Peterson Wealth Advisors, LLC
CIK: 1713558SEC EDGAR →
Portfolio Value
$730.0B
Holdings
116
As of
Q3 2026
New Positions
115
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 2,542,472 | $228.2B | 31.26% |
| 2 | SPDR INDEX SHS FDS | 2,053,612 | $103.1B | 14.12% |
| 3 | J P MORGAN EXCHANGE TRADED F | 769,019 | $53.2B | 7.29% |
| 4 | J P MORGAN EXCHANGE TRADED F | 993,000 | $50.8B | 6.95% |
| 5 | SPDR SERIES TRUST | 778,920 | $49.1B | 6.73% |
| 6 | T ROWE PRICE EXCHANGE-TRADED | 772,452 | $38.3B | 5.25% |
| 7 | SPDR SERIES TRUST | 688,151 | $36.4B | 4.98% |
| 8 | DIMENSIONAL ETF TRUST | 762,410 | $30.3B | 4.15% |
| 9 | J P MORGAN EXCHANGE TRADED F | 495,070 | $22.2B | 3.04% |
| 10 | J P MORGAN EXCHANGE TRADED F | 442,990 | $19.9B | 2.72% |
Quarterly Changes
Top Buys
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 87 | $728.8B | 99.8% |
| Unknown | 4 | $681.2M | 0.1% |
| Consumer Defensive | 3 | $235.5M | 0.0% |
| Industrials | 5 | $184.7M | 0.0% |
| Technology | 8 | $112.6M | 0.0% |
| Healthcare | 3 | $2.3M | 0.0% |
| Consumer Cyclical | 3 | $1.8M | 0.0% |
| Communication Services | 2 | $1.1M | 0.0% |
| Energy | 1 | $355K | 0.0% |