Peterson Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1713558 · latest 13F-HR filed 2026-04-09
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$751.9M
Long-equity book
Holdings
108
Distinct positions
Period
2026-03-31
Filed 2026-04-09
Q/Q Activity
+3 / −2 / ↑17 / ↓43
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR INDEX SHS FDS$13.5M +18.7%
- EA SERIES TRUST$2.9M +17.8%
- EXXON MOBIL CORP$1.1M +41.4%
- VANGUARD WORLD FD$128.4K +38.0%
- ISHARES TR$120.0K +8.6%
Top Trims
- ISHARES TR-$2.9M -16.9%
- J P MORGAN EXCHANGE TRADED F-$2.2M -5.0%
- VANGUARD INDEX FDS-$2.2M -19.5%
- SPDR SERIES TRUST-$2.0M -6.0%
- ISHARES TR-$1.2M -52.3%
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | SPYM | 78464A854 | $184.0M | 24.47% | 2,403,354 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $85.8M | 11.42% | 1,880,432 | SH |
| 3 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $48.0M | 6.39% | 893,551 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $45.1M | 6.00% | 706,317 | SH |
| 5 | SPDR SERIES TRUST | SPMD | 78464A847 | $43.3M | 5.76% | 730,796 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $42.3M | 5.62% | 835,319 | SH |
| 7 | SPDR SERIES TRUST | SPSM | 78468R853 | $31.7M | 4.21% | 655,147 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $24.2M | 3.22% | 700,249 | SH |
| 9 | GLOBAL X FDS | CLIP | 37960A438 | $23.8M | 3.17% | 237,507 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $21.2M | 2.82% | 450,648 | SH |
| 11 | EA SERIES TRUST | BOXX | 02072L565 | $19.3M | 2.57% | 165,908 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $18.7M | 2.49% | 406,200 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $15.7M | 2.08% | 48,800 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $14.0M | 1.87% | 21,495 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $11.5M | 1.53% | 472,888 | SH |
| 16 | ISHARES TR | IDEV | 46435G326 | $10.8M | 1.44% | 129,193 | SH |
| 17 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $9.2M | 1.22% | 191,457 | SH |
| 18 | VANGUARD INDEX FDS | VNQ | 922908553 | $8.9M | 1.19% | 100,600 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $6.8M | 0.90% | 219,294 | SH |
| 20 | VANGUARD INDEX FDS | VB | 922908751 | $6.7M | 0.90% | 25,712 | SH |
| 21 | ISHARES TR | IVW | 464287309 | $5.6M | 0.74% | 49,468 | SH |
| 22 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.5M | 0.73% | 85,944 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.0M | 0.67% | 92,840 | SH |
| 24 | EXXON MOBIL CORP | XOM | 30231G102 | $3.8M | 0.51% | 22,689 | SH |
| 25 | SIMPLIFY EXCHANGE TRADED FUN | HEQT | 82889N764 | $3.7M | 0.49% | 117,132 | SH |
| 26 | APPLE INC | AAPL | 037833100 | $3.4M | 0.45% | 13,472 | SH |
| 27 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $3.1M | 0.41% | 68,049 | SH |
| 28 | ISHARES TR | IJR | 464287804 | $2.5M | 0.34% | 20,385 | SH |
| 29 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $2.3M | 0.30% | 48,272 | SH |
| 30 | ISHARES TR | IJH | 464287507 | $1.8M | 0.24% | 26,433 | SH |
| 31 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 0.22% | 4,560 | SH |
| 32 | ISHARES TR | EFAV | 46429B689 | $1.5M | 0.20% | 16,616 | SH |
| 33 | SPDR SERIES TRUST | SPTM | 78464A805 | $1.5M | 0.20% | 18,633 | SH |
| 34 | VANGUARD INDEX FDS | VOO | 922908363 | $1.3M | 0.18% | 2,205 | SH |
| 35 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $1.2M | 0.16% | 23,991 | SH |
| 36 | WALMART INC | WMT | 931142103 | $1.2M | 0.16% | 9,694 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $1.2M | 0.16% | 55,173 | SH |
| 38 | ISHARES TR | USRT | 464288521 | $1.1M | 0.15% | 18,559 | SH |
| 39 | ISHARES TR | ICSH | 46434V878 | $1.1M | 0.14% | 20,906 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.0M | 0.14% | 35,598 | SH |
| 41 | ISHARES TR | EFA | 464287465 | $1.0M | 0.14% | 10,636 | SH |
| 42 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.0M | 0.14% | 35,272 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $944.6K | 0.13% | 2,541 | SH |
| 44 | ABBVIE INC | ABBV | 00287Y109 | $933.7K | 0.12% | 4,293 | SH |
| 45 | PIMCO ETF TR | PYLD | 72201R585 | $864.3K | 0.11% | 32,990 | SH |
| 46 | VANGUARD INDEX FDS | VO | 922908629 | $809.0K | 0.11% | 2,817 | SH |
| 47 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $788.7K | 0.10% | 13,473 | SH |
| 48 | ISHARES TR | IJK | 464287606 | $768.7K | 0.10% | 7,640 | SH |
| 49 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $705.3K | 0.09% | 25,977 | SH |
| 50 | J P MORGAN EXCHANGE TRADED F | JMUB | 46641Q647 | $691.9K | 0.09% | 13,840 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-09 | $751.9M | 108 | 0002085853-26-000306 |
| 2025-12-31 | 2026-01-09 | $750.1M | 107 | 0002085853-26-000021 |