Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peterson Wealth Advisors, LLC (CIK 1713558) reported $751.9M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($184.0M, 24.47%), SPDW ($85.8M, 11.42%), JBND ($48.0M, 6.39%), HELO ($45.1M, 6.00%), SPMD ($43.3M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $184.0M | 24.47% | 2.4M | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $85.8M | 11.42% | 1.9M | Added |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $48.0M | 6.39% | 893,551 | Added |
| 4 | HELO | J P MORGAN EXCHANGE TRADED F | $45.1M | 6.00% | 706,317 | Added |
| 5 | SPMD | SPDR SERIES TRUST | $43.3M | 5.76% | 730,796 | Trimmed |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $42.3M | 5.62% | 835,319 | Trimmed |
| 7 | SPSM | SPDR SERIES TRUST | $31.7M | 4.21% | 655,147 | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $24.2M | 3.22% | 700,249 | Trimmed |
| 9 | CLIP | GLOBAL X FDS | $23.8M | 3.17% | 237,507 | Trimmed |
| 10 | JCPB | J P MORGAN EXCHANGE TRADED F | $21.2M | 2.82% | 450,648 | Added |
| 11 | BOXX | EA SERIES TRUST | $19.3M | 2.57% | 165,908 | Added |
| 12 | JPIE | J P MORGAN EXCHANGE TRADED F | $18.7M | 2.49% | 406,200 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $15.7M | 2.08% | 48,800 | Trimmed |
| 14 | IVV | ISHARES TR | $14.0M | 1.87% | 21,495 | Trimmed |
| 15 | SCHO | SCHWAB STRATEGIC TR | $11.5M | 1.53% | 472,888 | Trimmed |
| 16 | IDEV | ISHARES TR | $10.8M | 1.44% | 129,193 | Trimmed |
| 17 | JPIB | J P MORGAN EXCHANGE TRADED F | $9.2M | 1.22% | 191,457 | Added |
| 18 | VNQ | VANGUARD INDEX FDS | $8.9M | 1.19% | 100,600 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $6.7M | 0.90% | 25,712 | Trimmed |
| 20 | SCHM | SCHWAB STRATEGIC TR | $6.8M | 0.90% | 219,294 | Trimmed |
| 21 | IVW | ISHARES TR | $5.6M | 0.74% | 49,468 | Added |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $5.5M | 0.73% | 85,944 | Trimmed |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $5.0M | 0.67% | 92,840 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $3.8M | 0.51% | 22,689 | Added |
| 25 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | $3.7M | 0.49% | 117,132 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31