Peterson Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$751.9M
Q ending 2026-03-31
Prior quarter
$750.1M
Q ending 2025-12-31
Change
+0.2% QoQ · +45.3% YoY
Positions
108
reported holdings
Largest positions
Top 100 of 108 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $184.0M | 2.4M |
| Spdr Index Shs Fds | SPDW | Shares | $85.8M | 1.9M |
| J P Morgan Exchange Traded F | JBND | Shares | $48.0M | 894K |
| J P Morgan Exchange Traded F | HELO | Shares | $45.1M | 706K |
| Spdr Series Trust | SPMD | Shares | $43.3M | 731K |
| J P Morgan Exchange Traded F | JPST | Shares | $42.3M | 835K |
| Spdr Series Trust | SPSM | Shares | $31.7M | 655K |
| Dimensional Etf Trust | DFEM | Shares | $24.2M | 700K |
| Global X Fds | CLIP | Shares | $23.8M | 238K |
| J P Morgan Exchange Traded F | JCPB | Shares | $21.2M | 451K |
| Ea Series Trust | BOXX | Shares | $19.3M | 166K |
| J P Morgan Exchange Traded F | JPIE | Shares | $18.7M | 406K |
| Vanguard Index Fds | VTI | Shares | $15.7M | 49K |
| Ishares Tr | IVV | Shares | $14.0M | 21K |
| Schwab Strategic Tr | SCHO | Shares | $11.5M | 473K |
| Ishares Tr | IDEV | Shares | $10.8M | 129K |
| J P Morgan Exchange Traded F | JPIB | Shares | $9.2M | 191K |
| Vanguard Index Fds | VNQ | Shares | $8.9M | 101K |
| Schwab Strategic Tr | SCHM | Shares | $6.8M | 219K |
| Vanguard Index Fds | VB | Shares | $6.7M | 26K |
| Ishares Tr | IVW | Shares | $5.6M | 49K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.5M | 86K |
| Vanguard Intl Equity Index F | VWO | Shares | $5.0M | 93K |
| Exxon Mobil Corp | XOM | Shares | $3.8M | 23K |
| Simplify Exchange Traded Fun | HEQT | Shares | $3.7M | 117K |
| Apple Inc | AAPL | Shares | $3.4M | 13K |
| Fidelity Merrimack Str Tr | FBND | Shares | $3.1M | 68K |
| Ishares Tr | IJR | Shares | $2.5M | 20K |
| Spdr Index Shs Fds | SPEM | Shares | $2.3M | 48K |
| Ishares Tr | IJH | Shares | $1.8M | 26K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Ishares Tr | EFAV | Shares | $1.5M | 17K |
| Spdr Series Trust | SPTM | Shares | $1.5M | 19K |
| Vanguard Index Fds | VOO | Shares | $1.3M | 2K |
| J P Morgan Exchange Traded F | JMST | Shares | $1.2M | 24K |
| Walmart Inc | WMT | Shares | $1.2M | 10K |
| Schwab Strategic Tr | SCHH | Shares | $1.2M | 55K |
| Ishares Tr | USRT | Shares | $1.1M | 19K |
| Ishares Tr | ICSH | Shares | $1.1M | 21K |
| Schwab Strategic Tr | SCHG | Shares | $1.0M | 36K |
| Ishares Tr | EFA | Shares | $1.0M | 11K |
| Schwab Strategic Tr | SCHA | Shares | $1.0M | 35K |
| Tesla Inc | TSLA | Shares | $945K | 3K |
| Abbvie Inc | ABBV | Shares | $934K | 4K |
| Pimco Etf Tr | PYLD | Shares | $864K | 33K |
| Vanguard Index Fds | VO | Shares | $809K | 3K |
| Vanguard Scottsdale Fds | VGSH | Shares | $789K | 13K |
| Ishares Tr | IJK | Shares | $769K | 8K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $705K | 26K |
| J P Morgan Exchange Traded F | JMUB | Shares | $692K | 14K |
| Eli Lilly & Co | LLY | Shares | $688K | 748 |
| Caterpillar Inc | CAT | Shares | $649K | 917 |
| Costco Wholesale Corporation | COST | Shares | $647K | 649 |
| Fidelity Greenwood Street Tr | FHEQ | Shares | $622K | 21K |
| Jpmorgan Chase & Co | JPM | Shares | $615K | 2K |
| First Tr Exchange-Traded Fd | QTEC | Shares | $596K | 3K |
| Ishares Inc | IEMG | Shares | $576K | 8K |
| Meta Platforms Inc | META | Shares | $575K | 1K |
| Fidelity Merrimack Str Tr | FIGB | Shares | $570K | 13K |
| Nvidia Corporation | NVDA | Shares | $562K | 3K |
| Capital Grp Fixed Incm Etf T | CGSM | Shares | $551K | 21K |
| Ishares Tr | IUSG | Shares | $527K | 3K |
| Vanguard Star Fds | VXUS | Shares | $512K | 7K |
| Dimensional Etf Trust | DFAS | Shares | $494K | 7K |
| Ishares Tr | EFG | Shares | $492K | 4K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $491K | 1K |
| Invesco Exchange Traded Fd T | RSP | Shares | $476K | 2K |
| Vanguard World Fd | VDE | Shares | $466K | 3K |
| Bridger Aerospace Grp Hldgs | BAER | Shares | $462K | 233K |
| Amazon Com Inc | AMZN | Shares | $434K | 2K |
| Home Depot Inc | HD | Shares | $417K | 1K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $416K | 15K |
| J P Morgan Exchange Traded F | BBRE | Shares | $394K | 4K |
| Ishares Tr | EEM | Shares | $394K | 7K |
| Vanguard Index Fds | VV | Shares | $382K | 1K |
| Vanguard Index Fds | VOT | Shares | $378K | 1K |
| Eaton Corp Plc | Shares | $374K | 1K | |
| Vanguard Intl Equity Index F | VEU | Shares | $373K | 5K |
| Vanguard Index Fds | VBK | Shares | $371K | 1K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $369K | 17K |
| Vanguard World Fd | VAW | Shares | $366K | 2K |
| Vanguard World Fd | VPU | Shares | $364K | 2K |
| J P Morgan Exchange Traded F | JMHI | Shares | $364K | 7K |
| Ishares Tr | IVE | Shares | $362K | 2K |
| Vanguard World Fd | VDC | Shares | $361K | 2K |
| Vanguard World Fd | VHT | Shares | $320K | 1K |
| Capital Grp Fixed Incm Etf T | CGIB | Shares | $320K | 13K |
| Vanguard World Fd | VOX | Shares | $313K | 2K |
| Vanguard World Fd | VGT | Shares | $312K | 448 |
| Vanguard World Fd | VCR | Shares | $307K | 854 |
| Vanguard World Fd | VFH | Shares | $306K | 3K |
| Johnson & Johnson | JNJ | Shares | $297K | 1K |
| Alphabet Inc | GOOGL | Shares | $292K | 1K |
| Rtx Corporation | RTX | Shares | $280K | 1K |
| Broadcom Inc | AVGO | Shares | $280K | 904 |
| First Tr Exchange-Traded Fd | QQEW | Shares | $278K | 2K |
| Schwab Strategic Tr | SCHF | Shares | $278K | 11K |
| Intel Corp | INTC | Shares | $275K | 6K |
| Dimensional Etf Trust | DFAU | Shares | $255K | 6K |
| Huntington Bancshares Inc | HBAN | Shares | $236K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.