13F HOLDINGS REPORT
Peterson Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0001667731-25-000728
Total Value
$605.8M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 2,264,471 | $164.6M | 27.17% |
| 2 | SPDR INDEX SHS FDS | 78463X889 | 1,595,482 | $64.6M | 10.66% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 932,776 | $47.3M | 7.80% |
| 4 | SPDR SERIES TRUST | 78464A847 | 696,729 | $37.9M | 6.25% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 589,884 | $36.9M | 6.09% |
| 6 | SPDR SERIES TRUST | 78468R853 | 695,826 | $29.6M | 4.89% |
| 7 | GLOBAL X FDS | 37960A438 | 246,717 | $24.8M | 4.09% |
| 8 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 365,188 | $17.2M | 2.84% |
| 9 | VANGUARD INDEX FDS | 922908769 | 54,221 | $16.5M | 2.72% |
| 10 | ISHARES TR | 464287200 | 25,390 | $15.8M | 2.60% |
| 11 | ISHARES TR | 46435G326 | 142,485 | $10.8M | 1.79% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46654Q716 | 176,130 | $9.4M | 1.56% |
| 13 | SCHWAB STRATEGIC TR | 808524862 | 382,422 | $9.3M | 1.54% |
| 14 | VANGUARD INDEX FDS | 922908553 | 103,179 | $9.2M | 1.52% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q852 | 164,837 | $8.0M | 1.32% |
| 16 | SCHWAB STRATEGIC TR | 808524508 | 236,356 | $6.6M | 1.09% |
| 17 | VANGUARD INDEX FDS | 922908751 | 27,789 | $6.6M | 1.09% |
| 18 | VANGUARD TAX-MANAGED FDS | 921943858 | 101,721 | $5.8M | 0.96% |
| 19 | ISHARES TR | 464287309 | 49,551 | $5.5M | 0.90% |
| 20 | DIMENSIONAL ETF TRUST | 25434V732 | 175,720 | $5.2M | 0.86% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042858 | 103,482 | $5.1M | 0.84% |
| 22 | FIDELITY MERRIMACK STR TR | 316188309 | 99,756 | $4.6M | 0.75% |
| 23 | SIMPLIFY EXCHANGE TRADED FUN | 82889N764 | 147,533 | $4.4M | 0.73% |
| 24 | SPDR SERIES TRUST | 78464A805 | 57,599 | $4.3M | 0.71% |
| 25 | SPDR INDEX SHS FDS | 78463X509 | 67,676 | $2.9M | 0.48% |
| 26 | APPLE INC | AAPL | 12,424 | $2.5M | 0.42% |
| 27 | ISHARES TR | 46434V878 | 48,187 | $2.4M | 0.40% |
| 28 | EXXON MOBIL CORP | XOM | 22,488 | $2.4M | 0.40% |
| 29 | MICROSOFT CORP | MSFT | 4,385 | $2.2M | 0.36% |
| 30 | ISHARES TR | 464287804 | 19,138 | $2.1M | 0.35% |
| 31 | ISHARES TR | 464287507 | 28,682 | $1.8M | 0.29% |
| 32 | VANGUARD INDEX FDS | 922908363 | 2,828 | $1.6M | 0.27% |
| 33 | SCHWAB STRATEGIC TR | 808524847 | 75,618 | $1.6M | 0.26% |
| 34 | EA SERIES TRUST | 02072L565 | 13,475 | $1.5M | 0.25% |
| 35 | ISHARES TR | 46429B689 | 17,800 | $1.5M | 0.25% |
| 36 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 28,016 | $1.4M | 0.24% |
| 37 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 29,350 | $1.4M | 0.22% |
| 38 | PIMCO ETF TR | 72201R585 | 47,628 | $1.3M | 0.21% |
| 39 | ISHARES TR | 464288521 | 20,523 | $1.2M | 0.19% |
| 40 | SCHWAB STRATEGIC TR | 808524607 | 43,871 | $1.1M | 0.18% |
| 41 | FIDELITY GREENWOOD STREET TR | 31624J745 | 35,760 | $1.0M | 0.17% |
| 42 | VANGUARD SCOTTSDALE FDS | 92206C102 | 16,001 | $940,550 | 0.16% |
| 43 | WALMART INC | WMT | 9,548 | $933,602 | 0.15% |
| 44 | ISHARES TR | 464287465 | 9,779 | $874,156 | 0.14% |
| 45 | VANGUARD INDEX FDS | 922908629 | 3,079 | $861,614 | 0.14% |
| 46 | FIRST TR EXCHANGE-TRADED FD | 337345102 | 3,861 | $821,727 | 0.14% |
| 47 | VANGUARD STAR FDS | 921909768 | 11,643 | $804,415 | 0.13% |
| 48 | ABBVIE INC | ABBV | 4,250 | $788,926 | 0.13% |
