Peterson Wealth Advisors, LLC

13F filer · CIK 0001713558

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$846MU.S. long equity reported on 13F

Positions408 new · 0 closed

Net flow last quarter+$3.44MBuys minus sells

Top 10 positions weight9.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 202640 positions
SPMDSupermedia Inc.	$50.6M	5.97%	Not reported	+2.4%	Q4 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$11.6M	1.37%	Not reported	+0.8%	Q1 2020
AAPLApple Inc.	$3.88M	0.46%	0.00%	-0.4%	Q4 2017
XOMExxonMobil Holdings Corp	$3.1M	0.37%	0.00%	-0.2%	Q4 2021
MSFTMicrosoft Corp	$1.71M	0.20%	0.00%	+0.6%	Q4 2017
USRTEnigma-Bulwark, Ltd.	$1.23M	0.15%	Not reported	+0.1%	Q1 2019
WMTWalmart Inc.	$1.1M	0.13%	0.00%	+0.1%	Q4 2020
ABBVAbbVie Inc.	$1.08M	0.13%	0.00%	-0.3%	Q4 2020
TSLATesla, Inc.	$1.06M	0.13%	0.00%	-0.4%	Q3 2020
CATCaterpillar Inc	$982K	0.12%	0.00%	+0.6%	Q4 2022
LLYELI LILLY & Co	$906K	0.11%	0.00%	+0.9%	Q2 2022
INTCIntel Corp	$889K	0.11%	0.00%	+2.2%	Q4 2023
JPMJPMorgan Chase & Co	$691K	0.08%	0.00%	+0.9%	Q4 2021
NVDANvidia Corp	$666K	0.08%	0.00%	+3.3%	Q4 2023
COSTCostco Wholesale Corp	$657K	0.08%	0.00%	+8.2%	Q4 2017
METAMeta Platforms, Inc.	$558K	0.07%	Not reported	-1.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$516K	0.06%	Not reported	+0.6%	Q4 2021
AMZNAmazon Com Inc	$499K	0.06%	0.00%	+0.5%	Q4 2017
HDHome Depot, Inc.	$454K	0.05%	0.00%	+1.7%	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$453K	0.05%	Not reported	+0.7%	Q1 2025
BAERBridger Aerospace Group Holdings, Inc.	$448K	0.05%	0.40%	Not reported	Q1 2024
ETNEaton Corp plc	$447K	0.05%	0.00%	+0.3%	Q1 2024
STXSeagate Technology Holdings plc	$415K	0.05%	0.00%	New	Q2 2026
AVGOBroadcom Inc.	$395K	0.05%	0.00%	+15.7%	Q2 2023
GOOGLAlphabet Inc.	$386K	0.05%	0.00%	+6.3%	Q3 2025
CGCPCardiogenesis Corp	$363K	0.04%	Not reported	-1.5%	Q4 2024
JNJJohnson & Johnson	$311K	0.04%	0.00%	+0.9%	Q3 2022
HBANHuntington Bancshares Inc	$281K	0.03%	0.00%	+4.8%	Q3 2024
RTXRTX Corp	$256K	0.03%	0.00%	-7.0%	Q4 2025
CSCOCisco Systems, Inc.	$252K	0.03%	0.00%	New	Q2 2026
CMICummins Inc	$250K	0.03%	0.00%	New	Q2 2026
UALUnited Airlines Holdings, Inc.	$240K	0.03%	0.00%	New	Q2 2026
GBCIGlacier Bancorp, Inc.	$232K	0.03%	0.00%	New	Q2 2026
MPCMarathon Petroleum Corp	$230K	0.03%	0.00%	+0.3%	Q1 2026
KOCoca Cola Co	$216K	0.03%	0.00%	-1.6%	Q1 2026
DEDeere & Co	$208K	0.02%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$207K	0.02%	Not reported	New	Q2 2026
PEPPepsico Inc	$203K	0.02%	0.00%	+0.3%	Q4 2021
AMATApplied Materials Inc	$203K	0.02%	0.00%	New	Q2 2026
GNSSGenasys Inc.	$121K	0.01%	0.16%	Not reported	Q3 2022
Q1 2026Reported Apr 9, 202632 positions
