Latest Peterson Wealth Advisors, LLC Stock Portfolio
Peterson Wealth Advisors, LLC Performance:
2026 Q1: -0.89%YTD: -0.89%2025: 11.13%
Performance for 2026 Q1 is -0.89%, and YTD is -0.89%, and 2025 is 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.
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.
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).
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.
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 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 trust | 254,973 |
| marathon pete corp | 219,032 |
| coca cola co | 205,211 |
New stocks bought by Peterson Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ea series trust | 16.57 |
| spdr index shs fds | 15.51 |
| ishares tr | 6.83 |
| spdr series trust | 4.6 |
| j p morgan exchange traded f | 4.5 |
| j p morgan exchange traded f | 3.99 |
| j p morgan exchange traded f | 3.18 |
| ishares tr | 2.5 |
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 | % |
|---|---|
| Others | 97.2 |
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 | % |
|---|---|
| UNALLOCATED | 97.2 |
| MEGA-CAP | 2.5 |
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 | % |
|---|---|
| Others | 97.2 |
| S&P 500 | 2.6 |
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.
Last Reported on: 09 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.46 | 13,472 | 3,419,100 | added | 2.05 | ||
| AAXJ | ishares tr | 0.15 | 18,559 | 1,098,490 | reduced | -6.48 | ||
| AAXJ | ishares tr | 0.06 | 4,420 | 492,244 | added | 1.82 | ||
| ABBV | abbvie inc | 0.12 | 4,293 | 933,707 | added | 0.28 | ||
| ACWF | ishares tr | 0.14 | 20,906 | 1,058,270 | reduced | -52.3 | ||
| AGGH | simplify exchange traded fun | 0.49 | 117,132 | 3,689,650 | reduced | -8.61 | ||
| AGT | ishares tr | 1.44 | 129,193 | 10,796,700 | reduced | -4.9 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AIRR | first tr exchange traded fd | 0.03 | 4,867 | 224,652 | unchanged | 0.00 | ||
| AMPS | ishares tr | 0.20 | 16,616 | 1,518,190 | added | 2.5 | ||
| AMZN | amazon com inc | 0.06 | 2,084 | 434,035 | reduced | -8.07 | ||
| AVGO | broadcom inc | 0.04 | 904 | 279,920 | reduced | -2.27 | ||
| BAER | bridger aerospace grp hldgs | 0.06 | 233,323 | 461,980 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 5.62 | 835,319 | 42,275,500 | reduced | -5.05 | ||
| BBAX | j p morgan exchange traded f | 2.82 | 450,648 | 21,216,500 | added | 1.61 | ||
| BBAX | j p morgan exchange traded f | 2.49 | 406,200 | 18,713,600 | added | 3.99 | ||
| BBAX | j p morgan exchange traded f | 1.22 | 191,457 | 9,155,480 | added | 4.5 | ||
| BBAX | j p morgan exchange traded f | 0.16 | 23,991 | 1,223,060 | reduced | -5.48 | ||
| BBAX | j p morgan exchange traded f | 0.09 | 13,840 | 691,882 | reduced | -0.06 | ||
| BBAX | j p morgan exchange traded f | 0.05 | 4,121 | 394,363 | reduced | -10.41 | ||