Peterson Wealth Advisors, LLC — 13F Holdings & Portfolio
CIK 1713558 · latest 13F-HR filed 2026-08-11
Peterson Wealth Advisors, LLC manages $846.1M in 13F-reported U.S. long-equity assets across 120 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (25.54%), SPDW (11.75%), SPMD (5.97%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 0, added to 69, and trimmed 10.
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.
OREM, UT 84057
$846.1M
Long-equity book
120
Distinct positions
2026-06-30
Filed 2026-08-11
+12 / −0 / ↑69 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SPDR SERIES TRUST$32.1M +17.5%
- SPDR INDEX SHS FDS$13.6M +15.8%
- SPDR SERIES TRUST$7.3M +16.8%
- SPDR SERIES TRUST$6.9M +21.7%
- DIMENSIONAL ETF TRUST$5.1M +21.1%
Top Trims
- EXXON MOBIL CORP-$753.5K -19.6%
- ISHARES TR-$110.7K -10.5%
- ISHARES TR-$107.8K -7.1%
- WALMART INC-$105.8K -8.8%
- VANGUARD WORLD FD-$75.6K -16.2%
New Positions
- BNY MELLON ETF TRUST$419.8K
- SEAGATE TECHNOLOGY HLDNGS PL$414.6K
- CISCO SYS INC$252.2K
- CUMMINS INC$249.5K
- UNITED AIRLS HLDGS INC$239.8K
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 | $216.1M | 25.54% | 2,458,693 | SH |
| 2 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $99.4M | 11.75% | 1,973,367 | SH |
| 3 | SPDR SERIES TRUST | SPMD | 78464A847 | $50.6M | 5.97% | 748,284 | SH |
| 4 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $49.8M | 5.88% | 930,053 | SH |
| 5 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $49.5M | 5.85% | 732,936 | SH |
| 6 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $43.8M | 5.18% | 866,882 | SH |
| 7 | SPDR SERIES TRUST | SPSM | 78468R853 | $38.5M | 4.55% | 667,839 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $29.3M | 3.46% | 721,033 | SH |
| 9 | GLOBAL X FDS | CLIP | 37960A438 | $24.8M | 2.93% | 246,852 | SH |
| 10 | J P MORGAN EXCHANGE TRADED F | JCPB | 46641Q670 | $22.0M | 2.60% | 468,994 | SH |
| 11 | EA SERIES TRUST | BOXX | 02072L565 | $19.6M | 2.32% | 167,468 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $19.1M | 2.26% | 414,634 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $17.9M | 2.11% | 48,275 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $15.7M | 1.85% | 20,944 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $11.8M | 1.39% | 487,954 | SH |
| 16 | ISHARES TR | IDEV | 46435G326 | $11.6M | 1.37% | 130,185 | SH |
| 17 | VANGUARD INDEX FDS | VNQ | 922908553 | $9.8M | 1.16% | 101,806 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JPIB | 46641Q852 | $9.6M | 1.13% | 198,525 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $8.0M | 0.94% | 216,238 | SH |
| 20 | VANGUARD INDEX FDS | VB | 922908751 | $7.6M | 0.90% | 25,039 | SH |
| 21 | ISHARES TR | IVW | 464287309 | $6.9M | 0.81% | 49,950 | SH |
| 22 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $5.9M | 0.70% | 83,042 | SH |
| 23 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $5.4M | 0.64% | 90,489 | SH |
| 24 | APPLE INC | AAPL | 037833100 | $3.9M | 0.46% | 13,414 | SH |
| 25 | SIMPLIFY EXCHANGE TRADED FUN | HEQT | 82889N764 | $3.8M | 0.45% | 112,453 | SH |
| 26 | ISHARES TR | IJR | 464287804 | $3.2M | 0.37% | 21,252 | SH |
| 27 | EXXON MOBIL CORP | XOM | 30231G102 | $3.1M | 0.37% | 22,644 | SH |
| 28 | FIDELITY MERRIMACK STR TR | FBND | 316188309 | $3.0M | 0.35% | 64,935 | SH |
| 29 | SPDR INDEX SHS FDS | SPEM | 78463X509 | $2.5M | 0.29% | 47,492 | SH |
| 30 | ISHARES TR | IJH | 464287507 | $1.9M | 0.23% | 24,906 | SH |
| 31 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $1.8M | 0.22% | 36,133 | SH |
| 32 | MICROSOFT CORP | MSFT | 594918104 | $1.7M | 0.20% | 4,585 | SH |
| 33 | SPDR SERIES TRUST | SPTM | 78464A805 | $1.7M | 0.20% | 18,655 | SH |
| 34 | VANGUARD INDEX FDS | VOO | 922908363 | $1.5M | 0.18% | 2,190 | SH |
| 35 | ISHARES TR | EFAV | 46429B689 | $1.4M | 0.17% | 16,080 | SH |
| 36 | ISHARES TR | USRT | 464288521 | $1.2M | 0.15% | 18,581 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $1.2M | 0.14% | 35,829 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $1.2M | 0.14% | 50,779 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $1.1M | 0.13% | 10,580 | SH |
| 40 | WALMART INC | WMT | 931142103 | $1.1M | 0.13% | 9,703 | SH |
| 41 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $1.1M | 0.13% | 30,233 | SH |
| 42 | ABBVIE INC | ABBV | 00287Y109 | $1.1M | 0.13% | 4,279 | SH |
| 43 | TESLA INC | TSLA | 88160R101 | $1.1M | 0.13% | 2,532 | SH |
| 44 | CATERPILLAR INC | CAT | 149123101 | $982.0K | 0.12% | 922 | SH |
| 45 | ISHARES TR | IJK | 464287606 | $953.3K | 0.11% | 8,114 | SH |
| 46 | PIMCO ETF TR | PYLD | 72201R585 | $949.2K | 0.11% | 35,791 | SH |
| 47 | ISHARES TR | ICSH | 46434V878 | $947.5K | 0.11% | 18,734 | SH |
| 48 | FIRST TR EXCHANGE-TRADED FD | QTEC | 337345102 | $924.1K | 0.11% | 2,761 | SH |
| 49 | VANGUARD INDEX FDS | VO | 922908629 | $908.6K | 0.11% | 11,277 | SH |
| 50 | ELI LILLY & CO | LLY | 532457108 | $905.8K | 0.11% | 755 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $846.1M | 120 | 0002085853-26-000972 |
| 2026-03-31 | 2026-04-09 | $751.9M | 108 | 0002085853-26-000306 |
| 2025-12-31 | 2026-01-09 | $750.1M | 107 | 0002085853-26-000021 |