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Peterson Wealth Advisors

Latest statistics and disclosures from Peterson Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SPDW, SPMD, JPST, HELO, and represent 56.12% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: BOXX (+$14M), JBND (+$5.7M), SPLG, HELO, JPIE, SPMD, SPSM, VNQ, DFEM, JCPB.
Started 4 new stock positions in EPS, GOOGL, FEX, TSM.
Reduced shares in these 10 stocks: JPST (-$5.9M), CLIP, VTI, ICSH, VOO, SPTM, FBND, QCOM, IVV, HEQT.
Sold out of its positions in QCOM, V.
Peterson Wealth Advisors was a net buyer of stock by $28M.
Peterson Wealth Advisors has $669M in assets under management (AUM), dropping by 10.36%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	27.1	$181M		2.3M	78.72	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	10.5	$70M		1.6M	43.30	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	6.3	$42M	+5%	734k	57.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.2	$41M	-12%	816k	50.62	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	6.1	$41M	+6%	630k	64.98	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	5.0	$34M	+4%	729k	46.10	View chart
Global X Fds 1-3 Month T-bill (CLIP)	3.3	$22M	-9%	223k	100.17	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$19M	+6%	390k	47.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$17M	-3%	53k	329.62	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$17M		25k	672.41	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.4	$16M	+934%	139k	113.92	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	2.3	$15M	+59%	282k	54.09	View chart
Ishares Tr Core Msci Intl (IDEV)	1.7	$11M		140k	80.98	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$11M	+14%	119k	90.23	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$10M	+10%	424k	24.37	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.3	$8.8M	+9%	181k	48.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$7.1M		28k	255.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$7.0M		235k	29.75	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	1.0	$6.8M	+20%	211k	32.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$6.1M		50k	120.98	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$5.9M	-3%	98k	60.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$5.7M		104k	54.68	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.7	$4.4M	-5%	140k	31.29	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.6	$4.3M	-7%	54k	80.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.6	$4.3M	-7%	93k	46.32	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.6	$3.8M	+178%	82k	46.21	View chart
Apple (AAPL)	0.5	$3.3M	+3%	13k	256.49	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$3.2M		67k	47.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.6M		23k	114.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.4M	+6%	20k	118.24	View chart
Microsoft Corporation (MSFT)	0.3	$2.3M		4.4k	523.94	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$2.1M	-15%	41k	50.63	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$1.8M	-5%	27k	65.15	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.6M		76k	21.29	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	-5%	17k	84.79	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.4M		28k	50.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.4M	-18%	2.3k	615.27	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.2M	-2%	20k	58.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.2M	-5%	42k	27.99	View chart
Tesla Motors (TSLA)	0.2	$1.0M		2.4k	433.09	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.2	$1.0M	-17%	39k	26.75	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.2	$1.0M	-4%	34k	30.65	View chart
Wal-Mart Stores (WMT)	0.1	$997k		9.7k	103.24	View chart
Abbvie (ABBV)	0.1	$991k		4.3k	232.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$924k		9.8k	94.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$906k		3.1k	293.66	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$899k		3.9k	232.58	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$872k	-7%	15k	58.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$864k		12k	74.24	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$774k	+4%	24k	32.17	View chart
Meta Platforms Cl A (META)	0.1	$750k	+3%	1.1k	713.15	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$724k		7.6k	95.57	View chart
Eli Lilly & Co. (LLY)	0.1	$712k		844.00	844.02	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$712k		2.3k	309.23	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$696k		25k	27.82	View chart
JPMorgan Chase & Co. (JPM)	0.1	$635k		2.1k	307.62	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$633k	+3%	15k	43.57	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$630k	+117%	24k	26.37	View chart
NVIDIA Corporation (NVDA)	0.1	$627k	-3%	3.4k	185.02	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$603k	+101%	22k	27.22	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$598k	+102%	12k	50.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$575k		3.0k	190.33	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$560k		3.4k	164.88	View chart
Costco Wholesale Corporation (COST)	0.1	$553k		605.00	914.55	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$530k	+3%	7.9k	66.73	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$513k		1.0k	502.30	View chart
Home Depot (HD)	0.1	$501k		1.3k	386.72	View chart
Amazon (AMZN)	0.1	$475k	+6%	2.1k	221.78	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$428k		19k	22.76	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$428k	-4%	4.5k	94.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$422k		18k	23.56	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$422k	-17%	17k	25.31	View chart
Caterpillar (CAT)	0.1	$409k		840.00	486.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$408k	-6%	2.0k	207.91	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$401k		233k	1.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$399k	+2%	15k	26.48	View chart
Eaton Corp SHS (ETN)	0.1	$388k		1.0k	370.94	View chart
Fidelity Merrimack Str Tr Tactical Bond (FTBD)	0.1	$373k	+77%	7.5k	49.93	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$370k	+4%	6.8k	54.06	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.1	$369k	+74%	7.3k	50.32	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$360k	+13%	3.1k	116.06	View chart
Broadcom (AVGO)	0.1	$357k	-3%	1.1k	336.52	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$353k		4.9k	72.25	View chart
First Tr Exchange-traded SHS (QQEW)	0.0	$333k		2.3k	142.29	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$331k		9.8k	33.68	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$323k	+12%	4.7k	68.30	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$323k	+8%	1.1k	294.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$279k	+9%	925.00	301.13	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$267k		4.9k	54.80	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$258k		15k	16.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$238k	-11%	355.00	669.12	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$237k	-11%	6.2k	38.37	View chart
Intel Corporation (INTC)	0.0	$234k	-31%	6.3k	37.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$232k	+14%	8.7k	26.62	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$219k	NEW	745.00	294.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$219k	NEW	890.00	245.85	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$205k	NEW	1.8k	117.16	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$200k	NEW	2.9k	69.02	View chart
Genasys (GNSS)	0.0	$157k		71k	2.21	View chart

Past Filings by Peterson Wealth Advisors

SEC 13F filings are viewable for Peterson Wealth Advisors going back to 2017

Peterson Wealth Advisors 2025 Q3 filed Oct. 9, 2025
Peterson Wealth Advisors 2025 Q2 filed July 7, 2025
Peterson Wealth Advisors 2025 Q1 filed April 30, 2025
Peterson Wealth Advisors 2024 Q4 filed Jan. 17, 2025
Peterson Wealth Advisors 2024 Q3 filed Oct. 24, 2024
Peterson Wealth Advisors 2024 Q2 filed July 18, 2024
Peterson Wealth Advisors 2024 Q1 filed April 15, 2024
Peterson Wealth Advisors 2023 Q4 filed Jan. 10, 2024
Peterson Wealth Advisors 2023 Q3 filed Oct. 5, 2023
Peterson Wealth Advisors 2023 Q2 filed July 13, 2023
Peterson Wealth Advisors 2023 Q1 filed April 6, 2023
Peterson Wealth Advisors 2022 Q4 filed Jan. 20, 2023
Peterson Wealth Advisors 2022 Q3 filed Oct. 17, 2022
Peterson Wealth Advisors 2022 Q2 filed July 21, 2022
Peterson Wealth Advisors 2022 Q1 filed April 21, 2022
Peterson Wealth Advisors 2021 Q4 filed Jan. 25, 2022

View all past filings

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