Peterson Wealth Advisors, LLC Q4 2025 Filing
Filed January 9, 2026
Portfolio Value
$750.1M
Holdings
107
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (107 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 2,297,743 | $184.3M | 24.57% | |
| 2 | SPDWSPDR INDEX SHS FDS | 1,627,905 | $72.3M | 9.64% | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 878,288 | $47.5M | 6.33% | |
| 4 | HELOJ P MORGAN EXCHANGE TRADED F | 684,554 | $45.5M | 6.06% | |
| 5 | JPSTJ P MORGAN EXCHANGE TRADED F | 879,733 | $44.5M | 5.93% | |
| 6 | SPMDSPDR SERIES TRUST | 735,546 | $42.6M | 5.68% | |
| 7 | SPSMSPDR SERIES TRUST | 718,855 | $33.7M | 4.49% | |
| 8 | CLIPGLOBAL X FDS | 244,204 | $24.4M | 3.26% | |
| 9 | DFEMDIMENSIONAL ETF TRUST | 710,661 | $23.5M | 3.13% | |
| 10 | JCPBJ P MORGAN EXCHANGE TRADED F | 443,524 | $21.0M | 2.80% | |
| 11 | JPIEJ P MORGAN EXCHANGE TRADED F | 390,618 | $18.1M | 2.41% | |
| 12 | IVVISHARES TR | 24,681 | $16.9M | 2.25% | |
| 13 | VTIVANGUARD INDEX FDS | 49,970 | $16.8M | 2.23% | |
| 14 | BOXXEA SERIES TRUST | 142,324 | $16.4M | 2.18% | |
| 15 | SCHOSCHWAB STRATEGIC TR | 481,950 | $11.7M | 1.57% | |
| 16 | IDEVISHARES TR | 135,844 | $11.2M | 1.49% | |
| 17 | VNQVANGUARD INDEX FDS | 125,232 | $11.1M | 1.48% | |
| 18 | JPIBJ P MORGAN EXCHANGE TRADED F | 183,205 | $8.9M | 1.19% | |
| 19 | SCHMSCHWAB STRATEGIC TR | 234,307 | $7.0M | 0.94% | |
| 20 | VBVANGUARD INDEX FDS | 26,885 | $6.9M | 0.92% | |
| 21 | IVWISHARES TR | 49,443 | $6.1M | 0.81% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 91,810 | $5.7M | 0.76% | |
| 23 | VWOVANGUARD INTL EQUITY INDEX F | 98,561 | $5.3M | 0.71% | |
| 24 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 128,161 | $4.1M | 0.55% | |
| 25 | FBNDFIDELITY MERRIMACK STR TR | 88,332 | $4.1M | 0.54% | |
| 26 | AAPLAPPLE INC | 13,201 | $3.6M | 0.48% | |
| 27 | XOMEXXON MOBIL CORP | 22,621 | $2.7M | 0.36% | |
| 28 | IJRISHARES TR | 20,395 | $2.5M | 0.33% | |
| 29 | MSFTMICROSOFT CORP | 4,602 | $2.2M | 0.30% | |
| 30 | SPEMSPDR INDEX SHS FDS | 47,435 | $2.2M | 0.30% | |
| 31 | ICSHISHARES TR | 43,828 | $2.2M | 0.30% | |
| 32 | IJHISHARES TR | 26,630 | $1.8M | 0.23% | |
| 33 | SPTMSPDR SERIES TRUST | 18,772 | $1.5M | 0.21% | |
| 34 | EFAVISHARES TR | 16,210 | $1.4M | 0.19% | |
| 35 | VOOVANGUARD INDEX FDS | 2,171 | $1.4M | 0.18% | |
| 36 | JMSTJ P MORGAN EXCHANGE TRADED F | 25,381 | $1.3M | 0.17% | |
| 37 | SCHHSCHWAB STRATEGIC TR | 57,825 | $1.2M | 0.16% | |
| 38 | TSLATESLA INC | 2,560 | $1.2M | 0.15% | |
| 39 | SCHGSCHWAB STRATEGIC TR | 34,881 | $1.1M | 0.15% | |
| 40 | USRTISHARES TR | 19,845 | $1.1M | 0.15% | |
| 41 | WMTWALMART INC | 9,884 | $1.1M | 0.15% | |
| 42 | SCHASCHWAB STRATEGIC TR | 36,112 | $1.0M | 0.14% | |
| 43 | FHEQFIDELITY GREENWOOD STREET TR | 32,104 | $992K | 0.13% | |
| 44 | ABBVABBVIE INC | 4,281 | $978K | 0.13% | |
| 45 | EFAISHARES TR | 9,956 | $956K | 0.13% | |
| 46 | LLYELI LILLY & CO | 865 | $929K | 0.12% | |
| 47 | PYLDPIMCO ETF TR | 33,123 | $883K | 0.12% | |
| 48 | VXUSVANGUARD STAR FDS | 11,701 | $882K | 0.12% | |
| 49 | VGSHVANGUARD SCOTTSDALE FDS | 14,107 | $828K | 0.11% | |
