Peterson Wealth Advisors, LLC Q2 2025 Filing
Filed July 7, 2025
Portfolio Value
$605.8B
Holdings
97
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 2,264,471 | $164.6B | 27.17% | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,595,482 | $64.6B | 10.66% | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 932,776 | $47.3B | 7.80% | |
| 4 | SPMDSPDR SERIES TRUST | 696,729 | $37.9B | 6.25% | |
| 5 | HELOJ P MORGAN EXCHANGE TRADED F | 589,884 | $36.9B | 6.09% | |
| 6 | SPSMSPDR SERIES TRUST | 695,826 | $29.6B | 4.89% | |
| 7 | CLIPGLOBAL X FDS | 246,717 | $24.8B | 4.09% | |
| 8 | JCPBJ P MORGAN EXCHANGE TRADED F | 365,188 | $17.2B | 2.84% | |
| 9 | VTIVANGUARD INDEX FDS | 54,221 | $16.5B | 2.72% | |
| 10 | IVVISHARES TR | 25,390 | $15.8B | 2.60% | |
| 11 | IDEVISHARES TR | 142,485 | $10.8B | 1.79% | |
| 12 | JBNDJ P MORGAN EXCHANGE TRADED F | 176,130 | $9.4B | 1.56% | |
| 13 | SCHOSCHWAB STRATEGIC TR | 382,422 | $9.3B | 1.54% | |
| 14 | VNQVANGUARD INDEX FDS | 103,179 | $9.2B | 1.52% | |
| 15 | JPIBJ P MORGAN EXCHANGE TRADED F | 164,837 | $8.0B | 1.32% | |
| 16 | SCHMSCHWAB STRATEGIC TR | 236,356 | $6.6B | 1.09% | |
| 17 | VBVANGUARD INDEX FDS | 27,789 | $6.6B | 1.09% | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 101,721 | $5.8B | 0.96% | |
| 19 | IVWISHARES TR | 49,551 | $5.5B | 0.90% | |
| 20 | DFEMDIMENSIONAL ETF TRUST | 175,720 | $5.2B | 0.86% | |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 103,482 | $5.1B | 0.84% | |
| 22 | FBNDFIDELITY MERRIMACK STR TR | 99,756 | $4.6B | 0.75% | |
| 23 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 147,533 | $4.4B | 0.73% | |
| 24 | SPTMSPDR SERIES TRUST | 57,599 | $4.3B | 0.71% | |
| 25 | SPEMSPDR INDEX SHS FDS | 67,676 | $2.9B | 0.48% | |
| 26 | AAPLAPPLE INC | 12,424 | $2.5B | 0.42% | |
| 27 | ICSHISHARES TR | 48,187 | $2.4B | 0.40% | |
| 28 | XOMEXXON MOBIL CORP | 22,488 | $2.4B | 0.40% | |
| 29 | MSFTMICROSOFT CORP | 4,385 | $2.2B | 0.36% | |
| 30 | IJRISHARES TR | 19,138 | $2.1B | 0.35% | |
| 31 | IJHISHARES TR | 28,682 | $1.8B | 0.29% | |
| 32 | VOOVANGUARD INDEX FDS | 2,828 | $1.6B | 0.27% | |
| 33 | SCHHSCHWAB STRATEGIC TR | 75,618 | $1.6B | 0.26% | |
| 34 | BOXXEA SERIES TRUST | 13,475 | $1.5B | 0.25% | |
| 35 | EFAVISHARES TR | 17,800 | $1.5B | 0.25% | |
| 36 | JMSTJ P MORGAN EXCHANGE TRADED F | 28,016 | $1.4B | 0.24% | |
| 37 | JPIEJ P MORGAN EXCHANGE TRADED F | 29,350 | $1.4B | 0.22% | |
| 38 | PYLDPIMCO ETF TR | 47,628 | $1.3B | 0.21% | |
| 39 | USRTISHARES TR | 20,523 | $1.2B | 0.19% | |
| 40 | SCHASCHWAB STRATEGIC TR | 43,871 | $1.1B | 0.18% | |
| 41 | FHEQFIDELITY GREENWOOD STREET TR | 35,760 | $1.0B | 0.17% | |
| 42 | VGSHVANGUARD SCOTTSDALE FDS | 16,001 | $940.5M | 0.16% | |
| 43 | WMTWALMART INC | 9,548 | $933.6M | 0.15% | |
| 44 | EFAISHARES TR | 9,779 | $874.2M | 0.14% | |
| 45 | VOVANGUARD INDEX FDS | 3,079 | $861.6M | 0.14% | |
| 46 | QTECFIRST TR EXCHANGE-TRADED FD | 3,861 | $821.7M | 0.14% | |
| 47 | VXUSVANGUARD STAR FDS | 11,643 | $804.4M | 0.13% | |
| 48 | ABBVABBVIE INC | 4,250 | $788.9M | 0.13% | |