| 49 | TESLA INC | TSLA | 2,401 | $762,702 | 0.13% |
| 50 | META PLATFORMS INC | META | 1,011 | $746,497 | 0.12% |
| 51 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 25,514 | $704,709 | 0.12% |
| 52 | ISHARES TR | 464287606 | 7,563 | $688,115 | 0.11% |
| 53 | SCHWAB STRATEGIC TR | 808524300 | 23,092 | $674,507 | 0.11% |
| 54 | VANGUARD INDEX FDS | 922908637 | 2,311 | $659,343 | 0.11% |
| 55 | ELI LILLY & CO | LLY | 839 | $653,896 | 0.11% |
| 56 | FIDELITY MERRIMACK STR TR | 316188606 | 14,019 | $605,757 | 0.10% |
| 57 | COSTCO WHSL CORP NEW | 22160K105 | 597 | $591,247 | 0.10% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 2,030 | $588,548 | 0.10% |
| 59 | NVIDIA CORPORATION | NVDA | 3,503 | $553,518 | 0.09% |
| 60 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,020 | $548,783 | 0.09% |
| 61 | CAPITAL GRP FIXED INCM ETF T | 14020Y706 | 20,301 | $512,290 | 0.08% |
| 62 | ISHARES TR | 464287671 | 3,405 | $512,052 | 0.08% |
| 63 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,006 | $488,685 | 0.08% |
| 64 | HOME DEPOT INC | HD | 1,321 | $484,511 | 0.08% |
| 65 | ISHARES INC | 46434G103 | 7,672 | $460,552 | 0.08% |
| 66 | BRIDGER AEROSPACE GRP HLDGS | 96812F102 | 233,323 | $450,313 | 0.07% |
| 67 | AMAZON COM INC | AMZN | 2,002 | $439,219 | 0.07% |
| 68 | J P MORGAN EXCHANGE TRADED F | 46641Q738 | 4,749 | $437,458 | 0.07% |
| 69 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 18,835 | $423,777 | 0.07% |
| 70 | ISHARES TR | 464287408 | 2,108 | $411,990 | 0.07% |
| 71 | SCHWAB STRATEGIC TR | 808524805 | 17,952 | $396,746 | 0.07% |
| 72 | EATON CORP PLC | ETN | 1,035 | $369,485 | 0.06% |
| 73 | SCHWAB STRATEGIC TR | 808524201 | 14,754 | $360,597 | 0.06% |
| 74 | CATERPILLAR INC | CAT | 849 | $329,654 | 0.05% |
| 75 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,855 | $326,347 | 0.05% |
| 76 | FIRST TR EXCHANGE-TRADED FD | 337344105 | 2,337 | $318,961 | 0.05% |
| 77 | ISHARES TR | 464287234 | 6,553 | $316,128 | 0.05% |
| 78 | ISHARES TR | 464288885 | 2,723 | $304,967 | 0.05% |
| 79 | BROADCOM INC | AVGO | 1,093 | $301,241 | 0.05% |
| 80 | SCHWAB STRATEGIC TR | 808524706 | 9,795 | $295,233 | 0.05% |
| 81 | CAPITAL GRP FIXED INCM ETF T | 14020Y201 | 10,995 | $293,448 | 0.05% |
| 82 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 5,863 | $291,056 | 0.05% |
| 83 | VANGUARD INDEX FDS | 922908538 | 1,010 | $287,258 | 0.05% |
| 84 | CAPITAL GRP FIXED INCM ETF T | 14020Y607 | 11,009 | $287,105 | 0.05% |
| 85 | DIMENSIONAL ETF TRUST | 25434V500 | 4,197 | $267,392 | 0.04% |
| 86 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 7,023 | $263,428 | 0.04% |
| 87 | HUNTINGTON BANCSHARES INC | HBANP | 15,178 | $254,379 | 0.04% |
| 88 | QUALCOMM INC | QCOM | 1,582 | $251,951 | 0.04% |
| 89 | SPDR S&P 500 ETF TR | SPY | 401 | $247,452 | 0.04% |
| 90 | FIRST TR EXCHANGE TRADED FD | 33738R720 | 4,867 | $235,066 | 0.04% |
| 91 | VANGUARD INDEX FDS | 922908595 | 847 | $234,479 | 0.04% |
| 92 | VISA INC | V | 628 | $222,896 | 0.04% |
| 93 | J P MORGAN EXCHANGE TRADED F | 46654Q799 | 4,193 | $208,727 | 0.03% |
| 94 | FIDELITY MERRIMACK STR TR | 316188879 | 4,201 | $206,981 | 0.03% |
| 95 | INTEL CORP | INTC | 9,158 | $205,148 | 0.03% |
| 96 | CAPITAL GRP FIXED INCM ETF T | 14020Y508 | 7,614 | $200,248 | 0.03% |
| 97 | GENASYS INC | GNSS | 71,224 | $123,218 | 0.02% |