Peterson Wealth Advisors, Llc Portfolio Stock Holdings
Peterson Wealth Advisors, Llc disclosed 108 stock positions valued at approximately $751.9 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 9, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 108
- Portfolio Value
- $751.9M
Holdings by Sector
Peterson Wealth Advisors, Llc Portfolio Holdings in Q1 2026
106 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 24.47% | 2,403,354 | +105,611 | +4.60% | $183,952,713 |
| SPDR INDEX SHS FDS | SPDW | Other | 11.42% | 1,880,432 | +252,527 | +15.51% | $85,841,715 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 6.39% | 893,551 | +15,263 | +1.74% | $48,046,240 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 6.00% | 706,317 | +21,763 | +3.18% | $45,140,713 |
| SPDR SERIES TRUST | SPMD | Other | 5.76% | 730,796 | -4,750 | -0.65% | $43,277,717 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 5.62% | 835,319 | -44,414 | -5.05% | $42,275,504 |
| SPDR SERIES TRUST | SPSM | Other | 4.21% | 655,147 | -63,708 | -8.86% | $31,656,681 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.22% | 700,249 | -10,412 | -1.47% | $24,193,603 |
| GLOBAL X FDS | CLIP | Other | 3.17% | 237,507 | -6,697 | -2.74% | $23,836,200 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.82% | 450,648 | +7,124 | +1.61% | $21,216,528 |
| EA SERIES TRUST | BOXX | Other | 2.57% | 165,908 | +23,584 | +16.57% | $19,293,441 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.49% | 406,200 | +15,582 | +3.99% | $18,713,630 |
| VANGUARD INDEX FDS | VTI | Other | 2.08% | 48,800 | -1,170 | -2.34% | $15,655,523 |
| ISHARES TR | IVV | Other | 1.87% | 21,495 | -3,186 | -12.91% | $14,041,024 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.53% | 472,888 | -9,062 | -1.88% | $11,476,985 |
| ISHARES TR | IDEV | Other | 1.44% | 129,193 | -6,651 | -4.90% | $10,796,667 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.22% | 191,457 | +8,252 | +4.50% | $9,155,485 |
| VANGUARD INDEX FDS | VNQ | Other | 1.19% | 100,600 | -24,632 | -19.67% | $8,923,200 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.90% | 219,294 | -15,013 | -6.41% | $6,789,332 |
| VANGUARD INDEX FDS | VB | Other | 0.90% | 25,712 | -1,173 | -4.36% | $6,734,511 |
| ISHARES TR | IVW | Other | 0.74% | 49,468 | +25 | +0.05% | $5,595,378 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.73% | 85,944 | -5,866 | -6.39% | $5,507,322 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.67% | 92,840 | -5,721 | -5.80% | $5,018,018 |
| EXXON MOBIL CORP | XOM | Energy | 0.51% | 22,689 | +68 | +0.30% | $3,849,444 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.49% | 117,132 | -11,029 | -8.61% | $3,689,653 |
| APPLE INC | AAPL | Technology | 0.45% | 13,472 | +271 | +2.05% | $3,419,099 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.41% | 68,049 | -20,283 | -22.96% | $3,104,396 |
| ISHARES TR | IJR | Other | 0.34% | 20,385 | -10 | -0.05% | $2,534,096 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.30% | 48,272 | +837 | +1.76% | $2,264,438 |
| ISHARES TR | IJH | Other | 0.24% | 26,433 | -197 | -0.74% | $1,785,047 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 4,560 | -42 | -0.91% | $1,687,859 |
| ISHARES TR | EFAV | Other | 0.20% | 16,616 | +406 | +2.50% | $1,518,186 |
| SPDR SERIES TRUST | SPTM | Other | 0.20% | 18,633 | -139 | -0.74% | $1,473,104 |
| VANGUARD INDEX FDS | VOO | Other | 0.18% | 2,205 | +34 | +1.57% | $1,317,364 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.16% | 23,991 | -1,390 | -5.48% | $1,223,060 |
| WALMART INC | WMT | Consumer Defensive | 0.16% | 9,694 | -190 | -1.92% | $1,204,734 |
| SCHWAB STRATEGIC TR | SCHH | Other | 0.16% | 55,173 | -2,652 | -4.59% | $1,185,678 |
| ISHARES TR | USRT | Other | 0.15% | 18,559 | -1,286 | -6.48% | $1,098,493 |
| ISHARES TR | ICSH | Other | 0.14% | 20,906 | -22,922 | -52.30% | $1,058,268 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.14% | 35,598 | +717 | +2.06% | $1,036,967 |
| ISHARES TR | EFA | Other | 0.14% | 10,636 | +680 | +6.83% | $1,033,086 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.14% | 35,272 | -840 | -2.33% | $1,025,719 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 2,541 | -19 | -0.74% | $944,617 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 4,293 | +12 | +0.28% | $933,707 |
| PIMCO ETF TR | PYLD | Other | 0.11% | 32,990 | -133 | -0.40% | $864,334 |
| VANGUARD INDEX FDS | VO | Other | 0.11% | 2,817 | +7 | +0.25% | $808,982 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.10% | 13,473 | -634 | -4.49% | $788,701 |
