Q2 2026 13F · SEC CIK 1713558

Peterson Wealth Advisors, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $846.1M
Reported positions: 120
Top holdings a year, 3 yrs: +12.1%
Assets under management: $829.7M

Peterson Wealth Advisors, LLC is a wealth manager that reported 120 positions worth $846.1M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Spdr Series Trust (SPLG, 25.5%), SPDR Portfolio Developed World (SPDW, 11.8%), Spdr Series Trust (SPMD, 6.0%). A portfolio copying its top holdings returned 12.1% a year over the last 3 years, against 21.3% for the S&P 500.

Peterson Wealth Advisors, LLC holdings largest 50 of 120 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peterson Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	25.5%	24.5%	2,458,693	+2.3%	$216.1M
SPDWSPDR Portfolio Developed World	11.8%	11.4%	1,973,367	+4.9%	$99.4M
SPMDSpdr Series Trust	6.0%	5.8%	748,284	+2.4%	$50.6M
JBNDJpmorgan Active Bond ETF	5.9%	6.4%	930,053	+4.1%	$49.8M
HELOJ P Morgan Exchange Traded F	5.9%	6.0%	732,936	+3.8%	$49.5M
JPSTJ P Morgan Exchange Traded Fd	5.2%	5.6%	866,882	+3.8%	$43.8M
SPSMSpdr Series Trust	4.6%	4.2%	667,839	+1.9%	$38.5M
DFEMDimensional	3.5%	3.2%	721,033	+3.0%	$29.3M
CLIPGlobal X Fds	2.9%	3.2%	246,852	+3.9%	$24.8M
JCPBJ P Morgan Exchange Traded F	2.6%	2.8%	468,994	+4.1%	$22.0M
BOXXEa Series Trust	2.3%	2.6%	167,468	+0.9%	$19.6M
JPIEJpmorgan Income ETF	2.3%	2.5%	414,634	+2.1%	$19.1M
VTIVanguard Index Fds	2.1%	2.1%	48,275	-1.1%	$17.9M
IVVIshares Core S&p 500 ETF	1.9%	1.9%	20,944	-2.6%	$15.7M
SCHOSchwab Short-Term U.S. Treasury ETF	1.4%	1.5%	487,954	+3.2%	$11.8M
IDEVIshares Tr	1.4%	1.4%	130,185	+0.8%	$11.6M
VNQVanguard Real Estate ETF	1.2%	1.2%	101,806	+1.2%	$9.8M
JPIBJpmorgan International Bond Opportunitie	1.1%	1.2%	198,525	+3.7%	$9.6M
SCHMSchwab Strategic Tr	0.9%	0.9%	216,238	-1.4%	$8.0M
VBVanguard Indx Fd	0.9%	0.9%	25,039	-2.6%	$7.6M
IVWIshares	0.8%	0.7%	49,950	+1.0%	$6.9M
VEAVanguard Tax-Managed Fds	0.7%	0.7%	83,042	-3.4%	$5.9M
VWOVanguard Intl Equity Index F	0.6%	0.7%	90,489	-2.5%	$5.4M
AAPLApple Inc	0.5%	0.5%	13,414	-0.4%	$3.9M
HEQTSimplify Exchange Traded Fun	0.4%	0.5%	112,453	-4.0%	$3.8M
IJRIshares Core S&p Small Cap ETF	0.4%	0.3%	21,252	+4.3%	$3.2M
XOMExxon Mobil Corp	0.4%	0.5%	22,644	-0.2%	$3.1M
FBNDFidelity Merrimack Str Tr	0.3%	0.4%	64,935	-4.6%	$3.0M
SPEMState Street Spdr Portfolio Emerging Mar	0.3%	0.3%	47,492	-1.6%	$2.5M
IJHIshares Tr	0.2%	0.2%	24,906	-5.8%	$1.9M
JMSTJ P Morgan Exchange Traded F	0.2%	0.2%	36,133	+50.6%	$1.8M
MSFTMicrosoft Corp	0.2%	0.2%	4,585	+0.5%	$1.7M
SPTMSpdr Series Trust	0.2%	0.2%	18,655	+0.1%	$1.7M
VOOVanguard S&p 500 ETF	0.2%	0.2%	2,190	-0.7%	$1.5M
EFAVIshares Tr	0.2%	0.2%	16,080	-3.2%	$1.4M
USRTIshares Tr	0.1%	0.1%	18,581	+0.1%	$1.2M
SCHGSchwab U.s. Large-Cap Growth ETF	0.1%	0.1%	35,829	+0.6%	$1.2M
SCHHSchwab Strategic Tr	0.1%	0.2%	50,779	-8.0%	$1.2M
EFAiShs MSCI EAFE	0.1%	0.1%	10,580	-0.5%	$1.1M
WMTWalmart Inc	0.1%	0.2%	9,703	+0.1%	$1.1M
SCHASchwab U.s. Small-Cap ETF	0.1%	0.1%	30,233	-14.3%	$1.1M
ABBVAbbvie Inc	0.1%	0.1%	4,279	-0.3%	$1.1M
TSLATesla Inc Com	0.1%	0.1%	2,532	-0.4%	$1.1M
CATCaterpillar Inc Com	0.1%	—	922	—	$982K
IJKIshares S&p Mid-Cap 400 Growth ETF	0.1%	0.1%	8,114	+6.2%	$953K
PYLDPimco Multisector Bond Active Exchange-T	0.1%	0.1%	35,791	+8.5%	$949K
ICSHIshares Tr	0.1%	0.1%	18,734	-10.4%	$948K
QTECFirst Trust Nasdaq-100 Technology Index	0.1%	—	2,761	—	$924K
VOVanguard Index Fds	0.1%	0.1%	11,277	+300.3%	$909K
LLYLilly Eli & Co	0.1%	—	755	—	$906K

