Peterson Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 116 separate equity positions held by the firm.
The top individual stock holding in the portfolio is Bridger Aerospace Group Holdings, Inc., with 260,837 shares. The firm also holds significant stakes in Alphabet Inc. Class A, Amazon.com Inc., Apple Inc., and Berkshire Hathaway Inc. Class B.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Major ETF holdings include the SPDR S&P 500 ETF Trust, with 2,542,472 shares, and the iShares Core S&P 500 ETF, with 2,057,688 shares. Other notable ETFs include the Vanguard Total Stock Market ETF, the Schwab Strategic U.S. Large Cap Growth ETF, and the J.P. Morgan Exchange-Traded Fund Active Bond ETF.
The filing was signed by Scott M. Peterson, the Chief Compliance Officer of Peterson Wealth Advisors, LLC.
