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Manager record

Peterson Wealth Advisors, LLC

Orem, UT · CIK 1713558 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$861.88MReported 13F valueQ3 2026 · as filed
116Holdings listed
+1.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 08Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $605.8M$605.8MQ2 202597 holdingsQ3 2025: $668.6M$668.6MQ3 202599 holdingsQ4 2025: $750.1M$750.1MQ4 2025107 holdingsQ1 2026: $751.9M$751.9MQ1 2026108 holdingsQ2 2026: $846.1M$846.1MQ2 2026120 holdingsQ3 2026: $861.9M$861.9MQ3 2026116 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 08 2026 13F-HR · period Q3 2026

$861.88M · 116 holdings listed · View original SEC filing ↗
Aug 11 2026 13F-HR · period Q2 2026

$846.14M · 120 holdings listed · View original SEC filing ↗
Apr 09 2026 13F-HR · period Q1 2026

$751.87M · 108 holdings listed · View original SEC filing ↗
Jan 09 2026 13F-HR · period Q4 2025

$750.09M · 107 holdings listed · View original SEC filing ↗
Oct 09 2025 13F-HR · period Q3 2025

$668.55M · 99 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$605.80M · 97 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 08, 2026 · Change methodology