Holders — by stockHoldings — by fund
Peterson Wealth Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001713558
$846.1M
disclosed book value
120
positions
25.5%
largest position share
Positions, as of 2026-06-30
top 100 of 120 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 2.5M | $216.1M | 25.5% |
| 2 | SPDWSPDR INDEX SHS FDS | 2.0M | $99.4M | 11.8% |
| 3 | SPMDSPDR SERIES TRUST | 748,284 | $50.6M | 6% |
| 4 | JBNDJ P MORGAN EXCHANGE TRADED F | 930,053 | $49.8M | 5.9% |
| 5 | HELOJ P MORGAN EXCHANGE TRADED F | 732,936 | $49.5M | 5.9% |
| 6 | JPSTJ P MORGAN EXCHANGE TRADED F | 866,882 | $43.8M | 5.2% |
| 7 | SPSMSPDR SERIES TRUST | 667,839 | $38.5M | 4.6% |
| 8 | DFEMDIMENSIONAL ETF TRUST | 721,033 | $29.3M | 3.5% |
| 9 | CLIPGLOBAL X FDS | 246,852 | $24.8M | 2.9% |
| 10 | JCPBJ P MORGAN EXCHANGE TRADED F | 468,994 | $22.0M | 2.6% |
| 11 | BOXXEA SERIES TRUST | 167,468 | $19.6M | 2.3% |
| 12 | JPIEJ P MORGAN EXCHANGE TRADED F | 414,634 | $19.1M | 2.3% |
| 13 | VTIVANGUARD INDEX FDS | 48,275 | $17.9M | 2.1% |
| 14 | IVVISHARES TR | 20,944 | $15.7M | 1.9% |
| 15 | SCHOSCHWAB STRATEGIC TR | 487,954 | $11.8M | 1.4% |
| 16 | IDEVISHARES TR | 130,185 | $11.6M | 1.4% |
| 17 | VNQVANGUARD INDEX FDS | 101,806 | $9.8M | 1.2% |
| 18 | JPIBJ P MORGAN EXCHANGE TRADED F | 198,525 | $9.6M | 1.1% |
| 19 | SCHMSCHWAB STRATEGIC TR | 216,238 | $8.0M | 0.9% |
| 20 | VBVANGUARD INDEX FDS | 25,039 | $7.6M | 0.9% |
| 21 | IVWISHARES TR | 49,950 | $6.9M | 0.8% |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 83,042 | $5.9M | 0.7% |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 90,489 | $5.4M | 0.6% |
| 24 | AAPLAPPLE INC | 13,414 | $3.9M | 0.5% |
| 25 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 112,453 | $3.8M | 0.4% |
| 26 | IJRISHARES TR | 21,252 | $3.2M | 0.4% |
| 27 | XOMEXXON MOBIL CORP | 22,644 | $3.1M | 0.4% |
| 28 | FBNDFIDELITY MERRIMACK STR TR | 64,935 | $3.0M | 0.3% |
| 29 | SPEMSPDR INDEX SHS FDS | 47,492 | $2.5M | 0.3% |
| 30 | IJHISHARES TR | 24,906 | $1.9M | 0.2% |
| 31 | JMSTJ P MORGAN EXCHANGE TRADED F | 36,133 | $1.8M | 0.2% |
| 32 | MSFTMICROSOFT CORP | 4,585 | $1.7M | 0.2% |
| 33 | SPTMSPDR SERIES TRUST | 18,655 | $1.7M | 0.2% |
| 34 | VOOVANGUARD INDEX FDS | 2,190 | $1.5M | 0.2% |
| 35 | EFAVISHARES TR | 16,080 | $1.4M | 0.2% |
| 36 | USRTISHARES TR | 18,581 | $1.2M | 0.1% |
| 37 | SCHGSCHWAB STRATEGIC TR | 35,829 | $1.2M | 0.1% |
| 38 | SCHHSCHWAB STRATEGIC TR | 50,779 | $1.2M | 0.1% |
| 39 | EFAISHARES TR | 10,580 | $1.1M | 0.1% |
| 40 | WMTWALMART INC | 9,703 | $1.1M | 0.1% |
| 41 | SCHASCHWAB STRATEGIC TR | 30,233 | $1.1M | 0.1% |
| 42 | ABBVABBVIE INC | 4,279 | $1.1M | 0.1% |
| 43 | TSLATESLA INC | 2,532 | $1.1M | 0.1% |
| 44 | CATCATERPILLAR INC | 922 | $981,966 | 0.1% |
| 45 | IJKISHARES TR | 8,114 | $953,345 | 0.1% |
| 46 | PYLDPIMCO ETF TR | 35,791 | $949,189 | 0.1% |
| 47 | ICSHISHARES TR | 18,734 | $947,541 | 0.1% |
| 48 | QTECFIRST TR EXCHANGE-TRADED FD | 2,761 | $924,132 | 0.1% |
| 49 | VOVANGUARD INDEX FDS | 11,277 | $908,602 | 0.1% |
