Portfolio (Quarterly) Guide ↗

Peterson Wealth Advisors, LLC

· CIK 0001713558

13F Portfolio $846M AUM 120 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 12 New 50 Added 27 Reduced

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	BKLC	BNY MELLON ETF TRUST	—	2,928.0	$420K	0.05%	NEW	—	$47.80	+1.9%
2	STX	SEAGATE TECHNOLOGY HLDNGS PL	Technology	430.0	$415K	0.05%	NEW	—	$964.13	-11.8%
3	CSCO	CISCO SYS INC	Technology	2,147.0	$252K	0.03%	NEW	—	$117.44	-6.7%
4	CMI	CUMMINS INC	Industrials	350.0	$250K	0.03%	NEW	—	$712.99	-16.8%
5	UAL	UNITED AIRLS HLDGS INC	Industrials	1,763.0	$240K	0.03%	NEW	—	$135.99	-17.9%
6	VCRB	VANGUARD MALVERN FDS	—	3,059.0	$236K	0.03%	NEW	—	$77.24	-1.5%
7	GBCI	GLACIER BANCORP INC NEW	Financial Services	4,501.0	$232K	0.03%	NEW	—	$51.57	-8.4%
8	EPS	WISDOMTREE TR	—	2,905.0	$226K	0.03%	NEW	—	$77.78	+3.1%
9	FEX	FIRST TR EXCHANGE-TRADED ALP	—	1,603.0	$224K	0.03%	NEW	—	$139.86	-0.5%
10	DE	DEERE & CO	Industrials	328.0	$208K	0.03%	NEW	—	$633.93	-2.0%
11	GOOG	ALPHABET INC	Communication Services	587.0	$207K	0.03%	NEW	—	$353.28	-4.3%
12	AMAT	APPLIED MATLS INC	Technology	281.0	$203K	0.02%	NEW	—	$722.23	-31.3%

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 37.0%

Energy 14.4%

Industrials 10.3%

Healthcare 9.9%

Consumer Defensive 9.4%

Consumer Cyclical 8.7%

Financial Services 5.2%

Communication Services 5.0%