Peterson Wealth Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Peterson Wealth Advisors, LLC reported 120 stock positions worth $846.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 25.5% of the portfolio, followed by Ste STR SPDR PT DW Eu ETF (SPDW, 11.8%) and SS SPDR P S&P 400 Midcap ETF (SPMD, 6.0%). Compared with Q1 2026, it opened 12 new positions, added to 63 and reduced 39. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −0%).

Most Recent 13F
Q2 2026
Location
Orem, UT
CIK
0001713558
Portfolio Value
$846.1M (Q2 2026)
SEC Filing
0002085853-26-000972 ↗ filed Aug 11, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $470.6M Q1 2024 Q2 2024: $476.7M Q2 2024 Q3 2024: $529.3M Q3 2024 Q4 2024: $554.9M Q4 2024 Q1 2025: $517.6M Q1 2025 Q2 2025: $605.8M Q2 2025 Q3 2025: $668.6M Q3 2025 Q4 2025: $750.1M Q4 2025 Q1 2026: $751.9M Q1 2026 Q2 2026: $846.1M $846.1M Q2 2026

Holdings 120 stocks · $846.1M
SPYM Ste STR SPDR PT S&P 500 ETF 25.54% 2,458,693 $216.1M Add +2.3%
SPDW Ste STR SPDR PT DW Eu ETF 11.75% 1,973,367 $99.4M Add +4.9%
SPMD SS SPDR P S&P 400 Midcap ETF 5.97% 748,284 $50.6M Add +2.4%
JBND JPMorgan Active Bond ETF 5.88% 930,053 $49.8M Add +4.1%
HELO JPMorgan Hedged Equity ETF 5.85% 732,936 $49.5M Add +3.8%
JPST JPMorgan Ultra-Short Income 5.18% 866,882 $43.8M Add +3.8%
SPSM SS SPDR P S&P 600 Small Cap 4.55% 667,839 $38.5M Add +1.9%
DFEM Dimensional Emrg MRKT Core 3.46% 721,033 $29.3M Add +3.0%
CLIP Global X 1-3 Month T-Bill 2.93% 246,852 $24.8M Add +3.9%
JCPB JPMorgan Core Plus Bond ETF 2.60% 468,994 $22.0M Add +4.1%
BOXX Alpha Architect 1-3 MNTH Box 2.32% 167,468 $19.6M Add +0.9%
JPIE JPMorgan Income ETF 2.26% 414,634 $19.1M Add +2.1%
VTI VG Morningstar TS MKT ETF-US 2.11% 48,275 $17.9M Reduce -1.1%
IVV iShares Core S&P 500 ETF 1.85% 20,944 $15.7M Reduce -2.6%
SCHO Schwab Short-Term US Treas 1.39% 487,954 $11.8M Add +3.2%
IDEV iShares Core MSCI Dev MKTS 1.37% 130,185 $11.6M Add +0.8%
VNQ Vanguard Real Estate ETF 1.16% 101,806 $9.8M Add +1.2%
JPIB JPMorgan Intl BND ETF 1.13% 198,525 $9.6M Add +3.7%
SCHM Schwab US Mid Cap ETF 0.94% 216,238 $8.0M Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd 0.90% 25,039 $7.6M Reduce -2.6%
IVW iShares S&P 500 Growth ETF 0.81% 49,950 $6.9M Add +1.0%
VEA Vanguard Ftse Developed ETF 0.70% 83,042 $5.9M Reduce -3.4%
VWO Vanguard Ftse Emerging Marke 0.64% 90,489 $5.4M Reduce -2.5%
AAPL Apple Inc. 0.46% 13,414 $3.9M Reduce -0.4%
HEQT Simplify Hedged Equity ETF 0.45% 112,453 $3.8M Reduce -4.0%
IJR iShares Core S&P Small-Cap E 0.37% 21,252 $3.2M Add +4.3%
XOM Exxon Mobil Corp. 0.37% 22,644 $3.1M Reduce -0.2%
FBND Fidelity Total Bond ETF 0.35% 64,935 $3.0M Reduce -4.6%
