Peterson Wealth Advisors, LLC
13F Reported Value
ⓘ$846.1M
Holdings
120
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Peterson Wealth Advisors, LLC disclosed 120 positions worth $846.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 0. The portfolio is most concentrated in Other (97.1% 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
Stable
$COSTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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SPDR SERIES TRUST - ST STR P500ETF
—Quality
$216.1M2,458,693 shSPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$99.4M1,973,367 shSPDR SERIES TRUST - ST STR P400MID
—Quality
$50.6M748,284 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$49.8M930,053 shJ P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
—Quality
$49.5M732,936 shJ P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF
—Quality
$43.8M866,882 shSPDR SERIES TRUST - ST STR SP600 SML
—Quality
$38.5M667,839 shDIMENSIONAL ETF TRUST - EMERGING MKTS CO
—Quality
$29.3M721,033 shGLOBAL X FDS - 1 3 MO T BI ET
—Quality
$24.8M246,852 shJ P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF
—Quality
$22.0M468,994 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $216.1M | 2,458,693 |
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $99.4M | 1,973,367 |
| SPDR SERIES TRUST - ST STR P400MID | — | $50.6M | 748,284 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $49.8M | 930,053 |
| J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $49.5M | 732,936 |
| J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $43.8M | 866,882 |
| SPDR SERIES TRUST - ST STR SP600 SML | — | $38.5M | 667,839 |
| DIMENSIONAL ETF TRUST - EMERGING MKTS CO | — | $29.3M | 721,033 |
| GLOBAL X FDS - 1 3 MO T BI ET | — | $24.8M | 246,852 |
| J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | — | $22.0M | 468,994 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peterson Wealth Advisors, LLC's 120 positions.
Showing top 10 of 120 holdings.
Sector Allocation
Other
$821.3M
Technology
$9.7M
Industrials
$3.9M
Energy
$3.3M
Consumer Discretionary
$2.7M
Financials
$2.5M
Healthcare
$2.3M
Consumer Staples
$418,747
Full Holdings — Peterson Wealth Advisors, LLC (Q2 2026)
All 120 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 - ST STR P500ETF | $216.1M | 25.5% | +2% | — |
| 2 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $99.4M | 11.8% | +5% | — |
| 3 | — | SPDR SERIES TRUST - ST STR P400MID | $50.6M | 6.0% | +2% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $49.8M | 5.9% | +4% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $49.5M | 5.8% | +4% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $43.8M | 5.2% | +4% | — |
| 7 | — | SPDR SERIES TRUST - ST STR SP600 SML | $38.5M | 4.5% | +2% | — |
| 8 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $29.3M | 3.5% | +3% | — |
| 9 | — | GLOBAL X FDS - 1 3 MO T BI ET | $24.8M | 2.9% | +4% | — |
| 10 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $22.0M | 2.6% | +4% | — |
| 11 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $19.6M | 2.3% | +1% | — |
| 12 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $19.1M | 2.3% | +2% | — |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $17.9M | 2.1% | -1% | — |
| 14 | — | ISHARES TR - CORE S&P500 ETF | $15.7M | 1.9% | -3% | — |
| 15 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $11.8M | 1.4% | +3% | — |
| 16 | — | ISHARES TR - CORE MSCI INTL | $11.6M | 1.4% | +1% | — |
| 17 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $9.8M | 1.2% | +1% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $9.6M | 1.1% | +4% | — |
| 19 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $8.0M | 0.9% | -1% | — |
| 20 | — | VANGUARD INDEX FDS - SMALL CP ETF | $7.6M | 0.9% | -3% | — |
| 21 | — | ISHARES TR - S&P 500 GRWT ETF | $6.9M | 0.8% | +1% | — |
| 22 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $5.9M | 0.7% | -3% | — |