| 49 | TSLATESLA INC | 2,401 | $762.7M | 0.13% | |
| 50 | METAMETA PLATFORMS INC | 1,011 | $746.5M | 0.12% | |
| 51 | CGMSCAPITAL GRP FIXED INCM ETF T | 25,514 | $704.7M | 0.12% | |
| 52 | IJKISHARES TR | 7,563 | $688.1M | 0.11% | |
| 53 | SCHGSCHWAB STRATEGIC TR | 23,092 | $674.5M | 0.11% | |
| 54 | VVVANGUARD INDEX FDS | 2,311 | $659.3M | 0.11% | |
| 55 | LLYELI LILLY & CO | 839 | $653.9M | 0.11% | |
| 56 | FIGBFIDELITY MERRIMACK STR TR | 14,019 | $605.8M | 0.10% | |
| 57 | COSTCOSTCO WHSL CORP NEW | 597 | $591.2M | 0.10% | |
| 58 | JPMJPMORGAN CHASE & CO. | 2,030 | $588.5M | 0.10% | |
| 59 | NVDANVIDIA CORPORATION | 3,503 | $553.5M | 0.09% | |
| 60 | RSPINVESCO EXCHANGE TRADED FD T | 3,020 | $548.8M | 0.09% | |
| 61 | CGIBCAPITAL GRP FIXED INCM ETF T | 20,301 | $512.3M | 0.08% | |
| 62 | IUSGISHARES TR | 3,405 | $512.1M | 0.08% | |
| 63 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,006 | $488.7M | 0.08% | |
| 64 | HDHOME DEPOT INC | 1,321 | $484.5M | 0.08% | |
| 65 | IEMGISHARES INC | 7,672 | $460.6M | 0.08% | |
| 66 | BAERBRIDGER AEROSPACE GRP HLDGS | 233,323 | $450.3M | 0.07% | |
| 67 | AMZNAMAZON COM INC | 2,002 | $439.2M | 0.07% | |
| 68 | BBREJ P MORGAN EXCHANGE TRADED F | 4,749 | $437.5M | 0.07% | |
| 69 | CGCPCAPITAL GRP FIXED INCM ETF T | 18,835 | $423.8M | 0.07% | |
| 70 | IVEISHARES TR | 2,108 | $412.0M | 0.07% | |
| 71 | SCHFSCHWAB STRATEGIC TR | 17,952 | $396.7M | 0.07% | |
| 72 | ETNEATON CORP PLC | 1,035 | $369.5M | 0.06% | |
| 73 | SCHXSCHWAB STRATEGIC TR | 14,754 | $360.6M | 0.06% | |
| 74 | CATCATERPILLAR INC | 849 | $329.7M | 0.05% | |
| 75 | VEUVANGUARD INTL EQUITY INDEX F | 4,855 | $326.3M | 0.05% | |
| 76 | QQEWFIRST TR EXCHANGE-TRADED FD | 2,337 | $319.0M | 0.05% | |
| 77 | EEMISHARES TR | 6,553 | $316.1M | 0.05% | |
| 78 | EFGISHARES TR | 2,723 | $305.0M | 0.05% | |
| 79 | AVGOBROADCOM INC | 1,093 | $301.2M | 0.05% | |
| 80 | SCHESCHWAB STRATEGIC TR | 9,795 | $295.2M | 0.05% | |
| 81 | CGMUCAPITAL GRP FIXED INCM ETF T | 10,995 | $293.4M | 0.05% | |
| 82 | JMUBJ P MORGAN EXCHANGE TRADED F | 5,863 | $291.1M | 0.05% | |
| 83 | VOTVANGUARD INDEX FDS | 1,010 | $287.3M | 0.05% | |
| 84 | CGSMCAPITAL GRP FIXED INCM ETF T | 11,009 | $287.1M | 0.05% | |
| 85 | DFASDIMENSIONAL ETF TRUST | 4,197 | $267.4M | 0.04% | |
| 86 | EMLPFIRST TR EXCHANGE-TRADED FD | 7,023 | $263.4M | 0.04% | |
| 87 | HBANHUNTINGTON BANCSHARES INC | 15,178 | $254.4M | 0.04% | |
| 88 | QCOMQUALCOMM INC | 1,582 | $252.0M | 0.04% | |
| 89 | SPYSPDR S&P 500 ETF TR | 401 | $247.5M | 0.04% | |
| 90 | ROBTFIRST TR EXCHANGE TRADED FD | 4,867 | $235.1M | 0.04% | |
| 91 | VBKVANGUARD INDEX FDS | 847 | $234.5M | 0.04% | |
| 92 | VVISA INC | 628 | $222.9M | 0.04% | |
| 93 | JMHIJ P MORGAN EXCHANGE TRADED F | 4,193 | $208.7M | 0.03% | |
| 94 | FTBDFIDELITY MERRIMACK STR TR | 4,201 | $207.0M | 0.03% | |
| 95 | INTCINTEL CORP | 9,158 | $205.1M | 0.03% | |
| 96 | CGCBCAPITAL GRP FIXED INCM ETF T | 7,614 | $200.2M | 0.03% | |
| 97 | GNSSGENASYS INC | 71,224 | $123.2M | 0.02% |