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Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC is an independent SEC-registered investment adviser headquartered in Orem, Utah. Founded in 2008, the firm specializes in providing wealth management and financial planning services, particularly focusing on retirement strategies for individuals and high net worth clients. With an employee count of 13 as of mid-2025, Peterson Wealth Advisors serves predominantly individual investors, including both standard and high net worth clients, along with select charitable organizations and businesses. Their team delivers customized financial solutions and lifelong planning services for clients seeking long-term financial security.
Investment Strategy
Peterson Wealth Advisors implements a disciplined, diversified investment strategy grounded in long-term financial planning. They utilize allocations across equities, ETFs, and fixed income instruments, with a focus on broad asset classes such as S&P 500 and developed markets through low-cost ETFs. Their approach emphasizes risk management, regular portfolio rebalancing, and strategies tailored to retirement planning and client-specific financial goals. The philosophy centers around prudent diversification, cost efficiency, and tax-advantaged investment techniques to maximize growth and provide dependable retirement income for their clients.
Latest 13F Filing Activity
Peterson Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 98 equity positions with a total 13F market value of $669M. The fund increased holdings in SPDR Series Trust, Ea Series Trust, J P Morgan Exchange Traded F among other positions. Peterson Wealth Advisors, LLC reduced exposure to J P Morgan Exchange Traded F, Global X FDS, Ishares TR among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 27.08% | $181.1M | 2,300,034 | $39.36 | $78.34 | +$16.5M |
S SPDW | SPDR INDEX SHS FDS | 10.46% | $69.9M | 1,615,275 | $33.83 | $42.79 | +$5.3M |
S SPMD | SPDR SERIES TRUST | 6.27% | $41.9M | 733,679 | $39.65 | $57.19 | +$4.0M |
J JPST | J P MORGAN EXCHANGE TRADED F | 6.18% | $41.3M | 816,067 | $50.32 | $50.73 | -$6.0M |
H HELO | J P MORGAN EXCHANGE TRADED F | 6.13% | $41.0M | 630,253 | $56.25 | $65.00 | +$4.0M |
Industry Allocation
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