Peterson Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 30, 2025), Peterson Wealth Advisors, LLC reported 89 stock positions worth $517.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 25.8% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.9%) and JPMorgan Ultra-Short Income (JPST, 9.1%). Compared with Q4 2024, it opened 13 new positions, sold out of 7, added to 39 and reduced 31. The biggest buy was Global X 1-3 Month T-Bill (CLIP, shares +28%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0001713558
- Portfolio Value
- $517.6M (Q1 2025)
- SEC Filing
- 0001667731-25-000558 ↗ filed Apr 30, 2025
Holdings Value
Holdings 89 stocks · $517.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 25.81% | 2,251,634 | $133.6M | Reduce -4.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.93% | 1,565,058 | $51.4M | Reduce -0.8% |
| JPST JPMorgan Ultra-Short Income | 9.08% | 931,809 | $47.0M | Reduce -1.7% |
| HELO JPMorgan Hedged Equity ETF | 6.39% | 578,595 | $33.0M | Reduce -3.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.09% | 686,382 | $31.5M | Add +2.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.80% | 682,022 | $24.8M | Reduce -0.0% |
| CLIP Global X 1-3 Month T-Bill | 4.77% | 246,339 | $24.7M | Add +27.9% |
| JCPB JPMorgan Core Plus Bond ETF | 3.28% | 364,232 | $17.0M | Add +7.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.61% | 54,599 | $13.5M | Reduce -3.7% |
| IVV iShares Core S&P 500 ETF | 2.38% | 24,365 | $12.3M | Add +130.7% |
| SCHO Schwab Short-Term US Treas | 1.82% | 386,250 | $9.4M | Add +5.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.66% | 138,160 | $8.6M | Reduce -22.8% |
| VNQ Vanguard Real Estate ETF | 1.61% | 101,456 | $8.3M | Reduce -0.1% |
| JBND JPMorgan Active Bond ETF | 1.57% | 152,771 | $8.1M | Add +4.2% |
| JPIB JPMorgan Intl BND ETF | 1.48% | 161,611 | $7.6M | Add +2.8% |
| SCHM Schwab US Mid Cap ETF | 1.04% | 230,051 | $5.4M | Add +25.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.04% | 26,935 | $5.4M | Add +43.6% |
| IVW iShares S&P 500 Growth ETF | 0.94% | 57,972 | $4.9M | Add +2.6% |
| FBND Fidelity Total Bond ETF | 0.94% | 106,850 | $4.8M | Reduce -4.9% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 100,763 | $4.6M | Add +533.2% |
| HEQT Simplify Hedged Equity ETF | 0.83% | 156,031 | $4.3M | Add +191.0% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 101,216 | $4.1M | Add +33.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.72% | 60,841 | $3.7M | Reduce -4.2% |
| DFEM Dimensional Emrg MRKT Core | 0.71% | 154,515 | $3.7M | Add +26.0% |
| ICSH iShares Ultra Short Duration | 0.50% | 51,165 | $2.6M | Reduce -4.4% |
| SPEM State Street SP PTF Em ETF | 0.47% | 69,575 | $2.4M | Add +17.3% |
| XOM Exxon Mobil Corp. | 0.45% | 22,478 | $2.3M | Reduce -0.2% |
| AAPL Apple Inc. | 0.43% | 12,385 | $2.2M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 23,801 | $2.2M | Add +5.0% |
| MSFT Microsoft Corp. | 0.30% | 4,384 | $1.6M | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 28,017 | $1.5M | Add +205.7% |
| SCHH Schwab US REIT ETF | 0.28% | 73,575 | $1.4M | Reduce -9.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.26% | 18,470 | $1.3M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 0.25% | 2,745 | $1.3M | Add +130.9% |
| PYLD PIMCO Multisector Bond Actv | 0.24% | 47,689 | $1.2M | New |
| USRT iShares Core US REIT ETF | 0.20% | 20,545 | $1.1M | Add +38.2% |
| VGSH Vanguard Short-Term Treasury | 0.20% | 17,582 | $1.0M | Reduce -1.7% |
| FHEQ Fidelity Hedged Equity ETF | 0.20% | 40,093 | $1.0M | New |
| SCHA Schwab US Small-Cap ETF | 0.17% | 42,428 | $890K | New |
| WMT Walmart Inc. | 0.15% | 9,549 | $800K | Reduce -3.7% |
| ABBV Abbvie Inc. | 0.15% | 4,249 | $793K | Add +2.0% |
| QTEC First Trust Nasdq 100 Tech I | 0.15% | 4,922 | $754K | Add +12.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 3,086 | $717K | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 0.14% | 9,776 | $716K | Reduce -2.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.13% | 25,987 | $691K | Reduce -70.7% |
| JPIE JPMorgan Income ETF | 0.13% | 15,018 | $682K | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.13% | 5,876 | $655K | Add +1.1% |
