0001713558-22-000006.txt : 20221017 0001713558-22-000006.hdr.sgml : 20221017 20221017161146 ACCESSION NUMBER: 0001713558-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221017 DATE AS OF CHANGE: 20221017 EFFECTIVENESS DATE: 20221017 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC CENTRAL INDEX KEY: 0001713558 IRS NUMBER: 261710863 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18697 FILM NUMBER: 221313868 BUSINESS ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 BUSINESS PHONE: 8012250000 MAIL ADDRESS: STREET 1: 360 W 920 N CITY: OREM STATE: UT ZIP: 84057 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001713558 XXXXXXXX 09-30-2022 09-30-2022 false Peterson Wealth Advisors, LLC

360 W 920 N Orem UT 84057

13F HOLDINGS REPORT 028-18697 N Scott M. Peterson 801-225-000 /s/ Scott M. Peterson Orem UT 10-17-2022 0 61 297795 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 611 4556 SH SOLE 0 0 4556 AMAZON COM INC COM 023135106 479 4238 SH SOLE 0 0 4238 APPLE INC COM 037833100 1838 13300 SH SOLE 0 0 13300 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 223 835 SH SOLE 0 0 835 COSTCO WHSL CORP NEW COM 22160K105 638 1350 SH SOLE 0 0 1350 DELTA AIR LINES INC DEL COM NEW 247361702 302 10774 SH SOLE 0 0 10774 DISNEY WALT CO COM 254687106 217 2296 SH SOLE 0 0 2296 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 135 12281 SH SOLE 0 0 12281 EXXON MOBIL CORP COM 30231G102 1921 22004 SH SOLE 0 0 22004 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 504 20244 SH SOLE 0 0 20244 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 299 3570 SH SOLE 0 0 3570 FIRST TR NASDAQ 100 TECH IND SHS 337345102 465 4435 SH SOLE 0 0 4435 FIRST TR VALUE LINE DIVID IN SHS 33734H106 266 7442 SH SOLE 0 0 7442 GENASYS INC COM 36872P103 197 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 472 185783 SH SOLE 0 0 185783 HOME DEPOT INC COM 437076102 637 2310 SH SOLE 0 0 2310 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 545 4281 SH SOLE 0 0 4281 ISHARES TR MSCI USA MIN VOL 46429B697 203 3067 SH SOLE 0 0 3067 ISHARES TR CORE S&P SCP ETF 464287804 1898 21771 SH SOLE 0 0 21771 ISHARES TR CORE S&P US GWT 464287671 268 3342 SH SOLE 0 0 3342 ISHARES TR MSCI EAFE MIN VL 46429B689 3087 54151 SH SOLE 0 0 54151 ISHARES TR CORE MSCI INTL 46435G326 4071 84260 SH SOLE 0 0 84260 ISHARES TR S&P 500 GRWT ETF 464287309 3556 61467 SH SOLE 0 0 61467 ISHARES TR S&P MC 400GR ETF 464287606 442 7009 SH SOLE 0 0 7009 ISHARES TR CORE S&P MCP ETF 464287507 492 2244 SH SOLE 0 0 2244 ISHARES TR MSCI EMG MKT ETF 464287234 239 6850 SH SOLE 0 0 6850 ISHARES TR S&P 500 VAL ETF 464287408 291 2266 SH SOLE 0 0 2266 ISHARES TR MSCI EAFE ETF 464287465 562 10034 SH SOLE 0 0 10034 ISHARES TR CORE S&P500 ETF 464287200 3663 10213 SH SOLE 0 0 10213 ISHARES TR CRE U S REIT ETF 464288521 1554 32725 SH SOLE 0 0 32725 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 19510 425236 SH SOLE 0 0 425236 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 22113 440852 SH SOLE 0 0 440852 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 7379 165944 SH SOLE 0 0 165944 JOHNSON & JOHNSON COM 478160104 230 1406 SH SOLE 0 0 1406 LILLY ELI & CO COM 532457108 214 662 SH SOLE 0 0 662 META PLATFORMS INC CL A 30303M102 218 1607 SH SOLE 0 0 1607 MICROSOFT CORP COM 594918104 1064 4568 SH SOLE 0 0 4568 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 124 10873 SH SOLE 0 0 10873 PEPSICO INC COM 713448108 218 1336 SH SOLE 0 0 1336 SCHWAB STRATEGIC TR US REIT ETF 808524847 1037 55472 SH SOLE 0 0 55472 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3085 50971 SH SOLE 0 0 50971 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 32881 1274442 SH SOLE 0 0 1274442 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1404 45234 SH SOLE 0 0 45234 SPDR SER TR PORTFLI HIGH YLD 78468R606 5533 253563 SH SOLE 0 0 253563 SPDR SER TR PORTFOLIO S&P500 78464A854 94813 2257989 SH SOLE 0 0 2257989 SPDR SER TR PORTFOLIO S&P400 78464A847 20636 535177 SH SOLE 0 0 535177 SPDR SER TR PORTFOLIO S&P600 78468R853 19279 566032 SH SOLE 0 0 566032 SPDR SER TR PRTFLO S&P500 VL 78464A508 838 24305 SH SOLE 0 0 24305 SPDR SER TR PORTFOLI S&P1500 78464A805 7431 168474 SH SOLE 0 0 168474 TESLA INC COM 88160R101 570 2148 SH SOLE 0 0 2148 VANGUARD INDEX FDS LARGE CAP ETF 922908637 464 2836 SH SOLE 0 0 2836 VANGUARD INDEX FDS VALUE ETF 922908744 916 7416 SH SOLE 0 0 7416 VANGUARD INDEX FDS MID CAP ETF 922908629 772 4107 SH SOLE 0 0 4107 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9728 121345 SH SOLE 0 0 121345 VANGUARD INDEX FDS SMALL CP ETF 922908751 2842 16631 SH SOLE 0 0 16631 VANGUARD INDEX FDS TOTAL STK MKT 922908769 10738 59830 SH SOLE 0 0 59830 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 737 2244 SH SOLE 0 0 2244 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1610 44123 SH SOLE 0 0 44123 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 200 4510 SH SOLE 0 0 4510 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 664 18267 SH SOLE 0 0 18267 WALMART INC COM 931142103 472 3637 SH SOLE 0 0 3637