Peterson Wealth Advisors, LLC

Name: Peterson Wealth Advisors, LLC 13F holdings, Q2 2026
Creator: Peterson Wealth Advisors, LLC
Published: 2026-08-11

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Peterson Wealth Advisors, LLC reported 120 stock positions worth $846.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 25.5% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 11.8%) and SS SPDR P S&P 400 Midcap ETF (SPMD, 6.0%). Compared with Q1 2026, it opened 12 new positions, added to 63 and reduced 39. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F: Q2 2026
Location: Orem, UT
CIK: 0001713558
Portfolio Value: $846.1M (Q2 2026)
SEC Filing: 0002085853-26-000972 ↗ filed Aug 11, 2026

Holdings Value

Holdings 120 stocks · $846.1M


SPYM Ste STR SPDR PT S&P 500 ETF	25.54%	2,458,693	$216.1M	Add +2.3%
SPDW Ste STR SPDR PT DW Eu ETF	11.75%	1,973,367	$99.4M	Add +4.9%
SPMD SS SPDR P S&P 400 Midcap ETF	5.97%	748,284	$50.6M	Add +2.4%
JBND JPMorgan Active Bond ETF	5.88%	930,053	$49.8M	Add +4.1%
HELO JPMorgan Hedged Equity ETF	5.85%	732,936	$49.5M	Add +3.8%
JPST JPMorgan Ultra-Short Income	5.18%	866,882	$43.8M	Add +3.8%
SPSM SS SPDR P S&P 600 Small Cap	4.55%	667,839	$38.5M	Add +1.9%
DFEM Dimensional Emrg MRKT Core	3.46%	721,033	$29.3M	Add +3.0%
CLIP Global X 1-3 Month T-Bill	2.93%	246,852	$24.8M	Add +3.9%
JCPB JPMorgan Core Plus Bond ETF	2.60%	468,994	$22.0M	Add +4.1%
BOXX Alpha Architect 1-3 MNTH Box	2.32%	167,468	$19.6M	Add +0.9%
JPIE JPMorgan Income ETF	2.26%	414,634	$19.1M	Add +2.1%
VTI VG Morningstar TS MKT ETF-US	2.11%	48,275	$17.9M	Reduce -1.1%
IVV iShares Core S&P 500 ETF	1.85%	20,944	$15.7M	Reduce -2.6%
SCHO Schwab Short-Term US Treas	1.39%	487,954	$11.8M	Add +3.2%
IDEV iShares Core MSCI Dev MKTS	1.37%	130,185	$11.6M	Add +0.8%
VNQ Vanguard Real Estate ETF	1.16%	101,806	$9.8M	Add +1.2%
JPIB JPMorgan Intl BND ETF	1.13%	198,525	$9.6M	Add +3.7%
SCHM Schwab US Mid Cap ETF	0.94%	216,238	$8.0M	Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd	0.90%	25,039	$7.6M	Reduce -2.6%
IVW iShares S&P 500 Growth ETF	0.81%	49,950	$6.9M	Add +1.0%
VEA Vanguard Ftse Developed ETF	0.70%	83,042	$5.9M	Reduce -3.4%
VWO Vanguard Ftse Emerging Marke	0.64%	90,489	$5.4M	Reduce -2.5%
AAPL Apple Inc.	0.46%	13,414	$3.9M	Reduce -0.4%
