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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, HELO, JBND, SPMD, and represent 56.20% of Peterson Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TBUX (+$38M), SPYM (+$7.5M), BOXX (+$7.1M), SPDW, JBND, HELO, SPMD, DFEM, JPIE, JCPB.
Started 3 new stock positions in TBUX, OBAI, QQQ.
Reduced shares in these 10 stocks: JPST (-$40M), , CLIP, VTI, ICSH, JMST, HEQT, IVV, CMI, UAL.
Sold out of its positions in GOOG, AMAT, CMI, Exxon Mobil Corporation, GBCI, PEP, UAL.
Peterson Wealth Advisors was a net buyer of stock by $24M.
Peterson Wealth Advisors has $862M in assets under management (AUM), dropping by 1.86%.
Central Index Key (CIK): 0001713558

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Portfolio Holdings for Peterson Wealth Advisors

Peterson Wealth Advisors holds 116 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	26.5	$228M	+3%	2.5M	89.76	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	12.0	$103M	+4%	2.1M	50.21	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	6.2	$53M	+4%	769k	69.17	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	5.9	$51M	+6%	993k	51.12	View chart
Spdr Series Trust St Str P400mid (SPMD)	5.7	$49M	+4%	779k	63.04	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	4.4	$38M	NEW	773k	49.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	4.2	$36M	+3%	688k	52.86	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.5	$30M	+5%	762k	39.72	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	3.1	$27M	+35%	227k	118.39	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	2.7	$24M	-5%	234k	100.34	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	2.6	$22M	+5%	495k	44.78	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.3	$20M	+6%	443k	44.89	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.0	$18M	-2%	47k	374.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.8	$16M		21k	765.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$13M	+8%	531k	23.86	View chart
Ishares Tr Core Msci Intl (IDEV)	1.3	$12M		128k	89.48	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	1.1	$9.9M	+6%	211k	46.70	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.1	$9.5M	+3%	106k	89.63	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.8	$7.3M		214k	34.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$7.0M		49k	142.26	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.8	$7.0M		25k	284.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$5.7M	-3%	80k	70.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$5.4M		91k	59.31	View chart
Apple (AAPL)	0.5	$4.5M		13k	333.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.7M	-91%	74k	50.37	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.4	$3.5M	-8%	103k	34.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.9M		21k	136.04	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$2.7M	-4%	62k	43.30	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.3	$2.4M	-2%	47k	51.76	View chart
Microsoft Corporation (MSFT)	0.3	$2.3M	-2%	4.5k	512.92	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$1.7M		18k	92.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$1.7M	-6%	23k	71.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.6M		2.2k	700.99	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$1.5M		16k	91.12	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.4M	-25%	27k	50.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.3M		36k	35.93	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.2M	+28%	3.6k	329.74	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$1.1M		19k	61.58	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	+2%	11k	103.89	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$1.1M		50k	22.04	View chart
Abbvie (ABBV)	0.1	$1.1M	-5%	4.0k	261.61	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.0M	+14%	41k	25.39	View chart
Wal-Mart Stores (WMT)	0.1	$989k		9.5k	103.92	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$951k	+6%	8.7k	109.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$913k	-7%	28k	32.63	View chart
Tesla Motors (TSLA)	0.1	$905k		2.6k	354.81	View chart
Eli Lilly & Co. (LLY)	0.1	$877k		758.00	1157.46	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.1	$871k		11k	78.42	View chart
NVIDIA Corporation (NVDA)	0.1	$800k	+5%	3.5k	228.37	View chart
Intel Corporation (INTC)	0.1	$773k		6.4k	120.24	View chart
Meta Platforms Cl A (META)	0.1	$739k	+3%	1.0k	724.87	View chart
JPMorgan Chase & Co. (JPM)	0.1	$693k		2.1k	330.85	View chart
