Q3 2026 13F · SEC CIK 1713558

Peterson Wealth Advisors, LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $861.9M
Reported positions: 116
Top holdings a year, 3 yrs: +12.1%
Assets under management: $829.7M

Peterson Wealth Advisors, LLC is a wealth manager that reported 116 positions worth $861.9M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Spdr Series Trust (SPLG, 26.5%), Spdr Index Shs Fds (SPDW, 12.0%), J P Morgan Exchange Traded F (HELO, 6.2%). A portfolio copying its top holdings returned 12.1% a year over the last 3 years, against 21.3% for the S&P 500.

Peterson Wealth Advisors, LLC holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peterson Wealth Advisors, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	26.5%	25.5%	2,542,472	+3.4%	$228.2M
SPDWSpdr Index Shs Fds	12.0%	11.8%	2,053,612	+4.1%	$103.1M
HELOJ P Morgan Exchange Traded F	6.2%	5.9%	769,019	+4.9%	$53.2M
JBNDJ P Morgan Exchange Traded F	5.9%	5.9%	993,000	+6.8%	$50.8M
SPMDSpdr Series Trust	5.7%	6.0%	778,920	+4.1%	$49.1M
TBUXT Rowe Price Exchange-Traded	4.4%	—	772,452	—	$38.3M
SPSMSpdr Series Trust	4.2%	4.6%	688,151	+3.0%	$36.4M
DFEMDimensional ETF Trust	3.5%	3.5%	762,410	+5.7%	$30.3M
BOXXEa Series Trust	3.1%	2.3%	227,129	+35.6%	$26.9M
CLIPGlobal X Fds	2.7%	2.9%	234,219	-5.1%	$23.5M
JCPBJ P Morgan Exchange Traded F	2.6%	2.6%	495,070	+5.6%	$22.2M
JPIEJpmorgan Income ETF	2.3%	2.3%	442,990	+6.8%	$19.9M
VTIVanguard Index Fds	2.0%	2.1%	46,895	-2.9%	$17.5M
IVVIshares Tr	1.8%	1.9%	20,576	-1.8%	$15.8M
SCHOSchwab Strategic Tr	1.5%	1.4%	531,181	+8.9%	$12.7M
IDEVIshares Tr	1.3%	1.4%	128,339	-1.4%	$11.5M
JPIBJ P Morgan Exchange Traded F	1.1%	1.1%	211,114	+6.3%	$9.9M
VNQVanguard Index Fds	1.1%	1.2%	105,693	+3.8%	$9.5M
SCHMSchwab Strategic Tr	0.8%	0.9%	213,466	-1.3%	$7.3M
IVWIshares Tr	0.8%	0.8%	49,258	-1.4%	$7.0M
VBVanguard Index Fds	0.8%	0.9%	24,544	-2.0%	$7.0M
VEAVanguard Ftse Developed Markets Index Fu	0.7%	0.7%	80,171	-3.5%	$5.7M
VWOVanguard Intl Equity Index F	0.6%	0.6%	90,538	+0.1%	$5.4M
AAPLApple Inc	0.5%	0.5%	13,411	-0.0%	$4.5M
JPSTJ P Morgan Exchange Traded F	0.4%	5.2%	73,561	-91.5%	$3.7M
HEQTSimplify Exchange Traded Fun	0.4%	0.4%	102,659	-8.7%	$3.5M
IJRIshares Tr	0.3%	0.4%	21,054	-0.9%	$2.9M
FBNDFidelity Merrimack Str Tr	0.3%	0.3%	61,855	-4.7%	$2.7M
SPEMSpdr Index Shs Fds	0.3%	0.3%	46,510	-2.1%	$2.4M
MSFTMicrosoft Corp	0.3%	0.2%	4,489	-2.1%	$2.3M
SPTMSpdr Series Trust	0.2%	0.2%	18,289	-2.0%	$1.7M
IJHIshares Tr	0.2%	0.2%	23,342	-6.3%	$1.7M
VOOVanguard Index Fds	0.2%	0.2%	2,218	+1.3%	$1.6M
EFAVIshares Tr	0.2%	0.2%	16,039	-0.3%	$1.5M
JMSTJ P Morgan Exchange Traded F	0.2%	0.2%	26,813	-25.8%	$1.4M
SCHGSchwab Strategic Tr	0.1%	0.1%	35,621	-0.6%	$1.3M
QTECFirst Tr Exchange-Traded Fd	0.1%	0.1%	3,556	+28.8%	$1.2M
USRTIshares Tr	0.1%	0.1%	18,469	-0.6%	$1.1M
EFAIshares Tr	0.1%	0.1%	10,796	+2.0%	$1.1M
SCHHSchwab Strategic Tr	0.1%	0.1%	49,844	-1.8%	$1.1M
ABBVAbbvie Inc	0.1%	0.1%	4,040	-5.6%	$1.1M
PYLDPimco ETF Tr	0.1%	0.1%	40,935	+14.4%	$1.0M
WMTWalmart Inc	0.1%	0.1%	9,513	-2.0%	$989K
IJKIshares S&p Mid Cap 400 Growth	0.1%	0.1%	8,679	+7.0%	$951K
SCHASchwab Strategic Tr	0.1%	0.1%	27,964	-7.5%	$912K
TSLATesla Inc	0.1%	0.1%	2,551	+0.8%	$905K
LLYEli Lilly & Co	0.1%	0.1%	758	+0.4%	$877K
VOVanguard Index Fds	0.1%	0.1%	11,113	-1.5%	$871K
NVDANvidia Corporation	0.1%	—	3,505	—	$800K
INTCIntel Corp	0.1%	—	6,426	—	$773K

