Portfolio (Quarterly) Guide ↗

Peterson Wealth Advisors, LLC

· CIK 0001713558

13F Portfolio $752M AUM 108 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 25 Added 52 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	MCD	MCDONALDS CORP	Consumer Cyclical	822	$251K	0.03%	SOLD
2	EPS	WISDOMTREE TR	—	2,910	$206K	0.03%	SOLD

Sector Allocation

Technology 32.7%

Energy 20.9%

Consumer Defensive 11.8%

Healthcare 9.9%

Consumer Cyclical 9.2%

Industrials 6.7%

Communication Services 4.5%

Financial Services 4.4%