Peterson Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 89Value: $517.6MLatest: 2025Q1

Peterson Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 89 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "SCHH",
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HD",
  "BAER",
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  "MSFT",
  null,
  null,
  "IJR",
  "EFG",
  null,
  null,
  "EEM",
  "VGSH",
  "IEMG",
  "IJK",
  "IVV",
  "AAPL",
  "EFAV",
  null,
  "NVDA",
  null,
  null,
  null,
  "SCHX",
  "SPDW",
  null,
  null,
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VV",
  null,
  "VWO",
  "GNSS",
  "AMZN",
  "IVE",
  null,
  "HBAN",
  "VEU",
  "VEA",
  "VXUS",
  "VOT",
  "VB",
  "VOO",
  "WMT",
  "IUSG",
  null,
  null,
  null,
  null,
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  null,
  "BRK-B",
  "COST",
  null,
  "RSP",
  "EFA",
  "ETN",
  "XOM",
  "LLY",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-30
Total Holdings: 89
Total Value: 517567780
Accession Number: 0001667731-25-000558
Form Type: 13F-HR
CIK: peterson-wealth-advisors
Manager Name: Peterson-Wealth-Advisors

Data Enrichment

57% identified

51 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $517.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A854

SPLG|78464A854

Shares:2.3M

Value:$133.6M

% of Portfolio:25.8% ($133.6M/$517.6M)

78463X889

SPDW|78463X889

Shares:1.6M

Value:$51.4M

% of Portfolio:9.9% ($51.4M/$517.6M)

46641Q837

Shares:931.8K

Value:$47.0M

% of Portfolio:9.1% ($47.0M/$517.6M)

46654Q724

Shares:578.6K

Value:$33.0M

% of Portfolio:6.4% ($33.0M/$517.6M)

78464A847

Shares:686.4K

Value:$31.5M

% of Portfolio:6.1% ($31.5M/$517.6M)

78468R853

Shares:682.0K

Value:$24.8M

% of Portfolio:4.8% ($24.8M/$517.6M)

37960A438

Shares:246.3K

Value:$24.7M

% of Portfolio:4.8% ($24.7M/$517.6M)

46641Q670

Shares:364.2K

Value:$17.0M

% of Portfolio:3.3% ($17.0M/$517.6M)

922908769

VTI|922908769

Shares:54.6K

Value:$13.5M

% of Portfolio:2.6% ($13.5M/$517.6M)

464287200

IVV|464287200

Shares:24.4K

Value:$12.3M

% of Portfolio:2.4% ($12.3M/$517.6M)

808524862

Shares:386.3K

Value:$9.4M

% of Portfolio:1.8% ($9.4M/$517.6M)

46435G326

Shares:138.2K

Value:$8.6M

% of Portfolio:1.7% ($8.6M/$517.6M)

922908553

VNQ|922908553

Shares:101.5K

Value:$8.3M

% of Portfolio:1.6% ($8.3M/$517.6M)

46654Q716

Shares:152.8K

Value:$8.1M

% of Portfolio:1.6% ($8.1M/$517.6M)

46641Q852

Shares:161.6K

Value:$7.6M

% of Portfolio:1.5% ($7.6M/$517.6M)

808524508

Shares:230.1K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$517.6M)

922908751

VB|922908751

Shares:26.9K

Value:$5.4M

% of Portfolio:1.0% ($5.4M/$517.6M)

464287309

IVW|464287309

Shares:58.0K

Value:$4.9M

% of Portfolio:0.9% ($4.9M/$517.6M)

316188309

Shares:106.8K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$517.6M)

