Peterson Wealth Advisors, LLC
13F Reported Value
ⓘ$751.9M
Holdings
108
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Peterson Wealth Advisors, LLC disclosed 108 positions worth $751.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $MPC and a full exit from $MCD. The portfolio is most concentrated in Other (97.2% of disclosed assets). All figures are sourced directly from Peterson Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1713558.
AI Fund Analysis
Concentrating
$COSTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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SPDR SERIES TRUST
—Quality
$184.0M2,403,354 shSPDR INDEX SHS FDS
—Quality
$85.8M1,880,432 shJ P MORGAN EXCHANGE TRADED F
—Quality
$48.0M893,551 shJ P MORGAN EXCHANGE TRADED F
—Quality
$45.1M706,317 shSPDR SERIES TRUST
—Quality
$43.3M730,796 shJ P MORGAN EXCHANGE TRADED F
—Quality
$42.3M835,319 shSPDR SERIES TRUST
—Quality
$31.7M655,147 shDIMENSIONAL ETF TRUST
—Quality
$24.2M700,249 shGLOBAL X FDS
—Quality
$23.8M237,507 shJ P MORGAN EXCHANGE TRADED F
—Quality
$21.2M450,648 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $184.0M | 2,403,354 |
| SPDR INDEX SHS FDS | — | $85.8M | 1,880,432 |
| J P MORGAN EXCHANGE TRADED F | — | $48.0M | 893,551 |
| J P MORGAN EXCHANGE TRADED F | — | $45.1M | 706,317 |
| SPDR SERIES TRUST | — | $43.3M | 730,796 |
| J P MORGAN EXCHANGE TRADED F | — | $42.3M | 835,319 |
| SPDR SERIES TRUST | — | $31.7M | 655,147 |
| DIMENSIONAL ETF TRUST | — | $24.2M | 700,249 |
| GLOBAL X FDS | — | $23.8M | 237,507 |
| J P MORGAN EXCHANGE TRADED F | — | $21.2M | 450,648 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peterson Wealth Advisors, LLC's 108 positions.
Showing top 10 of 108 holdings.
Sector Allocation
Other
$731.0M
Technology
$7.2M
Energy
$4.1M
Industrials
$2.7M
Consumer Discretionary
$2.7M
Healthcare
$1.9M
Financials
$1.8M
Consumer Staples
$437,522
Full Holdings — Peterson Wealth Advisors, LLC (Q1 2026)
All 108 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $184.0M | 24.5% | +5% | — |
| 2 | — | SPDR INDEX SHS FDS | $85.8M | 11.4% | +16% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $48.0M | 6.4% | +2% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F | $45.1M | 6.0% | +3% | — |
| 5 | — | SPDR SERIES TRUST | $43.3M | 5.8% | -1% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $42.3M | 5.6% | -5% | — |
| 7 | — | SPDR SERIES TRUST | $31.7M | 4.2% | -9% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $24.2M | 3.2% | -1% | — |
| 9 | — | GLOBAL X FDS | $23.8M | 3.2% | -3% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F | $21.2M | 2.8% | +2% | — |
| 11 | — | EA SERIES TRUST | $19.3M | 2.6% | +17% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $18.7M | 2.5% | +4% | — |
| 13 | — | VANGUARD INDEX FDS | $15.7M | 2.1% | -2% | — |
| 14 | — | ISHARES TR | $14.0M | 1.9% | -13% | — |
| 15 | — | SCHWAB STRATEGIC TR | $11.5M | 1.5% | -2% | — |
