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Peterson Wealth Advisors, LLC 13F holdings

Filed 2026-08-11 · Peterson Wealth Advisors, LLC · 120 positions · $846.1M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST2.5M$216.1M25.5%
SPDWSPDR INDEX SHS FDS2.0M$99.4M11.8%
SPMDSPDR SERIES TRUST748.3K$50.6M6.0%
JBNDJ P MORGAN EXCHANGE TRADED F930.1K$49.8M5.9%
HELOJ P MORGAN EXCHANGE TRADED F732.9K$49.5M5.9%
JPSTJ P MORGAN EXCHANGE TRADED F866.9K$43.8M5.2%
SPSMSPDR SERIES TRUST667.8K$38.5M4.6%
DFEMDIMENSIONAL ETF TRUST721.0K$29.3M3.5%
CLIPGLOBAL X FDS246.9K$24.8M2.9%
JCPBJ P MORGAN EXCHANGE TRADED F469.0K$22.0M2.6%
BOXXEA SERIES TRUST167.5K$19.6M2.3%
JPIEJ P MORGAN EXCHANGE TRADED F414.6K$19.1M2.3%
VTIVANGUARD INDEX FDS48.3K$17.9M2.1%
IVVISHARES TR20.9K$15.7M1.9%
SCHOSCHWAB STRATEGIC TR488.0K$11.8M1.4%
IDEVISHARES TR130.2K$11.6M1.4%
VNQVANGUARD INDEX FDS101.8K$9.8M1.2%
JPIBJ P MORGAN EXCHANGE TRADED F198.5K$9.6M1.1%
SCHMSCHWAB STRATEGIC TR216.2K$8.0M0.9%
VBVANGUARD INDEX FDS25.0K$7.6M0.9%
IVWISHARES TR50.0K$6.9M0.8%
VEAVANGUARD TAX-MANAGED FDS83.0K$5.9M0.7%
VWOVANGUARD INTL EQUITY INDEX F90.5K$5.4M0.6%
AAPLAPPLE INC13.4K$3.9M0.5%
HEQTSIMPLIFY EXCHANGE TRADED FUN112.5K$3.8M0.4%
IJRISHARES TR21.3K$3.2M0.4%
EXMOCEXXON MOBIL CORP22.6K$3.1M0.4%
FBNDFIDELITY MERRIMACK STR TR64.9K$3.0M0.3%
SPEMSPDR INDEX SHS FDS47.5K$2.5M0.3%
IJHISHARES TR24.9K$1.9M0.2%
JMSTJ P MORGAN EXCHANGE TRADED F36.1K$1.8M0.2%
MSFTMICROSOFT CORP4.6K$1.7M0.2%
SPTMSPDR SERIES TRUST18.7K$1.7M0.2%
VOOVANGUARD INDEX FDS2.2K$1.5M0.2%
EFAVISHARES TR16.1K$1.4M0.2%
USRTISHARES TR18.6K$1.2M0.1%
SCHGSCHWAB STRATEGIC TR35.8K$1.2M0.1%
SCHHSCHWAB STRATEGIC TR50.8K$1.2M0.1%
EFAISHARES TR10.6K$1.1M0.1%
WMTWALMART INC9.7K$1.1M0.1%
SCHASCHWAB STRATEGIC TR30.2K$1.1M0.1%
ABBVABBVIE INC4.3K$1.1M0.1%
TSLATESLA INC2.5K$1.1M0.1%
CATCATERPILLAR INC922$981,9660.1%
IJKISHARES TR8.1K$953,3450.1%
PYLDPIMCO ETF TR35.8K$949,1890.1%
ICSHISHARES TR18.7K$947,5410.1%
QTECFIRST TR EXCHANGE-TRADED FD2.8K$924,1320.1%
VOVANGUARD INDEX FDS11.3K$908,6020.1%
LLYELI LILLY & CO755$905,7880.1%
INTCINTEL CORP6.4K$888,9390.1%
VGSHVANGUARD SCOTTSDALE FDS13.0K$756,2340.1%
CGMUCAPITAL GRP FIXED INCM ETF T26.0K$713,2340.1%
JMUBJ P MORGAN EXCHANGE TRADED F13.8K$698,0110.1%
JPMJPMORGAN CHASE & CO2.1K$690,7240.1%
ACWIISHARES INC8.2K$682,8850.1%
FHEQFIDELITY GREENWOOD STREET TR20.5K$676,5580.1%
NVDANVIDIA CORPORATION3.3K$666,3940.1%
COSTCOSTCO WHOLESALE CORPORATION702$656,8400.1%
IUSGISHARES TR3.4K$640,0890.1%
Top Fund Holdings
13F
Top Fund Holdings

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