Peterson Wealth Advisors, LLC
Peterson Wealth Advisors, LLC reported 116 holdings worth US$862M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 8, 2026
Peterson Wealth Advisors, LLC reported 116 holdings worth US$862M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Abbvie Inc. Filed Oct 8, 2026 (Form 13F).
- Holdings
- 116
- Value as reported
- US$862M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,411 | US$4.47M | 0.52% |
| Microsoft Corp. | 4,489 | US$2.3M | 0.27% |
| Abbvie Inc. | 4,040 | US$1.06M | 0.12% |
| Walmart Inc. | 9,513 | US$989K | 0.11% |
| Tesla, Inc. | 2,551 | US$905K | 0.11% |
| Eli Lilly And Company | 758 | US$877K | 0.10% |
| Nvidia Corporation | 3,505 | US$800K | 0.09% |
| Intel Corporation | 6,426 | US$773K | 0.09% |
| Meta Platforms, Inc. | 1,020 | US$739K | 0.09% |
| Jp Morgan Chase & Co. | 2,094 | US$693K | 0.08% |
| Caterpillar, Inc. | 805 | US$653K | 0.08% |
| Costco Wholesale Corporation | 666 | US$607K | 0.07% |
| Amazon.com, Inc. | 2,108 | US$525K | 0.06% |
| Berkshire Hathaway Inc. | 1,049 | US$522K | 0.06% |
| Broadcom Inc. | 1,141 | US$401K | 0.05% |
| Alphabet Inc (google) Class C | 1,129 | US$388K | 0.05% |
| Home Depot, Inc. (the) | 1,263 | US$359K | 0.04% |
| Marathon Petroleum Corporation | 898 | US$355K | 0.04% |
| Johnson & Johnson | 1,276 | US$338K | 0.04% |
| Rtx Corporation | 1,284 | US$238K | 0.03% |
| Huntington Bancshares Incorporated | 15,464 | US$236K | 0.03% |
| Coca-cola Company (the) | 2,717 | US$234K | 0.03% |
| Deere & Company | 330 | US$221K | 0.03% |
| Cisco Systems, Inc. | 1,860 | US$200K | 0.02% |
| Bridger Aerospace Group Holdings, Inc. | 261K | US$183K | 0.02% |
| Genasys Inc. | 71,224 | US$103K | 0.01% |
| Our Bond, Inc. | 45,000 | US$11,898 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Glacier Bancorp, Inc. | 0 | US$0 | 0.00% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| United Airlines Holdings, Inc. | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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