Peterson Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Peterson Wealth Advisors, LLC reported 83 stock positions worth $554.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 29.7% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.7%) and JPMorgan Ultra-Short Income (JPST, 8.6%). Compared with Q3 2024, it opened 5 new positions, sold out of 5, added to 50 and reduced 25. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +1009%) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0001713558
- Portfolio Value
- $554.9M (Q4 2024)
- SEC Filing
- 0001667731-25-000049 ↗ filed Jan 17, 2025
Holdings Value
Holdings 83 stocks · $554.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 29.70% | 2,366,964 | $164.8M | Reduce -1.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.74% | 1,576,858 | $54.0M | Reduce -1.0% |
| JPST JPMorgan Ultra-Short Income | 8.61% | 948,344 | $47.8M | Add +0.2% |
| HELO JPMorgan Hedged Equity ETF | 6.73% | 598,273 | $37.3M | Add +7.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.69% | 672,749 | $37.1M | Add +3.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 5.58% | 682,080 | $31.0M | Add +0.4% |
| CLIP Global X 1-3 Month T-Bill | 3.48% | 192,684 | $19.3M | Add +55.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.99% | 56,693 | $16.6M | Reduce -6.5% |
| JCPB JPMorgan Core Plus Bond ETF | 2.80% | 338,195 | $15.6M | Reduce -6.6% |
| IDEV iShares Core MSCI Dev MKTS | 2.08% | 178,964 | $11.6M | Add +43.4% |
| VNQ Vanguard Real Estate ETF | 1.64% | 101,606 | $9.1M | Reduce -5.5% |
| SCHO Schwab Short-Term US Treas | 1.60% | 367,063 | $8.9M | Add +7.4% |
| JBND JPMorgan Active Bond ETF | 1.38% | 146,586 | $7.7M | Add +1008.6% |
| JPIB JPMorgan Intl BND ETF | 1.34% | 157,230 | $7.5M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 1.13% | 10,560 | $6.3M | Add +24.0% |
| IVW iShares S&P 500 Growth ETF | 1.05% | 56,483 | $5.8M | Reduce -5.9% |
| SCHM Schwab US Mid Cap ETF | 0.93% | 184,067 | $5.2M | Add +5.5% |
| FBND Fidelity Total Bond ETF | 0.91% | 112,366 | $5.0M | Add +257.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.83% | 63,515 | $4.6M | Reduce -8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.82% | 18,754 | $4.6M | Add +4.6% |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 75,956 | $3.4M | Reduce -1.5% |
| DFEM Dimensional Emrg MRKT Core | 0.58% | 122,665 | $3.2M | Add +73.7% |
| AAPL Apple Inc. | 0.56% | 12,757 | $3.1M | Add +2.5% |
| ICSH iShares Ultra Short Duration | 0.49% | 53,544 | $2.7M | Add +17.9% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 22,667 | $2.6M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.44% | 22,522 | $2.4M | Add +1.8% |
| CGMS Cap Group US Multi-Sect Bond | 0.44% | 88,813 | $2.4M | Add +895.7% |
| SPEM State Street SP PTF Em ETF | 0.41% | 59,311 | $2.3M | Add +59.9% |
| MSFT Microsoft Corp. | 0.33% | 4,336 | $1.8M | Add +7.0% |
| SCHH Schwab US REIT ETF | 0.31% | 81,134 | $1.7M | Reduce -4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 9,549 | $1.6M | Reduce -3.9% |
| HEQT Simplify Hedged Equity ETF | 0.29% | 53,619 | $1.6M | Add +42.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.24% | 18,631 | $1.3M | Reduce -20.1% |
| VGSH Vanguard Short-Term Treasury | 0.19% | 17,888 | $1.0M | Add +238.8% |
| WMT Walmart Inc. | 0.16% | 9,918 | $900K | Add +0.5% |
| USRT iShares Core US REIT ETF | 0.15% | 14,867 | $856K | Reduce -16.8% |
| META Meta Platforms Inc. Class A | 0.15% | 1,410 | $853K | Reduce -2.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 3,171 | $847K | Reduce -2.5% |
| QTEC First Trust Nasdq 100 Tech I | 0.15% | 4,380 | $845K | Add +0.2% |
| TSLA Tesla Inc. | 0.15% | 2,010 | $825K | Reduce -11.8% |
| VEA Vanguard Ftse Developed ETF | 0.14% | 15,914 | $764K | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.14% | 10,012 | $758K | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.14% | 4,164 | $755K | Reduce -1.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 7,771 | $717K | Add +0.2% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 2,416 | $659K | Add +0.5% |
