Peterson Wealth Advisors, LLC
CIK: 0001713558Latest portfolio: $750.1M · Q4 2025
Holdings
107
Total Value
$750.1M
New Positions
13
Closed Positions
5
Top Holdings
View All 107 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 2,297,743 | $184.3M | 24.57% | -2,291 | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,627,905 | $72.3M | 9.64% | +13K | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 878,288 | $47.5M | 6.33% | +597K | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 684,554 | $45.5M | 6.06% | +54K | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 879,733 | $44.5M | 5.93% | +64K | |
| 6 | SPMDSPDR SERIES TRUST | 735,546 | $42.6M | 5.68% | +2K | |
| 7 | SPSMSPDR SERIES TRUST | 718,855 | $33.7M | 4.49% | -10,284 | |
| 8 | CLIPGLOBAL X FDS | 244,204 | $24.4M | 3.26% | +21K | |
| 9 | DFEMDIMENSIONAL ETF TRUST | 710,661 | $23.5M | 3.13% | +499K | |
| 10 | JCPBJ P MORGAN EXCHANGE TRADED F | 443,524 | $21.0M | 2.80% | +54K | |
| 11 | JPIEJ P MORGAN EXCHANGE TRADED F | 390,618 | $18.1M | 2.41% | +309K | |
| 12 | IVVISHARES TR | 24,681 | $16.9M | 2.25% | -337 | |
| 13 | VTIVANGUARD INDEX FDS | 49,970 | $16.8M | 2.23% | -2,562 | |
| 14 | BOXXEA SERIES TRUST | 142,324 | $16.4M | 2.18% | +3K | |
| 15 | SCHOSCHWAB STRATEGIC TR | 481,950 | $11.7M | 1.57% | +58K | |
| 16 | IDEVISHARES TR | 135,844 | $11.2M | 1.49% | -4,529 | |
| 17 | VNQVANGUARD INDEX FDS | 125,232 | $11.1M | 1.48% | +7K | |
| 18 | JPIBJ P MORGAN EXCHANGE TRADED F | 183,205 | $8.9M | 1.19% | +3K | |
| 19 | SCHMSCHWAB STRATEGIC TR | 234,307 | $7.0M | 0.94% | -178 | |
| 20 | VBVANGUARD INDEX FDS | 26,885 | $6.9M | 0.92% | -824 | |
| 21 | IVWISHARES TR | 49,443 | $6.1M | 0.81% | -637 | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 91,810 | $5.7M | 0.76% | -6,253 | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 98,561 | $5.3M | 0.71% | -5,456 | |
| 24 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 128,161 | $4.1M | 0.55% | -11,971 | |
| 25 | FBNDFIDELITY MERRIMACK STR TR | 88,332 | $4.1M | 0.54% | -4,386 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial Services0.0% ($1.8432472295474895e+291T)
Technology0.0% ($35882225661.3T)
Consumer Cyclical0.0% ($1151.5T)
Industrials0.0% ($542.4T)
Consumer Defensive0.0% ($1.1T)
Healthcare0.0% ($978.9B)
Unknown0.0% ($992.5M)
Communication Services0.0% ($656.3M)
Energy0.0% ($2.7M)
Filing History
Fund Information
Peterson Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $750.1M across 107 holdings. The largest position is SPDR SERIES TRUST (SPYM), representing 24.6% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.