Close

Form 13F-HR Peterson Wealth Advisors For: Jun 30

August 2, 2021 12:33 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2021
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Peterson Wealth Advisors, LLC
Address: 360 W 920 N
OREM , UT84057
Form 13F File Number: 028-18697

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Scott M Peterson
Title: Chief Compliance Officer
Phone: 801-225-0000
Signature, Place, and Date of Signing:
Scott M Peterson Orem , UT 08-02-2021
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 53
Form 13F Information Table Value Total: 281,928
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 666 4,417 SH SOLE 0 0 0 4,417
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 203 6,188 SH SOLE 0 0 0 6,188
SCHWAB STRATEGIC TR US REIT ETF 808524847 605 13,214 SH SOLE 0 0 0 13,214
VANGUARD INDEX FDS LARGE CAP ETF 922908637 617 3,075 SH SOLE 0 0 0 3,075
FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 239 4,394 SH SOLE 0 0 0 4,394
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 305 5,912 SH SOLE 0 0 0 5,912
COSTCO WHSL CORP NEW COM 22160K105 534 1,349 SH SOLE 0 0 0 1,349
J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 6,675 129,538 SH SOLE 0 0 0 129,538
AMAZON COM INC COM 023135106 674 196 SH SOLE 0 0 0 196
APPLE INC COM 037833100 1,836 13,405 SH SOLE 0 0 0 13,405
FIRST TR NAS100 EQ WEIGHTED SHS 337344105 434 3,867 SH SOLE 0 0 0 3,867
ISHARES TR MSCI USA MIN VOL 46429B697 236 3,208 SH SOLE 0 0 0 3,208
WALMART INC COM 931142103 535 3,791 SH SOLE 0 0 0 3,791
VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 205 2,344 SH SOLE 0 0 0 2,344
ISHARES TR US HOME CONS ETF 464288752 252 3,639 SH SOLE 0 0 0 3,639
ISHARES TR CORE S&P SCP ETF 464287804 2,613 23,132 SH SOLE 0 0 0 23,132
ISHARES TR CORE S&P US GWT 464287671 345 3,413 SH SOLE 0 0 0 3,413
ISHARES TR MSCI EAFE MIN VL 46429B689 30,937 409,538 SH SOLE 0 0 0 409,538
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 301 4,755 SH SOLE 0 0 0 4,755
ABBVIE INC COM 00287Y109 264 2,342 SH SOLE 0 0 0 2,342
VANGUARD INDEX FDS REAL ESTATE ETF 922908553 492 4,833 SH SOLE 0 0 0 4,833
VANGUARD INDEX FDS MID CAP ETF 922908629 1,134 4,780 SH SOLE 0 0 0 4,780
J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 5,647 107,957 SH SOLE 0 0 0 107,957
FIRST TR VALUE LINE DIVID IN SHS 33734H106 296 7,442 SH SOLE 0 0 0 7,442
SPDR SER TR PORTFOLIO S&P500 78464A854 93,858 1,864,845 SH SOLE 0 0 0 1,864,845
FACEBOOK INC CL A 30303M102 276 795 SH SOLE 0 0 0 795
VANGUARD INDEX FDS SMALL CP ETF 922908751 2,177 9,662 SH SOLE 0 0 0 9,662
VANGUARD INDEX FDS TOTAL STK MKT 922908769 6,819 30,603 SH SOLE 0 0 0 30,603
HOME DEPOT INC COM 437076102 749 2,350 SH SOLE 0 0 0 2,350
ISHARES TR CORE MSCI INTL 46435G326 2,186 32,416 SH SOLE 0 0 0 32,416
SPDR SER TR PORTFOLIO S&P400 78464A847 21,706 459,767 SH SOLE 0 0 0 459,767
VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 671 1,704 SH SOLE 0 0 0 1,704
TESLA INC COM 88160R101 391 575 SH SOLE 0 0 0 575
ISHARES TR S&P 500 GRWT ETF 464287309 4,518 62,116 SH SOLE 0 0 0 62,116
ISHARES TR S&P MC 400GR ETF 464287606 550 6,799 SH SOLE 0 0 0 6,799
SPDR SER TR PORTFOLIO AGRGTE 78464A649 643 21,411 SH SOLE 0 0 0 21,411
MICROSOFT CORP COM 594918104 1,136 4,195 SH SOLE 0 0 0 4,195
ISHARES TR MSCI EMG MKT ETF 464287234 369 6,686 SH SOLE 0 0 0 6,686
ISHARES TR CORE S&P MCP ETF 464287507 615 2,290 SH SOLE 0 0 0 2,290
ISHARES TR S&P 500 VAL ETF 464287408 406 2,748 SH SOLE 0 0 0 2,748
SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1,160 25,491 SH SOLE 0 0 0 25,491
FIRST TR NASDAQ 100 TECH IND SHS 337345102 670 4,212 SH SOLE 0 0 0 4,212
SPDR SER TR PORTFOLIO S&P600 78468R853 21,415 487,375 SH SOLE 0 0 0 487,375
J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 20,006 394,275 SH SOLE 0 0 0 394,275
ISHARES TR MSCI EAFE ETF 464287465 794 10,067 SH SOLE 0 0 0 10,067
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 3,263 88,690 SH SOLE 0 0 0 88,690
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 6,595 269,610 SH SOLE 0 0 0 269,610
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 746 13,735 SH SOLE 0 0 0 13,735
SPDR SER TR PRTFLO S&P500 VL 78464A508 2,580 65,262 SH SOLE 0 0 0 65,262
ISHARES TR CORE S&P500 ETF 464287200 5,318 12,369 SH SOLE 0 0 0 12,369
SPDR SER TR PORTFOLI S&P1500 78464A805 11,772 222,244 SH SOLE 0 0 0 222,244
ISHARES TR CRE U S REIT ETF 464288521 12,352 211,719 SH SOLE 0 0 0 211,719
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 2,142 27,368 SH SOLE 0 0 0 27,368


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings