Peterson Wealth Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 9, 2026), Peterson Wealth Advisors, LLC reported 107 stock positions worth $750.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 24.6% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 9.6%) and JPMorgan Active Bond ETF (JBND, 6.3%). Compared with Q3 2025, it opened 13 new positions, sold out of 5, added to 45 and reduced 45. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +212%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −0%).
- Most Recent 13F
- Q3 2026
- Location
- OREM, UT
- CIK
- 0001713558
- Portfolio Value
- $750.1M (Q4 2025)
- SEC Filing
- 0002085853-26-000021 ↗ filed Jan 9, 2026
Holdings Value
Holdings 107 stocks · $750.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 24.57% | 2,297,743 | $184.3M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 9.64% | 1,627,905 | $72.3M | Add +0.8% |
| JBND JPMorgan Active Bond ETF | 6.33% | 878,288 | $47.5M | Add +211.8% |
| HELO JPMorgan Hedged Equity ETF | 6.06% | 684,554 | $45.5M | Add +8.6% |
| JPST JPMorgan Ultra-Short Income | 5.93% | 879,733 | $44.5M | Add +7.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.68% | 735,546 | $42.6M | Add +0.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.49% | 718,855 | $33.7M | Reduce -1.4% |
| CLIP Global X 1-3 Month T-Bill | 3.26% | 244,204 | $24.4M | Add +9.6% |
| DFEM Dimensional Emrg MRKT Core | 3.13% | 710,661 | $23.5M | Add +236.3% |
| JCPB JPMorgan Core Plus Bond ETF | 2.80% | 443,524 | $21.0M | Add +13.9% |
| JPIE JPMorgan Income ETF | 2.41% | 390,618 | $18.1M | Add +377.9% |
| IVV iShares Core S&P 500 ETF | 2.25% | 24,681 | $16.9M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.23% | 49,970 | $16.8M | Reduce -4.9% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.18% | 142,324 | $16.4M | Add +2.1% |
| SCHO Schwab Short-Term US Treas | 1.57% | 481,950 | $11.7M | Add +13.6% |
| IDEV iShares Core MSCI Dev MKTS | 1.49% | 135,844 | $11.2M | Reduce -3.2% |
| VNQ Vanguard Real Estate ETF | 1.48% | 125,232 | $11.1M | Add +5.6% |
| JPIB JPMorgan Intl BND ETF | 1.19% | 183,205 | $8.9M | Add +1.4% |
| SCHM Schwab US Mid Cap ETF | 0.94% | 234,307 | $7.0M | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.92% | 26,885 | $6.9M | Reduce -3.0% |
| IVW iShares S&P 500 Growth ETF | 0.81% | 49,443 | $6.1M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.76% | 91,810 | $5.7M | Reduce -6.4% |
| VWO Vanguard Ftse Emerging Marke | 0.71% | 98,561 | $5.3M | Reduce -5.3% |
| HEQT Simplify Hedged Equity ETF | 0.55% | 128,161 | $4.1M | Reduce -8.5% |
| FBND Fidelity Total Bond ETF | 0.54% | 88,332 | $4.1M | Reduce -4.7% |
| AAPL Apple Inc. | 0.48% | 13,201 | $3.6M | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.36% | 22,621 | $2.7M | Add +0.3% |
| IJR iShares Core S&P Small-Cap E | 0.33% | 20,395 | $2.5M | Add +0.5% |
| MSFT Microsoft Corp. | 0.30% | 4,602 | $2.2M | Add +4.0% |
| SPEM State Street SP PTF Em ETF | 0.30% | 47,435 | $2.2M | Reduce -29.3% |
| ICSH iShares Ultra Short Duration | 0.30% | 43,828 | $2.2M | Add +8.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 26,630 | $1.8M | Reduce -1.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.21% | 18,772 | $1.5M | Reduce -65.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.19% | 16,210 | $1.4M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 0.18% | 2,171 | $1.4M | Reduce -5.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.17% | 25,381 | $1.3M | Reduce -9.2% |
| SCHH Schwab US REIT ETF | 0.16% | 57,825 | $1.2M | Reduce -24.0% |
| TSLA Tesla Inc. | 0.15% | 2,560 | $1.2M | Add +5.7% |
| SCHG Schwab US Large-Cap Growth | 0.15% | 34,881 | $1.1M | Add +45.1% |
| USRT iShares Core US REIT ETF | 0.15% | 19,845 | $1.1M | Reduce -1.1% |
| WMT Walmart Inc. | 0.15% | 9,884 | $1.1M | Add +2.4% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 36,112 | $1.0M | Reduce -13.1% |
| FHEQ Fidelity Hedged Equity ETF | 0.13% | 32,104 | $992K | Reduce -5.7% |
| ABBV Abbvie Inc. | 0.13% | 4,281 | $978K | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.13% | 9,956 | $956K | Add +1.8% |
| LLY Eli Lilly & Co. | 0.12% | 865 | $930K | Add +2.5% |
| PYLD PIMCO Multisector Bond Actv | 0.12% | 33,123 | $884K | Reduce -15.5% |
| VXUS Vanguard Total Intl Stock | 0.12% | 11,701 | $883K | Add +0.5% |
| VGSH Vanguard Short-Term Treasury | 0.11% | 14,107 | $829K | Reduce -5.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,810 | $815K | Reduce -8.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 7,596 | $736K | Add +0.2% |
| CGMU Cap Group Municipal Income | 0.09% | 25,796 | $706K | Add +16.4% |
| JMUB JPMorgan Municipal ETF | 0.09% | 13,849 | $699K | Add +16.8% |
| JPM JPMorgan Chase & Co. | 0.09% | 2,135 | $688K | Add +3.5% |
| NVDA Nvidia Corp. | 0.09% | 3,545 | $661K | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.09% | 995 | $657K | Reduce -5.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.09% | 23,721 | $655K | Reduce -5.2% |
| QTEC First Trust Nasdq 100 Tech I | 0.08% | 2,749 | $633K | Reduce -28.9% |
| CGSM Cap Group Short Muni Income | 0.08% | 22,956 | $605K | Reduce -4.0% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 3,396 | $570K | No change |
| FIGB Fidelity Invest GRD BND ETF | 0.08% | 13,075 | $568K | Reduce -10.0% |
| COST Costco Wholesale Corp. | 0.07% | 648 | $559K | Add +7.1% |
| IEMG iShares Core MSCI Emerging | 0.07% | 8,316 | $559K | Add +4.7% |
| CAT Caterpillar Inc. | 0.07% | 947 | $542K | Add +12.7% |
| AMZN Amazon.com Inc. | 0.07% | 2,267 | $523K | Add +5.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,017 | $511K | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 4,341 | $495K | Add +39.9% |
| DFAS Dimensional US Small Cap ETF | 0.06% | 6,924 | $482K | Add +46.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.06% | 1,702 | $475K | Add +54.9% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 2,468 | $473K | Reduce -18.3% |
| HD Home Depot Inc. | 0.06% | 1,325 | $456K | Add +2.3% |
| BAER Bridger Aerospace Group Hold | 0.06% | 233,323 | $427K | No change |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 4,600 | $426K | Add +1.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.06% | 1,379 | $417K | Add +49.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 1,275 | $402K | Reduce -44.6% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,887 | $400K | Reduce -3.8% |
| CGCP Cap Group Core Plus Income | 0.05% | 17,476 | $396K | Reduce -7.1% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,935 | $379K | Add +1.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,962 | $365K | Add +1.7% |
| JMHI JPMorgan High Yield Municpl | 0.05% | 7,238 | $364K | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,086 | $340K | Add +22.0% |
| VPU Vanguard Utilities ETF | 0.05% | 1,828 | $338K | New |
| VDC Vanguard Consumer Staple ETF | 0.05% | 1,600 | $338K | New |
| VHT Vanguard Health Care ETF | 0.04% | 1,173 | $338K | New |
| VDE Vanguard Energy ETF | 0.04% | 2,680 | $337K | New |
| VFH Vanguard Financials ETF | 0.04% | 2,525 | $337K | New |
| VGT Vanguard Info Tech ETF | 0.04% | 447 | $337K | New |
| VOX Vanguard Communication Servi | 0.04% | 1,739 | $337K | New |
| VCR Vanguard Consumer Discre ETF | 0.04% | 853 | $336K | New |
| VAW Vanguard Materials ETF | 0.04% | 1,618 | $336K | New |
| ETN Eaton Corp. PLC | 0.04% | 1,035 | $330K | Reduce -1.1% |
| CGIB Cap Group Intl Bond HDG | 0.04% | 12,947 | $328K | Reduce -22.3% |
| RTX RTX Corp. | 0.04% | 1,771 | $325K | New |
| AVGO Broadcom Inc. | 0.04% | 925 | $320K | Reduce -12.7% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.04% | 2,190 | $311K | Reduce -6.4% |
| SCHF Schwab Intl Equity ETF | 0.04% | 11,161 | $268K | Reduce -37.6% |
| HBAN Huntington Bancshares Inc. | 0.04% | 15,369 | $267K | Reduce -0.0% |
| INTC Intel Corp. | 0.04% | 7,204 | $266K | Add +14.4% |
| JNJ Johnson & Johnson | 0.03% | 1,226 | $254K | New |
| ROBT First Trust Nasdaq Artificia | 0.03% | 4,867 | $252K | No change |
| MCD McDonald's Corp. | 0.03% | 822 | $251K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.03% | 6,685 | $219K | Reduce -31.9% |
| PEP Pepsico Inc. | 0.03% | 1,517 | $218K | New |
| CGCB Cap Group Core Bond | 0.03% | 8,131 | $216K | Reduce -6.8% |
| EPS Wisdomtree US Large Cap Fund | 0.03% | 2,910 | $206K | Add +0.3% |
| EMLP First Trust North American E | 0.03% | 5,422 | $205K | Reduce -12.3% |
| GNSS Genasys Inc. | 0.02% | 71,224 | $153K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.1% | 24.57% | −2.51 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.4% | 4.49% | −0.54 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -65.0% | 0.21% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.9% | 2.23% | −0.36 |
| IVV iShares Core S&P 500 ETF | Reduce -1.4% | 2.25% | −0.26 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -3.2% | 1.49% | −0.21 |
| SPEM State Street SP PTF Em ETF | Reduce -29.3% | 0.30% | −0.18 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.3% | 0.71% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.0% | 0.92% | −0.14 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.4% | 0.76% | −0.13 |
| HEQT Simplify Hedged Equity ETF | Reduce -8.5% | 0.55% | −0.11 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.94% | −0.10 |
| FBND Fidelity Total Bond ETF | Reduce -4.7% | 0.54% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.3% | 0.81% | −0.09 |
| SCHH Schwab US REIT ETF | Reduce -24.0% | 0.16% | −0.08 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.06 |
| FTBD Fidelity Tactical Bond ETF | Sold out | 0.00% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -44.6% | 0.05% | −0.05 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -28.9% | 0.08% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Reduce -9.2% | 0.17% | −0.04 |
| PYLD PIMCO Multisector Bond Actv | Reduce -15.5% | 0.12% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -13.1% | 0.14% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.03 |
| FEX First Trust Large Cap Core A | Sold out | 0.00% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -5.3% | 0.18% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 0.23% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -3.8% | 0.19% | −0.03 |
| SCHF Schwab Intl Equity ETF | Reduce -37.6% | 0.04% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -8.9% | 0.11% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -5.3% | 0.09% | −0.02 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -5.7% | 0.13% | −0.02 |
| USRT iShares Core US REIT ETF | Reduce -1.1% | 0.15% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -18.3% | 0.06% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -31.9% | 0.03% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.0% | 0.11% | −0.02 |
| CGIB Cap Group Intl Bond HDG | Reduce -22.3% | 0.04% | −0.02 |
| FIGB Fidelity Invest GRD BND ETF | Reduce -10.0% | 0.08% | −0.02 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -5.2% | 0.09% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 0.04% | −0.01 |
