Latest Peterson Wealth Advisors, LLC Stock Portfolio

Peterson Wealth Advisors, LLC Performance:

2025 Q4: 1.25%YTD: 11.13%2024: 9.26%

Performance for 2025 Q4 is 1.25%, and YTD is 11.13%, and 2024 is 9.26%.

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

In it's latest 13F Holdings report, Peterson Wealth Advisors, LLC reported an equity portfolio of $750.1 Millions as of 31 Dec, 2025.

The top stock holdings of Peterson Wealth Advisors, LLC are BIL, CWI, . The fund has invested 24.6% of it's portfolio in SPDR SERIES TRUST and 9.6% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), FIDELITY MERRIMACK STR TR (FBND) and SPDR S&P 500 ETF TR (SPY) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and SCHWAB STRATEGIC TR (FNDA). Peterson Wealth Advisors, LLC opened new stock positions in VANGUARD WORLD FD (VAW), RTX CORPORATION (RTX) and JOHNSON & JOHNSON (JNJ). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and J P MORGAN EXCHANGE TRADED F.

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

Our best estimate is that Peterson Wealth Advisors, LLC made a return of 1.25% in the last quarter. In trailing 12 months, it's portfolio return was 11.13%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard world fd	338,253
vanguard world fd	337,984
vanguard world fd	337,648
vanguard world fd	337,466
vanguard world fd	337,062
vanguard world fd	336,988
vanguard world fd	336,723
vanguard world fd	336,014

New stocks bought by Peterson Wealth Advisors, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	377
dimensional etf trust	236
j p morgan exchange traded f	211
vanguard index fds	54.87
vanguard index fds	49.08
dimensional etf trust	46.26
schwab strategic tr	45.06
ishares tr	39.85

Additions to existing portfolio by Peterson Wealth Advisors, LLC

Reductions

Ticker	% Reduced
spdr series trust	-64.95
vanguard index fds	-44.61
schwab strategic tr	-37.64
schwab strategic tr	-31.95
spdr index shs fds	-29.29
first tr exchange-traded fd	-28.87
schwab strategic tr	-23.98
capital grp fixed incm etf t	-22.27

Peterson Wealth Advisors, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-398,567
fidelity merrimack str tr	-373,327
first tr exchange-traded alp	-205,271
taiwan semiconductor mfg ltd	-219,159
spdr s&p 500 etf tr	-237,538

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.

Sector	%
Others	97.2

Market Cap. Distribution

Peterson Wealth Advisors, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	97.2
MEGA-CAP	2.3

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.

Index	%
Others	97.2
S&P 500	2.6

Top 5 Winners (%)		%
LLY	eli lilly & co	26.9 %
GOOG	alphabet inc	24.2 %
CAT	caterpillar inc	16.6 %
WMT	walmart inc	7.8 %
BAER	bridger aerospace grp hldgs	6.4 %

Top 5 Winners ($)		$
BIL	spdr series trust	3.4 M
CWI	spdr index shs fds	1.8 M
	j p morgan exchange traded f	1.0 M
BIL	spdr series trust	0.6 M
BIL	spdr series trust	0.6 M

Top 5 Losers (%)		%
ETN	eaton corp plc	-14.1 %
HD	home depot inc	-10.9 %
MSFT	microsoft corp	-7.5 %
META	meta platforms inc	-7.3 %
COST	costco whsl corp new	-5.5 %

Top 5 Losers ($)		$
VB	vanguard index fds	-0.2 M
MSFT	microsoft corp	-0.2 M
VEU	vanguard intl equity index f	-0.1 M
HD	home depot inc	-0.1 M
ETN	eaton corp plc	-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 107 stocks in it's portfolio. About 71.9% 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.

Last Reported on: 09 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.48	13,201	3,588,760	added	2.69

AAXJ	ishares tr	0.15	19,845	1,130,370	reduced	-1.08

AAXJ	ishares tr	0.07	4,341	494,546	added	39.85

ABBV	abbvie inc	0.13	4,281	978,255	added	0.56

ACWF	ishares tr	0.30	43,828	2,216,840	added	8.12

AGGH	simplify exchange traded fun	0.55	128,161	4,107,570	reduced	-8.54

AGT	ishares tr	1.49	135,844	11,204,400	reduced	-3.23

AGZD	wisdomtree tr	0.03	2,910	206,234	added	0.34

AIRR	first tr exchange traded fd	0.03	4,867	252,423	unchanged	0.00

AMPS	ishares tr	0.19	16,210	1,398,140	reduced	-3.78

AMZN	amazon com inc	0.07	2,267	523,269	added	5.93

AVGO	broadcom inc	0.04	925	320,262	reduced	-12.74

BAER	bridger aerospace grp hldgs	0.06	233,323	426,981	unchanged	0.00

BBAX	j p morgan exchange traded f	5.93	879,733	44,505,700	added	7.8

BBAX	j p morgan exchange traded f	2.80	443,524	21,000,800	added	13.87

BBAX	j p morgan exchange traded f	2.41	390,618	18,081,700	added	377

BBAX	j p morgan exchange traded f	1.19	183,205	8,922,090	added	1.38

BBAX	j p morgan exchange traded f	0.17	25,381	1,292,910	reduced	-9.24

BBAX	j p morgan exchange traded f	0.09	13,849	699,385	added	16.78

BBAX	j p morgan exchange traded f	0.06	4,600	425,917	added	1.5