Peterson Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 9, 2026), Peterson Wealth Advisors, LLC reported 108 stock positions worth $751.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 24.5% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 11.4%) and JPMorgan Active Bond ETF (JBND, 6.4%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 45 and reduced 55. The biggest buy was Ste STR SPDR PT DW Eu ETF (SPDW, shares +16%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Orem, UT
- CIK
- 0001713558
- Portfolio Value
- $751.9M (Q1 2026)
- SEC Filing
- 0002085853-26-000306 ↗ filed Apr 9, 2026
Holdings Value
Holdings 108 stocks · $751.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 24.47% | 2,403,354 | $184.0M | Add +4.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 11.42% | 1,880,432 | $85.8M | Add +15.5% |
| JBND JPMorgan Active Bond ETF | 6.39% | 893,551 | $48.0M | Add +1.7% |
| HELO JPMorgan Hedged Equity ETF | 6.00% | 706,317 | $45.1M | Add +3.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.76% | 730,796 | $43.3M | Reduce -0.7% |
| JPST JPMorgan Ultra-Short Income | 5.62% | 835,319 | $42.3M | Reduce -5.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.21% | 655,147 | $31.7M | Reduce -8.9% |
| DFEM Dimensional Emrg MRKT Core | 3.22% | 700,249 | $24.2M | Reduce -1.5% |
| CLIP Global X 1-3 Month T-Bill | 3.17% | 237,507 | $23.8M | Reduce -2.7% |
| JCPB JPMorgan Core Plus Bond ETF | 2.82% | 450,648 | $21.2M | Add +1.6% |
| BOXX Alpha Architect 1-3 MNTH Box | 2.57% | 165,908 | $19.3M | Add +16.6% |
| JPIE JPMorgan Income ETF | 2.49% | 406,200 | $18.7M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.08% | 48,800 | $15.7M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 1.87% | 21,495 | $14.0M | Reduce -12.9% |
| SCHO Schwab Short-Term US Treas | 1.53% | 472,888 | $11.5M | Reduce -1.9% |
| IDEV iShares Core MSCI Dev MKTS | 1.44% | 129,193 | $10.8M | Reduce -4.9% |
| JPIB JPMorgan Intl BND ETF | 1.22% | 191,457 | $9.2M | Add +4.5% |
| VNQ Vanguard Real Estate ETF | 1.19% | 100,600 | $8.9M | Reduce -19.7% |
| SCHM Schwab US Mid Cap ETF | 0.90% | 219,294 | $6.8M | Reduce -6.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.90% | 25,712 | $6.7M | Reduce -4.4% |
| IVW iShares S&P 500 Growth ETF | 0.74% | 49,468 | $5.6M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.73% | 85,944 | $5.5M | Reduce -6.4% |
| VWO Vanguard Ftse Emerging Marke | 0.67% | 92,840 | $5.0M | Reduce -5.8% |
| XOM Exxon Mobil Corp. | 0.51% | 22,689 | $3.8M | Add +0.3% |
| HEQT Simplify Hedged Equity ETF | 0.49% | 117,132 | $3.7M | Reduce -8.6% |
| AAPL Apple Inc. | 0.45% | 13,472 | $3.4M | Add +2.0% |
| FBND Fidelity Total Bond ETF | 0.41% | 68,049 | $3.1M | Reduce -23.0% |
| IJR iShares Core S&P Small-Cap E | 0.34% | 20,385 | $2.5M | Reduce -0.1% |
| SPEM State Street SP PTF Em ETF | 0.30% | 48,272 | $2.3M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 0.24% | 26,433 | $1.8M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.22% | 4,560 | $1.7M | Reduce -0.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.20% | 16,616 | $1.5M | Add +2.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.20% | 18,633 | $1.5M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.18% | 2,205 | $1.3M | Add +1.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 23,991 | $1.2M | Reduce -5.5% |
| WMT Walmart Inc. | 0.16% | 9,694 | $1.2M | Reduce -1.9% |
| SCHH Schwab US REIT ETF | 0.16% | 55,173 | $1.2M | Reduce -4.6% |
| USRT iShares Core US REIT ETF | 0.15% | 18,559 | $1.1M | Reduce -6.5% |
| ICSH iShares Ultra Short Duration | 0.14% | 20,906 | $1.1M | Reduce -52.3% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 35,598 | $1.0M | Add +2.1% |
