Peterson Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Peterson Wealth Advisors, LLCInvestment ActivityPeterson Wealth Advisors, LLC has $751.87 million in total holdings as of March 31, 2026.Peterson Wealth Advisors, LLC owns shares of 108 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 2.44% of the portfolio was sold this quarter.This quarter, Peterson Wealth Advisors, LLC has purchased 107 new stocks and bought additional shares in 45 stocks.Peterson Wealth Advisors, LLC sold shares of 55 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $183,952,713SPDR Portfolio Developed World ex-US ETF $85,841,715J P MORGAN EXCHANGE TRADED F $48,046,240J P MORGAN EXCHANGE TRADED F $45,140,713SPDR Portfolio S&P 400 Mid Cap ETF $43,277,717 Largest New Holdings this Quarter 25434V104 - Dimensional US Core Equity Market ETF $254,973 Holding56585A102 - Marathon Petroleum $219,032 Holding191216100 - CocaCola $205,211 Holding Largest Purchases this Quarter SPDR Portfolio Developed World ex-US ETF 252,527 shares (about $11.53M)SPDR Portfolio S&P 500 ETF 105,611 shares (about $8.08M)Alpha Architect 1-3 Month Box ETF 23,584 shares (about $2.74M)J P MORGAN EXCHANGE TRADED F 21,763 shares (about $1.39M)J P MORGAN EXCHANGE TRADED F 15,263 shares (about $820.69K) Largest Sales this Quarter SPDR Portfolio S&P 600 Small Cap ETF 63,708 shares (about $3.08M)JPMorgan Ultra-Short Income ETF 44,414 shares (about $2.25M)Vanguard Real Estate ETF 24,632 shares (about $2.18M)iShares Core S&P 500 ETF 3,186 shares (about $2.08M)iShares Ultra Short-Term Bond Active ETF 22,922 shares (about $1.16M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeterson Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$183,952,713$8,083,466 â–²4.6%2,403,35424.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$85,841,715$11,527,857 â–²15.5%1,880,43211.4%ETFJ P MORGAN EXCHANGE TRADED F$48,046,240$820,692 â–²1.7%893,5516.4%ACTIVE BOND ETFJ P MORGAN EXCHANGE TRADED F$45,140,713$1,390,873 â–²3.2%706,3176.0%HEDGED EQUITY LASPMDSPDR Portfolio S&P 400 Mid Cap ETF$43,277,717$281,295 â–¼-0.6%730,7965.8%ETFJPSTJPMorgan Ultra-Short Income ETF$42,275,504$2,247,793 â–¼-5.0%835,3195.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$31,656,681$3,078,368 â–¼-8.9%655,1474.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$24,193,603$359,735 â–¼-1.5%700,2493.2%ETFGLOBAL X FDS$23,836,200$672,111 â–¼-2.7%237,5073.2%1-3 MONTH T-BILLJCPBJPMorgan Core Plus Bond ETF$21,216,528$335,398 â–²1.6%450,6482.8%ETFBOXXAlpha Architect 1-3 Month Box ETF$19,293,441$2,742,583 â–²16.6%165,9082.6%ETFJPIEJPMorgan Income ETF$18,713,630$717,863 â–²4.0%406,2002.5%ETFVTIVanguard Total Stock Market ETF$15,655,523$375,348 â–¼-2.3%48,8002.1%ETFIVViShares Core S&P 500 ETF$14,041,024$2,081,168 â–¼-12.9%21,4951.