Peterson Wealth Advisors, LLC
121 holdingsFiling period: 2026-06-30Current AUM: $845.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 2.46M | $216.1M | $218.6M | 25.85% | +55.3K | 2026-06-30 |
| 2 | SPDW | SPDR INDEX SHS FDS | 1.97M | $99.4M | $100.2M | 11.85% | +92.9K | 2026-06-30 |
| 3 | SPMD | SPDR SERIES TRUST | 748.3K | $50.6M | $48.2M | 5.70% | +17.5K | 2026-06-30 |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 930.1K | $49.8M | $48.2M | 5.70% | +36.5K | 2026-06-30 |
| 5 | HELO | J P MORGAN EXCHANGE TRADED F | 732.9K | $49.5M | $50.4M | 5.96% | +26.6K | 2026-06-30 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | 866.9K | $43.8M | $43.6M | 5.16% | +31.6K | 2026-06-30 |
| 7 | SPSM | SPDR SERIES TRUST | 667.8K | $38.5M | $36.5M | 4.32% | +12.7K | 2026-06-30 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 721.0K | $29.3M | $28.4M | 3.36% | +20.8K | 2026-06-30 |
| 9 | CLIP | GLOBAL X FDS | 246.9K | $24.8M | $24.7M | 2.92% | +9.3K | 2026-06-30 |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | 469.0K | $22.0M | $21.3M | 2.52% | +18.3K | 2026-06-30 |
| 11 | BOXX | EA SERIES TRUST | 167.5K | $19.6M | $19.8M | 2.34% | +1.6K | 2026-06-30 |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | 414.6K | $19.1M | $18.8M | 2.22% | +8.4K | 2026-06-30 |
| 13 | VTI | VANGUARD INDEX FDS | 48.3K | $17.9M | $18.0M | 2.13% | -525 | 2026-06-30 |
| 14 | IVV | ISHARES TR | 20.9K | $15.7M | $15.9M | 1.88% | -551 | 2026-06-30 |
| 15 | SCHO | SCHWAB STRATEGIC TR | 488.0K | $11.8M | $11.7M | 1.38% | +15.1K | 2026-06-30 |
| 16 | IDEV | ISHARES TR | 130.2K | $11.6M | $11.8M | 1.40% | +992 | 2026-06-30 |
| 17 | VNQ | VANGUARD INDEX FDS | 101.8K | $9.8M | $9.6M | 1.13% | +1.2K | 2026-06-30 |
| 18 | JPIB | J P MORGAN EXCHANGE TRADED F | 198.5K | $9.6M | $9.3M | 1.10% | +7.1K | 2026-06-30 |
| 19 | SCHM | SCHWAB STRATEGIC TR | 216.2K | $8.0M | $7.5M | 0.89% | -3,056 | 2026-06-30 |
| 20 | VB | VANGUARD INDEX FDS | 25.0K | $7.6M | $7.3M | 0.86% | -673 | 2026-06-30 |
| 21 | IVW | ISHARES TR | 50.0K | $6.9M | $6.9M | 0.81% | +482 | 2026-06-30 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | 83.0K | $5.9M | $5.9M | 0.70% | -2,902 | 2026-06-30 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | 90.5K | $5.4M | $5.4M | 0.63% | -2,351 | 2026-06-30 |
| 24 | AAPL | APPLE INC | 13.4K | $3.9M | $4.4M | 0.53% | -58 | 2026-06-30 |
| 25 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | 112.5K | $3.8M | $3.8M | 0.45% | -4,679 | 2026-06-30 |
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