921943858

VEA|921943858

Shares:100.8K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$517.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	2.3M	QoQ -4.87% (-115.3K) YoY -5.94% (-142.3K)	All Managers (Combined)	$133.6M	25.8% ($133.6M/$517.6M)	QoQ -18.94% (-$31.2M) YoY -9.30% (-$13.7M)
(SPDWcusip78463X889)	1.6M	QoQ -0.74% (-11.8K) YoY +3.97% (-59.9K)	All Managers (Combined)	$51.4M	9.9% ($51.4M/$517.6M)	QoQ -4.88% (-$2.6M) YoY -4.72% (-$2.5M)
(cusip46641Q837)✕	931.8K	QoQ -1.74% (-16.5K) YoY -4.00% (-38.9K)	All Managers (Combined)	$47.0M	9.1% ($47.0M/$517.6M)	QoQ -1.70% (-$814.7K) YoY -4.06% (-$2.0M)
(cusip46654Q724)✕	578.6K	QoQ -3.28% (-19.7K) YoY +23.95% (+111.8K)	All Managers (Combined)	$33.0M	6.4% ($33.0M/$517.6M)	QoQ -11.47% (-$4.3M) YoY +26.49% (+$6.9M)
(cusip78464A847)✕	686.4K	QoQ +2.02% (-13.6K) YoY +11.82% (-72.6K)	All Managers (Combined)	$31.5M	6.1% ($31.5M/$517.6M)	QoQ -15.17% (-$5.6M) YoY -3.75% (-$1.2M)
(cusip78468R853)✕	682.0K	QoQ 0.00% (-58) YoY +5.20% (-33.7K)	All Managers (Combined)	$24.8M	4.8% ($24.8M/$517.6M)	QoQ -19.74% (-$6.1M) YoY -10.95% (-$3.1M)
(cusip37960A438)✕	246.3K	QoQ +27.84% (+53.7K) YoY NEW(+246.3K)	All Managers (Combined)	$24.7M	4.8% ($24.7M/$517.6M)	QoQ +27.85% (+$5.4M) YoY NEW(+$24.7M)
(cusip46641Q670)✕	364.2K	QoQ +7.69% (+26.0K) YoY +9.58% (+31.8K)	All Managers (Combined)	$17.0M	3.3% ($17.0M/$517.6M)	QoQ +9.19% (+$1.4M) YoY +9.61% (+$1.5M)
(VTIcusip922908769)	54.6K	QoQ -3.69% (-2.1K) YoY -18.75% (-12.6K)	All Managers (Combined)	$13.5M	2.6% ($13.5M/$517.6M)	QoQ -18.61% (-$3.1M) YoY -22.57% (-$3.9M)
(IVVcusip464287200)	24.4K	QoQ +130.72% (+13.8K) YoY +163.00% (+15.1K)	All Managers (Combined)	$12.3M	2.4% ($12.3M/$517.6M)	QoQ +96.50% (+$6.1M) YoY +153.33% (+$7.5M)
(cusip808524862)✕	386.3K	QoQ +5.22% (+19.2K) YoY +147.33% (+230.1K)	All Managers (Combined)	$9.4M	1.8% ($9.4M/$517.6M)	QoQ +6.05% (+$536.6K) YoY +24.81% (+$1.9M)
(cusip46435G326)✕	138.2K	QoQ -22.80% (-40.8K) YoY +10.97% (+13.7K)	All Managers (Combined)	$8.6M	1.7% ($8.6M/$517.6M)	QoQ -25.88% (-$3.0M) YoY +2.57% (+$215.3K)
(VNQcusip922908553)	101.5K	QoQ -0.14% (-150) YoY -30.29% (-44.1K)	All Managers (Combined)	$8.3M	1.6% ($8.3M/$517.6M)	QoQ -8.47% (-$770.3K) YoY -33.91% (-$4.3M)
(cusip46654Q716)✕	152.8K	QoQ +4.21% (+6.2K) YoY NEW(+152.8K)	All Managers (Combined)	$8.1M	1.6% ($8.1M/$517.6M)	QoQ +6.40% (+$490.2K) YoY NEW(+$8.1M)
(cusip46641Q852)✕	161.6K	QoQ +2.78% (+4.4K) YoY +20.85% (+27.9K)	All Managers (Combined)	$7.6M	1.5% ($7.6M/$517.6M)	QoQ +2.48% (+$185.0K) YoY +19.91% (+$1.3M)
(cusip808524508)✕	230.1K	QoQ +24.98% (+46.0K) YoY +292.23% (+171.4K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$517.6M)	QoQ +4.52% (+$233.5K) YoY +12.95% (+$618.7K)
(VBcusip922908751)	26.9K	QoQ +43.62% (+8.2K) YoY +48.20% (+8.8K)	All Managers (Combined)	$5.4M	1.0% ($5.4M/$517.6M)	QoQ +17.36% (+$793.1K) YoY +29.00% (+$1.2M)
(IVWcusip464287309)	58.0K	QoQ +2.63% (-1.5K) YoY -6.54% (-4.1K)	All Managers (Combined)	$4.9M	0.9% ($4.9M/$517.6M)	QoQ -16.46% (-$960.4K) YoY -6.97% (-$365.4K)
(cusip316188309)✕	106.8K	QoQ -4.90% (-5.5K) YoY +236.14% (+75.1K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$517.6M)	QoQ -3.99% (-$201.5K) YoY +236.06% (+$3.4M)
(VEAcusip921943858)	100.8K	QoQ +533.17% (+84.8K) YoY +539.27% (+85.0K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$517.6M)	QoQ +505.34% (+$3.9M) YoY +484.72% (+$3.8M)