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$11,476,985$219,935 â–¼-1.9%472,8881.5%ETFIDEViShares Core MSCI International Developed Markets ETF$10,796,667$555,824 â–¼-4.9%129,1931.4%ETFJPIBJPMorgan International Bond Opportunities ETF$9,155,485$394,611 â–²4.5%191,4571.2%ETFVNQVanguard Real Estate ETF$8,923,200$2,184,854 â–¼-19.7%100,6001.2%ETFSCHMSchwab U.S. Mid-Cap ETF$6,789,332$464,802 â–¼-6.4%219,2940.9%ETFVBVanguard Small-Cap ETF$6,734,511$307,233 â–¼-4.4%25,7120.9%ETFIVWiShares S&P 500 Growth ETF$5,595,378$2,828 â–²0.1%49,4680.7%ETFVEAVanguard FTSE Developed Markets ETF$5,507,322$375,895 â–¼-6.4%85,9440.7%ETFVWOVanguard FTSE Emerging Markets ETF$5,018,018$309,221 â–¼-5.8%92,8400.7%ETFXOMExxonMobil$3,849,444$11,537 â–²0.3%22,6890.5%EnergyHEQTSimplify Hedged Equity ETF$3,689,653$347,413 â–¼-8.6%117,1320.5%ETFAAPLApple$3,419,099$68,778 â–²2.1%13,4720.5%Computer and TechnologyFBNDFidelity Total Bond ETF$3,104,396$925,311 â–¼-23.0%68,0490.4%ETFIJRiShares Core S&P Small-Cap ETF$2,534,096$1,243 â–¼0.0%20,3850.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$2,264,438$39,264 â–²1.8%48,2720.3%ETFIJHiShares Core S&P Mid-Cap ETF$1,785,047$13,304 â–¼-0.7%26,4330.2%ETFMSFTMicrosoft$1,687,859$15,546 â–¼-0.9%4,5600.2%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$1,518,186$37,096 â–²2.5%16,6160.2%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,473,104$10,989 â–¼-0.7%18,6330.2%ETFVOOVanguard S&P 500 ETF$1,317,364$20,313 â–²1.6%2,2050.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,223,060$70,862 â–¼-5.5%23,9910.2%ETFWALMART INC$1,204,734$23,612 â–¼-1.9%9,6940.2%COMSCHHSchwab U.S. REIT ETF$1,185,678$56,992 â–¼-4.6%55,1730.2%ETFUSRTiShares Core U.S. REIT ETF$1,098,493$76,117 â–¼-6.5%18,5590.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$1,058,268$1,160,319 â–¼-52.3%20,9060.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,036,967$20,886 â–²2.1%35,5980.1%ETFEFAiShares MSCI EAFE ETF$1,033,086$66,049 â–²6.8%10,6360.1%FinanceSCHASchwab US Small-Cap ETF$1,025,719$24,427 â–¼-2.3%35,2720.1%ETFTSLATesla$944,617$7,063 â–¼-0.7%2,5410.1%Auto/Tires/TrucksABBVAbbVie$933,707$2,610 â–²0.3%4,2930.1%MedicalPYLDPIMCO Multi Sector Bond Active ETF$864,334$3,485 â–¼-0.4%32,9900.1%ETFVOVanguard Mid-Cap ETF$808,982$2,010 â–²0.2%2,8170.1%ETFVGSHVanguard Short-Term Treasury ETF$788,701$37,114 â–¼-4.5%13,4730.1%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$768,706$4,427 â–²0.6%7,6400.1%ETFCGMUCapital Group Municipal Income ETF$705,285$4,914 â–²0.7%25,9770.1%ETFJMUBJPMorgan Municipal ETF$691,882$450 â–¼-0.1%13,8400.1%ETFLLYEli Lilly and Company$688,126$107,635 â–¼-13.5%7480.1%MedicalCATCaterpillar$649,461$21,247 â–¼-3.2%9170.1%IndustrialsCOSTCostco Wholesale$646,642$996 â–²0.2%6490.1%Retail/WholesaleFIDELITY GREENWOOD STREET TR$622,163$322,320 â–¼-34.1%21,1480.1%HEDGED EQTY ETFJPMJPMorgan Chase & Co.$615,279$12,647 â–¼-2.0%2,0920.1%FinanceQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$596,304$2,592 â–²0.4%2,7610.