EdgeMarket › What Peterson Wealth Advisors, Llc reported owning
What Peterson Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
751.9MPositions
108Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPYM State Street SPDR Portfolio S&P 500 ETF | 184.0M | 24.5% | 2.4M | 90.13 | +20.1% |
| SPDW State Street SPDR Portfolio Developed World ex | 85.8M | 11.4% | 1.9M | 52.02 | +24.4% |
| JBND JPMorgan Active Bond ETF | 48.0M | 6.4% | 893.6K | 52.65 | -1.7% |
| HELO JPMorgan Hedged Equity Laddered Overlay ETF | 45.1M | 6.0% | 706.3K | 69.41 | +8.7% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 43.3M | 5.8% | 730.8K | 67.27 | +20.8% |
| JPST JPMorgan Ultra-Short Income ETF | 42.3M | 5.6% | 835.3K | 50.53 | -0.3% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 31.7M | 4.2% | 655.1K | 57.28 | +28.7% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 24.2M | 3.2% | 700.2K | 39.93 | +29.9% |
| CLIP Global X 1-3 Month T-Bill ETF | 23.8M | 3.2% | 237.5K | 100.29 | +0.0% |
| JCPB JPMorgan Core Plus Bond ETF | 21.2M | 2.8% | 450.6K | 46.16 | -1.8% |
| BOXX Alpha Architect 1-3 Month Box ETF | 19.3M | 2.6% | 165.9K | 117.96 | +4.1% |
| JPIE JPMorgan Income ETF | 18.7M | 2.5% | 406.2K | 45.85 | -1.1% |
| VTI Vanguard Morningstar Total Stock Market ETF | 15.7M | 2.1% | 48.8K | 378.24 | +20.5% |
| IVV iShares Core S&P 500 ETF | 14.0M | 1.9% | 21.5K | 769.31 | +20.0% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 11.5M | 1.5% | 472.9K | 24.10 | -1.0% |
| IDEV iShares Core MSCI International Developed Mark | 10.8M | 1.4% | 129.2K | 93.31 | +18.6% |
| JPIB JPMorgan International Bond Opportunities ETF | 9.2M | 1.2% | 191.5K | 47.86 | -1.8% |
| VNQ Vanguard Real Estate ETF | 8.9M | 1.2% | 100.6K | 98.50 | +8.6% |
| SCHM Schwab U.S. Mid Cap ETF | 6.8M | 0.9% | 219.3K | 36.16 | +25.4% |
| VB Vanguard Morningstar Small-Cap ETF | 6.7M | 0.9% | 25.7K | 304.76 | +24.4% |
| IVW iShares S&P 500 Growth ETF | 5.6M | 0.7% | 49.5K | 138.83 | +22.2% |
| VEA Vanguard FTSE Developed Markets ETF | 5.5M | 0.7% | 85.9K | 73.42 | +24.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 5.0M | 0.7% | 92.8K | 60.45 | +17.7% |
| XOM ExxonMobil Holdings Corp | 3.8M | 0.5% | 22.7K | 165.11 | +52.1% |
| HEQT Simplify Hedged Equity ETF | 3.7M | 0.5% | 117.1K | 34.30 | +12.0% |
| AAPL Apple Inc. | 3.4M | 0.5% | 13.5K | 309.35 | +36.9% |
| FBND Fidelity Total Bond ETF | 3.1M | 0.4% | 68.0K | 44.90 | -2.1% |
| IJR iShares Core S&P Small-Cap ETF | 2.5M | 0.3% | 20.4K | 147.31 | +29.0% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 2.3M | 0.3% | 48.3K | 52.38 | +18.1% |
| IJH iShares Core S&P Mid-Cap ETF | 1.8M | 0.2% | 26.4K | 76.77 | +20.8% |
| MSFT MICROSOFT CORP | 1.7M | 0.2% | 4.6K | 483.24 | -4.4% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 1.5M | 0.2% | 16.6K | 94.63 | +9.7% |
| SPTM State Street SPDR Portfolio S&P 1500 Composite | 1.5M | 0.2% | 18.6K | 92.94 | +20.2% |
| VOO Vanguard S&P 500 ETF | 1.3M | 0.2% | 2.2K | 703.71 | +20.0% |
| JMST JPMorgan Ultra-Short Municipal Income ETF | 1.2M | 0.2% | 24.0K | 50.92 | -0.1% |
| WMT Walmart Inc. | 1.2M | 0.2% | 9.7K | 103.70 | +1.1% |
| SCHH Schwab U.S. REIT ETF | 1.2M | 0.2% | 55.2K | 24.04 | +12.9% |
| USRT iShares Core U.S. REIT ETF | 1.1M | 0.1% | 18.6K | 67.12 | +17.3% |
| ICSH iShares Ultra Short Duration Bond Active ETF | 1.1M | 0.1% | 20.9K | 50.53 | -0.3% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 1.0M | 0.1% | 35.6K | 35.32 | +17.3% |
| EFA iShares MSCI EAFE ETF | 1.0M | 0.1% | 10.6K | 108.24 | +17.1% |
| SCHA Schwab U.S. Small-Cap ETF | 1.0M | 0.1% | 35.3K | 34.83 | +32.4% |
| TSLA Tesla, Inc. | 944.6K | 0.1% | 2.5K | 362.86 | +12.0% |
| ABBV AbbVie Inc. | 933.7K | 0.1% | 4.3K | 264.96 | +26.7% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 864.3K | 0.1% | 33.0K | 26.16 | -1.4% |
| VO Vanguard Morningstar Mid-Cap ETF | 809.0K | 0.1% | 2.8K | 82.97 | +15.9% |
| VGSH Vanguard Short-Term Treasury ETF | 788.7K | 0.1% | 13.5K | 58.13 | -0.9% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 768.7K | 0.1% | 7.6K | 115.45 | +24.2% |
| CGMU Capital Group Municipal Income ETF | 705.3K | 0.1% | 26.0K | 27.09 | +1.0% |
| JMUB JPMorgan Municipal ETF | 691.9K | 0.1% | 13.8K | 49.69 | +0.5% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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