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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, JBND, HELO, JPST, and represent 52.54% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$32M), DFEM (+$17M), JPIE (+$14M), HELO, JPST, JCPB, CLIP, SCHO, VNQ, SPDW.
Started 13 new stock positions in VDC, JNJ, MCD, VCR, VGT, VDE, VAW, PEP, RTX, VFH. VHT, VPU, VOX.
Reduced shares in these 10 stocks: SPTM, SPEM, VTI, SPSM, SCHX, VEA, HEQT, SCHH, IDEV, FTBD.
Sold out of its positions in FTBD, FEX, SPY, SCHX, TSM.
Peterson Wealth Advisors was a net buyer of stock by $72M.
Peterson Wealth Advisors has $750M in assets under management (AUM), dropping by 12.20%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 107 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPLG)	24.6	$184M		2.3M	80.22	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	9.6	$72M		1.6M	44.41	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	6.3	$48M	+211%	878k	54.07	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	6.1	$46M	+8%	685k	66.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.9	$45M	+7%	880k	50.59	View chart
Spdr Series Trust State Street Spd (SPMD)	5.7	$43M		736k	57.91	View chart
Spdr Series Trust State Street Spd (SPSM)	4.5	$34M		719k	46.86	View chart
Global X Fds 1-3 Month T-bill (CLIP)	3.3	$24M	+9%	244k	100.11	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.1	$24M	+236%	711k	33.08	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$21M	+13%	444k	47.35	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.4	$18M	+377%	391k	46.29	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$17M		25k	684.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$17M	-4%	50k	335.27	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.2	$16M	+2%	142k	115.10	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.6	$12M	+13%	482k	24.37	View chart
Ishares Tr Core Msci Intl (IDEV)	1.5	$11M	-3%	136k	82.48	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$11M	+5%	125k	88.49	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$8.9M		183k	48.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$7.0M		234k	30.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.9M	-2%	27k	257.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$6.1M		49k	123.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$5.7M	-6%	92k	62.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$5.3M	-5%	99k	53.76	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.5	$4.1M	-8%	128k	32.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.5	$4.1M	-4%	88k	46.04	View chart
Apple (AAPL)	0.5	$3.6M	+2%	13k	271.86	View chart
Exxon Mobil Corporation (XOM)	0.4	$2.7M		23k	120.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.5M		20k	120.18	View chart
Microsoft Corporation (MSFT)	0.3	$2.2M	+3%	4.6k	483.65	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$2.2M	-29%	47k	46.81	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.3	$2.2M	+8%	44k	50.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.8M		27k	66.00	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$1.5M	-64%	19k	82.50	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	-3%	16k	86.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.4M	-5%	2.2k	627.21	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.3M	-9%	25k	50.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.2M	-23%	58k	20.89	View chart
Tesla Motors (TSLA)	0.2	$1.2M	+5%	2.6k	449.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.1M	+45%	35k	32.62	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$1.1M		20k	56.96	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M	+2%	9.9k	111.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.0M	-13%	36k	28.48	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$992k	-5%	32k	30.91	View chart
Abbvie (ABBV)	0.1	$978k		4.3k	228.51	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$956k		10k	96.03	View chart
Eli Lilly & Co. (LLY)	0.1	$930k	+2%	865.00	1074.90	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$884k	-15%	33k	26.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$883k		12k	75.44	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$829k	-4%	14k	58.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$815k	-8%	2.8k	290.18	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$736k		7.6k	96.88	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$706k	+16%	26k	27.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$699k	+16%	14k	50.50	View chart
JPMorgan Chase & Co. (JPM)	0.1	$688k	+3%	2.1k	322.22	View chart
NVIDIA Corporation (NVDA)	0.1	$661k	+4%	3.5k	186.48	View chart
Meta Platforms Cl A (META)	0.1	$657k	-5%	995.00	659.92	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$655k	-5%	24k	27.62	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$633k	-28%	2.7k	230.20	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$605k	-3%	23k	26.34	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$570k		3.4k	167.94	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$568k	-9%	13k	43.43	View chart
Costco Wholesale Corporation (COST)	0.1	$559k	+7%	648.00	862.73	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$559k	+4%	8.3k	67.22	View chart
Caterpillar (CAT)	0.1	$543k	+12%	947.00	572.81	View chart
Amazon (AMZN)	0.1	$523k	+5%	2.3k	230.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$511k		1.0k	502.65	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$495k	+39%	4.3k	113.92	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$482k	+46%	6.9k	69.67	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$475k	+54%	1.7k	279.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$473k	-18%	2.5k	191.59	View chart
Home Depot (HD)	0.1	$456k	+2%	1.3k	344.03	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$427k		233k	1.83	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$426k		4.6k	92.59	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$417k	+49%	1.4k	302.05	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$402k	-44%	1.3k	314.92	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$400k	-3%	1.9k	212.06	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$396k	-7%	18k	22.64	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$379k		6.9k	54.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$365k		5.0k	73.57	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$364k		7.2k	50.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$340k	+22%	1.1k	312.91	View chart
Vanguard World Utilities Etf (VPU)	0.0	$338k	NEW	1.8k	185.04	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$338k	NEW	1.6k	211.24	View chart
Vanguard World Health Car Etf (VHT)	0.0	$338k	NEW	1.2k	287.85	View chart
Vanguard World Energy Etf (VDE)	0.0	$338k	NEW	2.7k	125.92	View chart
Vanguard World Financials Etf (VFH)	0.0	$337k	NEW	2.5k	133.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$337k	NEW	447.00	753.89	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$337k	NEW	1.7k	193.63	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$336k	NEW	853.00	393.92	View chart
Vanguard World Materials Etf (VAW)	0.0	$336k	NEW	1.6k	207.55	View chart
Eaton Corp SHS (ETN)	0.0	$330k		1.0k	318.51	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$328k	-22%	13k	25.36	View chart
Raytheon Technologies Corp (RTX)	0.0	$325k	NEW	1.8k	183.40	View chart
Broadcom (AVGO)	0.0	$320k	-12%	925.00	346.23	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$311k	-6%	2.2k	142.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$268k	-37%	11k	24.04	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$267k		15k	17.35	View chart
Intel Corporation (INTC)	0.0	$266k	+14%	7.2k	36.90	View chart
Johnson & Johnson (JNJ)	0.0	$254k	NEW	1.2k	206.98	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$252k		4.9k	51.86	View chart
McDonald's Corporation (MCD)	0.0	$251k	NEW	822.00	305.49	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$219k	-31%	6.7k	32.75	View chart
Pepsi (PEP)	0.0	$218k	NEW	1.5k	143.47	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$216k	-6%	8.1k	26.52	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$206k		2.9k	70.87	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$205k	-12%	5.4k	37.87	View chart
Genasys (GNSS)	0.0	$153k		71k	2.15	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 Q4 filed Jan. 9, 2026
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

View all past filings

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