| EFA iShares MSCI Eafe ETF | 0.14% | 10,636 | $1.0M | Add +6.8% |
| SCHA Schwab US Small-Cap ETF | 0.14% | 35,272 | $1.0M | Reduce -2.3% |
| TSLA Tesla Inc. | 0.13% | 2,541 | $945K | Reduce -0.7% |
| ABBV Abbvie Inc. | 0.12% | 4,293 | $934K | Add +0.3% |
| PYLD PIMCO Multisector Bond Actv | 0.12% | 32,990 | $864K | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.11% | 2,817 | $809K | Add +0.3% |
| VGSH Vanguard Short-Term Treasury | 0.10% | 13,473 | $789K | Reduce -4.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.10% | 7,640 | $769K | Add +0.6% |
| CGMU Cap Group Municipal Income | 0.09% | 25,977 | $705K | Add +0.7% |
| JMUB JPMorgan Municipal ETF | 0.09% | 13,840 | $692K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.09% | 748 | $688K | Reduce -13.5% |
| CAT Caterpillar Inc. | 0.09% | 917 | $649K | Reduce -3.2% |
| COST Costco Wholesale Corp. | 0.09% | 649 | $647K | Add +0.1% |
| FHEQ Fidelity Hedged Equity ETF | 0.08% | 21,148 | $622K | Reduce -34.1% |
| JPM JPMorgan Chase & Co. | 0.08% | 2,092 | $615K | Reduce -2.0% |
| QTEC First Trust Nasdq 100 Tech I | 0.08% | 2,761 | $596K | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 0.08% | 8,257 | $576K | Reduce -0.7% |
| META Meta Platforms Inc. Class A | 0.08% | 1,005 | $575K | Add +1.0% |
| FIGB Fidelity Invest GRD BND ETF | 0.08% | 13,240 | $570K | Add +1.3% |
| NVDA Nvidia Corp. | 0.07% | 3,224 | $562K | Reduce -9.1% |
| CGSM Cap Group Short Muni Income | 0.07% | 20,960 | $551K | Reduce -8.7% |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 3,399 | $527K | Add +0.1% |
| VXUS Vanguard Total Intl Stock | 0.07% | 6,639 | $512K | Reduce -43.3% |
| DFAS Dimensional US Small Cap ETF | 0.07% | 6,944 | $494K | Add +0.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.07% | 4,420 | $492K | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.07% | 1,025 | $491K | Add +0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 2,479 | $476K | Add +0.5% |
| VDE Vanguard Energy ETF | 0.06% | 2,692 | $466K | Add +0.5% |
| BAER Bridger Aerospace Group Hold | 0.06% | 233,323 | $462K | No change |
| AMZN Amazon.com Inc. | 0.06% | 2,084 | $434K | Reduce -8.1% |
| HD Home Depot Inc. | 0.06% | 1,267 | $417K | Reduce -4.4% |
| CGMS Cap Group US Multi-Sect Bond | 0.06% | 15,290 | $416K | Reduce -35.5% |
| BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F | 0.05% | 4,121 | $394K | Reduce -10.4% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,935 | $394K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.05% | 1,278 | $382K | Add +0.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.05% | 1,468 | $378K | Reduce -13.8% |
| ETN Eaton Corp. PLC | 0.05% | 1,045 | $374K | Add +1.0% |
| VEU Vanguard Ftse All-World Ex-U | 0.05% | 4,970 | $373K | Add +0.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.05% | 1,229 | $371K | Reduce -10.9% |
| CGCP Cap Group Core Plus Income | 0.05% | 16,531 | $369K | Reduce -5.4% |
| VAW Vanguard Materials ETF | 0.05% | 1,623 | $366K | Add +0.3% |
| VPU Vanguard Utilities ETF | 0.05% | 1,838 | $364K | Add +0.6% |
| JMHI JPMorgan High Yield Municpl | 0.05% | 7,295 | $364K | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,715 | $362K | Reduce -9.1% |
| VDC Vanguard Consumer Staple ETF | 0.05% | 1,607 | $361K | Add +0.4% |
| VHT Vanguard Health Care ETF | 0.04% | 1,176 | $320K | Add +0.3% |
| CGIB Cap Group Intl Bond HDG | 0.04% | 12,669 | $320K | Reduce -2.1% |
| VOX Vanguard Communication Servi | 0.04% | 1,742 | $313K | Add +0.2% |
| VGT Vanguard Info Tech ETF | 0.04% | 448 | $312K | Add +0.2% |
| VCR Vanguard Consumer Discre ETF | 0.04% | 854 | $307K | Add +0.1% |
| VFH Vanguard Financials ETF | 0.04% | 2,531 | $306K | Add +0.2% |
