Managers / Q1 2023 · view latest →
Peterson Wealth Advisors, LLC
CIK 0001713558 · 360 W 920 N, OREM, UT, 84057 · 8012250000
Reported Value
$363M
Q1 2023
Positions
63
Filings on Record
30
2019–present window
Filed
Apr 6, 2023
original filing
Summary
Peterson Wealth Advisors, Llc reported $363M in U.S.-listed holdings across 63 positions for Q1 2023.
The portfolio is heavily concentrated: SPYM alone accounts for 32.2% of reported value.
Compared with Q4 2022, the fund opened 1 new position and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $752M | 108 | Apr 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $750M | 107 | Jan 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $669M | 99 | Oct 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $606M | 97 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $518M | 89 | Apr 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $555M | 83 | Jan 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $529M | 83 | Oct 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $477M | 75 | Jul 18, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $471M | 68 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $421M | 65 | Jan 10, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $372M | 61 | Oct 5, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $378M | 64 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $363M | 63 | Apr 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $331.2B | 62 | Jan 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $298M | 61 | Oct 17, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $303M | 56 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $338M | 57 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $347M | 59 | Jan 25, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $303M | 53 | Oct 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $282M | 53 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $246M | 51 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $227M | 47 | Jan 25, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $195M | 47 | Oct 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $188M | 44 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $154M | 50 | Apr 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $175M | 44 | Jan 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $163M | 41 | Oct 17, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $158M | 41 | Jul 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $150M | 40 | Apr 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $126M | 40 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.