HEQT Simplify Hedged Equity ETF	0.45%	112,453	$3.8M	Reduce -4.0%
IJR iShares Core S&P Small-Cap E	0.37%	21,252	$3.2M	Add +4.3%
XOM Exxon Mobil Corp.	0.37%	22,644	$3.1M	Reduce -0.2%
FBND Fidelity Total Bond ETF	0.35%	64,935	$3.0M	Reduce -4.6%
SPEM State Street SP PTF Em ETF	0.29%	47,492	$2.5M	Reduce -1.6%
IJH iShares Core S&P Midcap ETF	0.23%	24,906	$1.9M	Reduce -5.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F	0.22%	36,133	$1.8M	Add +50.6%
MSFT Microsoft Corp.	0.20%	4,585	$1.7M	Add +0.6%
SPTM SS SPDR P S&P 1500 Comp ETF	0.20%	18,655	$1.7M	Add +0.1%
VOO Vanguard S&P 500 ETF	0.18%	2,190	$1.5M	Reduce -0.7%
EFAV iShares MSCI Eafe Min Vol Fa	0.17%	16,080	$1.4M	Reduce -3.2%
USRT iShares Core US REIT ETF	0.15%	18,581	$1.2M	Add +0.1%
SCHG Schwab US Large-Cap Growth	0.14%	35,829	$1.2M	Add +0.7%
SCHH Schwab US REIT ETF	0.14%	50,779	$1.2M	Reduce -8.0%
EFA iShares MSCI Eafe ETF	0.13%	10,580	$1.1M	Reduce -0.5%
WMT Walmart Inc.	0.13%	9,703	$1.1M	Add +0.1%
SCHA Schwab US Small-Cap ETF	0.13%	30,233	$1.1M	Reduce -14.3%
ABBV Abbvie Inc.	0.13%	4,279	$1.1M	Reduce -0.3%
TSLA Tesla Inc.	0.13%	2,532	$1.1M	Reduce -0.3%
CAT Caterpillar Inc.	0.12%	922	$982K	Add +0.6%
IJK iShares S&P Mid-Cap 400 Grow	0.11%	8,114	$953K	Add +6.2%
PYLD PIMCO Multisector Bond Actv	0.11%	35,791	$949K	Add +8.5%
ICSH iShares Ultra Short Duration	0.11%	18,734	$948K	Reduce -10.4%
QTEC First Trust Nasdq 100 Tech I	0.11%	2,761	$924K	No change
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.11%	11,277	$909K	No change
LLY Eli Lilly & Co.	0.11%	755	$906K	Add +0.9%
INTC Intel Corp.	0.11%	6,366	$889K	Add +2.1%
VGSH Vanguard Short-Term Treasury	0.09%	12,994	$756K	Reduce -3.6%
CGMU Cap Group Municipal Income	0.08%	25,964	$713K	Reduce -0.1%
JMUB JPMorgan Municipal ETF	0.08%	13,780	$698K	Reduce -0.4%
JPM JPMorgan Chase & Co.	0.08%	2,110	$691K	Add +0.9%
IEMG iShares Core MSCI Emerging	0.08%	8,243	$683K	Reduce -0.2%
FHEQ Fidelity Hedged Equity ETF	0.08%	20,545	$677K	Reduce -2.9%
NVDA Nvidia Corp.	0.08%	3,330	$666K	Add +3.3%
COST Costco Wholesale Corp.	0.08%	702	$657K	Add +8.2%
IUSG iShares Core S&P U.S. Growth	0.08%	3,403	$640K	Add +0.1%
DFAS Dimensional US Small Cap ETF	0.07%	7,023	$578K	Add +1.1%
FIGB Fidelity Invest GRD BND ETF	0.07%	13,388	$573K	Add +1.1%
