# EDGAR Filing Document

**Accession Number:** 0001713558
**File Stem:** 0001713558-23-000001
**Filing Date:** 2023-1
**Character Count:** 9904
**Document Hash:** a7f11fb01a3e9b4def643654575a63ec
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001713558-23-000001.hdr.sgml**: 20230120

**ACCESSION NUMBER**: 0001713558-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230120

**DATE AS OF CHANGE**: 20230120

**EFFECTIVENESS DATE**: 20230120

**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:** 23540857

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**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<br>**Address:** 360 W 920 N<br>Orem, UT 84057

**Form 13F File Number:** 028-18697

**CRD Number (if applicable):** 000146349

**SEC File Number (if applicable):** 801-68917

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<br>**Title:** Chief Compliance Officer<br>**Phone:** 801-225-000

**Signature, Place, and Date of Signing:**

/s/ Scott M. Peterson  Orem, UT  01-20-2023<br>[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 are reported 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:** 62

**Form 13F Information Table Value Total:** $331230013

      (round to nearest dollar)

**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.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 699793 | 4330 | SH |  | SOLE |  | 0 | 0 | 4330 |
| AMAZON COM INC | COM | 023135106 |  | 345240 | 4110 | SH |  | SOLE |  | 0 | 0 | 4110 |
| APPLE INC | COM | 037833100 |  | 1684047 | 12961 | SH |  | SOLE |  | 0 | 0 | 12961 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 256078 | 829 | SH |  | SOLE |  | 0 | 0 | 829 |
| CATERPILLAR INC | COM | 149123101 |  | 236446 | 987 | SH |  | SOLE |  | 0 | 0 | 987 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 608454 | 1333 | SH |  | SOLE |  | 0 | 0 | 1333 |
| DEERE  CO | COM | 244199105 |  | 220383 | 514 | SH |  | SOLE |  | 0 | 0 | 514 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 347462 | 10574 | SH |  | SOLE |  | 0 | 0 | 10574 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2413994 | 21886 | SH |  | SOLE |  | 0 | 0 | 21886 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 1507328 | 33481 | SH |  | SOLE |  | 0 | 0 | 33481 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 425681 | 15949 | SH |  | SOLE |  | 0 | 0 | 15949 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 33740F805 |  | 597444 | 13603 | SH |  | SOLE |  | 0 | 0 | 13603 |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 337344105 |  | 317979 | 3582 | SH |  | SOLE |  | 0 | 0 | 3582 |
| FIRST TR NASDAQ 100 TECH IND | SHS | 337345102 |  | 466241 | 4430 | SH |  | SOLE |  | 0 | 0 | 4430 |
| GENASYS INC | COM | 36872P103 |  | 263529 | 71224 | SH |  | SOLE |  | 0 | 0 | 71224 |
| GOLD ROYALTY CORP | COMMON SHARES | 38071H106 |  | 432874 | 185783 | SH |  | SOLE |  | 0 | 0 | 185783 |
| HOME DEPOT INC | COM | 437076102 |  | 739459 | 2341 | SH |  | SOLE |  | 0 | 0 | 2341 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 612644 | 4337 | SH |  | SOLE |  | 0 | 0 | 4337 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 328752 | 2266 | SH |  | SOLE |  | 0 | 0 | 2266 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 251550 | 6637 | SH |  | SOLE |  | 0 | 0 | 6637 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 272451 | 3342 | SH |  | SOLE |  | 0 | 0 | 3342 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3859769 | 10046 | SH |  | SOLE |  | 0 | 0 | 10046 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 2542483 | 39986 | SH |  | SOLE |  | 0 | 0 | 39986 |