What Peterson Wealth Advisors, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BOXX Ea Series Trust+35.6% shares
QTEC First Tr Exchange-Traded Fd+28.8% shares
PYLD Pimco ETF Tr+14.4% shares
SCHO Schwab Strategic Tr+8.9% shares
IJK Ishares S&p Mid Cap 400 Growth+7.0% shares
JPIE Jpmorgan Income ETF+6.8% shares
JBND J P Morgan Exchange Traded F+6.8% shares
JPIB J P Morgan Exchange Traded F+6.3% shares

Reduced

JPST J P Morgan Exchange Traded F-91.5% shares
JMST J P Morgan Exchange Traded F-25.8% shares
HEQT Simplify Exchange Traded Fun-8.7% shares
SCHA Schwab Strategic Tr-7.5% shares
IJH Ishares Tr-6.3% shares
ABBV Abbvie Inc-5.6% shares
CLIP Global X Fds-5.1% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +10.0% /yr; S&P 500 +23.4%
3 years: +12.1% /yr; S&P 500 +21.3%
5 years: +5.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$861.9M	116
Q2 2026	$846.1M	120
Q1 2026	$751.9M	108
Q4 2025	$750.1M	107
Q3 2025	$668.6M	99
Q2 2025	$605.8M	97
Q1 2025	$517.6M	89
Q4 2024	$554.9M	83
Q3 2024	$529.3M	83
Q2 2024	$476.7M	75
Q1 2024	$470.6M	68
Q4 2023	$421.2M	65

Questions about Peterson Wealth Advisors, LLC's portfolio

What stocks does Peterson Wealth Advisors, LLC own?

Peterson Wealth Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 116 positions worth $861.9M. The largest are Spdr Series Trust (SPLG) at 26.5%, Spdr Index Shs Fds (SPDW) at 12.0%, J P Morgan Exchange Traded F (HELO) at 6.2%, J P Morgan Exchange Traded F (JBND) at 5.9% and Spdr Series Trust (SPMD) at 5.7%.

What did Peterson Wealth Advisors, LLC buy last quarter?

In Q3 2026, Peterson Wealth Advisors, LLC added Ea Series Trust (BOXX) (+35.6% shares), First Tr Exchange-Traded Fd (QTEC) (+28.8% shares) and Pimco ETF Tr (PYLD) (+14.4% shares), compared with its Q2 2026 filing.

What did Peterson Wealth Advisors, LLC sell last quarter?

In Q3 2026, Peterson Wealth Advisors, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Ishares Tr (ICSH), J P Morgan Exchange Traded F (JPST) (-91.5% shares), J P Morgan Exchange Traded F (JMST) (-25.8% shares) and Simplify Exchange Traded Fun (HEQT) (-8.7% shares), compared with its Q2 2026 filing.

How has Peterson Wealth Advisors, LLC's portfolio performed?

A portfolio copying Peterson Wealth Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.1% a year over the last 3 years, against +21.3% for the S&P 500. Over 1 year: +10.0% against +23.4%. Over 5 years: +5.4% a year against +11.6%.

When is Peterson Wealth Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peterson Wealth Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Peterson Wealth Advisors, LLC manage?

Peterson Wealth Advisors, LLC reported $829.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $861.9M.