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
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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