,973
marathon pete corp219,032
coca cola co205,211
New stocks bought by Peterson Wealth Advisors, LLC

Additions

Ticker% Inc.
ea series trust16.57
spdr index shs fds15.51
ishares tr6.83
spdr series trust4.6
j p morgan exchange traded f4.5
j p morgan exchange traded f3.99
j p morgan exchange traded f3.18
ishares tr2.5
Additions to existing portfolio by Peterson Wealth Advisors, LLC

Reductions

Ticker% Reduced
ishares tr-52.3
vanguard star fds-43.26
capital grp fixed incm etf t-35.54
fidelity greenwood street tr-34.13
fidelity merrimack str tr-22.96
vanguard index fds-19.67
rtx corporation-17.96
vanguard index fds-13.75
Peterson Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
wisdomtree tr-206,234
mcdonalds corp-251,110
Peterson Wealth Advisors, LLC got rid off the above stocks

Sector Distribution

Peterson Wealth Advisors, LLC has about 97.2% of it's holdings in Others sector.

  • Others
Sector%
Others97.2

Market Cap. Distribution

Peterson Wealth Advisors, LLC has about 2.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.2
MEGA-CAP2.5

Stocks belong to which Index?

About 2.6% of the stocks held by Peterson Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.2
S&P 5002.6
Top 5 Winners (%)%
XOM
exxon mobil corp
40.9 %
VAW
vanguard world fd
37.3 %
CAT
caterpillar inc
23.3 %
INTC
intel corp
18.3 %
JNJ
johnson & johnson
18.0 %
Top 5 Winners ($)$
CWI
spdr index shs fds
2.2 M
XOM
exxon mobil corp
1.1 M
DFAC
dimensional etf trust
1.0 M
BIL
spdr series trust
1.0 M
BIL
spdr series trust
1.0 M
Top 5 Losers (%)%
MSFT
microsoft corp
-23.4 %
TSLA
tesla inc
-17.3 %
GNSS
genasys inc
-15.2 %
LLY
eli lilly & co
-13.4 %
META
meta platforms inc
-13.3 %
Top 5 Losers ($)$
BIL
spdr series trust
-8.7 M
j p morgan exchange traded f
-1.8 M
IJR
ishares tr
-0.7 M
VB
vanguard index fds
-0.7 M
MSFT
microsoft corp
-0.5 M

Peterson Wealth Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Peterson Wealth Advisors, LLC

Peterson Wealth Advisors, LLC has 108 stocks in it's portfolio. About 73.1% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Peterson Wealth Advisors, LLC last quarter.

$751.87MTotal Value
110Positions
09 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Peterson Wealth Advisors, LLC, last reported on 09 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.15%18,559
$1.10M
0.15%
decreased 6.48 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.06%4,420
$492.2K
0.06%
increased 1.82 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.14%20,906
$1.06M
0.14%
decreased 52.3 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Peterson Wealth Advisors, LLC's holding in Simplify Exchange Traded Fun over time
0.49%117,132
$3.69M
0.49%
decreased 8.61 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
1.44%129,193
$10.80M
1.44%
decreased 4.9 percentreduced
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peterson Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Peterson Wealth Advisors, LLC's holding in First Tr Exchange Traded Fd over time
0.03%4,867
$224.7K
0.03%
unchanged 0 percentunchanged
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
5.62%835,319
$42.28M
5.62%
decreased 5.05 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
2.82%450,648
$21.22M
2.82%
increased 1.61 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
2.49%406,200
$18.71M
2.49%
increased 3.99 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
1.22%191,457
$9.16M
1.22%
increased 4.5 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.16%23,991
$1.22M
0.16%
decreased 5.48 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.09%13,840
$691.9K
0.09%
decreased 0.06 percentreduced
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Peterson Wealth Advisors, LLC's holding in J P Morgan Exchange Traded F over time
0.05%4,121
$394.4K
0.05%
decreased 10.41 percentreduced