Peterson Wealth Advisors, LLC

The portfolio structure is characterized by a "core-satellite" approach, where the majority of assets are invested in broad market or factor-based ETFs, with a smaller selection of individual equities and niche ETFs rounding out the allocation. The high turnover rate is notable; the firm executed 24 new positions and exited 24 positions, indicating a dynamic management style that is actively rebalancing asset allocations or shifting tactical exposures.

Key Holdings

The portfolio is highly concentrated in its top positions, with the top ten holdings accounting for approximately 73% of the total assets.