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CIK: 0001713558
Total reported value
$846.1M
$846.1M
107 檔
46.6%
In Q4 2025, Peterson Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $846.1M, distributed across 107 disclosed stock positions.
In Q4 2025, Peterson Wealth Advisors, LLC displayed an active expansion posture, initiating 13 new positions and adding to 18 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 | 24.57% | +1.07% | -0.10% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 9.64% | +0.33% | +0.78% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.33% | -0.51% | +211.84% | |
| 4 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 6.06% | -0.15% | +8.62% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.93% | -0.44% | +7.80% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.68% | +0.21% | +0.25% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.49% | +0.34% | -1.41% | |
| 8 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 3.26% | -0.24% | +9.59% | |
| 9 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.13% | +0.24% | +236.28% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.80% | -0.22% | +13.87% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.41% | -0.23% | +377.87% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.25% | -0.02% | -1.35% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.23% | +0.03% | -4.88% | |
| 14 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.18% | -0.25% | +2.08% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.57% | -0.14% | +13.57% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.49% | -0.07% | -3.23% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.48% | -0.03% | +5.61% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.19% | -0.09% | +1.38% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.94% | +0.04% | -0.08% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.92% | — | -2.97% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.07% | -1.27% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.76% | -0.03% | -6.38% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.71% | -0.03% | -5.25% | |
| 24 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.55% | -0.04% | -8.54% | |
| 25 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.54% | -0.06% | -4.73% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.01% | +2.69% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.14% | +0.32% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | +0.03% | +0.50% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.02% | +3.98% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.30% | -0.01% | -29.29% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.30% | -0.03% | +8.12% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | -0.01% | -1.26% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.21% | — | -64.95% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.19% | -0.03% | -3.78% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | -5.32% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.17% | +0.06% | -9.24% | |
| 37 | SCHH | Schwab US Reit ETF | ETF-Other | 0.16% | -0.02% | -23.98% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | +5.65% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | +45.06% | |
| 40 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | — | -1.08% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.03% | +2.40% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.14% | -0.01% | -13.11% | |
| 43 | FHEQ | Fidelity Hedged Equity ETF | ETF-Other | 0.13% | — | -5.68% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | +0.01% | +0.56% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.13% | -0.01% | +1.81% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.12% | +0.02% | +2.49% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.12% | -0.01% | -15.52% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.12% | — | +0.50% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.11% | -0.01% | -5.00% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | — | -8.94% |
According to official SEC Form 13F filings, Peterson Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $846.1M across 107 disclosed positions in Q4 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, JBND) accounted for 46.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VPU
市值: $338.3K
Top Position Liquidated / Trimmed
SCHX
前期市值: $398.6K
During Q4 2025, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (24.6%)、SPDW (9.6%)、JBND (6.3%). The largest single position, SPYM, represented 24.6% of total portfolio value.
In Q4 2025, Peterson Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 14 holdings, and fully liquidating 5 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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