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Latest Peterson Wealth Advisors, LLC Stock Portfolio

$846Million | No. of Holdings #120

Peterson Wealth Advisors, LLC Performance

2026 Q2+8.89%
YTD+7.92%
2025+11.13%

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

On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Peterson Wealth Advisors, LLC reported an equity portfolio of $846.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, BIL. The fund has invested 25.5% of it's portfolio in SPDR SERIES TRUST and 11.8% of portfolio in SPDR INDEX SHS FDS. <br><br> They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), ISHARES TR (ACWF) and CAPITAL GRP FIXED INCM ETF T (CGCP). Peterson Wealth Advisors, LLC opened new stock positions in BNY MELLON ETF TRUST (BKAG), SEAGATE TECHNOLOGY HLDNGS PL (STX) and CISCO SYS INC (CSCO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and J P MORGAN EXCHANGE TRADED F (BBAX).
Peterson Wealth Advisors, LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$846Million
  as of Aug 11, 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 8.89% in the last quarter. In trailing 12 months, it's portfolio return was 15.2%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
bny mellon etf trust419,846
seagate technology hldngs pl414,576
cisco sys inc252,154
cummins inc249,545
united airls hldgs inc239,750
vanguard malvern fds236,270
glacier bancorp inc new232,137
wisdomtree tr225,949
New stocks bought by Peterson Wealth Advisors, LLC

Additions

Ticker% Inc.
vanguard world fd680
vanguard index fds300
j p morgan exchange traded f50.61
broadcom inc15.71
pimco etf tr8.49
costco wholesale corporation8.17
alphabet inc6.3
ishares tr6.2
Additions to existing portfolio by Peterson Wealth Advisors, LLC

Reductions

Ticker% Reduced
schwab strategic tr-20.21
schwab strategic tr-14.29
ishares tr-10.39
schwab strategic tr-7.96
capital grp fixed incm etf t-7.87
rtx corporation-6.95
ishares tr-5.78
fidelity merrimack str tr-4.58
Peterson Wealth Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Peterson Wealth Advisors, LLC

Sector Distribution

Peterson Wealth Advisors, LLC has about 97.1% of it's holdings in Others sector.

  • Others
Sector%
Others97.1

Market Cap. Distribution

Peterson Wealth Advisors, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED97.1
MEGA-CAP2.6

Stocks belong to which Index?

About 2.7% of the stocks held by Peterson Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others97.1
S&P 5002.7
Top 5 Winners (%)%
INTC
intel corp
209.4 %
QTEC
first tr exchange-traded fd
55.0 %
CAT
caterpillar inc
50.2 %
LLY
eli lilly & co
30.2 %
QQEW
first tr exchange-traded fd
25.7 %
Top 5 Winners ($)$
BIL
spdr series trust
27.6 M
CWI
spdr index shs fds
9.1 M
BIL
spdr series trust
6.2 M
BIL
spdr series trust
6.2 M
DFAC
dimensional etf trust
4.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-61.6 %
XOM
exxon mobil corp
-19.4 %
VAW
vanguard world fd
-13.0 %
PEP
pepsico inc
-12.8 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.5 M
VAW
vanguard world fd
-1.1 M
XOM
exxon mobil corp
-0.7 M
j p morgan exchange traded f
-0.2 M
WMT
walmart inc
-0.1 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 120 stocks in it's portfolio. About 73.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Peterson Wealth Advisors, LLC last quarter.

$846.14MTotal Value
120Positions
11 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Peterson Wealth Advisors, LLC, last reported on 11 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.15%18,581
$1.23M
0.15%
increased 0.12 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.07%4,479
$557.2K
0.07%
increased 1.33 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
0.11%18,734
$947.5K
0.11%
decreased 10.39 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
Peterson Wealth Advisors, LLC's holding in Simplify Exchange Traded Fun over time
0.45%112,453
$3.77M
0.45%
decreased 3.99 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Peterson Wealth Advisors, LLC's holding in Ishares Tr over time
1.37%130,185
$11.59M
1.37%
increased 0.77 percentadded
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Peterson Wealth Advisors, LLC's holding in Wisdomtree Tr over time
0.03%2,905
$225.9K
0.03%
new position
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%4,866
$273.8K
0.03%
decreased 0.02 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
5.18%866,882
$43.84M
5.18%
increased 3.78 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
2.6%468,994
$22.01M
2.6%
increased 4.07 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
2.26%414,634
$19.09M
2.26%
increased 2.08 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
1.13%198,525
$9.60M
1.13%
increased 3.69 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
0.22%36,133
$1.84M
0.22%
increased 50.61 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
0.08%13,780
$698.0K
0.08%
decreased 0.43 percentreduced