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

Page 3 of 3 · 50 positions

← Prev 1 2 3

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	GOOGL	ALPHABET INC	Communication Services	1,080.0	$386K	0.05%	+64.0	+6.3%	$357.50	-0.7%
42	VPU	VANGUARD WORLD FD	—	1,854.0	$363K	0.04%	+16.0	+0.9%	$195.78	-9.4%
43	VHT	VANGUARD WORLD FD	—	1,212.0	$362K	0.04%	+36.0	+3.1%	$298.94	+6.4%
44	VFH	VANGUARD WORLD FD	—	2,625.0	$345K	0.04%	+94.0	+3.7%	$131.62	+3.9%
45	VCR	VANGUARD WORLD FD	—	871.0	$345K	0.04%	+17.0	+2.0%	$396.46	-5.0%
46	CGIB	CAPITAL GRP FIXED INCM ETF T	—	13,357.0	$341K	0.04%	+688.0	+5.4%	$25.53	-1.9%
47	VOX	VANGUARD WORLD FD	—	1,767.0	$325K	0.04%	+25.0	+1.4%	$183.95	+7.4%
48	JNJ	JOHNSON & JOHNSON	Healthcare	1,225.0	$311K	0.04%	+11.0	+0.9%	$253.98	+6.1%
49	HBAN	HUNTINGTON BANCSHARES INC	Financial Services	15,838.0	$281K	0.03%	+729.0	+4.8%	$17.73	-9.5%
50	CGCB	CAPITAL GRP FIXED INCM ETF T	—	8,394.0	$220K	0.03%	+87.0	+1.1%	$26.18	-2.5%

Page 3 of 3 · 50 positions

← Prev 1 2 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 37.3%

Energy 14.5%

Industrials 10.4%

Healthcare 10.0%

Consumer Defensive 9.5%

Consumer Cyclical 8.8%

Financial Services 5.3%

Communication Services 4.1%