What Peterson Wealth Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.0% /yr; S&P 500 +23.4%
3 years: +12.1% /yr; S&P 500 +21.3%
5 years: +5.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$846.1M	120
Q1 2026	$751.9M	108
Q4 2025	$750.1M	107
Q3 2025	$668.6M	99
Q2 2025	$605.8M	97
Q1 2025	$517.6M	89
Q4 2024	$554.9M	83
Q3 2024	$529.3M	83
Q2 2024	$476.7M	75
Q1 2024	$470.6M	68
Q4 2023	$421.2M	65
Q3 2023	$372.2M	61

Questions about Peterson Wealth Advisors, LLC's portfolio

What stocks does Peterson Wealth Advisors, LLC own?

Peterson Wealth Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 120 positions worth $846.1M. The largest are Spdr Series Trust (SPLG) at 25.5%, SPDR Portfolio Developed World (SPDW) at 11.8%, Spdr Series Trust (SPMD) at 6.0%, Jpmorgan Active Bond ETF (JBND) at 5.9% and J P Morgan Exchange Traded F (HELO) at 5.9%.

What did Peterson Wealth Advisors, LLC buy last quarter?

In Q2 2026, Peterson Wealth Advisors, LLC added Vanguard Index Fds (VO) (+300.3% shares), J P Morgan Exchange Traded F (JMST) (+50.6% shares) and Pimco Multisector Bond Active Exchange-T (PYLD) (+8.5% shares), compared with its Q1 2026 filing.

What did Peterson Wealth Advisors, LLC sell last quarter?

In Q2 2026, Peterson Wealth Advisors, LLC cut from its top 50 Vanguard Short-Term Treasury ETF Total (VGSH), cut from its top 50 Capital Grp Fixed Incm ETF T (CGMU), cut from its top 50 J P Morgan Exchange Traded F (JMUB), Schwab U.s. Small-Cap ETF (SCHA) (-14.3% shares), Ishares Tr (ICSH) (-10.4% shares) and Schwab Strategic Tr (SCHH) (-8.0% shares), compared with its Q1 2026 filing.

How has Peterson Wealth Advisors, LLC's portfolio performed?

A portfolio copying Peterson Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.1% a year over the last 3 years, against +21.3% for the S&P 500. Over 1 year: +10.0% against +23.4%. Over 5 years: +5.4% a year against +11.6%.

When is Peterson Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peterson Wealth Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peterson Wealth Advisors, LLC manage?

Peterson Wealth Advisors, LLC reported $829.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $846.1M.