| JNJ Johnson & Johnson | 0.04% | 1,214 | $297K | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.04% | 1,016 | $292K | Reduce -6.5% |
| RTX RTX Corp. | 0.04% | 1,453 | $280K | Reduce -18.0% |
| AVGO Broadcom Inc. | 0.04% | 904 | $280K | Reduce -2.3% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.04% | 2,190 | $278K | No change |
| SCHF Schwab Intl Equity ETF | 0.04% | 11,229 | $278K | Add +0.6% |
| INTC Intel Corp. | 0.04% | 6,232 | $275K | Reduce -13.5% |
| DFAU Dimensional US Core Equity M | 0.03% | 5,651 | $255K | New |
| HBAN Huntington Bancshares Inc. | 0.03% | 15,109 | $236K | Reduce -1.7% |
| PEP Pepsico Inc. | 0.03% | 1,496 | $232K | Reduce -1.4% |
| EMLP First Trust North American E | 0.03% | 5,286 | $231K | Reduce -2.5% |
| ROBT First Trust Nasdaq Artificia | 0.03% | 4,867 | $225K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.03% | 6,694 | $221K | Add +0.1% |
| MPC Marathon Petroleum Corp. | 0.03% | 897 | $219K | New |
| CGCB Cap Group Core Bond | 0.03% | 8,307 | $218K | Add +2.2% |
| KO The Coca-Cola Co. | 0.03% | 2,698 | $205K | New |
| GNSS Genasys Inc. | 0.02% | 71,224 | $130K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -12.9% | 1.87% | −0.39 |
| JPST JPMorgan Ultra-Short Income | Reduce -5.0% | 5.62% | −0.31 |
| VNQ Vanguard Real Estate ETF | Reduce -19.7% | 1.19% | −0.29 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -8.9% | 4.21% | −0.28 |
| ICSH iShares Ultra Short Duration | Reduce -52.3% | 0.14% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.3% | 2.08% | −0.15 |
| FBND Fidelity Total Bond ETF | Reduce -23.0% | 0.41% | −0.13 |
| CLIP Global X 1-3 Month T-Bill | Reduce -2.7% | 3.17% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.22% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -4.9% | 1.44% | −0.06 |
| HEQT Simplify Hedged Equity ETF | Reduce -8.6% | 0.49% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -43.3% | 0.07% | −0.05 |
| FHEQ Fidelity Hedged Equity ETF | Reduce -34.1% | 0.08% | −0.05 |
| SCHO Schwab Short-Term US Treas | Reduce -1.9% | 1.53% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.8% | 0.67% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.4% | 0.90% | −0.04 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -13.5% | 0.09% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -6.4% | 0.73% | −0.03 |
| CGMS Cap Group US Multi-Sect Bond | Reduce -35.5% | 0.06% | −0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.4% | 0.90% | −0.03 |
| TSLA Tesla Inc. | Reduce -0.7% | 0.13% | −0.03 |
| EPS Wisdomtree US Large Cap Fund | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -9.1% | 0.07% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -13.8% | 0.05% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -8.1% | 0.06% | −0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.7% | 0.20% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 0.08% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -5.5% | 0.16% | −0.01 |
| CGSM Cap Group Short Muni Income | Reduce -8.7% | 0.07% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -6.5% | 0.04% | −0.01 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -10.9% | 0.05% | −0.01 |
| RTX RTX Corp. | Reduce -18.0% | 0.04% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.5% | 0.10% | −0.01 |
| AVGO Broadcom Inc. | Reduce -2.3% | 0.04% | −0.01 |
| HD Home Depot Inc. | Reduce -4.4% | 0.06% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -9.1% | 0.05% | −0.01 |
| USRT iShares Core US REIT ETF | Reduce -6.5% | 0.15% | −0.00 |
| BBRE JPM Betabldrs MSCI US REIT | Reduce -10.4% | 0.05% | −0.00 |
| HBAN Huntington Bancshares Inc. | Reduce -1.7% | 0.03% | −0.00 |
