Peterson Wealth Advisors, LLC

RIA/Wealth

Peterson Wealth Advisors, LLC is a RIA/Wealth based in Orem, UT led by Scott Martin Peterson, reporting $688.7M in AUM as of Q3 2025 with 97% ETF concentration, 72% concentrated in top 10 holdings, and 27% allocation to SPLG.

Managing PartnerScott Martin Peterson

Portfolio Value: $668.6M
Positions: 99
Top Holding: SPLG at 27.08%
Last Reported: Q3 2025

Address360 West 920 North, Orem, UT, 84057, United States

Top Holdings

Largest long holdings in Peterson Wealth Advisors, LLC's portfolio (72.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$181.1M	27.08%	+$2.8M Bought	— 2.3M shares	Q4 2017 Held for 7y 11m
2 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$69.9M	10.46%	+$857.0K Bought	— 1.6M shares	Q1 2018 Held for 7y 8m
3 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$41.9M	6.27%	+$2.1M Bought	— 733.7K shares	Q4 2017 Held for 7y 11m
4 JPMorgan Ultra-Short Income JPST	ETF ETF	$41.3M	6.18%	-$5.9M Sold	— 816.1K shares	Q1 2019 Held for 6y 8m
5 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$41.0M	6.13%	+$2.6M Bought	— 630.3K shares	Q4 2023 Held for 1y 11m
6 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$33.6M	5.03%	+$1.5M Bought	— 729.1K shares	Q4 2017 Held for 7y 11m
7 Global X 1-3 Month T-Bill CLIP	ETF ETF	$22.3M	3.34%	-$2.4M Sold	— 222.8K shares	Q3 2024 Held for 1y 2m
8 JCPB JPMorgan Core Plus Bond JCPB	ETF ETF	$18.5M	2.76%	+$1.2M Bought	— 389.5K shares	Q2 2022 Held for 3y 5m
9 Vanguard Total Stock Market VTI	ETF ETF	$17.3M	2.59%	-$556.7K Sold	— 52.5K shares	Q4 2017 Held for 7y 11m
10 iShares Core S&P 500 ETF IVV	ETF ETF	$16.8M	2.52%	-$250.1K Sold	— 25.0K shares	Q4 2017 Held for 7y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Peterson Wealth Advisors, LLC's latest filing

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Market Value

$668.6M

Prior: $605.8M

Q/Q Change

+10.36%

+$62.8M

Net Flows % of MV

+4.17%

Turnover Ratio

4.0%

New Purchases

3 stocks

$638.1K

Added To

52 stocks

+$39.9M

Sold Out Of

2 stocks

$474.8K

Reduced Holdings

37 stocks

-$12.2M

Increased Positions

Position	Shares Δ	Change
1 Taiwan Semiconductor Manufacturing Company TSM	New	0 → 745.0 +$219.2K
2 Alphabet Inc. GOOGL	New	0 → 890.0 +$218.8K
3 WisdomTree U.S. LargeCap EPS	New	0 → 2.9K +$200.2K
4 BOXX Alpha Architect BOXX	+934.67%	13.5K → 139.4K +$14.3M
5 JPIE JPMorgan Income JPIE	+178.51%	29.4K → 81.7K +$2.4M

Decreased Positions

Position	Shares Δ	Change
1 Qualcomm QCOM	Sold	1.6K → 0 −$252.0K
2 Visa V	Sold	628.0 → 0 −$222.9K
3 Intel INTC	-31.25%	9.2K → 6.3K −$106.4K
4 Vanguard S&P 500 ETF VOO	-18.92%	2.8K → 2.3K −$329.2K
5 CGIB Capital Group International Bond ETF CGIB	-17.95%	20.3K → 16.7K −$92.2K