Peterson Wealth Advisors, LLC

Est. AUM

$751.9M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$184.0M	2403354	24.47%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$85.8M	1880432	11.42%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$48.0M	893551	6.39%	SOLE
4	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$45.1M	706317	6.00%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$43.3M	730796	5.76%	SOLE
6	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$42.3M	835319	5.62%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$31.7M	655147	4.21%	SOLE
8	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$24.2M	700249	3.22%	SOLE
9	GLOBAL X FDS	1-3 MONTH T-BILL	$23.8M	237507	3.17%	SOLE
10	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$21.2M	450648	2.82%	SOLE
11	EA SERIES TRUST	ALPHA ARCH 1-3	$19.3M	165908	2.57%	SOLE
12	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$18.7M	406200	2.49%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$15.7M	48800	2.08%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$14.0M	21495	1.87%	SOLE
15	SCHWAB STRATEGIC TR	SHT TM US TRES	$11.5M	472888	1.53%	SOLE
16	ISHARES TR	CORE MSCI INTL	$10.8M	129193	1.44%	SOLE
17	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$9.2M	191457	1.22%	SOLE
18	VANGUARD INDEX FDS	REAL ESTATE ETF	$8.9M	100600	1.19%	SOLE
19	SCHWAB STRATEGIC TR	US MID-CAP ETF	$6.8M	219294	0.90%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$6.7M	25712	0.90%	SOLE
21	ISHARES TR	S&P 500 GRWT ETF	$5.6M	49468	0.74%	SOLE
22	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.5M	85944	0.73%	SOLE
23	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$5.0M	92840	0.67%	SOLE
24	EXXON MOBIL CORP	COM	$3.8M	22689	0.51%	SOLE
25	SIMPLIFY EXCHANGE TRADED FUN	HEDGED EQUITY	$3.7M	117132	0.49%	SOLE
26	APPLE INC	COM	$3.4M	13472	0.45%	SOLE
27	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$3.1M	68049	0.41%	SOLE
28	ISHARES TR	CORE S&P SCP ETF	$2.5M	20385	0.34%	SOLE
29	SPDR INDEX SHS FDS	STATE STREET SPD	$2.3M	48272	0.30%	SOLE
30	ISHARES TR	CORE S&P MCP ETF	$1.8M	26433	0.24%	SOLE
31	MICROSOFT CORP	COM	$1.7M	4560	0.22%	SOLE
32	ISHARES TR	MSCI EAFE MIN VL	$1.5M	16616	0.20%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	18633	0.20%	SOLE
34	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2205	0.18%	SOLE
35	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$1.2M	23991	0.16%	SOLE
36	WALMART INC	COM	$1.2M	9694	0.16%	SOLE
37	SCHWAB STRATEGIC TR	US REIT ETF	$1.2M	55173	0.16%	SOLE
38	ISHARES TR	CRE U S REIT ETF	$1.1M	18559	0.15%	SOLE
39	ISHARES TR	ULTRA SHORT DUR	$1.1M	20906	0.14%	SOLE
40	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.0M	35598	0.14%	SOLE
41	ISHARES TR	MSCI EAFE ETF	$1.0M	10636	0.14%	SOLE
42	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.0M	35272	0.14%	SOLE
43	TESLA INC	COM	$945K	2541	0.13%	SOLE
44	ABBVIE INC	COM	$934K	4293	0.12%	SOLE
45	PIMCO ETF TR	MULTISECTOR BD	$864K	32990	0.11%	SOLE
46	VANGUARD INDEX FDS	MID CAP ETF	$809K	2817	0.11%	SOLE
47	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$789K	13473	0.10%	SOLE
48	ISHARES TR	S&P MC 400GR ETF	$769K	7640	0.10%	SOLE
49	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$705K	25977	0.09%	SOLE
50	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$692K	13840	0.09%	SOLE

1–50 of 108

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.