| CGCP Cap Group Core Plus Income | Reduce -5.4% | 0.05% | −0.00 |
| SCHH Schwab US REIT ETF | Reduce -4.6% | 0.16% | −0.00 |
| PYLD PIMCO Multisector Bond Actv | Reduce -0.4% | 0.12% | −0.00 |
| CGIB Cap Group Intl Bond HDG | Reduce -2.1% | 0.04% | −0.00 |
| JMUB JPMorgan Municipal ETF | Reduce -0.1% | 0.09% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.3% | 0.14% | −0.00 |
| INTC Intel Corp. | Reduce -13.5% | 0.04% | +0.00 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.03% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -0.7% | 0.08% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.7% | 0.24% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SPDW Ste STR SPDR PT DW Eu ETF | Add +15.5% | 11.42% | +1.78 |
| BOXX Alpha Architect 1-3 MNTH Box | Add +16.6% | 2.57% | +0.38 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.51% | +0.15 |
| JPIE JPMorgan Income ETF | Add +4.0% | 2.49% | +0.08 |
| JBND JPMorgan Active Bond ETF | Add +1.7% | 6.39% | +0.06 |
| DFAU Dimensional US Core Equity M | New | 0.03% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.03% | +0.03 |
| JPIB JPMorgan Intl BND ETF | Add +4.5% | 1.22% | +0.03 |
| KO The Coca-Cola Co. | New | 0.03% | +0.03 |
| JCPB JPMorgan Core Plus Bond ETF | Add +1.6% | 2.82% | +0.02 |
| VDE Vanguard Energy ETF | Add +0.5% | 0.06% | +0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +2.5% | 0.20% | +0.02 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.09% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +6.8% | 0.14% | +0.01 |
| ETN Eaton Corp. PLC | Add +1.0% | 0.05% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +1.8% | 0.30% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.6% | 0.10% | +0.00 |
| VAW Vanguard Materials ETF | Add +0.3% | 0.05% | +0.00 |
| VPU Vanguard Utilities ETF | Add +0.6% | 0.05% | +0.00 |
| VDC Vanguard Consumer Staple ETF | Add +0.4% | 0.05% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Add +0.3% | 0.07% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.6% | 0.04% | +0.00 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.2% | 0.05% | +0.00 |
| CGCB Cap Group Core Bond | Add +2.2% | 0.03% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.5% | 0.06% | +0.00 |
| FIGB Fidelity Invest GRD BND ETF | Add +1.3% | 0.08% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +0.1% | 0.03% | +0.00 |
| JMHI JPMorgan High Yield Municpl | Add +0.8% | 0.05% | −0.00 |
| CGMU Cap Group Municipal Income | Add +0.7% | 0.09% | −0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.8% | 0.07% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.11% | −0.00 |
| VHT Vanguard Health Care ETF | Add +0.3% | 0.04% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +0.2% | 0.05% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 0.07% | −0.00 |
| VOX Vanguard Communication Servi | Add +0.2% | 0.04% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 0.04% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Add +0.1% | 0.04% | −0.00 |
| VFH Vanguard Financials ETF | Add +0.2% | 0.04% | −0.00 |
| QTEC First Trust Nasdq 100 Tech I | Add +0.4% | 0.08% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Add +0.1% | 0.07% | −0.01 |
| ABBV Abbvie Inc. | Add +0.3% | 0.12% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.6% | 0.18% | −0.01 |
| META Meta Platforms Inc. Class A | Add +1.0% | 0.08% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Add +2.1% | 0.14% | −0.01 |
| AAPL Apple Inc. | Add +2.0% | 0.45% | −0.02 |
| HELO JPMorgan Hedged Equity ETF | Add +3.2% | 6.00% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.74% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.6% | 24.47% | −0.11 |
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 |