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CIK: 0001713558
Total reported value
$861.9M
$861.9M
120 檔
54.0%
According to the latest 13F quarterly dataset, Peterson Wealth Advisors, LLC managed an equity portfolio of $861.9M at the end of Q2 2026, spanning 120 distinct U.S. exchange-listed positions.
In Q2 2026, Peterson Wealth Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 65 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SPDW, SPMD) accounted for 54.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
BKLC
市值: $419.8K
Top Position Liquidated / Trimmed
VTI
前期市值: $15.7M
| # | 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 | 25.54% | +0.94% | +2.30% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 11.75% | +0.21% | +4.94% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.97% | -0.27% | +2.39% | |
| 4 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.88% | +0.01% | +4.08% | |
| 5 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 5.85% | +0.32% | +3.77% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.18% | -4.75% | +3.78% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.55% | -0.33% | +1.94% | |
| 8 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.46% | +0.05% | +2.97% | |
| 9 | CLIP | Global X 1-3 Month T-bill | ETF-Other | 2.93% | -0.20% | +3.93% | |
| 10 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.60% | -0.03% | +4.07% | |
| 11 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.32% | +0.80% | +0.94% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.26% | +0.05% | +2.08% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.11% | -0.07% | -1.08% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | -0.02% | -2.56% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.39% | +0.08% | +3.19% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.37% | -0.04% | +0.77% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.16% | -0.06% | +1.20% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.13% | +0.01% | +3.69% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.94% | -0.10% | -1.39% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.09% | -2.62% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | — | +0.97% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.04% | -3.38% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.64% | -0.02% | -2.53% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.06% | -0.43% | |
| 25 | HEQT | Simplify Hedged Equity ETF | ETF-Other | 0.45% | -0.04% | -3.99% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.04% | +4.25% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.37% | EXIT | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.35% | -0.04% | -4.58% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.29% | -0.01% | -1.62% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.23% | -0.04% | -5.78% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.22% | -0.06% | +50.61% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | +0.07% | +0.55% | |
| 33 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.20% | — | +0.12% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | — | -0.68% | |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.17% | — | -3.23% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | -0.02% | +0.12% | |
| 37 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | +0.01% | +0.65% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-Other | 0.14% | -0.01% | -7.96% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.13% | — | -0.53% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.13% | -0.02% | +0.09% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.13% | -0.02% | -14.29% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.13% | -0.01% | -0.33% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | -0.03% | -0.35% | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.12% | -0.04% | +0.55% | |
| 45 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.11% | — | +6.20% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.11% | +0.01% | +8.49% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.11% | -0.06% | -10.39% | |
| 48 | QTEC | First Trust Nasdq 100 Tech I | ETF-Tech | 0.11% | +0.03% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.11% | -0.01% | +300.32% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.11% | -0.01% | +0.94% |
According to official SEC Form 13F filings, Peterson Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $861.9M across 120 disclosed positions in Q2 2026.
During Q2 2026, Peterson Wealth Advisors, LLC's top holdings by market value included SPYM (25.5%)、SPDW (11.8%)、SPMD (6.0%). The largest single position, SPYM, represented 25.5% of total portfolio value.
In Q2 2026, Peterson Wealth Advisors, LLC made 115 total portfolio adjustments, initiating 12 new buys, adding to 65 positions, trimming 38 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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