Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC reported 120 holdings worth US$846M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 11, 2026
Peterson Wealth Advisors, LLC reported 120 holdings worth US$846M as of Jun 30, 2026. Largest: Apple Inc, Exxon Mobil Corporation and Microsoft Corp. Filed Aug 11, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$846M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,414 | US$3.88M | 0.46% |
| Exxon Mobil Corporation | 22,644 | US$3.1M | 0.37% |
| Microsoft Corp. | 4,585 | US$1.71M | 0.20% |
| Walmart Inc. | 9,703 | US$1.1M | 0.13% |
| Abbvie Inc. | 4,279 | US$1.08M | 0.13% |
| Tesla, Inc. | 2,532 | US$1.06M | 0.13% |
| Caterpillar, Inc. | 922 | US$982K | 0.12% |
| Eli Lilly And Company | 755 | US$906K | 0.11% |
| Intel Corporation | 6,366 | US$889K | 0.11% |
| Jp Morgan Chase & Co. | 2,110 | US$691K | 0.08% |
| Nvidia Corporation | 3,330 | US$666K | 0.08% |
| Costco Wholesale Corporation | 702 | US$657K | 0.08% |
| Alphabet Inc (google) Class C | 1,660 | US$593K | 0.07% |
| Meta Platforms, Inc. | 990 | US$558K | 0.07% |
| Berkshire Hathaway Inc. | 1,031 | US$516K | 0.06% |
| Amazon.com, Inc. | 2,094 | US$499K | 0.06% |
| Home Depot, Inc. (the) | 1,288 | US$454K | 0.05% |
| Bridger Aerospace Group Holdings, Inc. | 233K | US$448K | 0.05% |
| Broadcom Inc. | 1,046 | US$395K | 0.05% |
| Johnson & Johnson | 1,225 | US$311K | 0.04% |
| Huntington Bancshares Incorporated | 15,838 | US$281K | 0.03% |
| Rtx Corporation | 1,352 | US$256K | 0.03% |
| Cisco Systems, Inc. | 2,147 | US$252K | 0.03% |
| Cummins Inc. | 350 | US$250K | 0.03% |
| United Airlines Holdings, Inc. | 1,763 | US$240K | 0.03% |
| Glacier Bancorp, Inc. | 4,501 | US$232K | 0.03% |
| Marathon Petroleum Corporation | 900 | US$230K | 0.03% |
| Coca-cola Company (the) | 2,654 | US$216K | 0.03% |
| Deere & Company | 328 | US$208K | 0.02% |
| Pepsico, Inc. | 1,500 | US$203K | 0.02% |
| Applied Materials, Inc. | 281 | US$203K | 0.02% |
| Genasys Inc. | 71,224 | US$121K | 0.01% |
Source
View original at SEC
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