Peterson Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Peterson Wealth Advisors, Llc disclosed 118 stock positions valued at approximately $846.14M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 118
- Portfolio Value
- $846.14M
Holdings by Sector
Peterson Wealth Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 25.54% | 2,458,693 | +55,339 | +2.30% | $216,069,957 |
| SPDR INDEX SHS FDS | SPDW | Other | 11.75% | 1,973,367 | +92,935 | +4.94% | $99,437,970 |
| SPDR SERIES TRUST | SPMD | Other | 5.97% | 748,284 | +17,488 | +2.39% | $50,554,079 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.88% | 930,053 | +36,502 | +4.09% | $49,757,825 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 5.85% | 732,936 | +26,619 | +3.77% | $49,531,828 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.18% | 866,882 | +31,563 | +3.78% | $43,838,205 |
| SPDR SERIES TRUST | SPSM | Other | 4.55% | 667,839 | +12,692 | +1.94% | $38,514,271 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.46% | 721,033 | +20,784 | +2.97% | $29,302,785 |
| GLOBAL X FDS | CLIP | Other | 2.93% | 246,852 | +9,345 | +3.93% | $24,769,134 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.60% | 468,994 | +18,346 | +4.07% | $22,014,579 |
| EA SERIES TRUST | BOXX | Other | 2.32% | 167,468 | +1,560 | +0.94% | $19,608,828 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.26% | 414,634 | +8,434 | +2.08% | $19,093,917 |
| VANGUARD INDEX FDS | VTI | Other | 2.11% | 48,275 | -525 | -1.08% | $17,863,720 |
| ISHARES TR | IVV | Other | 1.85% | 20,944 | -551 | -2.56% | $15,684,408 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.39% | 487,954 | +15,066 | +3.19% | $11,779,202 |
| ISHARES TR | IDEV | Other | 1.37% | 130,185 | +992 | +0.77% | $11,587,811 |
| VANGUARD INDEX FDS | VNQ | Other | 1.16% | 101,806 | +1,206 | +1.20% | $9,817,124 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.13% | 198,525 | +7,068 | +3.69% | $9,598,684 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.94% | 216,238 | -3,056 | -1.39% | $7,972,687 |
| VANGUARD INDEX FDS | VB | Other | 0.90% | 25,039 | -673 | -2.62% | $7,589,736 |
| ISHARES TR | IVW | Other | 0.81% | 49,950 | +482 | +0.97% | $6,869,596 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.70% | 83,042 | -2,902 | -3.38% | $5,916,710 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.64% | 90,489 | -2,351 | -2.53% | $5,401,267 |
| APPLE INC | AAPL | Technology | 0.46% | 13,414 | -58 | -0.43% | $3,881,355 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.45% | 112,453 | -4,679 | -3.99% | $3,771,668 |
| ISHARES TR | IJR | Other | 0.37% | 21,252 | +867 | +4.25% | $3,151,935 |
| EXXON MOBIL CORP | XOM | Energy | 0.37% | 22,644 | -45 | -0.20% | $3,095,898 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.35% | 64,935 | -3,114 | -4.58% | $2,953,886 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.29% | 47,492 | -780 | -1.62% | $2,459,150 |
| ISHARES TR | IJH | Other | 0.23% | 24,906 | -1,527 | -5.78% | $1,920,525 |
Showing 30 of 118 holdings in the latest reporting period.