Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peterson Wealth Advisors, LLC (CIK 1713558) reported $846.1M across 120 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPYM ($216.1M, 25.54%), SPDW ($99.4M, 11.75%), SPMD ($50.6M, 5.97%), JBND ($49.8M, 5.88%), HELO ($49.5M, 5.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $216.1M | 25.54% | 2.5M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $99.4M | 11.75% | 2.0M | Added |
| 3 | SPMD | SPDR SERIES TRUST | $50.6M | 5.97% | 748,284 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $49.8M | 5.88% | 930,053 | Added |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | $49.5M | 5.85% | 732,936 | Added |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $43.8M | 5.18% | 866,882 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $38.5M | 4.55% | 667,839 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $29.3M | 3.46% | 721,033 | Added |
| 9 | CLIP | GLOBAL X FDS | $24.8M | 2.93% | 246,852 | Added |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | $22.0M | 2.60% | 468,994 | Added |
| 11 | BOXX | EA SERIES TRUST | $19.6M | 2.32% | 167,468 | Added |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $19.1M | 2.26% | 414,634 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $17.9M | 2.11% | 48,275 | Trimmed |
| 14 | IVV | ISHARES TR | $15.7M | 1.85% | 20,944 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $11.8M | 1.39% | 487,954 | Added |
| 16 | IDEV | ISHARES TR | $11.6M | 1.37% | 130,185 | Added |
| 17 | VNQ | VANGUARD INDEX FDS | $9.8M | 1.16% | 101,806 | Added |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | $9.6M | 1.13% | 198,525 | Added |
| 19 | SCHM | SCHWAB STRATEGIC TR | $8.0M | 0.94% | 216,238 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $7.6M | 0.90% | 25,039 | Trimmed |
| 21 | IVW | ISHARES TR | $6.9M | 0.81% | 49,950 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $5.9M | 0.70% | 83,042 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 0.64% | 90,489 | Trimmed |
| 24 | AAPL | APPLE INC | $3.9M | 0.46% | 13,414 | Trimmed |
| 25 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.8M | 0.45% | 112,453 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30