SPEM State Street SP PTF Em ETF 0.29% 47,492 $2.5M Reduce -1.6%
IJH iShares Core S&P Midcap ETF 0.23% 24,906 $1.9M Reduce -5.8%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 0.22% 36,133 $1.8M Add +50.6%
MSFT Microsoft Corp. 0.20% 4,585 $1.7M Add +0.6%
SPTM SS SPDR P S&P 1500 Comp ETF 0.20% 18,655 $1.7M Add +0.1%
VOO Vanguard S&P 500 ETF 0.18% 2,190 $1.5M Reduce -0.7%
EFAV iShares MSCI Eafe Min Vol Fa 0.17% 16,080 $1.4M Reduce -3.2%
USRT iShares Core US REIT ETF 0.15% 18,581 $1.2M Add +0.1%
SCHG Schwab US Large-Cap Growth 0.14% 35,829 $1.2M Add +0.7%
SCHH Schwab US REIT ETF 0.14% 50,779 $1.2M Reduce -8.0%
EFA iShares MSCI Eafe ETF 0.13% 10,580 $1.1M Reduce -0.5%
WMT Walmart Inc. 0.13% 9,703 $1.1M Add +0.1%
SCHA Schwab US Small-Cap ETF 0.13% 30,233 $1.1M Reduce -14.3%
ABBV Abbvie Inc. 0.13% 4,279 $1.1M Reduce -0.3%
TSLA Tesla Inc. 0.13% 2,532 $1.1M Reduce -0.3%
CAT Caterpillar Inc. 0.12% 922 $982K Add +0.6%
IJK iShares S&P Mid-Cap 400 Grow 0.11% 8,114 $953K Add +6.2%
PYLD PIMCO Multisector Bond Actv 0.11% 35,791 $949K Add +8.5%
ICSH iShares Ultra Short Duration 0.11% 18,734 $948K Reduce -10.4%
QTEC First Trust Nasdq 100 Tech I 0.11% 2,761 $924K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 11,277 $909K No change
LLY Eli Lilly & Co. 0.11% 755 $906K Add +0.9%
INTC Intel Corp. 0.11% 6,366 $889K Add +2.1%
VGSH Vanguard Short-Term Treasury 0.09% 12,994 $756K Reduce -3.6%
CGMU Cap Group Municipal Income 0.08% 25,964 $713K Reduce -0.1%
JMUB JPMorgan Municipal ETF 0.08% 13,780 $698K Reduce -0.4%
JPM JPMorgan Chase & Co. 0.08% 2,110 $691K Add +0.9%
IEMG iShares Core MSCI Emerging 0.08% 8,243 $683K Reduce -0.2%
FHEQ Fidelity Hedged Equity ETF 0.08% 20,545 $677K Reduce -2.9%
NVDA Nvidia Corp. 0.08% 3,330 $666K Add +3.3%
COST Costco Wholesale Corp. 0.08% 702 $657K Add +8.2%
IUSG iShares Core S&P U.S. Growth 0.08% 3,403 $640K Add +0.1%
DFAS Dimensional US Small Cap ETF 0.07% 7,023 $578K Add +1.1%
FIGB Fidelity Invest GRD BND ETF 0.07% 13,388 $573K Add +1.1%
VXUS Vanguard Total Intl Stock 0.07% 6,639 $568K No change
META Meta Platforms Inc. Class A 0.07% 990 $558K Reduce -1.5%
EFG iShares MSCI Eafe Growth ETF 0.07% 4,479 $557K Add +1.3%
RSP Invesco S&P 500 Equal Weight 0.06% 2,486 $529K Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.06% 1,031 $516K Add +0.6%
CGSM Cap Group Short Muni Income 0.06% 19,311 $510K Reduce -7.9%
AMZN Amazon.com Inc. 0.06% 2,094 $499K Add +0.5%
EEM iShares MSCI Emerging Market 0.06% 6,937 $475K Add +0.0%
HD Home Depot Inc. 0.05% 1,288 $454K Add +1.7%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.05% 1,478 $453K Add +0.7%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.05% 1,237 $452K Add +0.7%
