CIK 1713558
Peterson Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
107
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 107
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 2.3M | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 1.6M | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 878K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 685K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 880K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 736K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 719K | $1M+ | SH |
| CLIP | GLOBAL X FDS | 244K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 711K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 444K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 391K | $1M+ | SH |
| IVV | ISHARES TR | 25K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 50K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 142K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 482K | $1M+ | SH |
| IDEV | ISHARES TR | 136K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 125K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 183K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 234K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| IVW | ISHARES TR | 49K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 92K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 99K | $1M+ | SH |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | 128K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 88K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 23K | $1M+ | SH |
| IJR | ISHARES TR | 20K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 47K | $1M+ | SH |
| ICSH | ISHARES TR | 44K | $1M+ | SH |
| IJH | ISHARES TR | 27K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 19K | $1M+ | SH |
| EFAV | ISHARES TR | 16K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |
| SCHH | SCHWAB STRATEGIC TR | 58K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 35K | $1M+ | SH |
| USRT | ISHARES TR | 20K | $1M+ | SH |
| WMT | WALMART INC | 10K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 36K | $1M+ | SH |
| FHEQ | FIDELITY GREENWOOD STREET TR | 32K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| EFA | ISHARES TR | 10K | $500K+ | SH |
| LLY | ELI LILLY & CO | 865 | $500K+ | SH |
| PYLD | PIMCO ETF TR | 33K | $500K+ | SH |
| VXUS | VANGUARD STAR FDS | 12K | $500K+ | SH |
| VGSH | VANGUARD SCOTTSDALE FDS | 14K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |