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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, SPMD, JBND, HELO, and represent 55.00% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM, SPDW, JBND, HELO, JPST, SPMD, CLIP, JCPB, DFEM, SPSM.
Started 12 new stock positions in AMAT, VCRB, DE, GBCI, UAL, CSCO, FEX, STX, BKLC, CMI. EPS, GOOG.
Reduced shares in these 10 stocks: IVV, VEA, VB, VTI, SCHA, HEQT, FBND, VWO, IJH, SCHM.
Peterson Wealth Advisors was a net buyer of stock by $24M.
Peterson Wealth Advisors has $846M in assets under management (AUM), dropping by 12.54%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 120 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	25.5	$216M	+2%	2.5M	87.88	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	11.8	$99M	+4%	2.0M	50.39	View chart
Spdr Series Trust St Str P400mid (SPMD)	6.0	$51M	+2%	748k	67.56	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.9	$50M	+4%	930k	53.50	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	5.9	$50M	+3%	733k	67.58	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.2	$44M	+3%	867k	50.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	4.6	$39M		668k	57.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$29M	+2%	721k	40.64	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	2.9	$25M	+3%	247k	100.34	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.6	$22M	+4%	469k	46.94	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	2.3	$20M		168k	117.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.3	$19M	+2%	415k	46.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$18M		48k	370.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.9	$16M	-2%	21k	748.87	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.4	$12M	+3%	488k	24.14	View chart
Ishares Tr Core Msci Intl (IDEV)	1.4	$12M		130k	89.01	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$9.8M		102k	96.43	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.1	$9.6M	+3%	199k	48.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.9	$8.0M		216k	36.87	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$7.6M	-2%	25k	303.12	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$6.9M		50k	137.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$5.9M	-3%	83k	71.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$5.4M	-2%	91k	59.69	View chart
Apple (AAPL)	0.5	$3.9M		13k	289.35	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.4	$3.8M	-3%	113k	33.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.2M	+4%	21k	148.31	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.1M		23k	136.72	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$3.0M	-4%	65k	45.49	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$2.5M		48k	51.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.9M	-5%	25k	77.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.8M	+50%	36k	51.00	View chart
Microsoft Corporation (MSFT)	0.2	$1.7M		4.6k	373.01	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$1.7M		19k	90.79	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.5M		2.2k	686.77	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.4M	-3%	16k	87.71	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.2M		19k	66.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M		36k	33.84	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.2M	-7%	51k	23.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		11k	103.88	View chart
Wal-Mart Stores (WMT)	0.1	$1.1M		9.7k	113.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$1.1M	-14%	30k	36.13	View chart
Abbvie (ABBV)	0.1	$1.1M		4.3k	251.65	View chart
Tesla Motors (TSLA)	0.1	$1.1M		2.5k	420.60	View chart
Caterpillar (CAT)	0.1	$982k		922.00	1065.04	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$953k	+6%	8.1k	117.49	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$949k	+8%	36k	26.52	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$948k	-10%	19k	50.58	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$924k		2.8k	334.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$909k	+300%	11k	80.57	View chart
Eli Lilly & Co. (LLY)	0.1	$906k		755.00	1199.72	View chart
Intel Corporation (INTC)	0.1	$889k	+2%	6.4k	139.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$756k	-3%	13k	58.20	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$713k		26k	27.47	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$698k		14k	50.65	View chart
JPMorgan Chase & Co. (JPM)	0.1	$691k		2.1k	327.36	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$683k		8.2k	82.84	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$677k	-2%	21k	32.93	View chart
NVIDIA Corporation (NVDA)	0.1	$666k	+3%	3.3k	200.12	View chart
Costco Wholesale Corporation (COST)	0.1	$657k	+8%	702.00	935.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$640k		3.4k	188.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$578k		7.0k	82.33	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$573k		13k	42.83	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$568k		6.6k	85.49	View chart
Meta Platforms Cl A (META)	0.1	$558k		990.00	563.46	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$557k		4.5k	124.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$529k		2.5k	212.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$516k		1.0k	500.39	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$510k	-7%	19k	26.38	View chart
Amazon (AMZN)	0.1	$499k		2.1k	238.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$475k		6.9k	68.41	View chart
Home Depot (HD)	0.1	$454k		1.3k	352.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$453k		1.5k	306.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$453k		1.2k	365.79	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.1	$449k		4.2k	107.27	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.1	$448k		233k	1.92	View chart
Eaton Corp SHS (ETN)	0.1	$447k		1.0k	426.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$439k		1.3k	343.88	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$420k	NEW	2.9k	143.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$418k	+680%	3.5k	119.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$416k		5.0k	83.75	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$415k		15k	27.33	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$415k	NEW	430.00	964.13	View chart
Broadcom (AVGO)	0.0	$395k	+15%	1.0k	377.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$391k		1.7k	227.05	View chart
Vanguard World Energy Etf (VDE)	0.0	$390k	-3%	2.6k	150.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$386k	+6%	1.1k	357.50	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$370k		7.3k	50.63	View chart
Vanguard World Materials Etf (VAW)	0.0	$368k		1.6k	228.82	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$363k		16k	22.29	View chart
Vanguard World Utilities Etf (VPU)	0.0	$363k		1.9k	195.78	View chart
Vanguard World Health Car Etf (VHT)	0.0	$362k	+3%	1.2k	298.94	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$362k		1.6k	225.49	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$350k		2.2k	159.61	View chart
Vanguard World Financials Etf (VFH)	0.0	$346k	+3%	2.6k	131.62	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$345k		871.00	396.46	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$341k	+5%	13k	25.53	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$325k		1.8k	183.95	View chart
Johnson & Johnson (JNJ)	0.0	$311k		1.2k	253.98	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$293k		5.7k	51.69	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$281k	+4%	16k	17.73	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$274k		4.9k	56.27	View chart
Raytheon Technologies Corp (RTX)	0.0	$257k	-6%	1.4k	189.71	View chart
Cisco Systems (CSCO)	0.0	$252k	NEW	2.1k	117.44	View chart
Cummins (CMI)	0.0	$250k	NEW	350.00	712.99	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$248k	-20%	9.0k	27.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$243k		6.7k	36.26	View chart
Hldgs (UAL)	0.0	$240k	NEW	1.8k	135.99	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.0	$236k	NEW	3.1k	77.24	View chart
Glacier Ban (GBCI)	0.0	$232k	NEW	4.5k	51.57	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$231k		5.3k	43.50	View chart
Marathon Petroleum Corp (MPC)	0.0	$230k		900.00	255.79	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$226k	NEW	2.9k	77.78	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$224k	NEW	1.6k	139.86	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$220k		8.4k	26.18	View chart
Coca-Cola Company (KO)	0.0	$216k		2.7k	81.27	View chart
Deere & Company (DE)	0.0	$208k	NEW	328.00	633.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$207k	NEW	587.00	353.28	View chart
Pepsi (PEP)	0.0	$203k		1.5k	135.38	View chart
Applied Materials (AMAT)	0.0	$203k	NEW	281.00	722.23	View chart
Genasys (GNSS)	0.0	$121k		71k	1.70	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 Q2 filed Aug. 11, 2026
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

View all past filings

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