DOSSIER · 13F-HR · Q1 2026

Peterson Wealth Advisors, LLC

Peterson Wealth's asset manager based in Stamford, CT — $752M in tracked AUM across 108 positions as of Q1 2026.

PW

Peterson Wealth·Stamford, CT·Asset Manager

CIK 0001713558 · last filed Mar 31, 2026

Total AUM

$752M

▼ 13.7%

vs prior

Holdings

108

—

positions

Whale Score

62

62

tracked

Activity

—

no data

changes this Q

Top sector

Tech

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Peterson Wealth Advisors, LLC 13F Filing

Portfolio Overview

Peterson Wealth Advisors, LLC manages a portfolio with a total value of $750.09 million as of December 31, 2025, representing a significant growth of 37.1% from the previous quarter's $546.93 million. The portfolio consists of 107 holdings, indicating a moderately diversified approach. The firm utilizes a strategy heavily reliant on Exchange Traded Funds (ETFs), which make up approximately 75.5% of the to...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SPDR SERIES TRUST

$184M2.4M24.5%

02

SPDR INDEX SHS FDS

$86M1.9M11.4%

03

J P MORGAN EXCHANGE TRADED F

$48M894K6.4%

04

J P MORGAN EXCHANGE TRADED F

$45M706K6.0%

05

SPDR SERIES TRUST

$43M731K5.8%

06

J P MORGAN EXCHANGE TRADED F

$42M835K5.6%

07

SPDR SERIES TRUST

$32M655K4.2%

08

DIMENSIONAL ETF TRUST

$24M700K3.2%

09

GLOBAL X FDS

$24M238K3.2%

10

J P MORGAN EXCHANGE TRADED F

$21M451K2.8%

Filing history

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