Peterson Wealth Advisors

Peterson Wealth Advisors as of June 30, 2026

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