Peterson Wealth Advisors
$846M 13F equity value
120 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Peterson Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 2,458,693 | $216M | 25.5% |
| SPDW | SPDR INDEX SHS FDS | 1,973,367 | $99M | 11.8% |
| SPMD | SPDR SERIES TRUST | 748,284 | $51M | 6.0% |
| JBND | J P MORGAN EXCHANGE TRADED F | 930,053 | $50M | 5.9% |
| HELO | J P MORGAN EXCHANGE TRADED F | 732,936 | $50M | 5.9% |
| JPST | J P MORGAN EXCHANGE TRADED F | 866,882 | $44M | 5.2% |
| SPSM | SPDR SERIES TRUST | 667,839 | $39M | 4.6% |
| DFEM | DIMENSIONAL ETF TRUST | 721,033 | $29M | 3.5% |
| CLIP | GLOBAL X FDS | 246,852 | $25M | 2.9% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 468,994 | $22M | 2.6% |
Track Peterson Wealth Advisors's 13F portfolio: $846M in reported holdings, 120 positions. Top holdings and quarterly changes on SentiSense.
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