Peterson Wealth Advisors, LLC Portfolio Holdings

Peterson Wealth Advisors, LLC

  • $603 Million
  • Q4 2025

Peterson Wealth Advisors, LLC has filed its 13F form on January 08, 2026 for Q4 2025 where it was disclosed a total value porftolio of $603 Million distributed in 107 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 $182M, Spdr Ser Tr Fds Spdr Portfolio with a value of $71.2M, Jp Morgan ETF Tr Ultra Short I with a value of $44.5M, Spdr Portfolio with a value of $41.4M, and Spdr Portfolio S&P 600 Small C with a value of $32.8M.

Examining the 13F form we can see an increase of $37.1M in the current position value, from $566M to 603M.

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

Portfolio value $603 Million
ETFs: $561 Million
Technology: $7.26 Million
Energy: $2.66 Million
Consumer Cyclical: $2.3 Million
Healthcare: $2.13 Million
Consumer Defensive: $1.83 Million
Financial Services: $1.4 Million
Industrials: $1.2 Million
Other: $906,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$182 Million 30.13% of portfolio
2,297,743
Q4 2025 Reduced 0.1%
$0
$71.2 Million 11.82% of portfolio
1,627,905
Q4 2025 Added 0.78%
$0
$44.5 Million 7.39% of portfolio
879,733
Q4 2025 Added 7.8%
$0
$41.4 Million 6.87% of portfolio
735,546
Q4 2025 Added 0.25%
$0
$32.8 Million 5.43% of portfolio
718,855
Q4 2025 Reduced 1.41%
$0
$23.5 Million 3.9% of portfolio
710,661
Q4 2025 Added 236.28%
$0
$21 Million 3.49% of portfolio
443,524
Q4 2025 Added 13.87%
$0
$18.1 Million 3.0% of portfolio
390,618
Q4 2025 Added 377.87%
$0
$16.7 Million 2.76% of portfolio
24,681
Q4 2025 Reduced 1.35%
$0
$16.5 Million 2.73% of portfolio
49,970
Q4 2025 Reduced 4.88%
$0
$11.7 Million 1.95% of portfolio
481,950
Q4 2025 Added 13.57%
$0
$11.2 Million 1.86% of portfolio
125,232
Q4 2025 Added 5.61%
$0
$11 Million 1.83% of portfolio
135,844
Q4 2025 Reduced 3.23%
$0
$8.95 Million 1.49% of portfolio
183,205
Q4 2025 Added 1.38%
$0
$6.83 Million 1.13% of portfolio
234,307
Q4 2025 Reduced 0.08%
$0
$6.72 Million 1.11% of portfolio
26,885
Q4 2025 Reduced 2.97%
$0
$5.63 Million 0.93% of portfolio
91,810
Q4 2025 Reduced 6.38%
$0
$5.41 Million 0.9% of portfolio
98,561
Q4 2025 Reduced 5.25%
$0
$4.09 Million 0.68% of portfolio
88,332
Q4 2025 Reduced 4.73%
$0
$4.05 Million 0.67% of portfolio
128,161
Q4 2025 Reduced 8.54%
$4.3T
$3.53 Million 0.59% of portfolio
13,201
Q4 2025 Added 2.69%
$490B
$2.66 Million 0.44% of portfolio
22,621
Q4 2025 Added 0.32%
$0
$2.38 Million 0.4% of portfolio
20,395
Q4 2025 Added 0.5%
$3.78T
$2.34 Million 0.39% of portfolio
4,602
Q4 2025 Added 3.98%
$0
$2.22 Million 0.37% of portfolio
43,828
Q4 2025 Added 8.12%
$0
$2.25 Million 0.37% of portfolio
47,435
Q4 2025 Reduced 29.29%
$0
$1.71 Million 0.28% of portfolio
26,630
Q4 2025 Reduced 1.26%
$0
$1.52 Million 0.25% of portfolio
18,772
Q4 2025 Reduced 64.95%
$0
$1.4 Million 0.23% of portfolio
16,210
Q4 2025 Reduced 3.78%
$0
$1.34 Million 0.22% of portfolio
2,171
Q4 2025 Reduced 5.32%
$0
$1.29 Million 0.21% of portfolio
25,381
Q4 2025 Reduced 9.24%
$0
$1.23 Million 0.2% of portfolio
57,825
Q4 2025 Reduced 23.98%
$0
$1.15 Million 0.19% of portfolio
19,845
Q4 2025 Reduced 1.08%
$0
$1.13 Million 0.19% of portfolio
34,881
Q4 2025 Added 45.06%
$414B
$1 Million 0.17% of portfolio
4,281
Q4 2025 Added 0.56%
$279B
$1.02 Million 0.17% of portfolio
9,884
Q4 2025 Added 2.4%
$1.29T
$1.05 Million 0.17% of portfolio
2,560
Q4 2025 Added 5.65%
$0
$990,000 0.16% of portfolio
36,112
Q4 2025 Reduced 13.11%
$0
$948,000 0.16% of portfolio
9,956
Q4 2025 Added 1.81%
$971B
$883,000 0.15% of portfolio
865
Q4 2025 Added 2.49%
$0
$876,000 0.15% of portfolio
11,701
Q4 2025 Added 0.5%
$0
$828,000 0.14% of portfolio
14,107
Q4 2025 Reduced 5.0%
$0
$806,000 0.13% of portfolio
2,810
Q4 2025 Reduced 8.94%
$0
$717,000 0.12% of portfolio
7,596
Q4 2025 Added 0.21%
$0
$700,000 0.12% of portfolio
13,849
Q4 2025 Added 16.78%
$465B
$661,000 0.11% of portfolio
3,545
Q4 2025 Added 4.63%
$881B
$641,000 0.11% of portfolio
2,135
Q4 2025 Added 3.49%
$0
$626,000 0.1% of portfolio
2,749
Q4 2025 Reduced 28.87%
$404B
$591,000 0.1% of portfolio
648
Q4 2025 Added 7.11%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $603 Million
  • Prior Value $566 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 08, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 13 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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