Peterson Wealth Advisors, LLC 13F Holdings · Q3 2026
Peterson Wealth Advisors, LLC reported 116 securities worth $861.88M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SPYM (26.48%), SPDW (11.96%), HELO (6.17%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $228.2M | 26.48% | 2.5M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $103.1M | 11.96% | 2.1M | Added |
| 3 | HELO | J P MORGAN EXCHANGE TRADED F | $53.2M | 6.17% | 769,019 | Added |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | $50.8M | 5.89% | 993,000 | Added |
| 5 | SPMD | SPDR SERIES TRUST | $49.1M | 5.70% | 778,920 | Added |
| 6 | TBUX | T ROWE PRICE EXCHANGE-TRADED | $38.3M | 4.44% | 772,452 | New |
| 7 | SPSM | SPDR SERIES TRUST | $36.4M | 4.22% | 688,151 | Added |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $30.3M | 3.51% | 762,410 | Added |
| 9 | BOXX | EA SERIES TRUST | $26.9M | 3.12% | 227,129 | Added |
| 10 | CLIP | GLOBAL X FDS | $23.5M | 2.73% | 234,219 | Trimmed |
| 11 | JCPB | J P MORGAN EXCHANGE TRADED F | $22.2M | 2.57% | 495,070 | Added |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $19.9M | 2.31% | 442,990 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $17.5M | 2.04% | 46,895 | Trimmed |
| 14 | IVV | ISHARES TR | $15.8M | 1.83% | 20,576 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $12.7M | 1.47% | 531,181 | Added |
| 16 | IDEV | ISHARES TR | $11.5M | 1.33% | 128,339 | Trimmed |
| 17 | JPIB | J P MORGAN EXCHANGE TRADED F | $9.9M | 1.14% | 211,114 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $9.5M | 1.10% | 105,693 | Added |
| 19 | SCHM | SCHWAB STRATEGIC TR | $7.3M | 0.84% | 213,466 | Trimmed |
| 20 | IVW | ISHARES TR | $7.0M | 0.81% | 49,258 | Trimmed |
| 21 | VB | VANGUARD INDEX FDS | $7.0M | 0.81% | 24,544 | Trimmed |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $5.7M | 0.66% | 80,171 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $5.4M | 0.62% | 90,538 | Added |
| 24 | AAPL | APPLE INC | $4.5M | 0.52% | 13,411 | Trimmed |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.43% | 73,561 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR