Peterson Wealth Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Peterson Wealth Advisors, LLC reported 97 stock positions worth $605.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 27.2% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.7%) and JPMorgan Ultra-Short Income (JPST, 7.8%). Compared with Q1 2025, it opened 8 new positions, added to 47 and reduced 35. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +1%) and the biggest sale Schwab Short-Term US Treas (SCHO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0001713558
- Portfolio Value
- $605.8M (Q2 2025)
- SEC Filing
- 0001667731-25-000728 ↗ filed Jul 7, 2025
Holdings Value
Holdings 97 stocks · $605.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 27.17% | 2,264,471 | $164.6M | Add +0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 10.66% | 1,595,482 | $64.6M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 7.80% | 932,776 | $47.3M | Add +0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.25% | 696,729 | $37.9M | Add +1.5% |
| HELO JPMorgan Hedged Equity ETF | 6.09% | 589,884 | $36.9M | Add +1.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.89% | 695,826 | $29.6M | Add +2.0% |
| CLIP Global X 1-3 Month T-Bill | 4.09% | 246,717 | $24.8M | Add +0.1% |
| JCPB JPMorgan Core Plus Bond ETF | 2.84% | 365,188 | $17.2M | Add +0.3% |
| VTI VG Morningstar TS MKT ETF-US | 2.72% | 54,221 | $16.5M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 2.60% | 25,390 | $15.8M | Add +4.2% |
| IDEV iShares Core MSCI Dev MKTS | 1.79% | 142,485 | $10.8M | Add +3.1% |
| JBND JPMorgan Active Bond ETF | 1.56% | 176,130 | $9.4M | Add +15.3% |
| SCHO Schwab Short-Term US Treas | 1.54% | 382,422 | $9.3M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 1.52% | 103,179 | $9.2M | Add +1.7% |
| JPIB JPMorgan Intl BND ETF | 1.32% | 164,837 | $8.0M | Add +2.0% |
| SCHM Schwab US Mid Cap ETF | 1.09% | 236,356 | $6.6M | Add +2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.09% | 27,789 | $6.6M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 0.96% | 101,721 | $5.8M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 0.90% | 49,551 | $5.5M | Reduce -14.5% |
| DFEM Dimensional Emrg MRKT Core | 0.86% | 175,720 | $5.2M | Add +13.7% |
| VWO Vanguard Ftse Emerging Marke | 0.84% | 103,482 | $5.1M | Add +2.2% |
| FBND Fidelity Total Bond ETF | 0.75% | 99,756 | $4.6M | Reduce -6.6% |
| HEQT Simplify Hedged Equity ETF | 0.73% | 147,533 | $4.4M | Reduce -5.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.71% | 57,599 | $4.3M | Reduce -5.3% |
| SPEM State Street SP PTF Em ETF | 0.48% | 67,676 | $2.9M | Reduce -2.7% |
| AAPL Apple Inc. | 0.42% | 12,424 | $2.5M | Add +0.3% |
| ICSH iShares Ultra Short Duration | 0.40% | 48,187 | $2.4M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.40% | 22,488 | $2.4M | Add +0.0% |
| MSFT Microsoft Corp. | 0.36% | 4,385 | $2.2M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 19,138 | $2.1M | Reduce -19.6% |
| IJH iShares Core S&P Midcap ETF | 0.29% | 28,682 | $1.8M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.27% | 2,828 | $1.6M | Add +3.0% |
| SCHH Schwab US REIT ETF | 0.26% | 75,618 | $1.6M | Add +2.8% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.25% | 13,475 | $1.5M | Add +129.3% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.25% | 17,800 | $1.5M | Reduce -3.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 28,016 | $1.4M | Add +143.2% |
| JPIE JPMorgan Income ETF | 0.22% | 29,350 | $1.4M | Add +95.4% |
| PYLD PIMCO Multisector Bond Actv | 0.21% | 47,628 | $1.3M | Reduce -0.1% |
| USRT iShares Core US REIT ETF | 0.19% | 20,523 | $1.2M | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.18% | 43,871 | $1.1M | Add +3.4% |
| FHEQ Fidelity Hedged Equity ETF | 0.17% | 35,760 | $1.0M | Reduce -10.8% |
| VGSH Vanguard Short-Term Treasury | 0.16% | 16,001 | $941K | Reduce -9.0% |
| WMT Walmart Inc. | 0.15% | 9,548 | $934K | Reduce -0.0% |
| EFA iShares MSCI Eafe ETF | 0.14% | 9,779 | $874K | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 3,079 | $862K | Reduce -0.2% |
| QTEC First Trust Nasdq 100 Tech I | 0.14% | 3,861 | $822K | Reduce -21.6% |
| VXUS Vanguard Total Intl Stock | 0.13% | 11,643 | $804K | No change |
| ABBV Abbvie Inc. | 0.13% | 4,250 | $789K | Add +0.0% |
| TSLA Tesla Inc. | 0.13% | 2,401 | $763K | Add +20.1% |
