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CIK: 0001713558
Total reported value
$846.1M
$846.1M
97 檔
41.5%
As reported in its official Q2 2025 Form 13F filing, Peterson Wealth Advisors, LLC's tracked investment portfolio stood at $846.1M with 97 total positions.
In Q2 2025, Peterson Wealth Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 27.17% | +1.07% | +0.57% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 10.66% | +0.33% | +1.94% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 7.80% | -0.44% | +0.10% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.25% | +0.21% | +1.51% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.09% | -0.15% | +1.95% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.89% | +0.34% | +2.02% | |
| 7 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 4.09% | -0.24% | +0.15% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.84% | -0.22% | +0.26% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.72% | +0.03% | -0.69% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.02% | +4.21% | |
| 11 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.79% | -0.07% | +3.13% | |
| 12 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 1.56% | -0.51% | +15.29% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.54% | -0.14% | -0.99% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.52% | -0.03% | +1.70% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.32% | -0.09% | +2.00% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.09% | +0.04% | +2.74% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.09% | — | +3.17% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.96% | -0.03% | +0.95% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.07% | -14.53% | |
| 20 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.86% | +0.24% | +13.72% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.84% | -0.03% | +2.24% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.75% | -0.06% | -6.64% | |
| 23 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.73% | -0.04% | -5.45% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.71% | — | -5.33% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.48% | -0.01% | -2.73% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.01% | +0.31% | |
| 27 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.40% | -0.03% | -5.82% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.14% | +0.04% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | -0.02% | +0.02% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.35% | +0.03% | -19.59% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.29% | -0.01% | +2.37% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | — | +3.02% | |
| 33 | SCHH | Schwab US Reit ETF | ETF-Other | 0.26% | -0.02% | +2.78% | |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.25% | -0.25% | +129.32% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.25% | -0.03% | -3.63% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.24% | +0.06% | +143.22% | |
| 37 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.22% | -0.23% | +95.43% | |
| 38 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.21% | -0.01% | -0.13% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.19% | — | -0.11% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.18% | -0.01% | +3.40% | |
| 41 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.17% | — | -10.81% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.16% | -0.01% | -8.99% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | -0.01% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | -0.01% | +0.03% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.14% | — | -0.23% | |
| 46 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.14% | +0.03% | -21.56% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.13% | — | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.01% | +0.02% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | — | +20.11% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.01% | — |
According to official SEC Form 13F filings, Peterson Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $846.1M across 97 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, JPST) accounted for 41.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
AVGO
市值: $301.2K
Top Position Liquidated / Trimmed
VTI
前期市值: $13.5M
During Q2 2025, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (27.2%)、SPDW (10.7%)、JPST (7.8%). The largest single position, SPYM, represented 27.2% of total portfolio value.
In Q2 2025, Peterson Wealth Advisors, LLC made 47 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 10 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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