Peterson Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Peterson Wealth Advisors, LLC reported 99 stock positions worth $668.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 27.1% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 10.5%) and SS SPDR P S&P 400 Midcap ETF (SPMD, 6.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 52 and reduced 37. The biggest buy was Alpha Architect 1-3 MNTH Box (BOXX, shares +935%) and the biggest sale JPMorgan Ultra-Short Income (JPST, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0001713558
- Portfolio Value
- $668.6M (Q3 2025)
- SEC Filing
- 0002085853-25-000042 ↗ filed Oct 9, 2025
Holdings Value
Holdings 99 stocks · $668.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 27.08% | 2,300,034 | $181.1M | Add +1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 10.46% | 1,615,275 | $69.9M | Add +1.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.27% | 733,679 | $41.9M | Add +5.3% |
| JPST JPMorgan Ultra-Short Income | 6.18% | 816,067 | $41.3M | Reduce -12.5% |
| HELO JPMorgan Hedged Equity ETF | 6.13% | 630,253 | $41.0M | Add +6.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 5.03% | 729,139 | $33.6M | Add +4.8% |
| CLIP Global X 1-3 Month T-Bill | 3.34% | 222,830 | $22.3M | Reduce -9.7% |
| JCPB JPMorgan Core Plus Bond ETF | 2.76% | 389,503 | $18.5M | Add +6.7% |
| VTI VG Morningstar TS MKT ETF-US | 2.59% | 52,532 | $17.3M | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 2.52% | 25,018 | $16.8M | Reduce -1.5% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.38% | 139,422 | $15.9M | Add +934.7% |
| JBND JPMorgan Active Bond ETF | 2.28% | 281,646 | $15.2M | Add +59.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.70% | 140,373 | $11.4M | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 1.60% | 118,582 | $10.7M | Add +14.9% |
| SCHO Schwab Short-Term US Treas | 1.55% | 424,359 | $10.3M | Add +11.0% |
| JPIB JPMorgan Intl BND ETF | 1.32% | 180,705 | $8.8M | Add +9.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.06% | 27,709 | $7.1M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 1.04% | 234,485 | $7.0M | Reduce -0.8% |
| DFEM Dimensional Emrg MRKT Core | 1.02% | 211,327 | $6.8M | Add +20.3% |
| IVW iShares S&P 500 Growth ETF | 0.91% | 50,080 | $6.1M | Add +1.1% |
| VEA Vanguard Ftse Developed ETF | 0.89% | 98,063 | $5.9M | Reduce -3.6% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 104,017 | $5.7M | Add +0.5% |
| HEQT Simplify Hedged Equity ETF | 0.66% | 140,132 | $4.4M | Reduce -5.0% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.65% | 53,561 | $4.3M | Reduce -7.0% |
| FBND Fidelity Total Bond ETF | 0.64% | 92,718 | $4.3M | Reduce -7.1% |
| JPIE JPMorgan Income ETF | 0.57% | 81,742 | $3.8M | Add +178.5% |
| AAPL Apple Inc. | 0.49% | 12,855 | $3.3M | Add +3.5% |
| SPEM State Street SP PTF Em ETF | 0.47% | 67,086 | $3.2M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.39% | 22,549 | $2.6M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 20,293 | $2.4M | Add +6.0% |
| MSFT Microsoft Corp. | 0.35% | 4,426 | $2.3M | Add +0.9% |
| ICSH iShares Ultra Short Duration | 0.31% | 40,537 | $2.1M | Reduce -15.9% |
| IJH iShares Core S&P Midcap ETF | 0.26% | 26,971 | $1.8M | Reduce -6.0% |
| SCHH Schwab US REIT ETF | 0.24% | 76,063 | $1.6M | Add +0.6% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.21% | 16,847 | $1.4M | Reduce -5.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 27,966 | $1.4M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 0.21% | 2,293 | $1.4M | Reduce -18.9% |
| USRT iShares Core US REIT ETF | 0.17% | 20,062 | $1.2M | Reduce -2.3% |
| SCHA Schwab US Small-Cap ETF | 0.17% | 41,562 | $1.2M | Reduce -5.3% |
| TSLA Tesla Inc. | 0.16% | 2,423 | $1.0M | Add +0.9% |
| PYLD PIMCO Multisector Bond Actv | 0.16% | 39,206 | $1.0M | Reduce -17.7% |
| FHEQ Fidelity Hedged Equity ETF | 0.16% | 34,036 | $1.0M | Reduce -4.8% |
| WMT Walmart Inc. | 0.15% | 9,652 | $997K | Add +1.1% |
| ABBV Abbvie Inc. | 0.15% | 4,257 | $991K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.14% | 9,779 | $924K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 3,086 | $906K | Add +0.2% |
| QTEC First Trust Nasdq 100 Tech I | 0.13% | 3,865 | $899K | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 14,849 | $872K | Reduce -7.2% |
| VXUS Vanguard Total Intl Stock | 0.13% | 11,643 | $864K | No change |
| SCHG Schwab US Large-Cap Growth | 0.12% | 24,046 | $774K | Add +4.1% |
| META Meta Platforms Inc. Class A | 0.11% | 1,051 | $750K | Add +4.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.11% | 7,580 | $724K | Add +0.2% |
