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, signed by Scott M. Peterson, Chief Compliance Officer, lists 116 separate holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with a significant portion allocated to broad market and fixed income ETFs. Major holdings include the SPDR S&P 500 ETF Trust, which holds 2,542,472 shares, and the Vanguard Total Stock Market ETF, which holds 17,549,820 shares. The firm also holds substantial positions in the Vanguard International Equity Index Fund All-World ex US and the Vanguard Total International Stock Index Fund.
Within the fixed income category, the firm lists several ETFs, including the J.P. Morgan Exchange-Traded Fund Active Bond ETF, the PIMCO ETF Trust Multi-Sector Bond ETF, and the Vanguard Malvern Funds Core Bond ETF. Specific individual stock positions include shares of Broadcom Inc., Intel Corp., and Walmart Inc.
