Peterson Wealth Advisors

Peterson Wealth Advisors as of Sept. 30, 2025

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