| VXUS Vanguard Total Intl Stock | 0.13% | 11,643 | $651K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 8,273 | $622K | Add +6.5% |
| FIGB Fidelity Invest GRD BND ETF | 0.12% | 13,957 | $600K | Reduce -10.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 11,519 | $583K | Add +5.5% |
| LLY Eli Lilly & Co. | 0.11% | 804 | $582K | Add +0.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 2,311 | $535K | Reduce -4.3% |
| CGIB Cap Group Intl Bond HDG | 0.10% | 20,607 | $528K | Reduce -2.2% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 23,227 | $525K | Add +96.8% |
| META Meta Platforms Inc. Class A | 0.10% | 1,011 | $522K | Reduce -28.3% |
| COST Costco Wholesale Corp. | 0.10% | 571 | $518K | Add +28.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,040 | $510K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,008 | $469K | Add +0.5% |
| TSLA Tesla Inc. | 0.09% | 1,999 | $466K | Reduce -0.6% |
| HD Home Depot Inc. | 0.09% | 1,318 | $450K | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.08% | 2,027 | $435K | Add +7.2% |
| CGCP Cap Group Core Plus Income | 0.08% | 19,340 | $428K | Add +1.0% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 3,580 | $413K | Add +5.5% |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.08% | 4,868 | $410K | Reduce -4.5% |
| JMUB JPMorgan Municipal ETF | 0.08% | 8,042 | $398K | Add +2.5% |
| CGMU Cap Group Municipal Income | 0.08% | 14,956 | $397K | Add +2.5% |
| IEMG iShares Core MSCI Emerging | 0.07% | 7,954 | $386K | New |
| IVE iShares S&P 500 Value ETF | 0.07% | 2,102 | $360K | Reduce -0.3% |
| AMZN Amazon.com Inc. | 0.07% | 2,002 | $351K | No change |
| NVDA Nvidia Corp. | 0.07% | 3,546 | $346K | Reduce -0.3% |
| CGSM Cap Group Short Muni Income | 0.06% | 12,187 | $316K | Add +3.5% |
| SCHF Schwab Intl Equity ETF | 0.05% | 15,644 | $279K | New |
| BAER Bridger Aerospace Group Hold | 0.05% | 233,323 | $273K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,821 | $263K | Add +0.3% |
| ETN Eaton Corp. PLC | 0.05% | 1,035 | $261K | No change |
| QQEW First TR Nasdaq-100 Sel Eq | 0.05% | 2,358 | $257K | Reduce -1.5% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,490 | $254K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 2,740 | $246K | New |
| SCHX Schwab US Large-Cap ETF | 0.05% | 12,097 | $241K | Add +6.3% |
| EMLP First Trust North American E | 0.05% | 7,011 | $238K | Reduce -10.7% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.04% | 9,444 | $233K | New |
| DFAS Dimensional US Small Cap ETF | 0.04% | 4,212 | $226K | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.04% | 1,017 | $224K | New |
| CAT Caterpillar Inc. | 0.04% | 760 | $213K | Reduce -4.0% |
| JMHI JPMorgan High Yield Municpl | 0.04% | 4,069 | $202K | New |
| FTBD Fidelity Tactical Bond ETF | 0.04% | 4,160 | $202K | New |
| HBAN Huntington Bancshares Inc. | 0.04% | 15,296 | $194K | Add +0.7% |
| GNSS Genasys Inc. | 0.03% | 71,224 | $135K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -4.9% | 25.81% | −3.89 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.0% | 4.80% | −0.78 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -22.8% | 1.66% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.7% | 2.61% | −0.38 |
| HELO JPMorgan Hedged Equity ETF | Reduce -3.3% | 6.39% | −0.34 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -70.7% | 0.13% | −0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.29 |
| AAPL Apple Inc. | Reduce -2.9% | 0.43% | −0.13 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -4.2% | 0.72% | −0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Reduce -0.6% | 0.09% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -28.3% | 0.10% | −0.05 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.05 |
| ROBT First Trust Nasdaq Artificia | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.04 |
| SCHH Schwab US REIT ETF | Reduce -9.3% | 0.28% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.1% | 1.61% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.3% | 0.07% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.3% | 0.10% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.7% | 0.14% | −0.01 |