| 50 | LLYELI LILLY & CO | 755 | $905,788 | 0.1% |
| 51 | INTCINTEL CORP | 6,366 | $888,939 | 0.1% |
| 52 | VGSHVANGUARD SCOTTSDALE FDS | 12,994 | $756,234 | 0.1% |
| 53 | CGMUCAPITAL GRP FIXED INCM ETF T | 25,964 | $713,234 | 0.1% |
| 54 | JMUBJ P MORGAN EXCHANGE TRADED F | 13,780 | $698,011 | 0.1% |
| 55 | JPMJPMORGAN CHASE & CO | 2,110 | $690,724 | 0.1% |
| 56 | IEMGISHARES INC | 8,243 | $682,885 | 0.1% |
| 57 | FHEQFIDELITY GREENWOOD STREET TR | 20,545 | $676,558 | 0.1% |
| 58 | NVDANVIDIA CORPORATION | 3,330 | $666,394 | 0.1% |
| 59 | COSTCOSTCO WHOLESALE CORPORATION | 702 | $656,840 | 0.1% |
| 60 | IUSGISHARES TR | 3,403 | $640,089 | 0.1% |
| 61 | DFASDIMENSIONAL ETF TRUST | 7,023 | $578,234 | 0.1% |
| 62 | FIGBFIDELITY MERRIMACK STR TR | 13,388 | $573,399 | 0.1% |
| 63 | VXUSVANGUARD STAR FDS | 6,639 | $567,568 | 0.1% |
| 64 | METAMETA PLATFORMS INC | 990 | $557,824 | 0.1% |
| 65 | EFGISHARES TR | 4,479 | $557,224 | 0.1% |
| 66 | RSPINVESCO EXCHANGE TRADED FD T | 2,486 | $528,904 | 0.1% |
| 67 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,031 | $515,902 | 0.1% |
| 68 | CGSMCAPITAL GRP FIXED INCM ETF T | 19,311 | $509,517 | 0.1% |
| 69 | AMZNAMAZON COM INC | 2,094 | $499,084 | 0.1% |
| 70 | EEMISHARES TR | 6,937 | $474,539 | 0.1% |
| 71 | HDHOME DEPOT INC | 1,288 | $454,202 | 0.1% |
| 72 | VOTVANGUARD INDEX FDS | 1,478 | $452,772 | 0.1% |
| 73 | VBKVANGUARD INDEX FDS | 1,237 | $452,484 | 0.1% |
| 74 | BBREJ P MORGAN EXCHANGE TRADED F | 4,186 | $449,016 | 0.1% |
| 75 | BAERBRIDGER AEROSPACE GRP HLDGS | 233,323 | $447,980 | 0.1% |
| 76 | ETNEATON CORP PLC | 1,048 | $446,546 | 0.1% |
| 77 | VVVANGUARD INDEX FDS | 1,276 | $438,785 | 0.1% |
| 78 | BKLCBNY MELLON ETF TRUST | 2,928 | $419,846 | 0% |
| 79 | VGTVANGUARD WORLD FD | 3,496 | $417,813 | 0% |
| 80 | VEUVANGUARD INTL EQUITY INDEX F | 4,969 | $416,154 | 0% |
| 81 | CGMSCAPITAL GRP FIXED INCM ETF T | 15,170 | $414,605 | 0% |
| 82 | STXSEAGATE TECHNOLOGY HLDNGS PL | 430 | $414,576 | 0% |
| 83 | AVGOBROADCOM INC | 1,046 | $395,009 | 0% |
| 84 | IVEISHARES TR | 1,721 | $390,748 | 0% |
| 85 | VDEVANGUARD WORLD FD | 2,599 | $390,211 | 0% |
| 86 | GOOGLALPHABET INC | 1,080 | $386,100 | 0% |
| 87 | JMHIJ P MORGAN EXCHANGE TRADED F | 7,311 | $370,169 | 0% |
| 88 | VAWVANGUARD WORLD FD | 1,607 | $367,711 | 0% |
| 89 | CGCPCAPITAL GRP FIXED INCM ETF T | 16,287 | $363,038 | 0% |
| 90 | VPUVANGUARD WORLD FD | 1,854 | $362,973 | 0% |
| 91 | VHTVANGUARD WORLD FD | 1,212 | $362,320 | 0% |
| 92 | VDCVANGUARD WORLD FD | 1,606 | $362,139 | 0% |
| 93 | QQEWFIRST TR EXCHANGE-TRADED FD | 2,190 | $349,545 | 0% |
| 94 | VFHVANGUARD WORLD FD | 2,625 | $345,491 | 0% |
| 95 | VCRVANGUARD WORLD FD | 871 | $345,316 | 0% |
| 96 | CGIBCAPITAL GRP FIXED INCM ETF T | 13,357 | $341,013 | 0% |
| 97 | VOXVANGUARD WORLD FD | 1,767 | $325,045 | 0% |
| 98 | JNJJOHNSON & JOHNSON | 1,225 | $311,125 | 0% |
| 99 | DFAUDIMENSIONAL ETF TRUST | 5,664 | $292,786 | 0% |
| 100 | HBANHUNTINGTON BANCSHARES INC | 15,838 | $280,812 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.