SPMDSupermedia Inc.	$43.3M	5.76%	Not reported	-0.7%	Q4 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$10.8M	1.44%	Not reported	-4.9%	Q1 2020
XOMExxonMobil Holdings Corp	$3.85M	0.51%	0.00%	+0.3%	Q4 2021
AAPLApple Inc.	$3.42M	0.45%	0.00%	+2.1%	Q4 2017
MSFTMicrosoft Corp	$1.69M	0.22%	0.00%	-0.9%	Q4 2017
WMTWalmart Inc.	$1.2M	0.16%	0.00%	-1.9%	Q4 2020
USRTEnigma-Bulwark, Ltd.	$1.1M	0.15%	Not reported	-6.5%	Q1 2019
TSLATesla, Inc.	$945K	0.13%	0.00%	-0.7%	Q3 2020
ABBVAbbVie Inc.	$934K	0.12%	0.00%	+0.3%	Q4 2020
LLYELI LILLY & Co	$688K	0.09%	0.00%	-13.5%	Q2 2022
CATCaterpillar Inc	$649K	0.09%	0.00%	-3.2%	Q4 2022
COSTCostco Wholesale Corp	$647K	0.09%	0.00%	+0.2%	Q4 2017
JPMJPMorgan Chase & Co	$615K	0.08%	0.00%	-2.0%	Q4 2021
METAMeta Platforms, Inc.	$575K	0.08%	Not reported	+1.0%	Q1 2021
NVDANvidia Corp	$562K	0.07%	0.00%	-9.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$491K	0.07%	Not reported	+0.8%	Q4 2021
BAERBridger Aerospace Group Holdings, Inc.	$462K	0.06%	0.41%	Not reported	Q1 2024
AMZNAmazon Com Inc	$434K	0.06%	0.00%	-8.1%	Q4 2017
HDHome Depot, Inc.	$417K	0.06%	0.00%	-4.4%	Q4 2017
VOTVan Kampen Municipal Opportunity Trust II	$378K	0.05%	Not reported	-13.8%	Q1 2025
ETNEaton Corp plc	$374K	0.05%	0.00%	+1.0%	Q1 2024
CGCPCardiogenesis Corp	$369K	0.05%	Not reported	-5.4%	Q4 2024
JNJJohnson & Johnson	$297K	0.04%	0.00%	-1.0%	Q3 2022
GOOGLAlphabet Inc.	$292K	0.04%	0.00%	-6.5%	Q3 2025
RTXRTX Corp	$280K	0.04%	0.00%	-18.0%	Q4 2025
AVGOBroadcom Inc.	$280K	0.04%	0.00%	-2.3%	Q2 2023
INTCIntel Corp	$275K	0.04%	0.00%	-13.5%	Q4 2023
HBANHuntington Bancshares Inc	$236K	0.03%	0.00%	-1.7%	Q3 2024
PEPPepsico Inc	$232K	0.03%	0.00%	-1.4%	Q4 2021
MPCMarathon Petroleum Corp	$219K	0.03%	0.00%	New	Q1 2026
KOCoca Cola Co	$205K	0.03%	0.00%	New	Q1 2026
GNSSGenasys Inc.	$130K	0.02%	0.16%	Not reported	Q3 2022
Q4 2025Reported Jan 9, 202631 positions
SPMDSupermedia Inc.	$42.6M	5.68%	Not reported	+0.3%	Q4 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$11.2M	1.49%	Not reported	-3.2%	Q1 2020
AAPLApple Inc.	$3.59M	0.48%	0.00%	+2.7%	Q4 2017
XOMExxonMobil Holdings Corp	$2.72M	0.36%	0.00%	+0.3%	Q4 2021
MSFTMicrosoft Corp	$2.23M	0.30%	0.00%	+4.0%	Q4 2017
TSLATesla, Inc.	$1.15M	0.15%	0.00%	+5.7%	Q3 2020
USRTEnigma-Bulwark, Ltd.	$1.13M	0.15%	Not reported	-1.1%	Q1 2019
WMTWalmart Inc.	$1.1M	0.15%	0.00%	+2.4%	Q4 2020
ABBVAbbVie Inc.	$978K	0.13%	0.00%	+0.6%	Q4 2020
LLYELI LILLY & Co	$930K	0.12%	0.00%	+2.5%	Q2 2022
JPMJPMorgan Chase & Co	$688K	0.09%	0.00%	+3.5%	Q4 2021
NVDANvidia Corp	$661K	0.09%	0.00%	+4.6%	Q4 2023
METAMeta Platforms, Inc.	$657K	0.09%	Not reported	-5.3%	Q1 2021
COSTCostco Wholesale Corp	$559K	0.07%	0.00%	+7.1%	Q4 2017
CATCaterpillar Inc	$542K	0.07%	0.00%	+12.7%	Q4 2022
AMZNAmazon Com Inc	$523K	0.07%	0.00%	+5.9%	Q4 2017
