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Peterson Wealth Advisors, LLC Portfolio
$861.9M across 116 positions as of 2026-09-30, with 74% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.4%
-5.1% a year vs the S&P 500
3 years
+14.4%
-6.9% a year vs the S&P 500
5 years
+6.9%
-5.3% a year vs the S&P 500
Quarters ahead
4 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.8% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.8% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.2% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.3% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -0.9% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $228.2M | 26.5% | 2,542,472 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $103.1M | 12.0% | 2,053,612 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $53.2M | 6.2% | 769,019 |
| JBNDJPMorgan Active Bond ETF | $50.8M | 5.9% | 993,000 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $49.1M | 5.7% | 778,920 |
| T ROWE PRICE EXCHANGE-TRADED | $38.3M | 4.4% | 772,452 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $36.4M | 4.2% | 688,151 |
| DIMENSIONAL ETF TRUST | $30.3M | 3.5% | 762,410 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $26.9M | 3.1% | 227,129 |
| GLOBAL X FDS | $23.5M | 2.7% | 234,219 |
| JCPBJPMorgan Core Plus Bond ETF | $22.2M | 2.6% | 495,070 |
| JPIEJPMorgan Income ETF | $19.9M | 2.3% | 442,990 |
| VTIVanguard Total Stock Market ETF | $17.5M | 2.0% | 46,895 |
| IVViShares Core S&P 500 ETF | $15.8M | 1.8% | 20,576 |
| SCHOSchwab Short-Term U.S. Treasury ETF | $12.7M | 1.5% | 531,181 |
| IDEViShares Core MSCI International Developed Markets ETF | $11.5M | 1.3% | 128,339 |
| J P MORGAN EXCHANGE TRADED F | $9.9M | 1.1% | 211,114 |
| VNQVanguard Real Estate ETF | $9.5M | 1.1% | 105,693 |
| SCHWAB STRATEGIC TR | $7.3M | 0.8% | 213,466 |
| IVWiShares S&P 500 Growth ETF | $7M | 0.8% | 49,258 |
| VBVanguard Small-Cap ETF | $7M | 0.8% | 24,544 |
| VEAVanguard FTSE Developed Markets ETF | $5.7M | 0.7% | 80,171 |
| VWOVanguard FTSE Emerging Markets ETF | $5.4M | 0.6% | 90,538 |
| AAPLApple Inc | $4.5M | 0.5% | 13,411 |
| JPSTJPMorgan Ultra-Short Income ETF | $3.7M | 0.4% | 73,561 |
| SIMPLIFY EXCHANGE TRADED FUN | $3.5M | 0.4% | 102,659 |
| IJRiShares Core S&P Small-Cap ETF | $2.9M | 0.3% | 21,054 |
| FBNDFidelity Total Bond ETF | $2.7M | 0.3% | 61,855 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $2.4M | 0.3% | 46,510 |
| MSFTMicrosoft Corp | $2.3M | 0.3% | 4,489 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $1.7M | 0.2% | 18,289 |
| IJHiShares Core S&P Mid-Cap ETF | $1.7M | 0.2% | 23,342 |
| VOOVanguard S&P 500 ETF | $1.6M | 0.2% | 2,218 |
| EFAViShares MSCI EAFE Min Vol Factor ETF | $1.5M | 0.2% | 16,039 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $1.4M | 0.2% | 26,813 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $1.3M | 0.1% | 35,621 |
| QTECFIRST TR EXCHANGE-TRADED FD | $1.2M | 0.1% | 3,556 |
| ISHARES TR | $1.1M | 0.1% | 18,469 |
| EFAiShares MSCI EAFE ETF | $1.1M | 0.1% | 10,796 |
| SCHHSchwab U.S. REIT ETF | $1.1M | 0.1% | 49,844 |
| ABBVAbbVie Inc | $1.1M | 0.1% | 4,040 |
| PYLDPIMCO U.S. Treasury Index Fund PIMCO Multisector Bond Active Exchange-Traded Fund | $1M | 0.1% | 40,935 |
| WMTWalmart Inc | $988.6K | 0.1% | 9,513 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $951.3K | 0.1% | 8,679 |
| SCHASchwab U.S. Small-Cap ETF | $912.5K | 0.1% | 27,964 |
| TSLATesla Inc | $905.1K | 0.1% | 2,551 |
| LLYEli Lilly and Co | $877.4K | 0.1% | 758 |
| VOVanguard Mid-Cap ETF | $871.4K | 0.1% | 11,113 |
| NVDANVIDIA Corp | $800.4K | 0.1% | 3,505 |
| INTCIntel Corp | $772.6K | 0.1% | 6,426 |
| METAMeta Platforms Inc | $739.4K | 0.1% | 1,020 |
