# EDGAR Filing Document

**Accession Number:** 0001713558
**File Stem:** 0002085853-25-000042
**Filing Date:** 2025-10
**Character Count:** 14075
**Document Hash:** 68baef244293759b1356c899c4194f98
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000042.hdr.sgml**: 20251009

**ACCESSION NUMBER**: 0002085853-25-000042

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251009

**DATE AS OF CHANGE**: 20251009

**EFFECTIVENESS DATE**: 20251009

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Peterson Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001713558

**ORGANIZATION NAME:**
- **EIN:** 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:** 251383694

**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:** 09-30-2025

**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  10-09-2025<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:** 99

**Form 13F Information Table Value Total:** $668554213

      (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 |  | 991126 | 4257 | SH |  | SOLE |  | 0 | 0 | 4257 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 218806 | 890 | SH |  | SOLE |  | 54 | 0 | 836 |
| AMAZON COM INC | COM | 023135106 |  | 474609 | 2140 | SH |  | SOLE |  | 54 | 0 | 2086 |
| APPLE INC | COM | 037833100 |  | 3297125 | 12855 | SH |  | SOLE |  | 37 | 0 | 12818 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 513351 | 1022 | SH |  | SOLE |  | 7 | 0 | 1015 |
| BRIDGER AEROSPACE GRP HLDGS | COM | 96812F102 |  | 401316 | 233323 | SH |  | SOLE |  | 0 | 0 | 233323 |
| BROADCOM INC | COM | 11135F101 |  | 356712 | 1060 | SH |  | SOLE |  | 0 | 0 | 1060 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 603118 | 22157 | SH |  | SOLE |  | 0 | 0 | 22157 |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 14020Y102 |  | 427982 | 18804 | SH |  | SOLE |  | 4 | 0 | 18800 |
| CAPITAL GRP FIXED INCM ETF T | SHORT DURATION M | 14020Y607 |  | 630293 | 23902 | SH |  | SOLE |  | 0 | 0 | 23902 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 696156 | 25024 | SH |  | SOLE |  | 0 | 0 | 25024 |
| CAPITAL GRP FIXED INCM ETF T | INTERNATIONAL BD | 14020Y706 |  | 421589 | 16657 | SH |  | SOLE |  | 0 | 0 | 16657 |
| CAPITAL GRP FIXED INCM ETF T | CORE BOND ETF | 14020Y508 |  | 232288 | 8726 | SH |  | SOLE |  | 0 | 0 | 8726 |
| CATERPILLAR INC | COM | 149123101 |  | 408733 | 840 | SH |  | SOLE |  | 0 | 0 | 840 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 553303 | 605 | SH |  | SOLE |  | 4 | 0 | 601 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 323336 | 4734 | SH |  | SOLE |  | 179 | 0 | 4555 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 6842764 | 211327 | SH |  | SOLE |  | 2529 | 0 | 208798 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 15882954 | 139422 | SH |  | SOLE |  | 0 | 0 | 139422 |
| EATON CORP PLC | SHS | G29183103 |  | 388374 | 1047 | SH |  | SOLE |  | 0 | 0 | 1047 |
| ELI LILLY  CO | COM | 532457108 |  | 712349 | 844 | SH |  | SOLE |  | 0 | 0 | 844 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2576399 | 22549 | SH |  | SOLE |  | 0 | 0 | 22549 |
| FIDELITY GREENWOOD STREET TR | HEDGED EQTY ETF | 31624J745 |  | 1043197 | 34036 | SH |  | SOLE |  | 0 | 0 | 34036 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 4294717 | 92718 | SH |  | SOLE |  | 0 | 0 | 92718 |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | 316188606 |  | 632825 | 14523 | SH |  | SOLE |  | 0 | 0 | 14523 |
| FIDELITY MERRIMACK STR TR | TACTICAL BOND | 316188879 |  | 373327 | 7477 | SH |  | SOLE |  | 0 | 0 | 7477 |
| FIRST TR EXCHANGE TRADED FD | NASDQ ARTFCIAL | 33738R720 |  | 266700 | 4867 | SH |  | SOLE |  | 0 | 0 | 4867 |
| FIRST TR EXCHANGE-TRADED ALP | COM SHS | 33734K109 |  | 205271 | 1752 | SH |  | SOLE |  | 0 | 0 | 1752 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 237184 | 6182 | SH |  | SOLE |  | 0 | 0 | 6182 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337345102 |  | 898911 | 3865 | SH |  | SOLE |  | 0 | 0 | 3865 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 337344105 |  | 332816 | 2339 | SH |  | SOLE |  | 0 | 0 | 2339 |
| GENASYS INC | COM | 36872P103 |  | 157405 | 71224 | SH |  | SOLE |  | 0 | 0 | 71224 |
| GLOBAL X FDS | 1-3 MONTH T-BILL | 37960A438 |  | 22320832 | 222830 | SH |  | SOLE |  | 1395 | 0 | 221434 |
| HOME DEPOT INC | COM | 437076102 |  | 500806 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 |  | 257594 | 15370 | SH |  | SOLE |  | 0 | 0 | 15370 |
| INTEL CORP | COM | 458140100 |  | 234037 | 6296 | SH |  | SOLE |  | 0 | 0 | 6296 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 574804 | 3020 | SH |  | SOLE |  | 0 | 0 | 3020 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 530172 | 7945 | SH |  | SOLE |  | 0 | 0 | 7945 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 559922 | 3396 | SH |  | SOLE |  | 0 | 0 | 3396 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 6058674 | 50080 | SH |  | SOLE |  | 0 | 0 | 50080 |
| ISHARES TR | CRE U S REIT ETF | 464288521 |  | 1165399 | 20062 | SH |  | SOLE |  | 0 | 0 | 20062 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 369837 | 6841 | SH |  | SOLE |  | 0 | 0 | 6841 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2399495 | 20293 | SH |  | SOLE |  | 0 | 0 | 20293 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 360241 | 3104 | SH |  | SOLE |  | 91 | 0 | 3013 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 923834 | 9779 | SH |  | SOLE |  | 0 | 0 | 9779 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1757166 | 26971 | SH |  | SOLE |  | 0 | 0 | 26971 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 724390 | 7580 | SH |  | SOLE |  | 0 | 0 | 7580 |
