Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $216M | 25.5% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $99.4M | 11.8% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $50.6M | 6.0% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $49.8M | 5.9% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $49.5M | 5.9% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $43.8M | 5.2% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $38.5M | 4.6% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $29.3M | 3.5% |
| Global X Fds1 3 MO T BI ET | 1 3 MO T BI ET | $24.8M | 2.9% |
| J P Morgan Exchange Traded FCORE PLUS BD ETF | CORE PLUS BD ETF | $22M | 2.6% |
| EA Series TrustALPHA ARCH 1-3 | ALPHA ARCH 1-3 | $19.6M | 2.3% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $19.1M | 2.3% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $17.9M | 2.1% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $15.7M | 1.9% |
| Schwab Strategic TRSHT TM US TRES | SHT TM US TRES | $11.8M | 1.4% |
| iShares TRCORE MSCI INTL | CORE MSCI INTL | $11.6M | 1.4% |
| Vanguard Index FdsREAL ESTATE ETF | REAL ESTATE ETF | $9.82M | 1.2% |
| J P Morgan Exchange Traded FINTL BD OPP ETF | INTL BD OPP ETF | $9.6M | 1.1% |
| Schwab Strategic TRUS MID-CAP ETF | US MID-CAP ETF | $7.97M | 0.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $7.59M | 0.9% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $6.87M | 0.8% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $5.92M | 0.7% |
| Vanguard Intl Equity Index FFTSE EMR MKT ETF | FTSE EMR MKT ETF | $5.4M | 0.6% |
| Apple Inc.COM | COM | $3.88M | 0.5% |
| Simplify Exchange Traded FunHEDGED EQUITY | HEDGED EQUITY | $3.77M | 0.4% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $3.15M | 0.4% |
| Exxon Mobil Corp.COM | COM | $3.1M | 0.4% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $2.95M | 0.3% |
| SPDR Index Shs FdsST PORT MARK ETF | ST PORT MARK ETF | $2.46M | 0.3% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.92M | 0.2% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $1.84M | 0.2% |
| Microsoft Corp.COM | COM | $1.71M | 0.2% |
| SPDR Series TrustST STR PR SP1500 | ST STR PR SP1500 | $1.69M | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.5M | 0.2% |
| iShares TRMSCI EAFE MIN VL | MSCI EAFE MIN VL | $1.41M | 0.2% |
| iShares TRCRE U S REIT ETF | CRE U S REIT ETF | $1.23M | 0.1% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $1.21M | 0.1% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $1.2M | 0.1% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $1.1M | 0.1% |
| Walmart Inc.COM | COM | $1.1M | 0.1% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $1.09M | 0.1% |
| Abbvie Inc.COM | COM | $1.08M | 0.1% |
| Tesla Inc.COM | COM | $1.06M | 0.1% |
| Caterpillar Inc.COM | COM | $982K | 0.1% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $953K | 0.1% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $949K | 0.1% |
| iShares TRULTRA SHORT DUR | ULTRA SHORT DUR | $948K | 0.1% |
| First TR Exchange-traded FDSHS | SHS | $924K | 0.1% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $909K | 0.1% |
| Eli Lilly & COCOM | COM | $906K | 0.1% |
SPDR Series TrustST STR P500ETF$216M
- Class
- ST STR P500ETF
- Share
- 25.5%
SPDR Index Shs FdsST STR PO EX ETF$99.4M
- Class
- ST STR PO EX ETF
- Share
- 11.8%
SPDR Series TrustST STR P400MID$50.6M
- Class
- ST STR P400MID
- Share
- 6.0%
J P Morgan Exchange Traded FACTIVE BOND ETF$49.8M
- Class
- ACTIVE BOND ETF
- Share
- 5.9%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$49.5M
- Class
- HEDG EQU LAD ETF
- Share
- 5.9%
J P Morgan Exchange Traded FULTRA SHRT ETF$43.8M
- Class
- ULTRA SHRT ETF
- Share
- 5.2%
SPDR Series TrustST STR SP600 SML$38.5M
- Class
- ST STR SP600 SML
- Share
- 4.6%
Dimensional ETF TrustEMERGING MKTS CO$29.3M
- Class
- EMERGING MKTS CO
- Share
- 3.5%
Global X Fds1 3 MO T BI ET$24.8M
- Class
- 1 3 MO T BI ET
- Share
- 2.9%
J P Morgan Exchange Traded FCORE PLUS BD ETF$22M
- Class