VXUS Vanguard Total Intl Stock	0.07%	6,639	$568K	No change
META Meta Platforms Inc. Class A	0.07%	990	$558K	Reduce -1.5%
EFG iShares MSCI Eafe Growth ETF	0.07%	4,479	$557K	Add +1.3%
RSP Invesco S&P 500 Equal Weight	0.06%	2,486	$529K	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.06%	1,031	$516K	Add +0.6%
CGSM Cap Group Short Muni Income	0.06%	19,311	$510K	Reduce -7.9%
AMZN Amazon.com Inc.	0.06%	2,094	$499K	Add +0.5%
EEM iShares MSCI Emerging Market	0.06%	6,937	$475K	Add +0.0%
HD Home Depot Inc.	0.05%	1,288	$454K	Add +1.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd	0.05%	1,478	$453K	Add +0.7%
VBK Van Morst SML-Cap Gro-Usd Inc.	0.05%	1,237	$452K	Add +0.7%
BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F	0.05%	4,186	$449K	Add +1.6%
BAER Bridger Aerospace Group Hold	0.05%	233,323	$448K	No change
ETN Eaton Corp. PLC	0.05%	1,048	$447K	Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd	0.05%	1,276	$439K	Reduce -0.2%
BKLC BNY Mellon US LRG Cap Cor	0.05%	2,928	$420K	New
VGT Vanguard Info Tech ETF	0.05%	3,496	$418K	Reduce -2.5%
VEU Vanguard Ftse All-World Ex-U	0.05%	4,969	$416K	Reduce -0.0%
CGMS Cap Group US Multi-Sect Bond	0.05%	15,170	$415K	Reduce -0.8%
STX Seagate Technology Holdings	0.05%	430	$415K	New
AVGO Broadcom Inc.	0.05%	1,046	$395K	Add +15.7%
IVE iShares S&P 500 Value ETF	0.05%	1,721	$391K	Add +0.3%
VDE Vanguard Energy ETF	0.05%	2,599	$390K	Reduce -3.5%
GOOGL Alphabet Inc. Class A	0.05%	1,080	$386K	Add +6.3%
JMHI JPMorgan High Yield Municpl	0.04%	7,311	$370K	Add +0.2%
VAW Vanguard Materials ETF	0.04%	1,607	$368K	Reduce -1.0%
CGCP Cap Group Core Plus Income	0.04%	16,287	$363K	Reduce -1.5%
VPU Vanguard Utilities ETF	0.04%	1,854	$363K	Add +0.9%
VHT Vanguard Health Care ETF	0.04%	1,212	$362K	Add +3.1%
VDC Vanguard Consumer Staple ETF	0.04%	1,606	$362K	Reduce -0.1%
QQEW First TR Nasdaq-100 Sel Eq	0.04%	2,190	$350K	No change
VFH Vanguard Financials ETF	0.04%	2,625	$345K	Add +3.7%
VCR Vanguard Consumer Discre ETF	0.04%	871	$345K	Add +2.0%
CGIB Cap Group Intl Bond HDG	0.04%	13,357	$341K	Add +5.4%
VOX Vanguard Communication Servi	0.04%	1,767	$325K	Add +1.4%
JNJ Johnson & Johnson	0.04%	1,225	$311K	Add +0.9%
DFAU Dimensional US Core Equity M	0.03%	5,664	$293K	Add +0.2%
HBAN Huntington Bancshares Inc.	0.03%	15,838	$281K	Add +4.8%