| ISHARES TR | BLACKROCK ULTRA | 46434V878 |  | 1356785 | 27114 | SH |  | SOLE |  | 0 | 0 | 27114 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 6628648 | 118411 | SH |  | SOLE |  | 0 | 0 | 118411 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2046544 | 21625 | SH |  | SOLE |  | 0 | 0 | 21625 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 477945 | 6998 | SH |  | SOLE |  | 0 | 0 | 6998 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1415566 | 28626 | SH |  | SOLE |  | 0 | 0 | 28626 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3626545 | 61992 | SH |  | SOLE |  | 0 | 0 | 61992 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 570316 | 2358 | SH |  | SOLE |  | 0 | 0 | 2358 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 663839 | 10113 | SH |  | SOLE |  | 0 | 0 | 10113 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 |  | 7099730 | 154403 | SH |  | SOLE |  | 0 | 0 | 154403 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 21739375 | 433660 | SH |  | SOLE |  | 0 | 0 | 433660 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 17774870 | 386999 | SH |  | SOLE |  | 0 | 0 | 386999 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 235947 | 1336 | SH |  | SOLE |  | 0 | 0 | 1336 |
| LILLY ELI  CO | COM | 532457108 |  | 242186 | 662 | SH |  | SOLE |  | 0 | 0 | 662 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 213095 | 613 | SH |  | SOLE |  | 0 | 0 | 613 |
| MICROSOFT CORP | COM | 594918104 |  | 1024865 | 4273 | SH |  | SOLE |  | 0 | 0 | 4273 |
| PEPSICO INC | COM | 713448108 |  | 231111 | 1279 | SH |  | SOLE |  | 0 | 0 | 1279 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1748787 | 90658 | SH |  | SOLE |  | 0 | 0 | 90658 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 3965750 | 60444 | SH |  | SOLE |  | 0 | 0 | 60444 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 39763966 | 1339305 | SH |  | SOLE |  | 0 | 0 | 1339305 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 1560739 | 47353 | SH |  | SOLE |  | 0 | 0 | 47353 |
| SPDR SER TR | BLOOMBERG SHT TE | 78468R408 |  | 237576 | 9801 | SH |  | SOLE |  | 0 | 0 | 9801 |
| SPDR SER TR | PORTFOLIO S | 78468R853 |  | 21439685 | 579921 | SH |  | SOLE |  | 0 | 0 | 579921 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 7783358 | 164588 | SH |  | SOLE |  | 0 | 0 | 164588 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 974233 | 25051 | SH |  | SOLE |  | 0 | 0 | 25051 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 104642326 | 2326419 | SH |  | SOLE |  | 0 | 0 | 2326419 |
| SPDR SER TR | PORTFLI HIGH YLD | 78468R606 |  | 5575692 | 249583 | SH |  | SOLE |  | 0 | 0 | 249583 |
| SPDR SER TR | PORTFOLIO S | 78464A847 |  | 23228079 | 546543 | SH |  | SOLE |  | 0 | 0 | 546543 |
| TESLA INC | COM | 88160R101 |  | 277278 | 2251 | SH |  | SOLE |  | 0 | 0 | 2251 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 14573162 | 76223 | SH |  | SOLE |  | 0 | 0 | 76223 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 3566433 | 19431 | SH |  | SOLE |  | 0 | 0 | 19431 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 498579 | 2862 | SH |  | SOLE |  | 0 | 0 | 2862 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 10078186 | 122189 | SH |  | SOLE |  | 0 | 0 | 122189 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 1026105 | 7310 | SH |  | SOLE |  | 0 | 0 | 7310 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 777001 | 3812 | SH |  | SOLE |  | 0 | 0 | 3812 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 600812 | 1710 | SH |  | SOLE |  | 0 | 0 | 1710 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 226131 | 4510 | SH |  | SOLE |  | 0 | 0 | 4510 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2697100 | 69192 | SH |  | SOLE |  | 0 | 0 | 69192 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 698642 | 16646 | SH |  | SOLE |  | 0 | 0 | 16646 |
| WALMART INC | COM | 931142103 |  | 512945 | 3618 | SH |  | SOLE |  | 0 | 0 | 3618 |

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