| 50 | VOVANGUARD INDEX FDS | 2,810 | $815K | 0.11% | |
| 51 | IJKISHARES TR | 7,596 | $735K | 0.10% | |
| 52 | CGMUCAPITAL GRP FIXED INCM ETF T | 25,796 | $706K | 0.09% | |
| 53 | JMUBJ P MORGAN EXCHANGE TRADED F | 13,849 | $699K | 0.09% | |
| 54 | JPMJPMORGAN CHASE & CO. | 2,135 | $687K | 0.09% | |
| 55 | NVDANVIDIA CORPORATION | 3,545 | $661K | 0.09% | |
| 56 | METAMETA PLATFORMS INC | 995 | $656K | 0.09% | |
| 57 | CGMSCAPITAL GRP FIXED INCM ETF T | 23,721 | $655K | 0.09% | |
| 58 | QTECFIRST TR EXCHANGE-TRADED FD | 2,749 | $632K | 0.08% | |
| 59 | CGSMCAPITAL GRP FIXED INCM ETF T | 22,956 | $604K | 0.08% | |
| 60 | IUSGISHARES TR | 3,396 | $570K | 0.08% | |
| 61 | FIGBFIDELITY MERRIMACK STR TR | 13,075 | $567K | 0.08% | |
| 62 | IEMGISHARES INC | 8,316 | $559K | 0.07% | |
| 63 | COSTCOSTCO WHSL CORP NEW | 648 | $559K | 0.07% | |
| 64 | CATCATERPILLAR INC | 947 | $542K | 0.07% | |
| 65 | AMZNAMAZON COM INC | 2,267 | $523K | 0.07% | |
| 66 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,017 | $511K | 0.07% | |
| 67 | EFGISHARES TR | 4,341 | $494K | 0.07% | |
| 68 | DFASDIMENSIONAL ETF TRUST | 6,924 | $482K | 0.06% | |
| 69 | VOTVANGUARD INDEX FDS | 1,702 | $475K | 0.06% | |
| 70 | RSPINVESCO EXCHANGE TRADED FD T | 2,468 | $472K | 0.06% | |
| 71 | HDHOME DEPOT INC | 1,325 | $455K | 0.06% | |
| 72 | BAERBRIDGER AEROSPACE GRP HLDGS | 233,323 | $426K | 0.06% | |
| 73 | BBREJ P MORGAN EXCHANGE TRADED F | 4,600 | $425K | 0.06% | |
| 74 | VBKVANGUARD INDEX FDS | 1,379 | $416K | 0.06% | |
| 75 | VVVANGUARD INDEX FDS | 1,275 | $401K | 0.05% | |
| 76 | IVEISHARES TR | 1,887 | $400K | 0.05% | |
| 77 | CGCPCAPITAL GRP FIXED INCM ETF T | 17,476 | $395K | 0.05% | |
| 78 | EEMISHARES TR | 6,935 | $379K | 0.05% | |
| 79 | VEUVANGUARD INTL EQUITY INDEX F | 4,962 | $365K | 0.05% | |
| 80 | JMHIJ P MORGAN EXCHANGE TRADED F | 7,238 | $363K | 0.05% | |
| 81 | GOOGLALPHABET INC | 1,086 | $339K | 0.05% | |
| 82 | VPUVANGUARD WORLD FD | 1,828 | $338K | 0.05% | |
| 83 | VFHVANGUARD WORLD FD | 2,525 | $337K | 0.04% | |
| 84 | VDCVANGUARD WORLD FD | 1,600 | $337K | 0.04% | |
| 85 | VDEVANGUARD WORLD FD | 2,680 | $337K | 0.04% | |
| 86 | VHTVANGUARD WORLD FD | 1,173 | $337K | 0.04% | |
| 87 | VGTVANGUARD WORLD FD | 447 | $336K | 0.04% | |
| 88 | VCRVANGUARD WORLD FD | 853 | $336K | 0.04% | |
| 89 | VOXVANGUARD WORLD FD | 1,739 | $336K | 0.04% | |
| 90 | VAWVANGUARD WORLD FD | 1,618 | $335K | 0.04% | |
| 91 | ETNEATON CORP PLC | 1,035 | $329K | 0.04% | |
| 92 | CGIBCAPITAL GRP FIXED INCM ETF T | 12,947 | $328K | 0.04% | |
| 93 | RTXRTX CORPORATION | 1,771 | $324K | 0.04% | |
| 94 | AVGOBROADCOM INC | 925 | $320K | 0.04% | |
| 95 | QQEWFIRST TR EXCHANGE-TRADED FD | 2,190 | $311K | 0.04% | |
| 96 | SCHFSCHWAB STRATEGIC TR | 11,161 | $268K | 0.04% | |
| 97 | HBANHUNTINGTON BANCSHARES INC | 15,369 | $266K | 0.04% | |
| 98 | INTCINTEL CORP | 7,204 | $265K | 0.04% | |
| 99 | JNJJOHNSON & JOHNSON | 1,226 | $253K | 0.03% | |
| 100 | ROBTFIRST TR EXCHANGE TRADED FD | 4,867 | $252K | 0.03% |
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