Peterson Wealth Advisors, LLC
CIK: 1713558SEC EDGAR →
Portfolio Value
$635.3B
Holdings
108
As of
Q1 2026
New Positions
108
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 2,403,354 | $184.0B | 28.95% |
| 2 | SPDR INDEX SHS FDS | 1,880,432 | $85.8B | 13.51% |
| 3 | J P MORGAN EXCHANGE TRADED F | 893,551 | $48.0B | 7.56% |
| 4 | J P MORGAN EXCHANGE TRADED F | 706,317 | $45.1B | 7.11% |
| 5 | SPDR SERIES TRUST | 730,796 | $43.3B | 6.81% |
| 6 | J P MORGAN EXCHANGE TRADED F | 835,319 | $42.3B | 6.65% |
| 7 | SPDR SERIES TRUST | 655,147 | $31.7B | 4.98% |
| 8 | DIMENSIONAL ETF TRUST | 700,249 | $24.2B | 3.81% |
| 9 | J P MORGAN EXCHANGE TRADED F | 450,648 | $21.2B | 3.34% |
| 10 | J P MORGAN EXCHANGE TRADED F | 406,200 | $18.7B | 2.95% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 82 | $633.6B | 99.7% |
| Unknown | 2 | $622.7M | 0.1% |
| Industrials | 4 | $463.3M | 0.1% |
| Technology | 6 | $410.6M | 0.1% |
| Consumer Defensive | 4 | $207.3M | 0.0% |
| Energy | 2 | $4.1M | 0.0% |
| Healthcare | 3 | $1.9M | 0.0% |
| Consumer Cyclical | 3 | $1.8M | 0.0% |
| Communication Services | 2 | $867K | 0.0% |