| ISHARES TR | CORE S ETF | 464287200 |  | 16822331 | 25018 | SH |  | SOLE |  | 0 | 0 | 25018 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 |  | 2052208 | 40537 | SH |  | SOLE |  | 0 | 0 | 40537 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 |  | 1428438 | 16847 | SH |  | SOLE |  | 0 | 0 | 16847 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 11367372 | 140373 | SH |  | SOLE |  | 0 | 0 | 140373 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 407719 | 1961 | SH |  | SOLE |  | 0 | 0 | 1961 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 18466328 | 389503 | SH |  | SOLE |  | 2957 | 0 | 386546 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 3777691 | 81742 | SH |  | SOLE |  | 881 | 0 | 80860 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 15234241 | 281646 | SH |  | SOLE |  | 558 | 0 | 281088 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 597563 | 11859 | SH |  | SOLE |  | 0 | 0 | 11859 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 41309290 | 816067 | SH |  | SOLE |  | 4264 | 0 | 811802 |
| J P MORGAN EXCHANGE TRADED F | HIGH YIELD MUNI | 46654Q799 |  | 369018 | 7334 | SH |  | SOLE |  | 0 | 0 | 7334 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 1424170 | 27966 | SH |  | SOLE |  | 0 | 0 | 27966 |
| J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 |  | 8816587 | 180705 | SH |  | SOLE |  | 210 | 0 | 180495 |
| J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | 46641Q738 |  | 427928 | 4532 | SH |  | SOLE |  | 0 | 0 | 4532 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 40953856 | 630253 | SH |  | SOLE |  | 1546 | 0 | 628707 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 634622 | 2063 | SH |  | SOLE |  | 0 | 0 | 2063 |
| META PLATFORMS INC | CL A | 30303M102 |  | 749516 | 1051 | SH |  | SOLE |  | 16 | 0 | 1035 |
| MICROSOFT CORP | COM | 594918104 |  | 2318964 | 4426 | SH |  | SOLE |  | 9 | 0 | 4417 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 626864 | 3388 | SH |  | SOLE |  | 87 | 0 | 3301 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 1048761 | 39206 | SH |  | SOLE |  | 0 | 0 | 39206 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 773547 | 24046 | SH |  | SOLE |  | 886 | 0 | 23160 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 1619383 | 76063 | SH |  | SOLE |  | 23 | 0 | 76040 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 330885 | 9824 | SH |  | SOLE |  | 0 | 0 | 9824 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1163320 | 41562 | SH |  | SOLE |  | 0 | 0 | 41562 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 398567 | 15052 | SH |  | SOLE |  | 5 | 0 | 15047 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 10341630 | 424359 | SH |  | SOLE |  | 2742 | 0 | 421617 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 421707 | 17899 | SH |  | SOLE |  | 0 | 0 | 17899 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 6975916 | 234485 | SH |  | SOLE |  | 0 | 0 | 234485 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 |  | 4385002 | 140132 | SH |  | SOLE |  | 1 | 0 | 140131 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 69941419 | 1615275 | SH |  | SOLE |  | 10462 | 0 | 1604813 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 3169133 | 67086 | SH |  | SOLE |  | 11 | 0 | 67075 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 237538 | 355 | SH |  | SOLE |  | 23 | 0 | 332 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 33613325 | 729139 | SH |  | SOLE |  | 4550 | 0 | 724589 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 181058640 | 2300034 | SH |  | SOLE |  | 12886 | 0 | 2287148 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 41900395 | 733679 | SH |  | SOLE |  | 4699 | 0 | 728980 |
| SPDR SERIES TRUST | PORTFOLI S | 78464A805 |  | 4336803 | 53561 | SH |  | SOLE |  | 58 | 0 | 53503 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 219159 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| TESLA INC | COM | 88160R101 |  | 1049377 | 2423 | SH |  | SOLE |  | 0 | 0 | 2423 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 278543 | 925 | SH |  | SOLE |  | 35 | 0 | 890 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 17315570 | 52532 | SH |  | SOLE |  | 0 | 0 | 52532 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 7085915 | 27709 | SH |  | SOLE |  | 0 | 0 | 27709 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 323234 | 1099 | SH |  | SOLE |  | 41 | 0 | 1058 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1410806 | 2293 | SH |  | SOLE |  | 0 | 0 | 2293 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 711840 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 906225 | 3086 | SH |  | SOLE |  | 0 | 0 | 3086 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 10699687 | 118582 | SH |  | SOLE |  | 845 | 0 | 117737 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 352498 | 4879 | SH |  | SOLE |  | 0 | 0 | 4879 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 5687652 | 104017 | SH |  | SOLE |  | 0 | 0 | 104017 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 |  | 872238 | 14849 | SH |  | SOLE |  | 0 | 0 | 14849 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 864376 | 11643 | SH |  | SOLE |  | 0 | 0 | 11643 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 5947506 | 98063 | SH |  | SOLE |  | 0 | 0 | 98063 |
| WALMART INC | COM | 931142103 |  | 996508 | 9652 | SH |  | SOLE |  | 48 | 0 | 9604 |
| WISDOMTREE TR | US LARGECAP FUND | 97717W588 |  | 200163 | 2900 | SH |  | SOLE |  | 0 | 0 | 2900 |

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