Peterson Wealth Advisors, LLC
CIK: 0001713558SEC EDGAR →
Portfolio Value
$732K
Holdings
107
As of
Q4 2025
New Positions
4
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 2,297,743 | $184K | 25.19% |
| 2 | SPDR INDEX SHS FDS | 1,627,905 | $72K | 9.88% |
| 3 | J P MORGAN EXCHANGE TRADED F | 878,288 | $47K | 6.49% |
| 4 | J P MORGAN EXCHANGE TRADED F | 684,554 | $45K | 6.21% |
| 5 | J P MORGAN EXCHANGE TRADED F | 879,733 | $45K | 6.08% |
| 6 | SPDR SERIES TRUST | 735,546 | $43K | 5.82% |
| 7 | SPDR SERIES TRUST | 718,855 | $34K | 4.60% |
| 8 | GLOBAL X FDS | 244,204 | $24K | 3.34% |
| 9 | DIMENSIONAL ETF TRUST | 710,661 | $24K | 3.21% |
| 10 | J P MORGAN EXCHANGE TRADED F | 443,524 | $21K | 2.87% |
Quarterly Changes
Top Buys
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $711K | 97.2% |
| Technology | 6 | $7K | 1.0% |
| Energy | 1 | $3K | 0.4% |
| Consumer Cyclical | 4 | $2K | 0.3% |
| Healthcare | 3 | $2K | 0.3% |
| Consumer Defensive | 3 | $2K | 0.3% |
| Industrials | 4 | $2K | 0.2% |
| Unknown | 2 | $2K | 0.2% |
| Communication Services | 2 | $995 | 0.1% |