| FIGB Fidelity Invest GRD BND ETF | 0.12% | 15,570 | $658K | Add +210.1% |
| VOO Vanguard S&P 500 ETF | 0.12% | 1,189 | $647K | Add +9.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.12% | 5,815 | $642K | Add +142.4% |
| LLY Eli Lilly & Co. | 0.11% | 803 | $628K | Add +12.2% |
| IJH iShares Core S&P Midcap ETF | 0.10% | 9,166 | $577K | Reduce -3.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 10,922 | $554K | Reduce -15.7% |
| CGIB Cap Group Intl Bond HDG | 0.10% | 21,069 | $533K | New |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 2,993 | $528K | Reduce -15.3% |
| NVDA Nvidia Corp. | 0.09% | 3,558 | $514K | Add +4.0% |
| HD Home Depot Inc. | 0.09% | 1,315 | $512K | Add +3.7% |
| BAER Bridger Aerospace Group Hold | 0.09% | 233,323 | $490K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.09% | 3,394 | $481K | Add +0.2% |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 5,098 | $480K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 1,040 | $472K | Add +4.7% |
| JPM JPMorgan Chase & Co. | 0.08% | 1,891 | $460K | Add +4.9% |
| AMZN Amazon.com Inc. | 0.08% | 2,002 | $449K | Add +20.7% |
| CGCP Cap Group Core Plus Income | 0.08% | 19,152 | $425K | New |
| COST Costco Wholesale Corp. | 0.07% | 445 | $408K | Add +5.5% |
| IVE iShares S&P 500 Value ETF | 0.07% | 2,109 | $404K | Add +0.2% |
| JMUB JPMorgan Municipal ETF | 0.07% | 7,844 | $394K | Add +1.3% |
| CGMU Cap Group Municipal Income | 0.07% | 14,593 | $393K | Add +6.3% |
| ETN Eaton Corp. PLC | 0.06% | 1,035 | $355K | No change |
| SCHG Schwab US Large-Cap Growth | 0.06% | 11,801 | $334K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.06% | 6,340 | $325K | Reduce -49.8% |
| CGSM Cap Group Short Muni Income | 0.06% | 11,773 | $306K | Add +9.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.05% | 2,393 | $304K | Add +0.1% |
| CAT Caterpillar Inc. | 0.05% | 792 | $288K | Reduce -21.4% |
| EMLP First Trust North American E | 0.05% | 7,853 | $283K | Reduce -13.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,806 | $277K | Add +1.6% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,490 | $274K | Add +1.7% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 11,384 | $267K | Add +2.3% |
| AVGO Broadcom Inc. | 0.05% | 1,088 | $253K | Reduce -26.7% |
| HBAN Huntington Bancshares Inc. | 0.04% | 15,187 | $250K | Add +26.6% |
| ROBT First Trust Nasdaq Artificia | 0.04% | 4,867 | $223K | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 375 | $222K | Add +0.3% |
| QCOM Qualcomm Inc. | 0.04% | 1,382 | $218K | New |
| PEP Pepsico Inc. | 0.04% | 1,395 | $209K | Add +16.4% |
| GNSS Genasys Inc. | 0.04% | 71,224 | $201K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.0% | 9.74% | −1.56 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.4% | 29.70% | −0.94 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -6.6% | 2.80% | −0.49 |
| VNQ Vanguard Real Estate ETF | Reduce -5.5% | 1.64% | −0.34 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.5% | 2.99% | −0.25 |
| JPIB JPMorgan Intl BND ETF | Reduce -0.9% | 1.34% | −0.12 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -20.1% | 0.24% | −0.10 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -8.8% | 0.83% | −0.10 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.5% | 0.60% | −0.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -49.8% | 0.06% | −0.07 |
| SCHH Schwab US REIT ETF | Reduce -4.3% | 0.31% | −0.06 |
| USRT iShares Core US REIT ETF | Reduce -16.8% | 0.15% | −0.05 |
| GROY Gold Royalty Corp. | Sold out | 0.00% | −0.05 |
| BOH Bank of Hawaii Corp. | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Sold out | 0.00% | −0.04 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.9% | 1.05% | −0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.9% | 0.29% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -15.7% | 0.10% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.3% | 0.10% | −0.02 |
