Peterson Wealth Advisors, LLC
•CIK: 1713558•Filing: Q4 2025
**Peterson Wealth Advisors, LLC** manages $750M across a diversified portfolio of 107 holdings. The strategy exhibits significant overweighting in specialized fixed income and equity sectors, evidenced by top positions including SPYM at $184.3M and SPDW at $72.3M. Notable allocations also include substantial exposure to JBND ($47.5M) and HELO ($45.5M). This concentration suggests a tactical focus on yield-enhanced and sector-specific credit opportunities.
Total AUM
$750.1M
QoQ Performance
+12.2%
Positions
50
Top 10 Concentration
71.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
SPDW
JBND
HELO
JPST
SPMD
SPYM24.6%
SPDW9.6%
JBND6.3%
HELO6.1%
JPST5.9%
SPMD5.7%
SPSM4.5%
CLIP3.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other95.0%
ETF2.4%
Technology1.1%
Consumer0.5%
Energy0.4%
Healthcare0.3%
Financial0.2%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW13 new positions
↑45 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023