| META Meta Platforms Inc. Class A | 0.12% | 1,011 | $746K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.12% | 25,514 | $705K | Reduce -1.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 7,563 | $688K | Reduce -8.6% |
| SCHG Schwab US Large-Cap Growth | 0.11% | 23,092 | $675K | Reduce -0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 2,311 | $659K | No change |
| LLY Eli Lilly & Co. | 0.11% | 839 | $654K | Add +4.3% |
| FIGB Fidelity Invest GRD BND ETF | 0.10% | 14,019 | $606K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.10% | 597 | $591K | Add +4.5% |
| JPM JPMorgan Chase & Co. | 0.10% | 2,030 | $589K | Add +0.1% |
| NVDA Nvidia Corp. | 0.09% | 3,503 | $554K | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,020 | $549K | Add +0.4% |
| CGIB Cap Group Intl Bond HDG | 0.08% | 20,301 | $512K | Reduce -1.5% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 3,405 | $512K | Reduce -4.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 1,006 | $489K | Reduce -3.3% |
| HD Home Depot Inc. | 0.08% | 1,321 | $485K | Add +0.2% |
| IEMG iShares Core MSCI Emerging | 0.08% | 7,672 | $461K | Reduce -3.5% |
| BAER Bridger Aerospace Group Hold | 0.07% | 233,323 | $450K | No change |
| AMZN Amazon.com Inc. | 0.07% | 2,002 | $439K | No change |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 4,749 | $437K | Reduce -2.4% |
| CGCP Cap Group Core Plus Income | 0.07% | 18,835 | $424K | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.07% | 2,108 | $412K | Add +0.3% |
| SCHF Schwab Intl Equity ETF | 0.07% | 17,952 | $397K | Add +14.8% |
| ETN Eaton Corp. PLC | 0.06% | 1,035 | $369K | No change |
| SCHX Schwab US Large-Cap ETF | 0.06% | 14,754 | $361K | Add +22.0% |
| CAT Caterpillar Inc. | 0.05% | 849 | $330K | Add +11.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,855 | $326K | Add +0.7% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.05% | 2,337 | $319K | Reduce -0.9% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,553 | $316K | Add +1.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 2,723 | $305K | Reduce -0.6% |
| AVGO Broadcom Inc. | 0.05% | 1,093 | $301K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 9,795 | $295K | Add +3.7% |
| CGMU Cap Group Municipal Income | 0.05% | 10,995 | $293K | Reduce -26.5% |
| JMUB JPMorgan Municipal ETF | 0.05% | 5,863 | $291K | Reduce -27.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 1,010 | $287K | Reduce -0.7% |
| CGSM Cap Group Short Muni Income | 0.05% | 11,009 | $287K | Reduce -9.7% |
| DFAS Dimensional US Small Cap ETF | 0.04% | 4,197 | $267K | Reduce -0.4% |
| EMLP First Trust North American E | 0.04% | 7,023 | $263K | Add +0.2% |
| HBAN Huntington Bancshares Inc. | 0.04% | 15,178 | $254K | Reduce -0.8% |
| QCOM Qualcomm Inc. | 0.04% | 1,582 | $252K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 401 | $247K | New |
| ROBT First Trust Nasdaq Artificia | 0.04% | 4,867 | $235K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 847 | $234K | New |
| V Visa Inc. Class A | 0.04% | 628 | $223K | New |
| JMHI JPMorgan High Yield Municpl | 0.03% | 4,193 | $209K | Add +3.0% |
| FTBD Fidelity Tactical Bond ETF | 0.03% | 4,201 | $207K | Add +1.0% |
| INTC Intel Corp. | 0.03% | 9,158 | $205K | New |
| CGCB Cap Group Core Bond | 0.03% | 7,614 | $200K | New |
| GNSS Genasys Inc. | 0.02% | 71,224 | $123K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SCHO Schwab Short-Term US Treas | Reduce -1.0% | 1.54% | −0.28 |
| FBND Fidelity Total Bond ETF | Reduce -6.6% | 0.75% | −0.18 |
| HEQT Simplify Hedged Equity ETF | Reduce -5.5% | 0.73% | −0.10 |
| ICSH iShares Ultra Short Duration | Reduce -5.8% | 0.40% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -19.6% | 0.35% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -9.0% | 0.16% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -14.5% | 0.90% | −0.04 |
| PYLD PIMCO Multisector Bond Actv | Reduce -0.1% | 0.21% | −0.03 |
| JMUB JPMorgan Municipal ETF | Reduce -27.1% | 0.05% | −0.03 |
| CGMU Cap Group Municipal Income | Reduce -26.5% | 0.05% | −0.03 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -10.8% | 0.17% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.08% | −0.02 |
| CGIB Cap Group Intl Bond HDG | Reduce -1.5% | 0.08% | −0.02 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -1.8% | 0.12% | −0.02 |
