CIK 1713558
Peterson Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
107
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 107
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJK | ISHARES TR | 8K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 26K | $500K+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 14K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| META | META PLATFORMS INC | 995 | $500K+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 24K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| CGSM | CAPITAL GRP FIXED INCM ETF T | 23K | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $500K+ | SH |
| FIGB | FIDELITY MERRIMACK STR TR | 13K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 648 | $500K+ | SH |
| IEMG | ISHARES INC | 8K | $500K+ | SH |
| CAT | CATERPILLAR INC | 947 | $500K+ | SH |
| AMZN | AMAZON COM INC | 2K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| EFG | ISHARES TR | 4K | $100K–$500K | SH |
| DFAS | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| BAER | BRIDGER AEROSPACE GRP HLDGS | 233K | $100K–$500K | SH |
| BBRE | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 17K | $100K–$500K | SH |
| EEM | ISHARES TR | 7K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| JMHI | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VDC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 447 | $100K–$500K | SH |
| VOX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VCR | VANGUARD WORLD FD | 853 | $100K–$500K | SH |
| VAW | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| CGIB | CAPITAL GRP FIXED INCM ETF T | 13K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 925 | $100K–$500K | SH |
| QQEW | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 15K | $100K–$500K | SH |
| INTC | INTEL CORP | 7K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| ROBT | FIRST TR EXCHANGE TRADED FD | 5K | $100K–$500K | SH |