| 16 | — | ISHARES TR | $10.8M | 1.4% | -5% | — |
| 17 | — | J P MORGAN EXCHANGE TRADED F | $9.2M | 1.2% | +5% | — |
| 18 | — | VANGUARD INDEX FDS | $8.9M | 1.2% | -20% | — |
| 19 | — | SCHWAB STRATEGIC TR | $6.8M | 0.9% | -6% | — |
| 20 | — | VANGUARD INDEX FDS | $6.7M | 0.9% | -4% | — |
| 21 | — | ISHARES TR | $5.6M | 0.7% | +0% | — |
| 22 | — | VANGUARD TAX-MANAGED FDS | $5.5M | 0.7% | -6% | — |
| 23 | — | VANGUARD INTL EQUITY INDEX F | $5.0M | 0.7% | -6% | — |
| 24 |  $XOM | EXXON MOBIL CORP | $3.8M | 0.5% | +0% | 61.8 |
| 25 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.7M | 0.5% | -9% | — |
| 26 |  $AAPL | Apple Inc. | $3.4M | 0.5% | +2% | 76.1 |
| 27 | — | FIDELITY MERRIMACK STR TR | $3.1M | 0.4% | -23% | — |
| 28 | — | ISHARES TR | $2.5M | 0.3% | -0% | — |
| 29 | — | SPDR INDEX SHS FDS | $2.3M | 0.3% | +2% | — |
| 30 | — | ISHARES TR | $1.8M | 0.2% | -1% | — |
| 31 |  $MSFT | MICROSOFT CORP | $1.7M | 0.2% | -1% | 83.7 |
| 32 | — | ISHARES TR | $1.5M | 0.2% | +3% | — |
| 33 | — | SPDR SERIES TRUST | $1.5M | 0.2% | -1% | — |
| 34 | — | VANGUARD INDEX FDS | $1.3M | 0.2% | +2% | — |
| 35 | — | J P MORGAN EXCHANGE TRADED F | $1.2M | 0.2% | -5% | — |
| 36 |  $WMT | Walmart Inc. | $1.2M | 0.2% | -2% | 63.2 |
| 37 | — | SCHWAB STRATEGIC TR | $1.2M | 0.2% | -5% | — |
| 38 | — | ISHARES TR | $1.1M | 0.1% | -6% | — |
| 39 | — | ISHARES TR | $1.1M | 0.1% | -52% | — |
| 40 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | +2% | — |
| 41 | — | ISHARES TR | $1.0M | 0.1% | +7% | — |
| 42 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | -2% | — |
| 43 |  $TSLA | Tesla, Inc. | $944,617 | 0.1% | -1% | 50.1 |
| 44 |  $ABBV | AbbVie Inc. | $933,707 | 0.1% | +0% | 59.3 |
| 45 | — | PIMCO ETF TR | $864,334 | 0.1% | -0% | — |
| 46 | — | VANGUARD INDEX FDS | $808,982 | 0.1% | +0% | — |
| 47 | — | VANGUARD SCOTTSDALE FDS | $788,701 | 0.1% | -4% | — |
| 48 | — | ISHARES TR | $768,706 | 0.1% | +1% | — |
| 49 | — | CAPITAL GRP FIXED INCM ETF T | $705,285 | 0.1% | +1% | — |
| 50 | — | J P MORGAN EXCHANGE TRADED F | $691,882 | 0.1% | -0% | — |
| 51 |  $LLY | ELI LILLY & Co | $688,126 | 0.1% | -14% | 89.3 |
| 52 |  $CAT | CATERPILLAR INC | $649,461 | 0.1% | -3% | 67.8 |
| 53 | $COST | COSTCO WHOLESALE CORP /NEW | $646,642 | 0.1% | +0% | 67 |
| 54 | — | FIDELITY GREENWOOD STREET TR | $622,163 | 0.1% | -34% | — |
| 55 |  $JPM | JPMORGAN CHASE & CO | $615,279 | 0.1% | -2% | 35.6 |
| 56 | — | FIRST TR EXCHANGE-TRADED FD | $596,304 | 0.1% | +0% | — |
| 57 | — | ISHARES INC | $575,957 | 0.1% | -1% | — |
| 58 |  $META | Meta Platforms, Inc. | $574,714 | 0.1% | +1% | 80.9 |
| 59 | — | FIDELITY MERRIMACK STR TR | $569,864 | 0.1% | +1% | — |
| 60 |  $NVDA | NVIDIA CORP | $562,188 | 0.1% | -9% | 90.2 |
| 61 | — | CAPITAL GRP FIXED INCM ETF T | $550,820 | 0.1% | -9% | — |
| 62 | — | ISHARES TR | $527,193 | 0.1% | +0% | — |
| 63 | — | VANGUARD STAR FDS | $511,933 | 0.1% | -43% | — |
