Peterson Wealth Advisors

Peterson Wealth Advisors as of March 31, 2026

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