Peterson Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Peterson Wealth Advisors, LLC held in its portfolio 104 assets valued at $750,085,298 (i.e. $750.09M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($262.15M), SPDR INDEX SHS FDS ($72.30M), and J P MORGAN EXCHANGE TRADED F ($47.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 104 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peterson Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 3770916 | 262154668 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 1627905 | 72295240 | PORTFOLIO DEVLPD |
| J P MORGAN EXCHANGE TRADED F | 878288 | 47489046 | ACTIVE BOND ETF |
| J P MORGAN EXCHANGE TRADED F | 684554 | 45474952 | HEDGED EQUITY LA |
| J P MORGAN EXCHANGE TRADED F | 879733 | 44505683 | ULTRA SHRT ETF |
| GLOBAL X FDS | 244204 | 24447270 | 1-3 MONTH T-BILL |
| DIMENSIONAL ETF TRUST | 710661 | 23508658 | EMERGING MKTS CO |
| J P MORGAN EXCHANGE TRADED F | 443524 | 21000847 | CORE PLUS BD ETF |
| J P MORGAN EXCHANGE TRADED F | 390618 | 18081730 | INCOME ETF |
| ISHARES TR | 24681 | 16905036 | CORE S&P500 ETF |
| VANGUARD INDEX FDS | 49970 | 16753422 | TOTAL STK MKT |
| EA SERIES TRUST | 142324 | 16381492 | ALPHA ARCH 1-3 |
| SCHWAB STRATEGIC TR | 481950 | 11745126 | SHT TM US TRES |
| ISHARES TR | 135844 | 11204432 | CORE MSCI INTL |
| VANGUARD INDEX FDS | 125232 | 11081796 | REAL ESTATE ETF |
| J P MORGAN EXCHANGE TRADED F | 183205 | 8922086 | INTL BD OPP ETF |
| SCHWAB STRATEGIC TR | 234307 | 7045599 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 26885 | 6935033 | SMALL CP ETF |
| ISHARES TR | 49443 | 6094383 | S&P 500 GRWT ETF |
| VANGUARD TAX-MANAGED FDS | 91810 | 5735380 | VAN FTSE DEV MKT |
| VANGUARD INTL EQUITY INDEX F | 98561 | 5298615 | FTSE EMR MKT ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 128161 | 4107567 | HEDGED EQUITY |
| FIDELITY MERRIMACK STR TR | 88332 | 4066788 | TOTAL BD ETF |
| APPLE INC | 13201 | 3588762 | COM |
| EXXON MOBIL CORP | 22621 | 2722202 | COM |
| ISHARES TR | 20395 | 2451011 | CORE S&P SCP ETF |
| MICROSOFT CORP | 4602 | 2225741 | COM |
| SPDR INDEX SHS FDS | 47435 | 2220415 | PORTFOLIO EMG MK |
| ISHARES TR | 43828 | 2216836 | ULTRA SHORT DUR |
| ISHARES TR | 26630 | 1757575 | CORE S&P MCP ETF |
| ISHARES TR | 16210 | 1398141 | MSCI EAFE MIN VL |
| VANGUARD INDEX FDS | 2171 | 1361662 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 25381 | 1292910 | ULTRA SHT MUNCPL |
| SCHWAB STRATEGIC TR | 57825 | 1207968 | US REIT ETF |
| TESLA INC | 2560 | 1151283 | COM |
| SCHWAB STRATEGIC TR | 34881 | 1137806 | US LCAP GR ETF |
| ISHARES TR | 19845 | 1130374 | CRE U S REIT ETF |
| WALMART INC | 9884 | 1101123 | COM |
| SCHWAB STRATEGIC TR | 36112 | 1028456 | US SML CAP ETF |
| FIDELITY GREENWOOD STREET TR | 32104 | 992324 | HEDGED EQTY ETF |
| ABBVIE INC | 4281 | 978255 | COM |
| ISHARES TR | 9956 | 956086 | MSCI EAFE ETF |
| ELI LILLY & CO | 865 | 929790 | COM |
| PIMCO ETF TR | 33123 | 883721 | MULTISECTOR BD |
| VANGUARD STAR FDS | 11701 | 882723 | VG TL INTL STK F |
| VANGUARD SCOTTSDALE FDS | 14107 | 828525 | SHORT TERM TREAS |
| VANGUARD INDEX FDS | 2810 | 815395 | MID CAP ETF |