Show all 120 holdings

Portfolio Sells Q1 2026 → Q2 2026


XOM Exxon Mobil Corp.	Reduce -0.2%	0.37%	−0.15
FBND Fidelity Total Bond ETF	Reduce -4.6%	0.35%	−0.06
HEQT Simplify Hedged Equity ETF	Reduce -4.0%	0.45%	−0.04
EFAV iShares MSCI Eafe Min Vol Fa	Reduce -3.2%	0.17%	−0.04
VEA Vanguard Ftse Developed ETF	Reduce -3.4%	0.70%	−0.03
VWO Vanguard Ftse Emerging Marke	Reduce -2.5%	0.64%	−0.03
ICSH iShares Ultra Short Duration	Reduce -10.4%	0.11%	−0.03
VDE Vanguard Energy ETF	Reduce -3.5%	0.05%	−0.02
SCHH Schwab US REIT ETF	Reduce -8.0%	0.14%	−0.02
VGSH Vanguard Short-Term Treasury	Reduce -3.6%	0.09%	−0.02
IVV iShares Core S&P 500 ETF	Reduce -2.6%	1.85%	−0.01
CGSM Cap Group Short Muni Income	Reduce -7.9%	0.06%	−0.01
META Meta Platforms Inc. Class A	Reduce -1.5%	0.07%	−0.01
SPEM State Street SP PTF Em ETF	Reduce -1.6%	0.29%	−0.01
IJH iShares Core S&P Midcap ETF	Reduce -5.8%	0.23%	−0.01
CGMU Cap Group Municipal Income	Reduce -0.1%	0.08%	−0.01
JMUB JPMorgan Municipal ETF	Reduce -0.4%	0.08%	−0.01
SCHF Schwab Intl Equity ETF	Reduce -20.2%	0.03%	−0.01
EFA iShares MSCI Eafe ETF	Reduce -0.5%	0.13%	−0.01
SCHA Schwab US Small-Cap ETF	Reduce -14.3%	0.13%	−0.01
RTX RTX Corp.	Reduce -7.0%	0.03%	−0.01
CGMS Cap Group US Multi-Sect Bond	Reduce -0.8%	0.05%	−0.01
CGCP Cap Group Core Plus Income	Reduce -1.5%	0.04%	−0.01
VDC Vanguard Consumer Staple ETF	Reduce -0.1%	0.04%	−0.01
VAW Vanguard Materials ETF	Reduce -1.0%	0.04%	−0.01
FHEQ Fidelity Hedged Equity ETF	Reduce -2.9%	0.08%	−0.00
KO The Coca-Cola Co.	Reduce -1.6%	0.03%	−0.00
VEU Vanguard Ftse All-World Ex-U	Reduce -0.0%	0.05%	−0.00
TSLA Tesla Inc.	Reduce -0.3%	0.13%	+0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd	Reduce -0.2%	0.05%	+0.00
VB Vanguard Most SM-Cap ETF-Usd	Reduce -2.6%	0.90%	+0.00
ROBT First Trust Nasdaq Artificia	Reduce -0.0%	0.03%	+0.00
VOO Vanguard S&P 500 ETF	Reduce -0.7%	0.18%	+0.00
ABBV Abbvie Inc.	Reduce -0.3%	0.13%	+0.00
AAPL Apple Inc.	Reduce -0.4%	0.46%	+0.00
IEMG iShares Core MSCI Emerging	Reduce -0.2%	0.08%	+0.00
VGT Vanguard Info Tech ETF	Reduce -2.5%	0.05%	+0.01
VTI VG Morningstar TS MKT ETF-US	Reduce -1.1%	2.11%	+0.03
SCHM Schwab US Mid Cap ETF	Reduce -1.4%	0.94%	+0.04

Portfolio Buys Q1 2026 → Q2 2026


SPYM Ste STR SPDR PT S&P 500 ETF	Add +2.3%	25.54%	+1.07
SPSM SS SPDR P S&P 600 Small Cap	Add +1.9%	4.55%	+0.34
SPDW Ste STR SPDR PT DW Eu ETF	Add +4.9%	11.75%	+0.33
DFEM Dimensional Emrg MRKT Core	Add +3.0%	3.46%	+0.25
SPMD SS SPDR P S&P 400 Midcap ETF	Add +2.4%	5.97%	+0.22
INTC Intel Corp.	Add +2.1%	0.11%	+0.07
IVW iShares S&P 500 Growth ETF	Add +1.0%	0.81%	+0.07
JMST JPM Ultra-Short Muni Income	Add +50.6%	0.22%	+0.06
BKLC BNY Mellon US LRG Cap Cor	New	0.05%	+0.05
STX Seagate Technology Holdings	New	0.05%	+0.05
IJR iShares Core S&P Small-Cap E	Add +4.3%	0.37%	+0.04
CSCO Cisco Systems Inc.	New	0.03%	+0.03
CAT Caterpillar Inc.	Add +0.6%	0.12%	+0.03
CMI Cummins Inc.	New	0.03%	+0.03
UAL United Airlines Holdings Inc.	New	0.03%	+0.03
VCRB Vanguard Core Bond ETF	New	0.03%	+0.03
GBCI Glacier Bancorp Inc.	New	0.03%	+0.03
EPS Wisdomtree US Large Cap Fund	New	0.03%	+0.03
FEX First Trust Large Cap Core A	New	0.03%	+0.03
DE Deere & Co.	New	0.02%	+0.02
GOOG Alphabet Inc. Class C	New	0.02%	+0.02
AMAT Applied Materials Inc.	New	0.02%	+0.02
LLY Eli Lilly & Co.	Add +0.9%	0.11%	+0.02
IJK iShares S&P Mid-Cap 400 Grow	Add +6.2%	0.11%	+0.01
AVGO Broadcom Inc.	Add +15.7%	0.05%	+0.01
GOOGL Alphabet Inc. Class A	Add +6.3%	0.05%	+0.01
IUSG iShares Core S&P U.S. Growth	Add +0.1%	0.08%	+0.01
SCHG Schwab US Large-Cap Growth	Add +0.7%	0.14%	+0.01
SPTM SS SPDR P S&P 1500 Comp ETF	Add +0.1%	0.20%	+0.00
VBK Van Morst SML-Cap Gro-Usd Inc.	Add +0.7%	0.05%	+0.00
NVDA Nvidia Corp.	Add +3.3%	0.08%	+0.00
EEM iShares MSCI Emerging Market	Add +0.0%	0.06%	+0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd	Add +0.7%	0.05%	+0.00
ETN Eaton Corp. PLC	Add +0.3%	0.05%	+0.00
DFAS Dimensional US Small Cap ETF	Add +1.1%	0.07%	+0.00
HBAN Huntington Bancshares Inc.	Add +4.8%	0.03%	+0.00
AMZN Amazon.com Inc.	Add +0.5%	0.06%	+0.00
DFAU Dimensional US Core Equity M	Add +0.2%	0.03%	+0.00
BBRE JPM Betabldrs MSCI US REIT	Add +1.6%	0.05%	+0.00
EFG iShares MSCI Eafe Growth ETF	Add +1.3%	0.07%	+0.00
VFH Vanguard Financials ETF	Add +3.7%	0.04%	+0.00
VHT Vanguard Health Care ETF	Add +3.1%	0.04%	+0.00
VCR Vanguard Consumer Discre ETF	Add +2.0%	0.04%	0.00
USRT iShares Core US REIT ETF	Add +0.1%	0.15%	−0.00
JPM JPMorgan Chase & Co.	Add +0.9%	0.08%	−0.00
SCHE Schwab Emrg Mrkts Eqty ETF	Add +0.1%	0.03%	−0.00
RSP Invesco S&P 500 Equal Weight	Add +0.3%	0.06%	−0.00
HD Home Depot Inc.	Add +1.7%	0.05%	−0.00
MPC Marathon Petroleum Corp.	Add +0.3%	0.03%	−0.00
IVE iShares S&P 500 Value ETF	Add +0.3%	0.05%	−0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	120	$846.1M	SPYM, SPDW, SPMD, JBND, HELO
Q1 2026	108	$751.9M	SPYM, SPDW, JBND, HELO, SPMD
Q4 2025	107	$750.1M	SPYM, SPDW, JBND, HELO, JPST
Q3 2025	99	$668.6M	SPYM, SPDW, SPMD, JPST, HELO
Q2 2025	97	$605.8M	SPYM, SPDW, JPST, SPMD, HELO
Q1 2025	89	$517.6M	SPYM, SPDW, JPST, HELO, SPMD
Q4 2024	83	$554.9M	SPYM, SPDW, JPST, HELO, SPMD
Q3 2024	83	$529.3M	SPYM, SPDW, JPST, SPMD, HELO
Q2 2024	75	$476.7M	SPYM, SPDW, JPST, SPMD, HELO
Q1 2024	68	$470.6M	SPYM, SPDW, JPST, SPMD, SPSM