Peterson Wealth Advisors, LLC - Portfolio overview

Peterson Wealth Advisors, LLC has 115 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 19.68%
2. SPLG - SPDR SERIES TRUST, 19.37%
3. SPDW - SPDR INDEX SHS FDS, 9.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.