0001713558-24-000003.txt : 20240415 0001713558-24-000003.hdr.sgml : 20240415 20240415165337 ACCESSION NUMBER: 0001713558-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Peterson Wealth Advisors, LLC CENTRAL INDEX KEY: 0001713558 ORGANIZATION NAME: 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: 24845246 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 X0202 13F-HR LIVE false false false 0001713558 XXXXXXXX 03-31-2024 03-31-2024 false Peterson Wealth Advisors, LLC

360 W 920 N Orem UT 84057

13F HOLDINGS REPORT 028-18697 000146349 801-68917 N Scott M. Peterson 801-225-000 /s/ Scott M. Peterson Orem UT 04-15-2024 0 68 470609343 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 724501 3979 SH SOLE 0 0 3979 AMAZON COM INC COM 023135106 210684 1168 SH SOLE 0 0 1168 APPLE INC COM 037833100 1892458 11036 SH SOLE 0 0 11036 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 435238 1035 SH SOLE 0 0 1035 BRIDGER AEROSPACE GRP HLDGS COM 96812F102 976069 194436 SH SOLE 0 0 194436 BROADCOM INC COM 11135F101 319345 241 SH SOLE 0 0 241 CATERPILLAR INC COM 149123101 383807 1047 SH SOLE 0 0 1047 COSTCO WHSL CORP NEW COM 22160K105 297140 406 SH SOLE 0 0 406 DELTA AIR LINES INC DEL COM NEW 247361702 471143 9842 SH SOLE 0 0 9842 EATON CORP PLC SHS G29183103 203242 650 SH SOLE 0 0 650 ELI LILLY & CO COM 532457108 505674 650 SH SOLE 0 0 650 EXXON MOBIL CORP COM 30231G102 2502813 21531 SH SOLE 0 0 21531 FIDELITY MERRIMACK STR TR TOTAL BD ETF 316188309 1440291 31787 SH SOLE 0 0 31787 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 300971 10192 SH SOLE 0 0 10192 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 337848 2727 SH SOLE 0 0 2727 FIRST TR NASDAQ 100 TECH IND SHS 337345102 779923 4090 SH SOLE 0 0 4090 GENASYS INC COM 36872P103 168801 71224 SH SOLE 0 0 71224 GOLD ROYALTY CORP COMMON SHARES 38071H106 350910 186655 SH SOLE 0 0 186655 HOME DEPOT INC COM 437076102 585026 1525 SH SOLE 0 0 1525 INTEL CORP COM 458140100 287307 6505 SH SOLE 0 0 6505 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 674587 3983 SH SOLE 0 0 3983 ISHARES TR CORE S&P MCP ETF 464287507 673894 11095 SH SOLE 0 0 11095 ISHARES TR CORE S&P US GWT 464287671 395871 3377 SH SOLE 0 0 3377 ISHARES TR CORE MSCI INTL 46435G326 8357591 124499 SH SOLE 0 0 124499 ISHARES TR S&P 500 VAL ETF 464287408 447600 2396 SH SOLE 0 0 2396 ISHARES TR MSCI EMG MKT ETF 464287234 262099 6380 SH SOLE 0 0 6380 ISHARES TR BLACKROCK ULTRA 46434V878 2221882 43945 SH SOLE 0 0 43945 ISHARES TR MSCI EAFE MIN VL 46429B689 1685079 23774 SH SOLE 0 0 23774 ISHARES TR S&P MC 400GR ETF 464287606 674867 7396 SH SOLE 0 0 7396 ISHARES TR CORE S&P500 ETF 464287200 4870212 9264 SH SOLE 0 0 9264 ISHARES TR CRE U S REIT ETF 464288521 1114820 20722 SH SOLE 0 0 20722 ISHARES TR MSCI EAFE ETF 464287465 805928 10092 SH SOLE 0 0 10092 ISHARES TR CORE S&P SCP ETF 464287804 2457531 22236 SH SOLE 0 0 22236 ISHARES TR S&P 500 GRWT ETF 464287309 5237969 62032 SH SOLE 0 0 62032 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 6367960 133724 SH SOLE 0 0 133724 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 48971069 970685 SH SOLE 0 0 970685 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 26126495 466795 SH SOLE 0 0 466795 J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 46641Q670 15504125 332386 SH SOLE 0 0 332386 JPMORGAN CHASE & CO COM 46625H100 288066 1438 SH SOLE 0 0 1438 META PLATFORMS INC CL A 30303M102 707695 1457 SH SOLE 0 0 1457 MICROSOFT CORP COM 594918104 1613282 3835 SH SOLE 0 0 3835 NVIDIA CORPORATION COM 67066G104 326878 362 SH SOLE 0 0 362 PEPSICO INC COM 713448108 223493 1277 SH SOLE 0 0 1277 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 7528835 156167 SH SOLE 0 0 156167 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 4775975 58651 SH SOLE 0 0 58651 SCHWAB STRATEGIC TR US REIT ETF 808524847 1918581 94511 SH SOLE 0 0 94511 SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY 82889N764 860879 32498 SH SOLE 0 0 32498 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 53946183 1505195 SH SOLE 0 0 1505195 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1316050 36365 SH SOLE 0 0 36365 SPDR SER TR PORTFOLIO S&P400 78464A847 32740541 613808 SH SOLE 0 0 613808 SPDR SER TR PORTFOLIO S&P600 78468R853 27902457 648291 SH SOLE 0 0 648291 SPDR SER TR PRTFLO S&P500 VL 78464A508 606695 12110 SH SOLE 0 0 12110 SPDR SER TR PORTFOLI S&P1500 78464A805 5098649 79480 SH SOLE 0 0 79480 SPDR SER TR PORTFOLIO S&P500 78464A854 147296736 2393901 SH SOLE 0 0 2393901 TESLA INC COM 88160R101 402032 2287 SH SOLE 0 0 2287 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17465568 67201 SH SOLE 0 0 67201 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12586410 145541 SH SOLE 0 0 145541 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 296879 618 SH SOLE 0 0 618 VANGUARD INDEX FDS SMALL CP ETF 922908751 4154434 18174 SH SOLE 0 0 18174 VANGUARD INDEX FDS LARGE CAP ETF 922908637 606705 2530 SH SOLE 0 0 2530 VANGUARD INDEX FDS MID CAP ETF 922908629 892879 3574 SH SOLE 0 0 3574 VANGUARD INDEX FDS VALUE ETF 922908744 1599685 9822 SH SOLE 0 0 9822 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3203166 76686 SH SOLE 0 0 76686 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 274114 4674 SH SOLE 0 0 4674 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 335655 5780 SH SOLE 0 0 5780 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 790799 15762 SH SOLE 0 0 15762 VISA INC COM CL A 92826C839 254673 913 SH SOLE 0 0 913 WALMART INC COM 931142103 572579 9516 SH SOLE 0 0 9516