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$575,957$4,115 â–¼-0.7%8,2570.1%ETFMETAMeta Platforms$574,714$5,719 â–²1.0%1,0050.1%Computer and TechnologyFIGBFidelity Investment Grade Bond ETF$569,864$7,102 â–²1.3%13,2400.1%ETFNVDANVIDIA$562,188$55,975 â–¼-9.1%3,2240.1%Computer and TechnologyCAPITAL GRP FIXED INCM ETF T$550,820$52,454 â–¼-8.7%20,9600.1%SHORT DURATION MIUSGiShares Core S&P U.S. Growth ETF$527,193$465 â–²0.1%3,3990.1%ManufacturingVXUSVanguard Total International Stock ETF$511,933$390,331 â–¼-43.3%6,6390.1%ETFDFASDimensional U.S. Small Cap ETF$493,924$1,423 â–²0.3%6,9440.1%ETFEFGiShares MSCI EAFE Growth ETF$492,244$8,798 â–²1.8%4,4200.1%ETFBRK.BBerkshire Hathaway$491,180$3,834 â–²0.8%1,0250.1%FinanceRSPInvesco S&P 500 Equal Weight ETF$475,764$2,111 â–²0.4%2,4790.1%ETFVDEVanguard Energy ETF$465,830$2,077 â–²0.4%2,6920.1%ETFBAERBridger Aerospace Group$461,9800.0%233,3230.1%AerospaceAMZNAmazon.com$434,035$38,113 â–¼-8.1%2,0840.1%Retail/WholesaleHDHome Depot$416,861$19,083 â–¼-4.4%1,2670.1%Retail/WholesaleCGMSCapital Group U.S. Multi-Sector Income ETF$416,351$229,579 â–¼-35.5%15,2900.1%ETFBBREJPMorgan BetaBuilders MSCI US REIT ETF$394,363$45,838 â–¼-10.4%4,1210.1%ETFEEMiShares MSCI Emerging Markets ETF$393,8530.0%6,9350.1%FinanceVVVanguard Large-Cap ETF$382,010$897 â–²0.2%1,2780.1%ETFVOTVanguard Mid-Cap Growth ETF$377,800$60,222 â–¼-13.7%1,4680.1%ETFETNEaton$373,826$3,577 â–²1.0%1,0450.0%IndustrialsVEUVanguard FTSE All-World ex-US ETF$373,244$601 â–²0.2%4,9700.0%ETFVBKVanguard Small-Cap Growth ETF$371,334$45,321 â–¼-10.9%1,2290.0%ETFCGCPCapital Group Core Plus Income ETF$369,300$21,111 â–¼-5.4%16,5310.0%ETFVAWVanguard Materials ETF$365,660$1,126 â–²0.3%1,6230.0%ETFVPUVanguard Utilities ETF$364,114$1,981 â–²0.5%1,8380.0%ETFJ P MORGAN EXCHANGE TRADED F$363,532$2,840 â–²0.8%7,2950.0%HIGH YIELD MUNIIVEiShares S&P 500 Value ETF$362,176$36,323 â–¼-9.1%1,7150.0%ETFVDCVanguard Consumer Staples ETF$360,936$1,572 â–²0.4%1,6070.0%ETFVHTVanguard Health Care ETF$320,390$817 â–²0.3%1,1760.0%ETFCAPITAL GRP FIXED INCM ETF T$319,696$7,015 â–¼-2.1%12,6690.0%INTERNATIONAL BDVOXVanguard Communication Services ETF$313,368$540 â–²0.2%1,7420.0%ETFVGTVanguard Information Technology ETF$312,256$697 â–²0.2%4480.0%ETFVCRVanguard Consumer Discretionary ETF$306,749$359 â–²0.1%8540.0%ETFVFHVanguard Financials ETF$305,829$725 â–²0.2%2,5310.0%ETFJNJJohnson & Johnson$296,724$2,933 â–¼-1.0%1,2140.0%MedicalGOOGLAlphabet$292,120$20,126 â–¼-6.4%1,0160.0%Computer and TechnologyRTXRTX$280,350$61,357 â–¼-18.0%1,4530.0%AerospaceAVGOBroadcom$279,920$6,503 â–¼-2.3%9040.0%Computer and TechnologyQQEWFirst Trust NASDAQ-100 Equal Weighted Index Fund$278,0890.0%2,1900.0%ManufacturingSCHFSchwab International Equity ETF$277,920$1,683 â–²0.6%11,2290.0%ETFINTCIntel$275,004$42,892 â–¼-13.5%6,2320.0%Computer and TechnologyDFAUDimensional US Core Equity Market ETF$254,973$254,973 â–²New Holding5,6510.0%ETFHBANHuntington Bancshares$236,450$4,069 â–¼-1.7%15,1090.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