BBRE JPM Betabldrs MSCI US REIT filed as J P MORGAN EXCHANGE TRADED F 0.05% 4,186 $449K Add +1.6%
BAER Bridger Aerospace Group Hold 0.05% 233,323 $448K No change
ETN Eaton Corp. PLC 0.05% 1,048 $447K Add +0.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.05% 1,276 $439K Reduce -0.2%
BKLC BNY Mellon US LRG Cap Cor 0.05% 2,928 $420K New
VGT Vanguard Info Tech ETF 0.05% 3,496 $418K Reduce -2.5%
VEU Vanguard Ftse All-World Ex-U 0.05% 4,969 $416K Reduce -0.0%
CGMS Cap Group US Multi-Sect Bond 0.05% 15,170 $415K Reduce -0.8%
STX Seagate Technology Holdings 0.05% 430 $415K New
AVGO Broadcom Inc. 0.05% 1,046 $395K Add +15.7%
IVE iShares S&P 500 Value ETF 0.05% 1,721 $391K Add +0.3%
VDE Vanguard Energy ETF 0.05% 2,599 $390K Reduce -3.5%
GOOGL Alphabet Inc. Class A 0.05% 1,080 $386K Add +6.3%
JMHI JPMorgan High Yield Municpl 0.04% 7,311 $370K Add +0.2%
VAW Vanguard Materials ETF 0.04% 1,607 $368K Reduce -1.0%
CGCP Cap Group Core Plus Income 0.04% 16,287 $363K Reduce -1.5%
VPU Vanguard Utilities ETF 0.04% 1,854 $363K Add +0.9%
VHT Vanguard Health Care ETF 0.04% 1,212 $362K Add +3.1%
VDC Vanguard Consumer Staple ETF 0.04% 1,606 $362K Reduce -0.1%
QQEW First TR Nasdaq-100 Sel Eq 0.04% 2,190 $350K No change
VFH Vanguard Financials ETF 0.04% 2,625 $345K Add +3.7%
VCR Vanguard Consumer Discre ETF 0.04% 871 $345K Add +2.0%
CGIB Cap Group Intl Bond HDG 0.04% 13,357 $341K Add +5.4%
VOX Vanguard Communication Servi 0.04% 1,767 $325K Add +1.4%
JNJ Johnson & Johnson 0.04% 1,225 $311K Add +0.9%
DFAU Dimensional US Core Equity M 0.03% 5,664 $293K Add +0.2%
HBAN Huntington Bancshares Inc. 0.03% 15,838 $281K Add +4.8%
ROBT First Trust Nasdaq Artificia 0.03% 4,866 $274K Reduce -0.0%
RTX RTX Corp. 0.03% 1,352 $256K Reduce -7.0%
CSCO Cisco Systems Inc. 0.03% 2,147 $252K New
CMI Cummins Inc. 0.03% 350 $250K New
SCHF Schwab Intl Equity ETF 0.03% 8,960 $248K Reduce -20.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.03% 6,701 $243K Add +0.1%
UAL United Airlines Holdings Inc. 0.03% 1,763 $240K New
VCRB Vanguard Core Bond ETF 0.03% 3,059 $236K New
GBCI Glacier Bancorp Inc. 0.03% 4,501 $232K New
EMLP First Trust North American E 0.03% 5,308 $231K Add +0.4%
MPC Marathon Petroleum Corp. 0.03% 900 $230K Add +0.3%
EPS Wisdomtree US Large Cap Fund 0.03% 2,905 $226K New
FEX First Trust Large Cap Core A 0.03% 1,603 $224K New
CGCB Cap Group Core Bond 0.03% 8,394 $220K Add +1.1%
KO The Coca-Cola Co. 0.03% 2,654 $216K Reduce -1.6%
DE Deere & Co. 0.02% 328 $208K New
GOOG Alphabet Inc. Class C 0.02% 587 $207K New
PEP Pepsico Inc. 0.02% 1,500 $203K Add +0.3%
