Universe · entity
Peterson Wealth Advisors, LLC
Institutional manager (13F) · CIK 1713558
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $729M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $184M | 2,403,354 |
| 2 | SPDR INDEX SHS FDS | $86M | 1,880,432 |
| 3 | J P MORGAN EXCHANGE TRADED F | $48M | 893,551 |
| 4 | J P MORGAN EXCHANGE TRADED F | $45M | 706,317 |
| 5 | SPDR SERIES TRUST | $43M | 730,796 |
| 6 | J P MORGAN EXCHANGE TRADED F | $42M | 835,319 |
| 7 | SPDR SERIES TRUST | $32M | 655,147 |
| 8 | DIMENSIONAL ETF TRUST | $24M | 700,249 |
| 9 | GLOBAL X FDS | $24M | 237,507 |
| 10 | J P MORGAN EXCHANGE TRADED F | $21M | 450,648 |
| 11 | EA SERIES TRUST | $19M | 165,908 |
| 12 | J P MORGAN EXCHANGE TRADED F | $19M | 406,200 |
| 13 | VANGUARD INDEX FDS | $16M | 48,800 |
| 14 | ISHARES TR | $14M | 21,495 |
| 15 | SCHWAB STRATEGIC TR | $11M | 472,888 |
| 16 | ISHARES TR | $11M | 129,193 |
| 17 | J P MORGAN EXCHANGE TRADED F | $9M | 191,457 |
| 18 | VANGUARD INDEX FDS | $9M | 100,600 |
| 19 | SCHWAB STRATEGIC TR | $7M | 219,294 |
| 20 | VANGUARD INDEX FDS | $7M | 25,712 |
| 21 | ISHARES TR | $6M | 49,468 |
| 22 | VANGUARD TAX-MANAGED FDS | $6M | 85,944 |
| 23 | VANGUARD INTL EQUITY INDEX F | $5M | 92,840 |
| 24 | EXXON MOBIL CORP | $4M | 22,689 |
| 25 | SIMPLIFY EXCHANGE TRADED FUN | $4M | 117,132 |
| 26 | APPLE INC | $3M | 13,472 |
| 27 | FIDELITY MERRIMACK STR TR | $3M | 68,049 |
| 28 | ISHARES TR | $3M | 20,385 |
| 29 | SPDR INDEX SHS FDS | $2M | 48,272 |
| 30 | ISHARES TR | $2M | 26,433 |
| 31 | MICROSOFT CORP | $2M | 4,560 |
| 32 | ISHARES TR | $2M | 16,616 |
| 33 | SPDR SERIES TRUST | $1M | 18,633 |
| 34 | VANGUARD INDEX FDS | $1M | 2,205 |
| 35 | J P MORGAN EXCHANGE TRADED F | $1M | 23,991 |
| 36 | WALMART INC | $1M | 9,694 |
| 37 | SCHWAB STRATEGIC TR | $1M | 55,173 |
| 38 | ISHARES TR | $1M | 18,559 |
| 39 | ISHARES TR | $1M | 20,906 |
| 40 | SCHWAB STRATEGIC TR | $1M | 35,598 |
| 41 | ISHARES TR | $1M | 10,636 |
| 42 | SCHWAB STRATEGIC TR | $1M | 35,272 |
| 43 | TESLA INC | $945k | 2,541 |
| 44 | ABBVIE INC | $934k | 4,293 |
| 45 | PIMCO ETF TR | $864k | 32,990 |
| 46 | VANGUARD INDEX FDS | $809k | 2,817 |
| 47 | VANGUARD SCOTTSDALE FDS | $789k | 13,473 |
| 48 | ISHARES TR | $769k | 7,640 |
| 49 | CAPITAL GRP FIXED INCM ETF T | $705k | 25,977 |
| 50 | J P MORGAN EXCHANGE TRADED F | $692k | 13,840 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.