Peterson Wealth Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Peterson Wealth Advisors, Llc disclosed 116 stock positions valued at approximately $861.88M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- September 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $861.88M
Holdings by Sector
Peterson Wealth Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 26.48% | 2,542,472 | +83,779 | +3.41% | $228,212,321 |
| SPDR INDEX SHS FDS | SPDW | Other | 11.96% | 2,053,612 | +80,245 | +4.07% | $103,111,836 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 6.17% | 769,019 | +36,083 | +4.92% | $53,193,064 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 5.89% | 993,000 | +62,947 | +6.77% | $50,762,158 |
| SPDR SERIES TRUST | SPMD | Other | 5.70% | 778,920 | +30,636 | +4.09% | $49,103,102 |
| T ROWE PRICE EXCHANGE-TRADED | TBUX | Other | 4.44% | 772,452 | +772,452 | +100.00% | $38,290,447 |
| SPDR SERIES TRUST | SPSM | Other | 4.22% | 688,151 | +20,312 | +3.04% | $36,375,650 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 3.51% | 762,410 | +41,377 | +5.74% | $30,282,935 |
| EA SERIES TRUST | BOXX | Other | 3.12% | 227,129 | +59,661 | +35.63% | $26,889,802 |
| GLOBAL X FDS | CLIP | Other | 2.73% | 234,219 | -12,633 | -5.12% | $23,501,490 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 2.57% | 495,070 | +26,076 | +5.56% | $22,169,250 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.31% | 442,990 | +28,356 | +6.84% | $19,885,812 |
| VANGUARD INDEX FDS | VTI | Other | 2.04% | 46,895 | -1,380 | -2.86% | $17,549,820 |
| ISHARES TR | IVV | Other | 1.83% | 20,576 | -368 | -1.76% | $15,757,888 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.47% | 531,181 | +43,227 | +8.86% | $12,673,975 |
| ISHARES TR | IDEV | Other | 1.33% | 128,339 | -1,846 | -1.42% | $11,483,794 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.14% | 211,114 | +12,589 | +6.34% | $9,859,034 |
| VANGUARD INDEX FDS | VNQ | Other | 1.10% | 105,693 | +3,887 | +3.82% | $9,473,294 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.84% | 213,466 | -2,772 | -1.28% | $7,262,111 |
| ISHARES TR | IVW | Other | 0.81% | 49,258 | -692 | -1.39% | $7,007,374 |
| VANGUARD INDEX FDS | VB | Other | 0.81% | 24,544 | -495 | -1.98% | $6,982,551 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.66% | 80,171 | -2,871 | -3.46% | $5,660,903 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.62% | 90,538 | +49 | +0.05% | $5,369,786 |
| APPLE INC | AAPL | Technology | 0.52% | 13,411 | -3 | -0.02% | $4,466,197 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.43% | 73,561 | -793,321 | -91.51% | $3,705,258 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.41% | 102,659 | -9,794 | -8.71% | $3,523,241 |
| ISHARES TR | IJR | Other | 0.33% | 21,054 | -198 | -0.93% | $2,864,218 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.31% | 61,855 | -3,080 | -4.74% | $2,678,311 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.28% | 46,510 | -982 | -2.07% | $2,407,383 |
| MICROSOFT CORP | MSFT | Technology | 0.27% | 4,489 | -96 | -2.09% | $2,302,518 |
Showing 30 of 116 holdings in the latest reporting period.