AMAT Applied Materials Inc. 0.02% 281 $203K New
GNSS Genasys Inc. 0.01% 71,224 $121K No change

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Reduce -0.2% 0.37% −0.15
FBND Fidelity Total Bond ETF Reduce -4.6% 0.35% −0.06
HEQT Simplify Hedged Equity ETF Reduce -4.0% 0.45% −0.04
EFAV iShares MSCI Eafe Min Vol Fa Reduce -3.2% 0.17% −0.04
VEA Vanguard Ftse Developed ETF Reduce -3.4% 0.70% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -2.5% 0.64% −0.03
ICSH iShares Ultra Short Duration Reduce -10.4% 0.11% −0.03
VDE Vanguard Energy ETF Reduce -3.5% 0.05% −0.02
SCHH Schwab US REIT ETF Reduce -8.0% 0.14% −0.02
VGSH Vanguard Short-Term Treasury Reduce -3.6% 0.09% −0.02
IVV iShares Core S&P 500 ETF Reduce -2.6% 1.85% −0.01
CGSM Cap Group Short Muni Income Reduce -7.9% 0.06% −0.01
META Meta Platforms Inc. Class A Reduce -1.5% 0.07% −0.01
SPEM State Street SP PTF Em ETF Reduce -1.6% 0.29% −0.01
IJH iShares Core S&P Midcap ETF Reduce -5.8% 0.23% −0.01
CGMU Cap Group Municipal Income Reduce -0.1% 0.08% −0.01
JMUB JPMorgan Municipal ETF Reduce -0.4% 0.08% −0.01
SCHF Schwab Intl Equity ETF Reduce -20.2% 0.03% −0.01
EFA iShares MSCI Eafe ETF Reduce -0.5% 0.13% −0.01
SCHA Schwab US Small-Cap ETF Reduce -14.3% 0.13% −0.01
RTX RTX Corp. Reduce -7.0% 0.03% −0.01
CGMS Cap Group US Multi-Sect Bond Reduce -0.8% 0.05% −0.01
CGCP Cap Group Core Plus Income Reduce -1.5% 0.04% −0.01
VDC Vanguard Consumer Staple ETF Reduce -0.1% 0.04% −0.01
VAW Vanguard Materials ETF Reduce -1.0% 0.04% −0.01
FHEQ Fidelity Hedged Equity ETF Reduce -2.9% 0.08% −0.00
KO The Coca-Cola Co. Reduce -1.6% 0.03% −0.00
VEU Vanguard Ftse All-World Ex-U Reduce -0.0% 0.05% −0.00
TSLA Tesla Inc. Reduce -0.3% 0.13% +0.00
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.2% 0.05% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.6% 0.90% +0.00
ROBT First Trust Nasdaq Artificia Reduce -0.0% 0.03% +0.00
VOO Vanguard S&P 500 ETF Reduce -0.7% 0.18% +0.00
ABBV Abbvie Inc. Reduce -0.3% 0.13% +0.00
AAPL Apple Inc. Reduce -0.4% 0.46% +0.00
IEMG iShares Core MSCI Emerging Reduce -0.2% 0.08% +0.00
VGT Vanguard Info Tech ETF Reduce -2.5% 0.05% +0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.1% 2.11% +0.03
SCHM Schwab US Mid Cap ETF Reduce -1.4% 0.94% +0.04

Portfolio Buys Q1 2026 → Q2 2026
SPYM Ste STR SPDR PT S&P 500 ETF Add +2.3% 25.54% +1.07
SPSM SS SPDR P S&P 600 Small Cap Add +1.9% 4.55% +0.34
SPDW Ste STR SPDR PT DW Eu ETF Add +4.9% 11.75% +0.33
DFEM Dimensional Emrg MRKT Core Add +3.0% 3.46% +0.25
SPMD SS SPDR P S&P 400 Midcap ETF Add +2.4% 5.97% +0.22
INTC Intel Corp. Add +2.1% 0.11% +0.07
IVW iShares S&P 500 Growth ETF Add +1.0% 0.81% +0.07