| 23 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $5.4M | 0.6% | -3% | — |
| 24 |  $AAPL | Apple Inc. | $3.9M | 0.5% | -0% | 76.4 |
| 25 | — | SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY | $3.8M | 0.5% | -4% | — |
| 26 | — | ISHARES TR - CORE S&P SCP ETF | $3.2M | 0.4% | +4% | — |
| 27 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 0.4% | -0% | 57.9 |
| 28 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $3.0M | 0.3% | -5% | — |
| 29 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $2.5M | 0.3% | -2% | — |
| 30 | — | ISHARES TR - CORE S&P MCP ETF | $1.9M | 0.2% | -6% | — |
| 31 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $1.8M | 0.2% | +51% | — |
| 32 |  $MSFT | MICROSOFT CORP | $1.7M | 0.2% | +1% | 79.8 |
| 33 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $1.7M | 0.2% | +0% | — |
| 34 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1.5M | 0.2% | -1% | — |
| 35 | — | ISHARES TR - MSCI EAFE MIN VL | $1.4M | 0.2% | -3% | — |
| 36 | — | ISHARES TR - CRE U S REIT ETF | $1.2M | 0.1% | +0% | — |
| 37 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.2M | 0.1% | +1% | — |
| 38 | — | SCHWAB STRATEGIC TR - US REIT ETF | $1.2M | 0.1% | -8% | — |
| 39 | — | ISHARES TR - MSCI EAFE ETF | $1.1M | 0.1% | -1% | — |
| 40 |  $WMT | Walmart Inc. | $1.1M | 0.1% | +0% | 60.2 |
| 41 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $1.1M | 0.1% | -14% | — |
| 42 |  $ABBV | AbbVie Inc. | $1.1M | 0.1% | -0% | 72.6 |
| 43 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | -0% | 53.9 |
| 44 |  $CAT | CATERPILLAR INC | $981,966 | 0.1% | +1% | 66.5 |
| 45 | — | ISHARES TR - S&P MC 400GR ETF | $953,345 | 0.1% | +6% | — |
| 46 | — | PIMCO ETF TR - MULTISECTOR BD | $949,189 | 0.1% | +8% | — |
| 47 | — | ISHARES TR - ULTRA SHORT DUR | $947,541 | 0.1% | -10% | — |
| 48 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $924,132 | 0.1% | +0% | — |
| 49 | — | VANGUARD INDEX FDS - MID CAP ETF | $908,602 | 0.1% | +300% | — |
| 50 |  $LLY | ELI LILLY & Co | $905,788 | 0.1% | +1% | 87.5 |
| 51 |  $INTC | INTEL CORP | $888,939 | 0.1% | +2% | 45.6 |
| 52 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $756,234 | 0.1% | -4% | — |
| 53 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | $713,234 | 0.1% | -0% | — |
| 54 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $698,011 | 0.1% | -0% | — |
| 55 |  $JPM | JPMORGAN CHASE & CO | $690,724 | 0.1% | +1% | 70.7 |
| 56 | — | ISHARES INC - CORE MSCI EMKT | $682,885 | 0.1% | -0% | — |
| 57 | — | FIDELITY GREENWOOD STREET TR - HEDGED EQTY ETF | $676,558 | 0.1% | -3% | — |
| 58 |  $NVDA | NVIDIA CORP | $666,394 | 0.1% | +3% | 85.9 |
| 59 | $COST | COSTCO WHOLESALE CORP /NEW | $656,840 | 0.1% | +8% | 66.2 |
| 60 | — | ISHARES TR - CORE S&P US GWT | $640,089 | 0.1% | +0% | — |
| 61 | — | DIMENSIONAL ETF TRUST - US SMALL CAP ETF | $578,234 | 0.1% | +1% | — |
| 62 | — | FIDELITY MERRIMACK STR TR - INVESTMENT GR BD | $573,399 | 0.1% | +1% | — |
| 63 | — | VANGUARD STAR FDS - VG TL INTL STK F | $567,568 | 0.1% | +0% | — |
| 64 |  $META | Meta Platforms, Inc. | $557,824 | 0.1% | -1% | 79.6 |
| 65 | — | ISHARES TR - EAFE GRWTH ETF | $557,224 | 0.1% | +1% | — |
| 66 |  $IVZ | Invesco Ltd. | $528,904 | 0.1% | +0% | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $515,902 | 0.1% | +1% | 73.8 |
| 68 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | $509,517 | 0.1% | -8% | — |
| 69 |  $AMZN | AMAZON COM INC | $499,084 | 0.1% | +0% | 68.7 |
| 70 | — | ISHARES TR - MSCI EMG MKT ETF | $474,539 | 0.1% | +0% | — |
| 71 |  $HD | HOME DEPOT, INC. | $454,202 | 0.1% | +2% | 60.3 |
| 72 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $452,772 | 0.1% | +1% | — |
| 73 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $452,484 | 0.1% | +1% | — |
| 74 | — | J P MORGAN EXCHANGE TRADED F - BETBULD MSCI | $449,016 | 0.1% | +2% | — |