| CGSM Cap Group Short Muni Income | Reduce -4.0% | 0.08% | −0.01 |
| CGCP Cap Group Core Plus Income | Reduce -7.1% | 0.05% | −0.01 |
| AVGO Broadcom Inc. | Reduce -12.7% | 0.04% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.07% | −0.01 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -6.4% | 0.04% | −0.01 |
| EMLP First Trust North American E | Reduce -12.3% | 0.03% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -3.8% | 0.05% | −0.01 |
| JMHI JPMorgan High Yield Municpl | Reduce -1.3% | 0.05% | −0.01 |
| CGCB Cap Group Core Bond | Reduce -6.8% | 0.03% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -0.0% | 0.04% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| JBND JPMorgan Active Bond ETF | Add +211.8% | 6.33% | +4.05 |
| DFEM Dimensional Emrg MRKT Core | Add +236.3% | 3.13% | +2.11 |
| JPIE JPMorgan Income ETF | Add +377.9% | 2.41% | +1.85 |
| VDC Vanguard Consumer Staple ETF | New | 0.05% | +0.05 |
| VPU Vanguard Utilities ETF | New | 0.05% | +0.05 |
| VDE Vanguard Energy ETF | New | 0.04% | +0.04 |
| VHT Vanguard Health Care ETF | New | 0.04% | +0.04 |
| VFH Vanguard Financials ETF | New | 0.04% | +0.04 |
| VGT Vanguard Info Tech ETF | New | 0.04% | +0.04 |
| VOX Vanguard Communication Servi | New | 0.04% | +0.04 |
| VCR Vanguard Consumer Discre ETF | New | 0.04% | +0.04 |
| VAW Vanguard Materials ETF | New | 0.04% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Add +13.9% | 2.80% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +45.1% | 0.15% | +0.04 |
| JNJ Johnson & Johnson | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | New | 0.03% | +0.03 |
| SCHO Schwab Short-Term US Treas | Add +13.6% | 1.57% | +0.02 |
| LLY Eli Lilly & Co. | Add +2.5% | 0.12% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +46.3% | 0.06% | +0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +54.9% | 0.06% | +0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +49.1% | 0.06% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +22.0% | 0.05% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +39.9% | 0.07% | +0.01 |
| CAT Caterpillar Inc. | Add +12.7% | 0.07% | +0.01 |
| CGMU Cap Group Municipal Income | Add +16.4% | 0.09% | +0.00 |
| JMUB JPMorgan Municipal ETF | Add +16.8% | 0.09% | +0.00 |
| INTC Intel Corp. | Add +14.4% | 0.04% | +0.00 |
| AMZN Amazon.com Inc. | Add +5.9% | 0.07% | −0.00 |
| WMT Walmart Inc. | Add +2.4% | 0.15% | −0.00 |
| EPS Wisdomtree US Large Cap Fund | Add +0.3% | 0.03% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 0.09% | −0.00 |
| TSLA Tesla Inc. | Add +5.7% | 0.15% | −0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +1.7% | 0.05% | −0.00 |
| EEM iShares MSCI Emerging Market | Add +1.4% | 0.05% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +4.7% | 0.07% | −0.00 |
| NVDA Nvidia Corp. | Add +4.6% | 0.09% | −0.01 |
| BBRE JPM Betabldrs MSCI US REIT | Add +1.5% | 0.06% | −0.01 |
| COST Costco Wholesale Corp. | Add +7.1% | 0.07% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.10% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.8% | 0.13% | −0.01 |
| ICSH iShares Ultra Short Duration | Add +8.1% | 0.30% | −0.01 |
| VXUS Vanguard Total Intl Stock | Add +0.5% | 0.12% | −0.01 |
| HD Home Depot Inc. | Add +2.3% | 0.06% | −0.01 |
| AAPL Apple Inc. | Add +2.7% | 0.48% | −0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.13% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.36% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Add +0.5% | 0.33% | −0.03 |
| MSFT Microsoft Corp. | Add +4.0% | 0.30% | −0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 116 | $861.9M | SPYM, SPDW, HELO, JBND, SPMD |
| 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 |