JMST JPM Ultra-Short Muni Income Add +50.6% 0.22% +0.06
BKLC BNY Mellon US LRG Cap Cor New 0.05% +0.05
STX Seagate Technology Holdings New 0.05% +0.05
IJR iShares Core S&P Small-Cap E Add +4.3% 0.37% +0.04
CSCO Cisco Systems Inc. New 0.03% +0.03
CAT Caterpillar Inc. Add +0.6% 0.12% +0.03
CMI Cummins Inc. New 0.03% +0.03
UAL United Airlines Holdings Inc. New 0.03% +0.03
VCRB Vanguard Core Bond ETF New 0.03% +0.03
GBCI Glacier Bancorp Inc. New 0.03% +0.03
EPS Wisdomtree US Large Cap Fund New 0.03% +0.03
FEX First Trust Large Cap Core A New 0.03% +0.03
DE Deere & Co. New 0.02% +0.02
GOOG Alphabet Inc. Class C New 0.02% +0.02
AMAT Applied Materials Inc. New 0.02% +0.02
LLY Eli Lilly & Co. Add +0.9% 0.11% +0.02
IJK iShares S&P Mid-Cap 400 Grow Add +6.2% 0.11% +0.01
AVGO Broadcom Inc. Add +15.7% 0.05% +0.01
GOOGL Alphabet Inc. Class A Add +6.3% 0.05% +0.01
IUSG iShares Core S&P U.S. Growth Add +0.1% 0.08% +0.01
SCHG Schwab US Large-Cap Growth Add +0.7% 0.14% +0.01
SPTM SS SPDR P S&P 1500 Comp ETF Add +0.1% 0.20% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.7% 0.05% +0.00
NVDA Nvidia Corp. Add +3.3% 0.08% +0.00
EEM iShares MSCI Emerging Market Add +0.0% 0.06% +0.00
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +0.7% 0.05% +0.00
ETN Eaton Corp. PLC Add +0.3% 0.05% +0.00
DFAS Dimensional US Small Cap ETF Add +1.1% 0.07% +0.00
HBAN Huntington Bancshares Inc. Add +4.8% 0.03% +0.00
AMZN Amazon.com Inc. Add +0.5% 0.06% +0.00
DFAU Dimensional US Core Equity M Add +0.2% 0.03% +0.00
BBRE JPM Betabldrs MSCI US REIT Add +1.6% 0.05% +0.00
EFG iShares MSCI Eafe Growth ETF Add +1.3% 0.07% +0.00
VFH Vanguard Financials ETF Add +3.7% 0.04% +0.00
VHT Vanguard Health Care ETF Add +3.1% 0.04% +0.00
VCR Vanguard Consumer Discre ETF Add +2.0% 0.04% 0.00
USRT iShares Core US REIT ETF Add +0.1% 0.15% −0.00
JPM JPMorgan Chase & Co. Add +0.9% 0.08% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.1% 0.03% −0.00
RSP Invesco S&P 500 Equal Weight Add +0.3% 0.06% −0.00
HD Home Depot Inc. Add +1.7% 0.05% −0.00
MPC Marathon Petroleum Corp. Add +0.3% 0.03% −0.00
IVE iShares S&P 500 Value ETF Add +0.3% 0.05% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 120$846.1MSPYM, SPDW, SPMD, JBND, HELO
Q1 2026 108$751.9MSPYM, SPDW, JBND, HELO, SPMD
Q4 2025 107$750.1MSPYM, SPDW, JBND, HELO, JPST
Q3 2025 99$668.6MSPYM, SPDW, SPMD, JPST, HELO
Q2 2025 97$605.8MSPYM, SPDW, JPST, SPMD, HELO
Q1 2025 89$517.6MSPYM, SPDW, JPST, HELO, SPMD
Q4 2024 83$554.9MSPYM, SPDW, JPST, HELO, SPMD
Q3 2024 83$529.3MSPYM, SPDW, JPST, SPMD, HELO
Q2 2024 75$476.7MSPYM, SPDW, JPST, SPMD, HELO
Q1 2024 68$470.6MSPYM, SPDW, JPST, SPMD, SPSM