Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $566 Million
  • Q3 2025

Peterson Wealth Advisors, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $566 Million distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $180M, Spdr Ser Tr Fds Spdr Portfolio with a value of $69.1M, Spdr Portfolio with a value of $42M, Jp Morgan ETF Tr Ultra Short I with a value of $41.4M, and Spdr Portfolio S&P 600 Small C with a value of $33.8M.

Examining the 13F form we can see an increase of $38.4M in the current position value, from $527M to 566M.

Below you can find more details about Peterson Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $566 Million
ETFs: $539 Million
Technology: $7.13 Million
Energy: $2.54 Million
Consumer Cyclical: $2.07 Million
Healthcare: $1.63 Million
Consumer Defensive: $1.55 Million
Financial Services: $1.43 Million
Communication Services: $987,000
Other: $791,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$180 Million 31.85% of portfolio
2,300,034
Q3 2025 Added 1.57%
$0
$69.1 Million 12.22% of portfolio
1,615,275
Q3 2025 Added 1.24%
$0
$42 Million 7.42% of portfolio
733,679
Q3 2025 Added 5.3%
$0
$41.4 Million 7.32% of portfolio
816,067
Q3 2025 Reduced 12.51%
$0
$33.8 Million 5.97% of portfolio
729,139
Q3 2025 Added 4.79%
$0
$18.5 Million 3.27% of portfolio
389,503
Q3 2025 Added 6.66%
$0
$17.2 Million 3.05% of portfolio
52,532
Q3 2025 Reduced 3.12%
$0
$16.7 Million 2.96% of portfolio
25,018
Q3 2025 Reduced 1.47%
$0
$11.3 Million 1.99% of portfolio
140,373
Q3 2025 Reduced 1.48%
$0
$10.8 Million 1.92% of portfolio
118,582
Q3 2025 Added 14.93%
$0
$10.4 Million 1.83% of portfolio
424,359
Q3 2025 Added 10.97%
$0
$8.86 Million 1.57% of portfolio
180,705
Q3 2025 Added 9.63%
$0
$7.05 Million 1.25% of portfolio
27,709
Q3 2025 Reduced 0.29%
$0
$6.95 Million 1.23% of portfolio
234,485
Q3 2025 Reduced 0.79%
$0
$6.78 Million 1.2% of portfolio
211,327
Q3 2025 Added 20.26%
$0
$6.05 Million 1.07% of portfolio
50,080
Q3 2025 Added 1.07%
$0
$5.64 Million 1.0% of portfolio
104,017
Q3 2025 Added 0.52%
$0
$4.38 Million 0.77% of portfolio
140,132
Q3 2025 Reduced 5.02%
$0
$4.32 Million 0.76% of portfolio
53,561
Q3 2025 Reduced 7.01%
$0
$4.29 Million 0.76% of portfolio
92,718
Q3 2025 Reduced 7.06%
$0
$3.79 Million 0.67% of portfolio
81,742
Q3 2025 Added 178.51%
$0
$3.14 Million 0.56% of portfolio
67,086
Q3 2025 Reduced 0.87%
$0
$2.41 Million 0.43% of portfolio
20,293
Q3 2025 Added 6.04%
$0
$2.06 Million 0.36% of portfolio
40,537
Q3 2025 Reduced 15.88%
$0
$1.76 Million 0.31% of portfolio
26,971
Q3 2025 Reduced 5.97%
$0
$1.64 Million 0.29% of portfolio
76,063
Q3 2025 Added 0.59%
$0
$1.43 Million 0.25% of portfolio
27,966
Q3 2025 Reduced 0.18%
$0
$1.43 Million 0.25% of portfolio
16,847
Q3 2025 Reduced 5.35%
$0
$1.4 Million 0.25% of portfolio
2,293
Q3 2025 Reduced 18.92%
$0
$1.18 Million 0.21% of portfolio
20,062
Q3 2025 Reduced 2.25%
$0
$1.16 Million 0.2% of portfolio
41,562
Q3 2025 Reduced 5.26%
$0
$913,000 0.16% of portfolio
9,779
Q2 2025 Added 0.03%
$0
$887,000 0.16% of portfolio
3,865
Q3 2025 Added 0.1%
$0
$906,000 0.16% of portfolio
3,086
Q3 2025 Added 0.23%
$0
$873,000 0.15% of portfolio
14,849
Q3 2025 Reduced 7.2%
$0
$855,000 0.15% of portfolio
11,643
Q1 2025 New
$0
$767,000 0.14% of portfolio
24,046
Q3 2025 Added 4.13%
$0
$726,000 0.13% of portfolio
7,580
Q3 2025 Added 0.22%
$0
$708,000 0.13% of portfolio
2,302
Q3 2025 Reduced 0.39%
$0
$598,000 0.11% of portfolio
11,859
Q3 2025 Added 102.27%
$0
$558,000 0.1% of portfolio
3,396
Q3 2025 Reduced 0.26%
$0
$572,000 0.1% of portfolio
3,020
Q2 2025 Added 0.4%
$0
$432,000 0.08% of portfolio
4,532
Q3 2025 Reduced 4.57%
$0
$427,000 0.08% of portfolio
18,804
Q3 2025 Reduced 0.16%
$0
$426,000 0.08% of portfolio
7,945
Q3 2025 Added 3.56%
$0
$396,000 0.07% of portfolio
15,052
Q3 2025 Added 2.02%
$0
$404,000 0.07% of portfolio
1,961
Q3 2025 Reduced 6.97%
$0
$416,000 0.07% of portfolio
17,899
Q3 2025 Reduced 0.3%
$0
$324,000 0.06% of portfolio
4,734
Q3 2025 Added 12.79%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $566 Million
  • Prior Value $527 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 09, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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