BRK.BBerkshire Hathaway Inc	$511K	0.07%	Not reported	-0.5%	Q4 2021
VOTVan Kampen Municipal Opportunity Trust II	$475K	0.06%	Not reported	+54.9%	Q1 2025
HDHome Depot, Inc.	$456K	0.06%	0.00%	+2.3%	Q4 2017
BAERBridger Aerospace Group Holdings, Inc.	$427K	0.06%	0.42%	Not reported	Q1 2024
CGCPCardiogenesis Corp	$396K	0.05%	Not reported	-7.1%	Q4 2024
GOOGLAlphabet Inc.	$340K	0.05%	0.00%	+22.0%	Q3 2025
ETNEaton Corp plc	$330K	0.04%	0.00%	-1.2%	Q1 2024
RTXRTX Corp	$325K	0.04%	0.00%	New	Q4 2025
AVGOBroadcom Inc.	$320K	0.04%	0.00%	-12.7%	Q2 2023
HBANHuntington Bancshares Inc	$267K	0.04%	0.00%	0.0%	Q3 2024
INTCIntel Corp	$266K	0.04%	0.00%	+14.4%	Q4 2023
JNJJohnson & Johnson	$254K	0.03%	0.00%	Not reported	Q3 2022
MCDMcdonalds Corp	$251K	0.03%	0.00%	New	Q4 2025
PEPPepsico Inc	$218K	0.03%	0.00%	Not reported	Q4 2021
GNSSGenasys Inc.	$153K	0.02%	0.16%	Not reported	Q3 2022
Q3 2025Reported Oct 9, 202529 positions
SPMDSupermedia Inc.	$41.9M	6.27%	Not reported	+5.3%	Q4 2017
IDEVEndo Pharmaceuticals Solutions Inc.	$11.4M	1.70%	Not reported	-1.5%	Q1 2020
AAPLApple Inc.	$3.3M	0.49%	0.00%	+3.5%	Q4 2017
XOMExxonMobil Holdings Corp	$2.58M	0.39%	0.00%	+0.3%	Q4 2021
MSFTMicrosoft Corp	$2.32M	0.35%	0.00%	+0.9%	Q4 2017
USRTEnigma-Bulwark, Ltd.	$1.17M	0.17%	Not reported	-2.3%	Q1 2019
TSLATesla, Inc.	$1.05M	0.16%	0.00%	+0.9%	Q3 2020
WMTWalmart Inc.	$997K	0.15%	0.00%	+1.1%	Q4 2020
ABBVAbbVie Inc.	$991K	0.15%	0.00%	+0.2%	Q4 2020
METAMeta Platforms, Inc.	$750K	0.11%	Not reported	+4.0%	Q1 2021
LLYELI LILLY & Co	$712K	0.11%	0.00%	+0.6%	Q2 2022
JPMJPMorgan Chase & Co	$635K	0.09%	0.00%	+1.6%	Q4 2021
NVDANvidia Corp	$627K	0.09%	0.00%	-3.3%	Q4 2023
COSTCostco Wholesale Corp	$553K	0.08%	0.00%	+1.3%	Q4 2017
BRK.BBerkshire Hathaway Inc	$513K	0.08%	Not reported	+1.6%	Q4 2021
HDHome Depot, Inc.	$501K	0.07%	0.00%	-2.0%	Q4 2017
AMZNAmazon Com Inc	$475K	0.07%	0.00%	+6.9%	Q4 2017
CGCPCardiogenesis Corp	$428K	0.06%	Not reported	-0.2%	Q4 2024
CATCaterpillar Inc	$409K	0.06%	0.00%	-1.1%	Q4 2022
BAERBridger Aerospace Group Holdings, Inc.	$401K	0.06%	0.42%	Not reported	Q1 2024
ETNEaton Corp plc	$388K	0.06%	0.00%	+1.2%	Q1 2024
AVGOBroadcom Inc.	$357K	0.05%	0.00%	-3.0%	Q2 2023
VOTVan Kampen Municipal Opportunity Trust II	$323K	0.05%	Not reported	+8.8%	Q1 2025
HBANHuntington Bancshares Inc	$258K	0.04%	0.00%	+1.3%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$238K	0.04%	Not reported	-11.5%	Q3 2024
INTCIntel Corp	$234K	0.04%	0.00%	-31.3%	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$219K	0.03%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$219K	0.03%	0.00%	New	Q3 2025
GNSSGenasys Inc.	$157K	0.02%	0.16%	Not reported	Q3 2022

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