Peterson Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Peterson Wealth Advisors, LLC 13F Holdings
CIK 0001713558 · Orem, UT
As of Sep 30, 2025, Peterson Wealth Advisors, LLC reported
99 positions worth $668.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 2,300,034 |
|
81.1M27.08% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 1,615,275 | $69.9M | 10.46% |
| SS SPDR P S&P 400 MIDCAP ETF | SPMD | — | 733,679 | $41.9M | 6.27% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 816,067 | $41.3M | 6.18% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 630,253 | $41.0M | 6.13% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 729,139 | $33.6M | 5.03% |
| GLOBAL X 1-3 MONTH T-BILL ETF | CLIP | — | 222,830 | $22.3M | 3.34% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 389,503 |
8.5M | 2.76% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 52,532 |
7.3M | 2.59% |
| ISHARES CORE S&P 500 ETF | IVV | — | 25,018 |
6.8M | 2.52% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 139,422 |
5.9M | 2.38% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 281,646 |
5.2M | 2.28% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 140,373 |
1.4M | 1.70% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 118,582 |
0.7M | 1.60% |
| SCHWAB SHORT-TERM US TREASURY ETF | SCHO | — | 424,359 |
0.3M | 1.55% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 180,705 | $8.8M | 1.32% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 27,709 | $7.1M | 1.06% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 234,485 | $7.0M | 1.04% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 211,327 | $6.8M | 1.02% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 50,080 | $6.1M | 0.91% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 98,063 | $5.9M | 0.89% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 104,017 | $5.7M | 0.85% |
| SIMPLIFY EXCHANGE TRADED FUN | — | — | 140,132 | $4.4M | 0.66% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 53,561 | $4.3M | 0.65% |
| FIDELITY TOTAL BOND ETF | FBND | — | 92,718 | $4.3M | 0.64% |