| ISHARES TR | IJK | Other | 0.10% | 7,640 | +44 | +0.58% | $768,706 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.09% | 25,977 | +181 | +0.70% | $705,285 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.09% | 13,840 | -9 | -0.06% | $691,882 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 748 | -117 | -13.53% | $688,126 |
| CATERPILLAR INC | CAT | Industrials | 0.09% | 917 | -30 | -3.17% | $649,461 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 649 | +1 | +0.15% | $646,642 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.08% | 2,092 | -43 | -2.01% | $615,279 |
| FIRST TR EXCHANGE-TRADED FD | QTEC | Other | 0.08% | 2,761 | +12 | +0.44% | $596,304 |
| ISHARES INC | IEMG | Other | 0.08% | 8,257 | -59 | -0.71% | $575,957 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 1,005 | +10 | +1.01% | $574,714 |
| FIDELITY MERRIMACK STR TR | FIGB | Other | 0.08% | 13,240 | +165 | +1.26% | $569,864 |
| NVIDIA CORPORATION | NVDA | Technology | 0.07% | 3,224 | -321 | -9.06% | $562,188 |
| CAPITAL GRP FIXED INCM ETF T | CGSM | Other | 0.07% | 20,960 | -1,996 | -8.69% | $550,820 |
| ISHARES TR | IUSG | Other | 0.07% | 3,399 | +3 | +0.09% | $527,193 |
| VANGUARD STAR FDS | VXUS | Other | 0.07% | 6,639 | -5,062 | -43.26% | $511,933 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.07% | 6,944 | +20 | +0.29% | $493,924 |
| ISHARES TR | EFG | Other | 0.07% | 4,420 | +79 | +1.82% | $492,244 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.07% | 1,025 | +8 | +0.79% | $491,180 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.06% | 2,479 | +11 | +0.45% | $475,764 |
| VANGUARD WORLD FD | VDE | Other | 0.06% | 2,692 | +12 | +0.45% | $465,830 |
| BRIDGER AEROSPACE GRP HLDGS | BAER | Industrials | 0.06% | 233,323 | - | - | $461,980 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.06% | 2,084 | -183 | -8.07% | $434,035 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.06% | 1,267 | -58 | -4.38% | $416,861 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.06% | 15,290 | -8,431 | -35.54% | $416,351 |
| J P MORGAN EXCHANGE TRADED F | BBRE | Other | 0.05% | 4,121 | -479 | -10.41% | $394,363 |
| ISHARES TR | EEM | Other | 0.05% | 6,935 | - | - | $393,853 |
| VANGUARD INDEX FDS | VV | Other | 0.05% | 1,278 | +3 | +0.24% | $382,010 |
| VANGUARD INDEX FDS | VOT | Other | 0.05% | 1,468 | -234 | -13.75% | $377,800 |
| EATON CORP PLC | ETN | Other | 0.05% | 1,045 | +10 | +0.97% | $373,826 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.05% | 4,970 | +8 | +0.16% | $373,244 |
| VANGUARD INDEX FDS | VBK | Other | 0.05% | 1,229 | -150 | -10.88% | $371,334 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 0.05% | 16,531 | -945 | -5.41% | $369,300 |
| VANGUARD WORLD FD | VAW | Other | 0.05% | 1,623 | +5 | +0.31% | $365,660 |
| VANGUARD WORLD FD | VPU | Other | 0.05% | 1,838 | +10 | +0.55% | $364,114 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 0.05% | 7,295 | +57 | +0.79% | $363,532 |
| ISHARES TR | IVE | Other | 0.05% | 1,715 | -172 | -9.11% | $362,176 |
| VANGUARD WORLD FD | VDC | Other | 0.05% | 1,607 | +7 | +0.44% | $360,936 |
| VANGUARD WORLD FD | VHT | Other | 0.04% | 1,176 | +3 | +0.26% | $320,390 |
| VANGUARD WORLD FD | VOX | Other | 0.04% | 1,742 | +3 | +0.17% | $313,368 |
| VANGUARD WORLD FD | VGT | Other | 0.04% | 448 | +1 | +0.22% | $312,256 |
| VANGUARD WORLD FD | VCR | Other | 0.04% | 854 | +1 | +0.12% | $306,749 |
| VANGUARD WORLD FD | VFH | Other | 0.04% | 2,531 | +6 | +0.24% | $305,829 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.04% | 1,214 | -12 | -0.98% | $296,724 |
| ALPHABET INC | GOOGL | Communication Services | 0.04% | 1,016 | -70 | -6.45% | $292,120 |
| RTX CORPORATION | RTX | Industrials | 0.04% | 1,453 | -318 | -17.96% | $280,350 |
| BROADCOM INC | AVGO | Technology | 0.04% | 904 | -21 | -2.27% | $279,920 |
| FIRST TR EXCHANGE-TRADED FD | QQEW | Other | 0.04% | 2,190 | - | - | $278,089 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.04% | 11,229 | +68 | +0.61% | $277,920 |
| INTEL CORP | INTC | Technology | 0.04% | 6,232 | -972 | -13.49% | $275,004 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.03% | 5,651 | +5,651 | +100.00% | $254,973 |
| HUNTINGTON BANCSHARES INC | HBAN | Financial Services | 0.03% | 15,109 | -260 | -1.69% | $236,450 |
| PEPSICO INC | PEP | Consumer Defensive | 0.03% | 1,496 | -21 | -1.38% | $232,311 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.03% | 5,286 | -136 | -2.51% | $230,790 |