| CAT Caterpillar Inc. | Reduce -4.0% | 0.04% | −0.01 |
| WMT Walmart Inc. | Reduce -3.7% | 0.15% | −0.01 |
| BBRE JPM Betabldrs MSCI US REIT | Reduce -4.5% | 0.08% | −0.01 |
| EMLP First Trust North American E | Reduce -10.7% | 0.05% | −0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -1.5% | 0.05% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -0.3% | 0.07% | −0.00 |
| FIGB Fidelity Invest GRD BND ETF | Reduce -10.4% | 0.12% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -2.4% | 0.14% | +0.00 |
| CGIB Cap Group Intl Bond HDG | Reduce -2.2% | 0.10% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.45% | +0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -1.7% | 0.20% | +0.01 |
| ICSH iShares Ultra Short Duration | Reduce -4.4% | 0.50% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -0.9% | 0.26% | +0.02 |
| FBND Fidelity Total Bond ETF | Reduce -4.9% | 0.94% | +0.03 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.8% | 9.93% | +0.19 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.7% | 9.08% | +0.46 |
Portfolio Buys Q4 2024 → Q1 2025
| CLIP Global X 1-3 Month T-Bill | Add +27.9% | 4.77% | +1.29 |
| IVV iShares Core S&P 500 ETF | Add +130.7% | 2.38% | +1.25 |
| VEA Vanguard Ftse Developed ETF | Add +533.2% | 0.89% | +0.76 |
| HEQT Simplify Hedged Equity ETF | Add +191.0% | 0.83% | +0.55 |
| JCPB JPMorgan Core Plus Bond ETF | Add +7.7% | 3.28% | +0.48 |
| PYLD PIMCO Multisector Bond Actv | New | 0.24% | +0.24 |
| SCHO Schwab Short-Term US Treas | Add +5.2% | 1.82% | +0.22 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +43.6% | 1.04% | +0.21 |
| FHEQ Fidelity Hedged Equity ETF | New | 0.20% | +0.20 |
| JBND JPMorgan Active Bond ETF | Add +4.2% | 1.57% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +33.3% | 0.79% | +0.19 |
| IJH iShares Core S&P Midcap ETF | Add +205.7% | 0.28% | +0.18 |
| SCHA Schwab US Small-Cap ETF | New | 0.17% | +0.17 |
| JPIB JPMorgan Intl BND ETF | Add +2.8% | 1.48% | +0.13 |
| JPIE JPMorgan Income ETF | New | 0.13% | +0.13 |
| DFEM Dimensional Emrg MRKT Core | Add +26.0% | 0.71% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +130.9% | 0.25% | +0.13 |
| VXUS Vanguard Total Intl Stock | New | 0.13% | +0.13 |
| SCHM Schwab US Mid Cap ETF | Add +25.0% | 1.04% | +0.11 |
| IEMG iShares Core MSCI Emerging | New | 0.07% | +0.07 |
| SPEM State Street SP PTF Em ETF | Add +17.3% | 0.47% | +0.06 |
| SCHF Schwab Intl Equity ETF | New | 0.05% | +0.05 |
| USRT iShares Core US REIT ETF | Add +38.2% | 0.20% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.05% | +0.05 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.04% | +0.04 |
| DFAS Dimensional US Small Cap ETF | New | 0.04% | +0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +96.8% | 0.10% | +0.04 |
| JMHI JPMorgan High Yield Municpl | New | 0.04% | +0.04 |
| FTBD Fidelity Tactical Bond ETF | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | Add +28.3% | 0.10% | +0.03 |
| ABBV Abbvie Inc. | Add +2.0% | 0.15% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +5.5% | 0.11% | +0.01 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +1.1% | 0.13% | +0.01 |
| CGCP Cap Group Core Plus Income | Add +1.0% | 0.08% | +0.01 |
| JMUB JPMorgan Municipal ETF | Add +2.5% | 0.08% | +0.01 |
| CGMU Cap Group Municipal Income | Add +2.5% | 0.08% | +0.01 |
| CGSM Cap Group Short Muni Income | Add +3.5% | 0.06% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.2% | 0.08% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.3% | 0.05% | +0.00 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.11% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +6.3% | 0.05% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.09% | −0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.09% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Add +12.4% | 0.15% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +5.5% | 0.08% | −0.01 |
| HBAN Huntington Bancshares Inc. | Add +0.7% | 0.04% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +6.5% | 0.12% | −0.01 |
| MSFT Microsoft Corp. | Add +1.1% | 0.30% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Add +5.0% | 0.43% | −0.05 |
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 |