| ISHARES TR | 7596 | 735872 | S&P MC 400GR ETF |
| CAPITAL GRP FIXED INCM ETF T | 25796 | 706290 | MUNICIPAL INCOME |
| J P MORGAN EXCHANGE TRADED F | 13849 | 699385 | MUNICIPAL ETF |
| JPMORGAN CHASE & CO. | 2135 | 687945 | COM |
| NVIDIA CORPORATION | 3545 | 661061 | COM |
| META PLATFORMS INC | 995 | 656620 | CL A |
| CAPITAL GRP FIXED INCM ETF T | 23721 | 655171 | US MULTI-SECTOR |
| FIRST TR EXCHANGE-TRADED FD | 2749 | 632830 | SHS |
| CAPITAL GRP FIXED INCM ETF T | 22956 | 604672 | SHORT DURATION M |
| ISHARES TR | 3396 | 570338 | CORE S&P US GWT |
| FIDELITY MERRIMACK STR TR | 13075 | 567841 | INVESTMENT GR BD |
| COSTCO WHSL CORP NEW | 648 | 559052 | COM |
| ISHARES INC | 8316 | 559032 | CORE MSCI EMKT |
| CATERPILLAR INC | 947 | 542455 | COM |
| AMAZON COM INC | 2267 | 523269 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1017 | 511195 | CL B NEW |
| ISHARES TR | 4341 | 494546 | EAFE GRWTH ETF |
| DIMENSIONAL ETF TRUST | 6924 | 482386 | US SMALL CAP ETF |
| VANGUARD INDEX FDS | 1702 | 475117 | MCAP GR IDXVIP |
| INVESCO EXCHANGE TRADED FD T | 2468 | 472849 | S&P500 EQL WGT |
| HOME DEPOT INC | 1325 | 455839 | COM |
| BRIDGER AEROSPACE GRP HLDGS | 233323 | 426981 | COM |
| J P MORGAN EXCHANGE TRADED F | 4600 | 425917 | BETBULD MSCI |
| VANGUARD INDEX FDS | 1379 | 416523 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 1275 | 401526 | LARGE CAP ETF |
| ISHARES TR | 1887 | 400152 | S&P 500 VAL ETF |
| CAPITAL GRP FIXED INCM ETF T | 17476 | 395647 | CORE PLUS INCM |
| ISHARES TR | 6935 | 379428 | MSCI EMG MKT ETF |
| VANGUARD INTL EQUITY INDEX F | 4962 | 365031 | ALLWRLD EX US |
| J P MORGAN EXCHANGE TRADED F | 7238 | 363708 | HIGH YIELD MUNI |
| ALPHABET INC | 1086 | 339819 | CAP STK CL A |
| VANGUARD WORLD FD | 1828 | 338253 | UTILITIES ETF |
| VANGUARD WORLD FD | 1600 | 337984 | CONSUM STP ETF |
| VANGUARD WORLD FD | 1173 | 337648 | HEALTH CAR ETF |
| VANGUARD WORLD FD | 2680 | 337466 | ENERGY ETF |
| VANGUARD WORLD FD | 2525 | 337062 | FINANCIALS ETF |
| VANGUARD WORLD FD | 447 | 336988 | INF TECH ETF |
| VANGUARD WORLD FD | 1739 | 336723 | COMM SRVC ETF |
| VANGUARD WORLD FD | 853 | 336014 | CONSUM DIS ETF |
| VANGUARD WORLD FD | 1618 | 335816 | MATERIALS ETF |
| EATON CORP PLC | 1035 | 329658 | SHS |
| CAPITAL GRP FIXED INCM ETF T | 12947 | 328323 | INTERNATIONAL BD |
| RTX CORPORATION | 1771 | 324801 | COM |
| BROADCOM INC | 925 | 320262 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2190 | 311241 | NASDAQ-100 SEL |
| SCHWAB STRATEGIC TR | 11161 | 268314 | INTL EQTY ETF |
| HUNTINGTON BANCSHARES INC | 15369 | 266652 | COM |
| INTEL CORP | 7204 | 265816 | COM |
| JOHNSON & JOHNSON | 1226 | 253763 | COM |
| FIRST TR EXCHANGE TRADED FD | 4867 | 252423 | NASDQ ARTFCIAL |
| MCDONALDS CORP | 822 | 251110 | COM |
| SCHWAB STRATEGIC TR | 6685 | 218922 | EMRG MKTEQ ETF |
| PEPSICO INC | 1517 | 217651 | COM |
| CAPITAL GRP FIXED INCM ETF T | 8131 | 215639 | CORE BOND ETF |
| WISDOMTREE TR | 2910 | 206234 | US LARGECAP FUND |
| FIRST TR EXCHANGE-TRADED FD | 5422 | 205330 | NO AMER ENERGY |
| GENASYS INC | 71224 | 152775 | COM |
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