| LLY Eli Lilly & Co. | 0.11% | 844 | $712K | Add +0.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.11% | 2,302 | $712K | Reduce -0.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.10% | 25,024 | $696K | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.09% | 2,063 | $635K | Add +1.6% |
| FIGB Fidelity Invest GRD BND ETF | 0.09% | 14,523 | $633K | Add +3.6% |
| CGSM Cap Group Short Muni Income | 0.09% | 23,902 | $630K | Add +117.1% |
| NVDA Nvidia Corp. | 0.09% | 3,388 | $627K | Reduce -3.3% |
| CGMU Cap Group Municipal Income | 0.09% | 22,157 | $603K | Add +101.5% |
| JMUB JPMorgan Municipal ETF | 0.09% | 11,859 | $598K | Add +102.3% |
| RSP Invesco S&P 500 Equal Weight | 0.09% | 3,020 | $575K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 3,396 | $560K | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.08% | 605 | $553K | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 0.08% | 7,945 | $530K | Add +3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 1,022 | $513K | Add +1.6% |
| HD Home Depot Inc. | 0.07% | 1,295 | $501K | Reduce -2.0% |
| AMZN Amazon.com Inc. | 0.07% | 2,140 | $475K | Add +6.9% |
| CGCP Cap Group Core Plus Income | 0.06% | 18,804 | $428K | Reduce -0.2% |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 4,532 | $428K | Reduce -4.6% |
| SCHF Schwab Intl Equity ETF | 0.06% | 17,899 | $422K | Reduce -0.3% |
| CGIB Cap Group Intl Bond HDG | 0.06% | 16,657 | $422K | Reduce -17.9% |
| CAT Caterpillar Inc. | 0.06% | 840 | $409K | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 0.06% | 1,961 | $408K | Reduce -7.0% |
| BAER Bridger Aerospace Group Hold | 0.06% | 233,323 | $401K | No change |
| SCHX Schwab US Large-Cap ETF | 0.06% | 15,052 | $399K | Add +2.0% |
| ETN Eaton Corp. PLC | 0.06% | 1,047 | $388K | Add +1.2% |
| FTBD Fidelity Tactical Bond ETF | 0.06% | 7,477 | $373K | Add +78.0% |
| EEM iShares MSCI Emerging Market | 0.06% | 6,841 | $370K | Add +4.4% |
| JMHI JPMorgan High Yield Municpl | 0.06% | 7,334 | $369K | Add +74.9% |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 3,104 | $360K | Add +14.0% |
| AVGO Broadcom Inc. | 0.05% | 1,060 | $357K | Reduce -3.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,879 | $352K | Add +0.5% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.05% | 2,339 | $333K | Add +0.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 9,824 | $331K | Add +0.3% |
| DFAS Dimensional US Small Cap ETF | 0.05% | 4,734 | $323K | Add +12.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 1,099 | $323K | Add +8.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 925 | $279K | Add +9.2% |
| ROBT First Trust Nasdaq Artificia | 0.04% | 4,867 | $267K | No change |
| HBAN Huntington Bancshares Inc. | 0.04% | 15,370 | $258K | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 355 | $238K | Reduce -11.5% |
| EMLP First Trust North American E | 0.04% | 6,182 | $237K | Reduce -12.0% |
| INTC Intel Corp. | 0.04% | 6,296 | $234K | Reduce -31.3% |
| CGCB Cap Group Core Bond | 0.03% | 8,726 | $232K | Add +14.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 745 | $219K | New |
| GOOGL Alphabet Inc. Class A | 0.03% | 890 | $219K | New |
| FEX First Trust Large Cap Core A | 0.03% | 1,752 | $205K | New |
| EPS Wisdomtree US Large Cap Fund | 0.03% | 2,900 | $200K | New |
| GNSS Genasys Inc. | 0.02% | 71,224 | $157K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| JPST JPMorgan Ultra-Short Income | Reduce -12.5% | 6.18% | −1.62 |
| CLIP Global X 1-3 Month T-Bill | Reduce -9.7% | 3.34% | −0.75 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.1% | 2.59% | −0.13 |
| FBND Fidelity Total Bond ETF | Reduce -7.1% | 0.64% | −0.11 |
| ICSH iShares Ultra Short Duration | Reduce -15.9% | 0.31% | −0.10 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.5% | 1.70% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -1.5% | 2.52% | −0.09 |
| HEQT Simplify Hedged Equity ETF | Reduce -5.0% | 0.66% | −0.08 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.6% | 0.89% | −0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -7.0% | 0.65% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -18.9% | 0.21% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Reduce -17.7% | 0.16% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 1.04% | −0.05 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -5.3% | 0.21% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.0% | 0.26% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 1.06% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -7.2% | 0.13% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -0.2% | 0.21% | −0.02 |