| 75 |  $BAER | Bridger Aerospace Group Holdings, Inc. | $447,980 | 0.1% | +0% | 29.5 |
| 76 |  $ETN | Eaton Corp plc | $446,546 | 0.1% | +0% | — |
| 77 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $438,785 | 0.1% | -0% | — |
| 78 | — | BNY MELLON ETF TRUST - US LRG CP CORE | $419,846 | 0.1% | NEW | — |
| 79 | — | VANGUARD WORLD FD - INF TECH ETF | $417,813 | 0.1% | +680% | — |
| 80 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $416,154 | 0.1% | -0% | — |
| 81 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $414,605 | 0.1% | -1% | — |
| 82 |  $STX | Seagate Technology Holdings plc | $414,576 | 0.1% | NEW | — |
| 83 |  $AVGO | Broadcom Inc. | $395,009 | 0.1% | +16% | 84.5 |
| 84 | — | ISHARES TR - S&P 500 VAL ETF | $390,748 | 0.1% | +0% | — |
| 85 | — | VANGUARD WORLD FD - ENERGY ETF | $390,211 | 0.1% | -3% | — |
| 86 |  $GOOG | Alphabet Inc. | $386,100 | 0.1% | +6% | 78.2 |
| 87 | — | J P MORGAN EXCHANGE TRADED F - HIGH YIELD MUNI | $370,169 | 0.0% | +0% | — |
| 88 | — | VANGUARD WORLD FD - MATERIALS ETF | $367,711 | 0.0% | -1% | — |
| 89 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $363,038 | 0.0% | -1% | — |
| 90 | — | VANGUARD WORLD FD - UTILITIES ETF | $362,973 | 0.0% | +1% | — |
| 91 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $362,320 | 0.0% | +3% | — |
| 92 | — | VANGUARD WORLD FD - CONSUM STP ETF | $362,139 | 0.0% | -0% | — |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $349,545 | 0.0% | +0% | — |
| 94 | — | VANGUARD WORLD FD - FINANCIALS ETF | $345,491 | 0.0% | +4% | — |
| 95 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $345,316 | 0.0% | +2% | — |
| 96 | — | CAPITAL GRP FIXED INCM ETF T - INTERNATIONAL BD | $341,013 | 0.0% | +5% | — |
| 97 | — | VANGUARD WORLD FD - COMM SRVC ETF | $325,045 | 0.0% | +1% | — |
| 98 |  $JNJ | JOHNSON & JOHNSON | $311,125 | 0.0% | +1% | 69 |
| 99 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $292,786 | 0.0% | +0% | — |
| 100 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $280,812 | 0.0% | +5% | 65 |
| 101 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | $273,786 | 0.0% | -0% | — |
| 102 |  $RTX | RTX Corp | $256,490 | 0.0% | -7% | 73.2 |
| 103 |  $CSCO | CISCO SYSTEMS, INC. | $252,154 | 0.0% | NEW | 70.3 |
| 104 |  $CMI | CUMMINS INC | $249,545 | 0.0% | NEW | 58.1 |
| 105 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $248,202 | 0.0% | -20% | — |
| 106 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $242,990 | 0.0% | +0% | — |
| 107 |  $UAL | United Airlines Holdings, Inc. | $239,750 | 0.0% | NEW | 60.8 |
| 108 | — | VANGUARD MALVERN FDS - CORE BD ETF | $236,270 | 0.0% | NEW | — |
| 109 |  $GBCI | GLACIER BANCORP, INC. | $232,137 | 0.0% | NEW | 68.1 |
| 110 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $230,917 | 0.0% | +0% | — |
| 111 |  $MPC | Marathon Petroleum Corp | $230,212 | 0.0% | +0% | 61 |
| 112 |  $WT | WisdomTree, Inc. | $225,949 | 0.0% | NEW | 59.9 |
| 113 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | $224,193 | 0.0% | NEW | — |
| 114 | — | CAPITAL GRP FIXED INCM ETF T - CORE BOND ETF | $219,743 | 0.0% | +1% | — |
| 115 |  $KO | COCA COLA CO | $215,681 | 0.0% | -2% | 69.5 |
| 116 |  $DE | DEERE & CO | $207,929 | 0.0% | NEW | 55.4 |
| 117 |  $GOOGL | Alphabet Inc. | $207,376 | 0.0% | NEW | 78.2 |
| 118 |  $PEP | PEPSICO INC | $203,066 | 0.0% | +0% | 63.4 |
| 119 |  $AMAT | APPLIED MATERIALS INC /DE | $202,948 | 0.0% | NEW | 72.3 |
| 120 |  $GNSS | Genasys Inc. | $121,081 | 0.0% | +0% | 35.1 |
New Positions (11)
$STX Seagate Technology Holdings plc$414,576$CSCO CISCO SYSTEMS, INC.$252,154$CMI CUMMINS INC$249,545$UAL United Airlines Holdings, Inc.$239,750$GBCI GLACIER BANCORP, INC.$232,137$WT WisdomTree, Inc.$225,949$DE DEERE & CO$207,929$AMAT APPLIED MATERIALS INC /DE$202,948Browse Top Institutional Investors
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