| JPMJPMorgan Chase & Co | $692.8K | 0.1% | 2,094 |
| FIDELITY GREENWOOD STREET TR | $668.6K | 0.1% | 19,864 |
| CGMUCapital Group Municipal Income ETF | $661.3K | 0.1% | 25,492 |
| IUSGiShares Core S&P U.S. Growth ETF | $660.2K | 0.1% | 3,407 |
| VGSHVanguard Short-Term Treasury ETF | $654.7K | 0.1% | 11,374 |
| CATCaterpillar Inc | $652.6K | 0.1% | 805 |
| JMUBJPMorgan Municipal ETF | $627.6K | 0.1% | 13,191 |
| VANGUARD MALVERN FDS | $614.3K | 0.1% | 8,344 |
| IEMGiShares Core MSCI Emerging Markets ETF | $613.2K | 0.1% | 7,555 |
| COSTCostco Wholesale Corp | $606.6K | 0.1% | 666 |
| VXUSVanguard Total International Stock ETF | $565.9K | 0.1% | 6,661 |
| DIMENSIONAL ETF TRUST | $544.3K | 0.1% | 7,030 |
| EFGiShares MSCI EAFE Growth ETF | $538.2K | 0.1% | 4,491 |
| AMZNAmazon.com Inc | $525.2K | 0.1% | 2,108 |
| BRK.BBerkshire Hathaway Inc | $522.4K | 0.1% | 1,049 |
| RSPInvesco S&P 500 Equal Weight ETF | $518.5K | 0.1% | 2,493 |
| EEMiShares MSCI Emerging Index Fund | $463.3K | 0.1% | 6,937 |
| CAPITAL GRP FIXED INCM ETF T | $460.2K | 0.1% | 17,901 |
| ICSHISHARES TR | $454.1K | 0.1% | 9,010 |
| EATON CORP PLC | $454.1K | 0.1% | 1,057 |
| VDEVanguard Energy ETF | $449.3K | 0.1% | 2,610 |
| FIDELITY MERRIMACK STR TR | $440.3K | 0.1% | 10,819 |
| VGTVanguard Information Tech ETF | $439.8K | 0.1% | 3,500 |
| VOTVanguard Mid-Cap Growth ETF | $431.2K | 0.1% | 1,476 |
| BNY MELLON ETF TRUST | $430K | 0.0% | 8,800 |
| VBKVanguard Small-Cap Growth ETF | $417.4K | 0.0% | 1,235 |
| VEUVanguard FTSE All World Ex US ETF | $412.3K | 0.0% | 4,969 |
| J P MORGAN EXCHANGE TRADED F | $412.1K | 0.0% | 4,135 |
| VVVanguard Large-Cap ETF | $406.1K | 0.0% | 1,154 |
| AVGOBroadcom Inc | $400.7K | 0.0% | 1,141 |
| SEAGATE TECHNOLOGY HLDNGS PL | $396.6K | 0.0% | 430 |
| GOOGLAlphabet Inc | $388.3K | 0.0% | 1,129 |
| VHTVanguard Health Care ETF | $384K | 0.0% | 1,215 |
| CAPITAL GRP FIXED INCM ETF T | $363.5K | 0.0% | 14,598 |
| HDHome Depot Inc | $359.3K | 0.0% | 1,263 |
| FIRST TR EXCHANGE-TRADED FD | $356.4K | 0.0% | 2,190 |
| MPCMarathon Petroleum Corp | $355K | 0.0% | 898 |
| VDCVanguard Consumer Staples ETF | $352K | 0.0% | 1,613 |
| VAWVanguard Materials ETF | $351.6K | 0.0% | 1,612 |
| VFHVanguard Financials ETF | $342.5K | 0.0% | 2,633 |
| JNJJohnson & Johnson | $337.8K | 0.0% | 1,276 |
| VOXVanguard Communication Services ETF | $337.3K | 0.0% | 1,770 |
| IVEiShares S&P 500 Value ETF | $336.9K | 0.0% | 1,476 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $320.8K | 0.0% | 12,228 |
| VPUVanguard Utilities ETF | $319K | 0.0% | 1,866 |
| VCRVanguard Consumer Discretion ETF | $318.1K | 0.0% | 872 |
| CAPITAL GRP FIXED INCM ETF T | $315K | 0.0% | 14,881 |
| SCHESchwab Emerging Markets Equity ETF | $307.5K | 0.0% | 8,436 |
| J P MORGAN EXCHANGE TRADED F | $298.2K | 0.0% | 6,352 |
| DFAUDimensional US Core Equity Market ETF | $297.3K | 0.0% | 5,677 |
| FIRST TR EXCHANGE TRADED FD | $288.3K | 0.0% | 4,866 |
| SCHFSchwab International Equity ETF | $247.5K | 0.0% | 9,010 |
| RTXRTX Corp | $238.4K | 0.0% | 1,284 |
| HBANHuntington Bancshares Inc | $236K | 0.0% | 15,464 |
| KOCoca-Cola Co | $233.9K | 0.0% | 2,717 |
| WISDOMTREE TR | $232.9K | 0.0% | 2,913 |
| DEDeere & Co | $221.3K | 0.0% | 330 |
| FIRST TR EXCHANGE-TRADED ALP | $213.2K | 0.0% | 1,608 |
| CAPITAL GRP FIXED INCM ETF T | $212.7K | 0.0% | 8,516 |
| EMLPFirst Trust North American Energy Infrastructure Fund | $207.6K | 0.0% | 5,065 |
| QQQInvesco QQQ Trust, Series 1 | $205.6K | 0.0% | 278 |
| CSCOCisco Systems Inc | $200.2K | 0.0% | 1,860 |
| BRIDGER AEROSPACE GRP HLDGS | $183.1K | 0.0% | 260,837 |
| GENASYS INC | $103.3K | 0.0% | 71,224 |
| OUR BD INC | $11.9K | 0.0% | 45,000 |
Quarter ending 2026-09-30.
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