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Peterson Wealth Advisors, LLC
hedge fundUpdated 28 days agoManaged by Peterson Wealth Advisors, Llc • Latest filing Q3 2026
Portfolio value
$861.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
28.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $668.6M |
| Q4 2025 | $750.1M |
| Q1 2026 | $751.9M |
| Q2 2026 | $846.1M |
| Q3 2026 | $861.9M |
Top holdings
116 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $228.2M | 2.54M | 26.48% | Added(+3.4%) | |
| 2 | $103.1M | 2.05M | 11.96% | Added(+4.1%) | |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $53.2M | 769.0K | 6.17% | Added(+4.9%) |
| 4 | ? N/A J P MORGAN EXCHANGE TRADED F | $50.8M | 993.0K | 5.89% | Added(+6.8%) |
| 5 | $49.1M | 778.9K | 5.70% | Added(+4.1%) | |
| 6 | ? N/A T ROWE PRICE EXCHANGE-TRADED | $38.3M | 772.5K | 4.44% | — |
| 7 | $36.4M | 688.2K | 4.22% | Added(+3.0%) | |
| 8 | ? N/A DIMENSIONAL ETF TRUST | $30.3M | 762.4K | 3.51% | Added(+5.7%) |
| 9 | ? N/A EA SERIES TRUST | $26.9M | 227.1K | 3.12% | Added(+35.6%) |
| 10 | $23.5M | 234.2K | 2.73% | Trimmed(-5.1%) | |
| 11 | $22.2M | 495.1K | 2.57% | Added(+5.6%) | |
| 12 | $19.9M | 443.0K | 2.31% | Added(+6.8%) | |
| 13 | $17.5M | 46.9K | 2.04% | Trimmed(-2.9%) | |
| 14 | $15.8M | 20.6K | 1.83% | Trimmed(-1.8%) | |
| 15 | $12.7M | 531.2K | 1.47% | Added(+8.9%) | |
| 16 | $11.5M | 128.3K | 1.33% | Trimmed(-1.4%) | |
| 17 | $9.9M | 211.1K | 1.14% | Added(+6.3%) | |
| 18 | $9.5M | 105.7K | 1.10% | Added(+3.8%) | |
| 19 | $7.3M | 213.5K | 0.84% | Trimmed(-1.3%) | |
| 20 | $7M | 49.3K | 0.81% | Trimmed(-1.4%) |