| CAT Caterpillar Inc. | Reduce -21.4% | 0.05% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.1% | 0.14% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.14% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 0.15% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.7% | 0.10% | −0.01 |
| EMLP First Trust North American E | Reduce -13.5% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -2.9% | 0.15% | −0.00 |
| AVGO Broadcom Inc. | Reduce -26.7% | 0.05% | −0.00 |
| TSLA Tesla Inc. | Reduce -11.8% | 0.15% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| JBND JPMorgan Active Bond ETF | Add +1008.6% | 1.38% | +1.24 |
| CLIP Global X 1-3 Month T-Bill | Add +55.6% | 3.48% | +1.13 |
| FBND Fidelity Total Bond ETF | Add +257.9% | 0.91% | +0.63 |
| IDEV iShares Core MSCI Dev MKTS | Add +43.4% | 2.08% | +0.41 |
| CGMS Cap Group US Multi-Sect Bond | Add +895.7% | 0.44% | +0.39 |
| HELO JPMorgan Hedged Equity ETF | Add +7.7% | 6.73% | +0.31 |
| DFEM Dimensional Emrg MRKT Core | Add +73.7% | 0.58% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +24.0% | 1.13% | +0.20 |
| VGSH Vanguard Short-Term Treasury | Add +238.8% | 0.19% | +0.13 |
| SPEM State Street SP PTF Em ETF | Add +59.9% | 0.41% | +0.12 |
| CGIB Cap Group Intl Bond HDG | New | 0.10% | +0.10 |
| BBRE JPM Betabldrs MSCI US REIT | New | 0.09% | +0.09 |
| HEQT Simplify Hedged Equity ETF | Add +42.4% | 0.29% | +0.08 |
| FIGB Fidelity Invest GRD BND ETF | Add +210.1% | 0.12% | +0.08 |
| CGCP Cap Group Core Plus Income | New | 0.08% | +0.08 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +142.4% | 0.12% | +0.07 |
| SCHG Schwab US Large-Cap Growth | New | 0.06% | +0.06 |
| ICSH iShares Ultra Short Duration | Add +17.9% | 0.49% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| AMZN Amazon.com Inc. | Add +20.7% | 0.08% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.6% | 0.82% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +5.5% | 0.93% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +7.4% | 1.60% | +0.02 |
| NVDA Nvidia Corp. | Add +4.0% | 0.09% | +0.01 |
| AAPL Apple Inc. | Add +2.5% | 0.56% | +0.01 |
| HBAN Huntington Bancshares Inc. | Add +26.6% | 0.04% | +0.01 |
| WMT Walmart Inc. | Add +0.5% | 0.16% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +4.9% | 0.08% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +9.8% | 0.12% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.5% | 0.07% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Add +0.2% | 0.09% | +0.00 |
| CGSM Cap Group Short Muni Income | Add +9.3% | 0.06% | +0.00 |
| MSFT Microsoft Corp. | Add +7.0% | 0.33% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +2.3% | 0.05% | +0.00 |
| ROBT First Trust Nasdaq Artificia | Add +0.5% | 0.04% | +0.00 |
| CGMU Cap Group Municipal Income | Add +6.3% | 0.07% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.04% | −0.00 |
| PEP Pepsico Inc. | Add +16.4% | 0.04% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.5% | 0.12% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.7% | 0.09% | −0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +0.1% | 0.05% | −0.00 |
| JMUB JPMorgan Municipal ETF | Add +1.3% | 0.07% | −0.00 |
| HD Home Depot Inc. | Add +3.7% | 0.09% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.13% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +0.2% | 0.07% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Add +0.2% | 0.15% | −0.01 |
| EEM iShares MSCI Emerging Market | Add +1.7% | 0.05% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.6% | 0.05% | −0.01 |
| LLY Eli Lilly & Co. | Add +12.2% | 0.11% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.2% | 0.14% | −0.02 |
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 |