Fidelity Greenwood Street Tr Hedged Eqty Etf (FHEQ)	0.1	$669k	-3%	20k	33.66	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.1	$661k		26k	25.94	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$660k		3.4k	193.78	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$655k	-12%	11k	57.56	View chart
Caterpillar (CAT)	0.1	$653k	-12%	805.00	810.66	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$628k	-4%	13k	47.58	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$614k	+172%	8.3k	73.62	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$613k	-8%	7.6k	81.16	View chart
Costco Wholesale Corporation (COST)	0.1	$607k	-5%	666.00	910.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$566k		6.7k	84.96	View chart
Dimensional Etf Trust Us Small Cap Etf	0.1	$544k		7.0k	77.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$538k		4.5k	119.84	View chart
Amazon (AMZN)	0.1	$525k		2.1k	249.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$522k		1.0k	497.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$519k		2.5k	207.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$463k		6.9k	66.79	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$460k	-7%	18k	25.71	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$454k	-51%	9.0k	50.40	View chart
Eaton Corp SHS (ETN)	0.1	$454k		1.1k	429.59	View chart
Vanguard World Energy Etf (VDE)	0.1	$449k		2.6k	172.15	View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB)	0.1	$440k	-19%	11k	40.70	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$440k		3.5k	125.66	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$431k		1.5k	292.12	View chart
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)	0.0	$430k	+200%	8.8k	48.86	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$417k		1.2k	337.94	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$412k		5.0k	82.97	View chart
J P Morgan Exchange Traded F Betbuld Msci (BBRE)	0.0	$412k		4.1k	99.65	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.0	$406k	-9%	1.2k	351.92	View chart
Broadcom (AVGO)	0.0	$401k	+9%	1.1k	351.20	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$397k		430.00	922.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$388k	+4%	1.1k	343.94	View chart
Vanguard World Health Car Etf (VHT)	0.0	$384k		1.2k	316.02	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.0	$364k	+9%	15k	24.90	View chart
Home Depot (HD)	0.0	$359k		1.3k	284.48	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.0	$356k		2.2k	162.74	View chart
Marathon Petroleum Corp (MPC)	0.0	$355k		898.00	395.28	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$352k		1.6k	218.23	View chart
Vanguard World Materials Etf (VAW)	0.0	$352k		1.6k	218.13	View chart
Vanguard World Financials Etf (VFH)	0.0	$343k		2.6k	130.07	View chart
Johnson & Johnson (JNJ)	0.0	$338k	+4%	1.3k	264.70	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$337k		1.8k	190.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$337k	-14%	1.5k	228.24	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$321k	-19%	12k	26.23	View chart
Vanguard World Utilities Etf (VPU)	0.0	$319k		1.9k	170.96	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$318k		872.00	364.78	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$315k	-8%	15k	21.17	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$308k	+25%	8.4k	36.45	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.0	$298k	-13%	6.4k	46.94	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$297k		5.7k	52.36	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.0	$288k		4.9k	59.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$248k		9.0k	27.47	View chart
Raytheon Technologies Corp (RTX)	0.0	$238k	-5%	1.3k	185.68	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$236k	-2%	16k	15.26	View chart
Coca-Cola Company (KO)	0.0	$234k	+2%	2.7k	86.08	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$233k		2.9k	79.94	View chart
Deere & Company (DE)	0.0	$221k		330.00	670.62	View chart
First Tr Exchange-traded A Com Shs (FEX)	0.0	$213k		1.6k	132.58	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$213k		8.5k	24.98	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.0	$208k	-4%	5.1k	40.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$206k	NEW	278.00	739.67	View chart
Cisco Systems (CSCO)	0.0	$200k	-13%	1.9k	107.62	View chart
Bridger Aerospace Grp Hldgs (BAER)	0.0	$183k	+11%	261k	0.70	View chart
Genasys (GNSS)	0.0	$103k		71k	1.45	View chart
Our Bd Com Shs (OBAI)	0.0	$12k	NEW	45k	0.26	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 Q3 filed Oct. 8, 2026
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

View all past filings

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