| CGIB Cap Group Intl Bond HDG | Reduce -17.9% | 0.06% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -2.3% | 0.17% | −0.02 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -4.8% | 0.16% | −0.01 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -1.9% | 0.10% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -5.3% | 0.17% | −0.01 |
| BBRE JPM Betabldrs MSCI US REIT | Reduce -4.6% | 0.06% | −0.01 |
| EMLP First Trust North American E | Reduce -12.0% | 0.04% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -7.0% | 0.06% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -0.2% | 0.06% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.5% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -2.0% | 0.07% | −0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.9% | 0.47% | −0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.06% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.4% | 0.11% | −0.00 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.3% | 0.08% | −0.00 |
| INTC Intel Corp. | Reduce -31.3% | 0.04% | +0.00 |
| NVDA Nvidia Corp. | Reduce -3.3% | 0.09% | +0.00 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.05% | +0.00 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.06% | +0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| BOXX Alpha Architect 1-3 MNTH Box | Add +934.7% | 2.38% | +2.13 |
| JBND JPMorgan Active Bond ETF | Add +59.9% | 2.28% | +0.72 |
| JPIE JPMorgan Income ETF | Add +178.5% | 0.57% | +0.34 |
| DFEM Dimensional Emrg MRKT Core | Add +20.3% | 1.02% | +0.16 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +4.8% | 5.03% | +0.13 |
| VNQ Vanguard Real Estate ETF | Add +14.9% | 1.60% | +0.08 |
| AAPL Apple Inc. | Add +3.5% | 0.49% | +0.07 |
| CGSM Cap Group Short Muni Income | Add +117.1% | 0.09% | +0.05 |
| CGMU Cap Group Municipal Income | Add +101.5% | 0.09% | +0.04 |
| JMUB JPMorgan Municipal ETF | Add +102.3% | 0.09% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.03% | +0.03 |
| GOOGL Alphabet Inc. Class A | New | 0.03% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +6.8% | 6.13% | +0.03 |
| TSLA Tesla Inc. | Add +0.9% | 0.16% | +0.03 |
| FEX First Trust Large Cap Core A | New | 0.03% | +0.03 |
| EPS Wisdomtree US Large Cap Fund | New | 0.03% | +0.03 |
| FTBD Fidelity Tactical Bond ETF | Add +78.0% | 0.06% | +0.02 |
| JMHI JPMorgan High Yield Municpl | Add +74.9% | 0.06% | +0.02 |
| ABBV Abbvie Inc. | Add +0.2% | 0.15% | +0.02 |
| IJR iShares Core S&P Small-Cap E | Add +6.0% | 0.36% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.3% | 6.27% | +0.01 |
| SCHO Schwab Short-Term US Treas | Add +11.0% | 1.55% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 0.85% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +1.1% | 0.91% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +4.1% | 0.12% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +12.8% | 0.05% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +14.0% | 0.05% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +3.6% | 0.08% | +0.00 |
| EEM iShares MSCI Emerging Market | Add +4.4% | 0.06% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +9.2% | 0.04% | +0.00 |
| CGCB Cap Group Core Bond | Add +14.6% | 0.03% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +8.8% | 0.05% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.3% | 0.05% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +2.0% | 0.06% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.5% | 0.05% | −0.00 |
| QTEC First Trust Nasdq 100 Tech I | Add +0.1% | 0.13% | −0.00 |
| LLY Eli Lilly & Co. | Add +0.6% | 0.11% | −0.00 |
| AMZN Amazon.com Inc. | Add +6.9% | 0.07% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +1.6% | 0.09% | −0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +0.1% | 0.05% | −0.00 |
| ETN Eaton Corp. PLC | Add +1.2% | 0.06% | −0.00 |
| HBAN Huntington Bancshares Inc. | Add +1.3% | 0.04% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.6% | 0.08% | −0.00 |
| JPIB JPMorgan Intl BND ETF | Add +9.6% | 1.32% | −0.00 |
| WMT Walmart Inc. | Add +1.1% | 0.15% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.11% | −0.01 |
| FIGB Fidelity Invest GRD BND ETF | Add +3.6% | 0.09% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.2% | 0.14% | −0.01 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.11% | −0.01 |
| MSFT Microsoft Corp. | Add +0.9% | 0.35% | −0.01 |
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 |