| CGSM Cap Group Short Muni Income | Reduce -9.7% | 0.05% | −0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.6% | 0.25% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -2.6% | 0.07% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -0.1% | 0.19% | −0.01 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -21.6% | 0.14% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -5.3% | 0.71% | −0.01 |
| BBRE JPM Betabldrs MSCI US REIT | Reduce -2.4% | 0.07% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -8.6% | 0.11% | −0.01 |
| WMT Walmart Inc. | Reduce -0.0% | 0.15% | −0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.4% | 0.04% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -3.5% | 0.08% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -0.6% | 0.05% | +0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -0.9% | 0.05% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 0.14% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.7% | 0.05% | +0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -0.8% | 0.04% | +0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -2.7% | 0.48% | +0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -4.9% | 0.08% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.6% | 0.11% | +0.01 |
| NVDA Nvidia Corp. | Reduce -1.2% | 0.09% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 2.72% | +0.11 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.6% | 27.17% | +1.36 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +1.9% | 10.66% | +0.73 |
| IVV iShares Core S&P 500 ETF | Add +4.2% | 2.60% | +0.22 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +1.5% | 6.25% | +0.17 |
| DFEM Dimensional Emrg MRKT Core | Add +13.7% | 0.86% | +0.15 |
| IDEV iShares Core MSCI Dev MKTS | Add +3.1% | 1.79% | +0.13 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +129.3% | 0.25% | +0.12 |
| JMST JPM Ultra-Short Muni Income | Add +143.2% | 0.24% | +0.12 |
| JPIE JPMorgan Income ETF | Add +95.4% | 0.22% | +0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.0% | 4.89% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 0.96% | +0.06 |
| MSFT Microsoft Corp. | Add +0.0% | 0.36% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +2.2% | 0.84% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Add +2.7% | 1.09% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +3.2% | 1.09% | +0.05 |
| AVGO Broadcom Inc. | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.04% | +0.04 |
| ROBT First Trust Nasdaq Artificia | New | 0.04% | +0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.04% | +0.04 |
| V Visa Inc. Class A | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +20.1% | 0.13% | +0.04 |
| INTC Intel Corp. | New | 0.03% | +0.03 |
| CGCB Cap Group Core Bond | New | 0.03% | +0.03 |
| VOO Vanguard S&P 500 ETF | Add +3.0% | 0.27% | +0.02 |
| CAT Caterpillar Inc. | Add +11.7% | 0.05% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.10% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +22.0% | 0.06% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +14.8% | 0.07% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +3.4% | 0.18% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +2.4% | 0.29% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.0% | 0.14% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +3.7% | 0.05% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +1.0% | 0.05% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.7% | 0.05% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.4% | 0.09% | 0.00 |
| IVE iShares S&P 500 Value ETF | Add +0.3% | 0.07% | −0.00 |
| COST Costco Wholesale Corp. | Add +4.5% | 0.10% | −0.00 |
| EMLP First Trust North American E | Add +0.2% | 0.04% | −0.00 |
| LLY Eli Lilly & Co. | Add +4.3% | 0.11% | −0.00 |
| JMHI JPMorgan High Yield Municpl | Add +3.0% | 0.03% | −0.00 |
| FTBD Fidelity Tactical Bond ETF | Add +1.0% | 0.03% | −0.00 |
| HD Home Depot Inc. | Add +0.2% | 0.08% | −0.01 |
| SCHH Schwab US REIT ETF | Add +2.8% | 0.26% | −0.01 |
| AAPL Apple Inc. | Add +0.3% | 0.42% | −0.01 |
| JBND JPMorgan Active Bond ETF | Add +15.3% | 1.56% | −0.02 |
| FIGB Fidelity Invest GRD BND ETF | Add +0.4% | 0.10% | −0.02 |
| ABBV Abbvie Inc. | Add +0.0% | 0.13% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.40% | −0.05 |
| VNQ Vanguard Real Estate ETF | Add +1.7% | 1.52% | −0.09 |
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 |