Peterson Wealth Advisors

Peterson Wealth Advisors as of Dec. 31, 2025

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