- CORE PLUS BD ETF
- Share
- 2.6%
EA Series TrustALPHA ARCH 1-3$19.6M
- Class
- ALPHA ARCH 1-3
- Share
- 2.3%
J P Morgan Exchange Traded FINCOME ETF$19.1M
- Class
- INCOME ETF
- Share
- 2.3%
Vanguard Index FdsTOTAL STK MKT$17.9M
- Class
- TOTAL STK MKT
- Share
- 2.1%
iShares TRCORE S&P500 ETF$15.7M
- Class
- CORE S&P500 ETF
- Share
- 1.9%
Schwab Strategic TRSHT TM US TRES$11.8M
- Class
- SHT TM US TRES
- Share
- 1.4%
iShares TRCORE MSCI INTL$11.6M
- Class
- CORE MSCI INTL
- Share
- 1.4%
Vanguard Index FdsREAL ESTATE ETF$9.82M
- Class
- REAL ESTATE ETF
- Share
- 1.2%
J P Morgan Exchange Traded FINTL BD OPP ETF$9.6M
- Class
- INTL BD OPP ETF
- Share
- 1.1%
Schwab Strategic TRUS MID-CAP ETF$7.97M
- Class
- US MID-CAP ETF
- Share
- 0.9%
Vanguard Index FdsSMALL CP ETF$7.59M
- Class
- SMALL CP ETF
- Share
- 0.9%
iShares TRS&P 500 GRWT ETF$6.87M
- Class
- S&P 500 GRWT ETF
- Share
- 0.8%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$5.92M
- Class
- VAN FTSE DEV MKT
- Share
- 0.7%
Vanguard Intl Equity Index FFTSE EMR MKT ETF$5.4M
- Class
- FTSE EMR MKT ETF
- Share
- 0.6%
Apple Inc.COM$3.88M
- Class
- COM
- Share
- 0.5%
Simplify Exchange Traded FunHEDGED EQUITY$3.77M
- Class
- HEDGED EQUITY
- Share
- 0.4%
iShares TRCORE S&P SCP ETF$3.15M
- Class
- CORE S&P SCP ETF
- Share
- 0.4%
Exxon Mobil Corp.COM$3.1M
- Class
- COM
- Share
- 0.4%
Fidelity Merrimack Str TRTOTAL BD ETF$2.95M
- Class
- TOTAL BD ETF
- Share
- 0.3%
SPDR Index Shs FdsST PORT MARK ETF$2.46M
- Class
- ST PORT MARK ETF
- Share
- 0.3%
iShares TRCORE S&P MCP ETF$1.92M
- Class
- CORE S&P MCP ETF
- Share
- 0.2%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$1.84M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.2%
Microsoft Corp.COM$1.71M
- Class
- COM
- Share
- 0.2%
SPDR Series TrustST STR PR SP1500$1.69M
- Class
- ST STR PR SP1500
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$1.5M
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
iShares TRMSCI EAFE MIN VL$1.41M
- Class
- MSCI EAFE MIN VL
- Share
- 0.2%
iShares TRCRE U S REIT ETF$1.23M
- Class
- CRE U S REIT ETF
- Share
- 0.1%
Schwab Strategic TRUS LCAP GR ETF$1.21M
- Class
- US LCAP GR ETF
- Share
- 0.1%
Schwab Strategic TRUS REIT ETF$1.2M
- Class
- US REIT ETF
- Share
- 0.1%
iShares TRMSCI EAFE ETF$1.1M
- Class
- MSCI EAFE ETF
- Share
- 0.1%
Walmart Inc.COM$1.1M
- Class
- COM
- Share
- 0.1%
Schwab Strategic TRUS SML CAP ETF$1.09M
- Class
- US SML CAP ETF
- Share
- 0.1%
Abbvie Inc.COM$1.08M
- Class
- COM
- Share
- 0.1%
Tesla Inc.COM$1.06M
- Class
- COM
- Share
- 0.1%
Caterpillar Inc.COM$982K
- Class
- COM
- Share
- 0.1%
iShares TRS&P MC 400GR ETF$953K
- Class
- S&P MC 400GR ETF
- Share
- 0.1%
Pimco ETF TRMULTISECTOR BD$949K
- Class
- MULTISECTOR BD
- Share
- 0.1%
iShares TRULTRA SHORT DUR$948K
- Class
- ULTRA SHORT DUR
- Share
- 0.1%
First TR Exchange-traded FDSHS$924K
- Class
- SHS
- Share
- 0.1%
Vanguard Index FdsMID CAP ETF$909K
- Class
- MID CAP ETF
- Share
- 0.1%
Eli Lilly & COCOM$906K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 120 positions by value, with holdings of the same security combined. The 120 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1713558
- File number
- 028-18697
- Options
- 0 call, 0 put
- In the 25 largest
- 92.2%
- Prior quarter
- $752M at 31 March 2026
- Positions opened
- 12
- Positions closed
- 0
Common questions
What are Peterson Wealth Advisors’ 13F holdings worth?
$846 million across 120 positions for the quarter ended 30 June 2026.
What is Peterson Wealth Advisors’ largest 13F holding?
SPDR SERIES TRUST (ST STR P500ETF) was the largest position at $216 million, or 25.5% of reported 13F value, as of 30 June 2026.
How concentrated is Peterson Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 73.7% of reported value and the twenty-five largest for 92.2%, across 120 positions as of 30 June 2026.
Does Form 13F show everything Peterson Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Peterson Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.