Peterson Wealth Advisors, LLC
109 holdingsFiling period: 2026-03-31Current AUM: $821.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.40M | $184.0M | $211.3M | 25.73% | +105.6K | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.88M | $85.8M | $94.1M | 11.47% | +252.5K | 2026-03-31 |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 893.6K | $48.0M | $47.1M | 5.73% | +15.3K | 2026-03-31 |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | 706.3K | $45.1M | $48.3M | 5.89% | +21.8K | 2026-03-31 |
| 5 | SPMD | SPDR SERIES TRUST | 730.8K | $43.3M | $48.2M | 5.87% | -4,750 | 2026-03-31 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 835.3K | $42.3M | $42.2M | 5.14% | -44,414 | 2026-03-31 |
| 7 | SPSM | SPDR SERIES TRUST | 655.1K | $31.7M | $37.1M | 4.51% | -63,708 | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 700.2K | $24.2M | $26.4M | 3.22% | -10,412 | 2026-03-31 |
| 9 | CLIP | GLOBAL X FDS | 237.5K | $23.8M | $23.8M | 2.90% | -6,697 | 2026-03-31 |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | 450.6K | $21.2M | $20.8M | 2.53% | +7.1K | 2026-03-31 |
| 11 | BOXX | EA SERIES TRUST | 165.9K | $19.3M | $19.5M | 2.38% | +23.6K | 2026-03-31 |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | 406.2K | $18.7M | $18.6M | 2.27% | +15.6K | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 48.8K | $15.7M | $18.0M | 2.19% | -1,170 | 2026-03-31 |
| 14 | IVV | ISHARES TR | 21.5K | $14.0M | $16.1M | 1.96% | -3,186 | 2026-03-31 |
| 15 | SCHO | SCHWAB STRATEGIC TR | 472.9K | $11.5M | $11.4M | 1.39% | -9,062 | 2026-03-31 |
| 16 | IDEV | ISHARES TR | 129.2K | $10.8M | $11.7M | 1.42% | -6,651 | 2026-03-31 |
| 17 | JPIB | J P MORGAN EXCHANGE TRADED F | 191.5K | $9.2M | $9.2M | 1.12% | +8.3K | 2026-03-31 |
| 18 | VNQ | VANGUARD INDEX FDS | 100.6K | $8.9M | $10.0M | 1.21% | -24,632 | 2026-03-31 |
| 19 | SCHM | SCHWAB STRATEGIC TR | 219.3K | $6.8M | $7.6M | 0.93% | -15,013 | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 25.7K | $6.7M | $7.6M | 0.92% | -1,173 | 2026-03-31 |
| 21 | IVW | ISHARES TR | 49.5K | $5.6M | $6.7M | 0.81% | +25 | 2026-03-31 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 85.9K | $5.5M | $6.1M | 0.74% | -5,866 | 2026-03-31 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 92.8K | $5.0M | $5.5M | 0.66% | -5,721 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 22.7K | $3.8M | $3.5M | 0.43% | +68 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 22.7K | $3.8M | $3.5M | 0.43% | +68 | 2026-03-31 |
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