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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 SPYM, SPDW, JBND, HELO, SPMD, and represent 54.03% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPDW (+$12M), SPYM (+$8.1M), BOXX, HELO, JBND, JPIE, JPIB, JCPB, DFAU, MPC.
Started 3 new stock positions in MPC, DFAU, KO.
Reduced shares in these 10 stocks: SPSM, JPST, VNQ, IVV, ICSH, FBND, CLIP, IDEV, SCHM, VXUS.
Sold out of its positions in MCD, EPS.
Peterson Wealth Advisors was a net buyer of stock by $8.7M.
Peterson Wealth Advisors has $752M in assets under management (AUM), dropping by 0.24%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	24.5	$184M	+4%	2.4M	76.54	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	11.4	$86M	+15%	1.9M	45.65	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	6.4	$48M		894k	53.77	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	6.0	$45M	+3%	706k	63.91	View chart
Spdr Series Trust State Street Spd (SPMD)	5.8	$43M		731k	59.22	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.6	$42M	-5%	835k	50.61	View chart
Spdr Series Trust State Street Spd (SPSM)	4.2	$32M	-8%	655k	48.32	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$24M		700k	34.55	View chart
Global X Fds 1-3 Month T-bill (CLIP)	3.2	$24M	-2%	238k	100.36	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.8	$21M		451k	47.08	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.6	$19M	+16%	166k	116.29	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.5	$19M	+3%	406k	46.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$16M	-2%	49k	320.81	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$14M	-12%	22k	653.22	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$12M		473k	24.27	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$11M	-4%	129k	83.57	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.2	$9.2M	+4%	192k	47.82	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$8.9M	-19%	101k	88.70	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$6.8M	-6%	219k	30.96	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$6.7M	-4%	26k	261.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$5.6M		50k	113.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$5.5M	-6%	86k	64.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$5.0M	-5%	93k	54.05	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.8M		23k	169.66	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.5	$3.7M	-8%	117k	31.50	View chart
Apple (AAPL)	0.5	$3.4M	+2%	14k	253.79	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.4	$3.1M	-22%	68k	45.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.5M		20k	124.31	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.3	$2.3M		48k	46.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.8M		26k	67.53	View chart
Microsoft Corporation (MSFT)	0.2	$1.7M		4.6k	370.14	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.5M	+2%	17k	91.37	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$1.5M		19k	79.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.3M		2.2k	597.44	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.2M	-5%	24k	50.98	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M		9.7k	124.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$1.2M	-4%	55k	21.49	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.1M	-6%	19k	59.19	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$1.1M	-52%	21k	50.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.0M	+2%	36k	29.13	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.0M	+6%	11k	97.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.0M	-2%	35k	29.08	View chart
Tesla Motors (TSLA)	0.1	$945k		2.5k	371.75	View chart
Abbvie (ABBV)	0.1	$934k		4.3k	217.50	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$864k		33k	26.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$809k		2.8k	287.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$789k	-4%	14k	58.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$769k		7.6k	100.62	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$705k		26k	27.15	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$692k		14k	49.99	View chart
Eli Lilly & Co. (LLY)	0.1	$688k	-13%	748.00	919.95	View chart
Caterpillar (CAT)	0.1	$650k	-3%	917.00	708.25	View chart
Costco Wholesale Corporation (COST)	0.1	$647k		649.00	996.37	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$622k	-34%	21k	29.42	View chart
JPMorgan Chase & Co. (JPM)	0.1	$615k	-2%	2.1k	294.11	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$596k		2.8k	215.97	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$576k		8.3k	69.75	View chart
Meta Platforms Cl A (META)	0.1	$575k		1.0k	571.85	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$570k		13k	43.04	View chart
NVIDIA Corporation (NVDA)	0.1	$562k	-9%	3.2k	174.38	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.1	$551k	-8%	21k	26.28	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$527k		3.4k	155.10	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$512k	-43%	6.6k	77.11	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$494k		6.9k	71.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$492k		4.4k	111.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$491k		1.0k	479.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$476k		2.5k	191.92	View chart
Vanguard World Energy Etf (VDE)	0.1	$466k		2.7k	173.04	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$462k		233k	1.98	View chart
Amazon (AMZN)	0.1	$434k	-8%	2.1k	208.27	View chart
Home Depot (HD)	0.1	$417k	-4%	1.3k	329.01	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$416k	-35%	15k	27.23	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$394k	-10%	4.1k	95.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$394k		6.9k	56.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$382k		1.3k	298.91	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$378k	-13%	1.5k	257.36	View chart
Eaton Corp SHS (ETN)	0.0	$374k		1.0k	357.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$373k		5.0k	75.10	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$371k	-10%	1.2k	302.14	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$369k	-5%	17k	22.34	View chart
Vanguard World Materials Etf (VAW)	0.0	$366k		1.6k	225.30	View chart
Vanguard World Utilities Etf (VPU)	0.0	$364k		1.8k	198.10	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$364k		7.3k	49.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$362k	-9%	1.7k	211.18	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$361k		1.6k	224.60	View chart
Vanguard World Health Car Etf (VHT)	0.0	$320k		1.2k	272.44	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$320k	-2%	13k	25.23	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$313k		1.7k	179.89	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$312k		448.00	697.00	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$307k		854.00	359.19	View chart
Vanguard World Financials Etf (VFH)	0.0	$306k		2.5k	120.83	View chart
Johnson & Johnson (JNJ)	0.0	$297k		1.2k	244.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$292k	-6%	1.0k	287.52	View chart
Raytheon Technologies Corp (RTX)	0.0	$280k	-17%	1.5k	192.95	View chart
Broadcom (AVGO)	0.0	$280k	-2%	904.00	309.65	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$278k		2.2k	126.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$278k		11k	24.75	View chart
Intel Corporation (INTC)	0.0	$275k	-13%	6.2k	44.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$255k	NEW	5.7k	45.12	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$236k		15k	15.65	View chart
Pepsi (PEP)	0.0	$232k		1.5k	155.29	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$231k	-2%	5.3k	43.66	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$225k		4.9k	46.16	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$221k		6.7k	32.95	View chart
Marathon Petroleum Corp (MPC)	0.0	$219k	NEW	897.00	244.18	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$218k	+2%	8.3k	26.26	View chart
Coca-Cola Company (KO)	0.0	$205k	NEW	2.7k	76.06	View chart
Genasys (GNSS)	0.0	$130k		71k	1.82	View chart

Past Filings by Peterson Wealth Advisors

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

Peterson Wealth Advisors 2026 Q1 filed April 9, 2026
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

View all past filings

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