| 64 | — | DIMENSIONAL ETF TRUST | $493,924 | 0.1% | +0% | — |
| 65 | — | ISHARES TR | $492,244 | 0.1% | +2% | — |
| 66 |  $BRK.B | BERKSHIRE HATHAWAY INC | $491,180 | 0.1% | +1% | 64.5 |
| 67 |  $IVZ | Invesco Ltd. | $475,764 | 0.1% | +0% | — |
| 68 | — | VANGUARD WORLD FD | $465,830 | 0.1% | +0% | — |
| 69 |  $BAER | Bridger Aerospace Group Holdings, Inc. | $461,980 | 0.1% | +0% | 35.2 |
| 70 |  $AMZN | AMAZON COM INC | $434,035 | 0.1% | -8% | 74.6 |
| 71 |  $HD | HOME DEPOT, INC. | $416,861 | 0.1% | -4% | 69.2 |
| 72 | — | CAPITAL GRP FIXED INCM ETF T | $416,351 | 0.1% | -36% | — |
| 73 | — | J P MORGAN EXCHANGE TRADED F | $394,363 | 0.1% | -10% | — |
| 74 | — | ISHARES TR | $393,853 | 0.1% | +0% | — |
| 75 | — | VANGUARD INDEX FDS | $382,010 | 0.1% | +0% | — |
| 76 | — | VANGUARD INDEX FDS | $377,800 | 0.1% | -14% | — |
| 77 |  $ETN | Eaton Corp plc | $373,826 | 0.1% | +1% | — |
| 78 | — | VANGUARD INTL EQUITY INDEX F | $373,244 | 0.1% | +0% | — |
| 79 | — | VANGUARD INDEX FDS | $371,334 | 0.1% | -11% | — |
| 80 | — | CAPITAL GRP FIXED INCM ETF T | $369,300 | 0.1% | -5% | — |
| 81 | — | VANGUARD WORLD FD | $365,660 | 0.1% | +0% | — |
| 82 | — | VANGUARD WORLD FD | $364,114 | 0.1% | +1% | — |
| 83 | — | J P MORGAN EXCHANGE TRADED F | $363,532 | 0.1% | +1% | — |
| 84 | — | ISHARES TR | $362,176 | 0.1% | -9% | — |
| 85 | — | VANGUARD WORLD FD | $360,936 | 0.1% | +0% | — |
| 86 | — | VANGUARD WORLD FD | $320,390 | 0.0% | +0% | — |
| 87 | — | CAPITAL GRP FIXED INCM ETF T | $319,696 | 0.0% | -2% | — |
| 88 | — | VANGUARD WORLD FD | $313,368 | 0.0% | +0% | — |
| 89 | — | VANGUARD WORLD FD | $312,256 | 0.0% | +0% | — |
| 90 | — | VANGUARD WORLD FD | $306,749 | 0.0% | +0% | — |
| 91 | — | VANGUARD WORLD FD | $305,829 | 0.0% | +0% | — |
| 92 |  $JNJ | JOHNSON & JOHNSON | $296,724 | 0.0% | -1% | 72.8 |
| 93 |  $GOOG | Alphabet Inc. | $292,120 | 0.0% | -6% | 80.2 |
| 94 |  $RTX | RTX Corp | $280,350 | 0.0% | -18% | 70 |
| 95 |  $AVGO | Broadcom Inc. | $279,920 | 0.0% | -2% | 86.4 |
| 96 | — | FIRST TR EXCHANGE-TRADED FD | $278,089 | 0.0% | +0% | — |
| 97 | — | SCHWAB STRATEGIC TR | $277,920 | 0.0% | +1% | — |
| 98 |  $INTC | INTEL CORP | $275,004 | 0.0% | -13% | 41.5 |
| 99 | — | DIMENSIONAL ETF TRUST | $254,973 | 0.0% | -99% | — |
| 100 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $236,450 | 0.0% | -2% | 69.4 |
| 101 |  $PEP | PEPSICO INC | $232,311 | 0.0% | -1% | 62.7 |
| 102 | — | FIRST TR EXCHANGE-TRADED FD | $230,790 | 0.0% | -3% | — |
| 103 | — | FIRST TR EXCHANGE TRADED FD | $224,652 | 0.0% | +0% | — |
| 104 | — | SCHWAB STRATEGIC TR | $220,560 | 0.0% | +0% | — |
| 105 |  $MPC | Marathon Petroleum Corp | $219,032 | 0.0% | NEW | 50.7 |
| 106 | — | CAPITAL GRP FIXED INCM ETF T | $218,140 | 0.0% | +2% | — |
| 107 |  $KO | COCA COLA CO | $205,211 | 0.0% | NEW | 74 |
| 108 |  $GNSS | Genasys Inc. | $129,628 | 0.0% | +0% | 34.3 |
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